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 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-627- 5.4% |
$107K - $123K
|
11K
$2.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-628- 0.07% |
$107K - $123K
|
891K
$219M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-630- 2.88% |
$107K - $124K
|
21.3K
$5.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-630- 1.11% |
$107K - $124K
|
56.1K
$13.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-632- 20.83% |
$108K - $124K
|
2.4K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-633- 0.49% |
$108K - $124K
|
129K
$31.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-636- 1.04% |
$108K - $125K
|
60.2K
$14.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-639- 1.17% |
$109K - $126K
|
54K
$13.3M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-640- 1.58% |
$109K - $126K
|
39.8K
$9.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-645- 1.15% |
$110K - $127K
|
55.5K
$13.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-650- 2.67% |
$111K - $128K
|
23.7K
$5.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-650- 5.05% |
$111K - $128K
|
12.2K
$3M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-653- 2.84% |
$111K - $128K
|
22.4K
$5.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-656- 0.2% |
$112K - $129K
|
325K
$79.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-663- 0.87% |
$113K - $130K
|
75.7K
$18.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-664- 16.83% |
$113K - $130K
|
3.28K
$806K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-666- 1.59% |
$114K - $131K
|
41.3K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-666- 0.46% |
$114K - $131K
|
143K
$35.2M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-666- 0.46% |
$114K - $131K
|
143K
$35.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-667- 2.08% |
$114K - $131K
|
31.4K
$7.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-667- 1.04% |
$114K - $131K
|
63.3K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-668- 0.89% |
$114K - $131K
|
74.6K
$18.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-672- 0.97% |
$115K - $132K
|
68.5K
$16.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-673- 1.46% |
$115K - $132K
|
45.5K
$11.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-673- 0.6% |
$115K - $132K
|
112K
$27.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-675- 4.26% |
$115K - $133K
|
15.2K
$3.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-678- 2.02% |
$116K - $133K
|
33K
$8.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-680- 1.92% |
$116K - $134K
|
34.7K
$8.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-681- 2.78% |
$116K - $134K
|
23.8K
$5.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-683- 3.26% |
$116K - $134K
|
20.3K
$4.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-693- 1.47% |
$118K - $136K
|
46.5K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-696- 1.21% |
$119K - $137K
|
56.6K
$13.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-697- 1.0% |
$119K - $137K
|
69.4K
$17M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-700- 0.16% |
$119K - $138K
|
447K
$110M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-700- 0.37% |
$119K - $138K
|
189K
$46.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Unio Capital LLC
|
SELL
|
- |
-700- 2.07% |
$119K - $138K
|
33K
$8.12M
|
|
|
Nov 16, 2023
Q3 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-700- 4.71% |
$119K - $138K
|
14.2K
$3.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-701- 5.32% |
$119K - $138K
|
12.5K
$3.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-703- 2.17% |
$120K - $138K
|
31.7K
$7.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-703- 14.53% |
$120K - $138K
|
4.13K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-703- 0.69% |
$120K - $138K
|
101K
$24.8M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-707- 3.83% |
$120K - $139K
|
17.8K
$4.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-708- 0.97% |
$121K - $139K
|
71.9K
$17.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-709- 4.41% |
$121K - $139K
|
15.4K
$3.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-710- 0.42% |
$121K - $139K
|
169K
$41.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-710- 8.76% |
$121K - $139K
|
7.4K
$1.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-711- 3.84% |
$121K - $140K
|
17.8K
$4.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-713- 0.44% |
$122K - $140K
|
161K
$39.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-713- 6.41% |
$122K - $140K
|
10.4K
$2.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-714- 0.91% |
$122K - $140K
|
78.2K
$19.2M
|