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 14, 2023
Q3 2023
|
Unio Capital LLC
|
SELL
|
- |
-700- 2.07% |
$119K - $138K
|
33K
$6.62M
|
|
Nov 16, 2023
Q3 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-700- 4.71% |
$119K - $138K
|
14.2K
$2.84M
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-701- 5.32% |
$119K - $138K
|
12.5K
$2.5M
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-703- 2.17% |
$120K - $138K
|
31.7K
$6.35M
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-703- 14.53% |
$120K - $138K
|
4.13K
$828K
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-703- 0.69% |
$120K - $138K
|
101K
$20.2M
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-707- 3.83% |
$120K - $139K
|
17.8K
$3.56M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-708- 0.97% |
$121K - $139K
|
71.9K
$14.4M
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-709- 4.41% |
$121K - $139K
|
15.4K
$3.08M
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-710- 0.42% |
$121K - $139K
|
169K
$33.8M
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-710- 8.76% |
$121K - $139K
|
7.4K
$1.48M
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-711- 3.84% |
$121K - $140K
|
17.8K
$3.57M
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-713- 0.44% |
$122K - $140K
|
161K
$32.2M
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-713- 6.41% |
$122K - $140K
|
10.4K
$2.09M
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-714- 0.91% |
$122K - $140K
|
78.2K
$15.7M
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-717- 1.63% |
$122K - $141K
|
43.4K
$8.69M
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-718- 2.66% |
$122K - $141K
|
26.2K
$5.25M
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-719- 28.02% |
$123K - $141K
|
1.85K
$370K
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-720- 4.31% |
$123K - $141K
|
16K
$3.2M
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-721- 0.88% |
$123K - $142K
|
81K
$16.2M
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-723- 2.29% |
$123K - $142K
|
30.8K
$6.17M
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-724- 2.31% |
$123K - $142K
|
30.7K
$6.14M
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-724- 28.08% |
$123K - $142K
|
1.85K
$371K
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-726- 5.03% |
$124K - $143K
|
13.7K
$2.74M
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-728- 1.73% |
$124K - $143K
|
41.3K
$8.27M
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-729- 3.59% |
$124K - $143K
|
19.6K
$3.92M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-729- 6.74% |
$124K - $143K
|
10.1K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-729- 0.77% |
$124K - $143K
|
93.5K
$18.7M
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-730- 0.43% |
$124K - $143K
|
171K
$34.2M
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-733- 1.31% |
$125K - $144K
|
55.3K
$11.1M
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-735- 1.65% |
$125K - $144K
|
43.8K
$8.77M
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-737- 6.4% |
$126K - $145K
|
10.8K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
SELL
|
- |
-742- 0.61% |
$126K - $146K
|
121K
$24.3M
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-743- 0.54% |
$127K - $146K
|
137K
$27.4M
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-748- 2.42% |
$127K - $147K
|
30.1K
$6.03M
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-748- 3.38% |
$127K - $147K
|
21.4K
$4.28M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-749- 0.96% |
$128K - $147K
|
77.7K
$15.6M
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-750- 6.43% |
$128K - $147K
|
10.9K
$2.19M
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-753- 16.21% |
$128K - $148K
|
3.89K
$779K
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-760- 2.25% |
$130K - $149K
|
33K
$6.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-761- 1.07% |
$130K - $149K
|
70.6K
$14.1M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-762- 1.78% |
$130K - $150K
|
42K
$8.42M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-764- 0.2% |
$130K - $150K
|
391K
$78.2M
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-765- 1.16% |
$130K - $150K
|
65.2K
$13.1M
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-766- 1.16% |
$131K - $150K
|
65K
$13M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-774- 1.03% |
$132K - $152K
|
74.4K
$14.9M
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-778- 2.6% |
$133K - $153K
|
29.2K
$5.84M
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-779- 1.26% |
$133K - $153K
|
61.3K
$12.3M
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-782- 4.12% |
$133K - $154K
|
18.2K
$3.64M
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-782- 1.6% |
$133K - $154K
|
48.1K
$9.63M
|