Purchases and Sales Made in Q3 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 2023. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-600- 2.46% |
$102K - $118K
|
23.8K
$4.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-601- 4.78% |
$102K - $118K
|
12K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-601- 0.66% |
$102K - $118K
|
90.9K
$18.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-605- 14.48% |
$103K - $119K
|
3.57K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-605- 1.7% |
$103K - $119K
|
34.9K
$7M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-606- 0.67% |
$103K - $119K
|
89.5K
$17.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-608- 0.63% |
$104K - $119K
|
96.4K
$19.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-613- 4.49% |
$104K - $120K
|
13K
$2.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-613- 4.29% |
$104K - $120K
|
13.7K
$2.74M
|
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-616- 1.68% |
$105K - $121K
|
36.1K
$7.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-621- 1.15% |
$106K - $122K
|
53.2K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-621- 1.36% |
$106K - $122K
|
45.1K
$9.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-622- 1.61% |
$106K - $122K
|
38K
$7.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-623- 15.97% |
$106K - $122K
|
3.28K
$656K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-625- 3.96% |
$107K - $123K
|
15.2K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-627- 5.4% |
$107K - $123K
|
11K
$2.2M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-628- 0.07% |
$107K - $123K
|
891K
$178M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-630- 2.88% |
$107K - $124K
|
21.3K
$4.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-630- 1.11% |
$107K - $124K
|
56.1K
$11.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-632- 20.83% |
$108K - $124K
|
2.4K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-633- 0.49% |
$108K - $124K
|
129K
$25.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-636- 1.04% |
$108K - $125K
|
60.2K
$12.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-639- 1.17% |
$109K - $126K
|
54K
$10.8M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-640- 1.58% |
$109K - $126K
|
39.8K
$7.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-645- 1.15% |
$110K - $127K
|
55.5K
$11.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-650- 2.67% |
$111K - $128K
|
23.7K
$4.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-650- 5.05% |
$111K - $128K
|
12.2K
$2.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-653- 2.84% |
$111K - $128K
|
22.4K
$4.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-656- 0.2% |
$112K - $129K
|
325K
$65.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-663- 0.87% |
$113K - $130K
|
75.7K
$15.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-664- 16.83% |
$113K - $130K
|
3.28K
$657K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-666- 1.59% |
$114K - $131K
|
41.3K
$8.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-666- 0.46% |
$114K - $131K
|
143K
$28.7M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-666- 0.46% |
$114K - $131K
|
143K
$28.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-667- 2.08% |
$114K - $131K
|
31.4K
$6.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-667- 1.04% |
$114K - $131K
|
63.3K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-668- 0.89% |
$114K - $131K
|
74.6K
$14.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-672- 0.97% |
$115K - $132K
|
68.5K
$13.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-673- 1.46% |
$115K - $132K
|
45.5K
$9.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-673- 0.6% |
$115K - $132K
|
112K
$22.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-675- 4.26% |
$115K - $133K
|
15.2K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-678- 2.02% |
$116K - $133K
|
33K
$6.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-680- 1.92% |
$116K - $134K
|
34.7K
$6.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-681- 2.78% |
$116K - $134K
|
23.8K
$4.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-683- 3.26% |
$116K - $134K
|
20.3K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-693- 1.47% |
$118K - $136K
|
46.5K
$9.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-696- 1.21% |
$119K - $137K
|
56.6K
$11.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-697- 1.0% |
$119K - $137K
|
69.4K
$13.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-700- 0.16% |
$119K - $138K
|
447K
$89.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-700- 0.37% |
$119K - $138K
|
189K
$37.9M
|