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
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-782- 4.59% |
$133K - $154K
|
16.2K
$3.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-783- 6.63% |
$133K - $154K
|
11K
$2.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-785- 0.83% |
$134K - $154K
|
93.3K
$18.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-785- 1.4% |
$134K - $154K
|
55.3K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-790- 0.17% |
$135K - $155K
|
461K
$92.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-792- 1.98% |
$135K - $156K
|
39.3K
$7.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-793- 2.56% |
$135K - $156K
|
30.2K
$6.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-796- 26.35% |
$136K - $156K
|
2.23K
$446K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-801- 2.3% |
$137K - $157K
|
34.1K
$6.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-804- 1.81% |
$137K - $158K
|
43.6K
$8.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-804- 1.23% |
$137K - $158K
|
64.6K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-808- 2.22% |
$138K - $159K
|
35.7K
$7.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-810- 1.11% |
$138K - $159K
|
72K
$14.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-811- 9.91% |
$138K - $159K
|
7.37K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-812- 1.11% |
$138K - $160K
|
72.6K
$14.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-815- 2.66% |
$139K - $160K
|
29.8K
$5.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-818- 3.46% |
$139K - $161K
|
22.8K
$4.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-818- 1.29% |
$139K - $161K
|
62.7K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-819- 0.73% |
$140K - $161K
|
111K
$22.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-820- 0.53% |
$140K - $161K
|
153K
$30.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-823- 3.29% |
$140K - $162K
|
24.2K
$4.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-825- 1.39% |
$141K - $162K
|
58.7K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-829- 3.18% |
$141K - $163K
|
25.3K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-830- 2.72% |
$141K - $163K
|
29.7K
$5.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-833- 1.05% |
$142K - $164K
|
78.7K
$15.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-834- 1.36% |
$142K - $164K
|
60.4K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-835- 1.9% |
$142K - $164K
|
43.1K
$8.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-837- 1.32% |
$143K - $164K
|
62.8K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-840- 4.14% |
$143K - $165K
|
19.4K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-843- 0.47% |
$144K - $166K
|
177K
$35.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-849- 2.12% |
$145K - $167K
|
39.3K
$7.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-854- 0.99% |
$146K - $168K
|
85.4K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-855- 0.87% |
$146K - $168K
|
97.8K
$19.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-855- 1.62% |
$146K - $168K
|
51.8K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-859- 0.63% |
$146K - $169K
|
135K
$27.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-860- 2.78% |
$147K - $169K
|
30K
$6.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-863- 1.46% |
$147K - $170K
|
58.4K
$11.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-865- 3.23% |
$147K - $170K
|
25.9K
$5.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-875- 12.3% |
$149K - $172K
|
6.24K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-875- 4.84% |
$149K - $172K
|
17.2K
$3.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-877- 3.44% |
$149K - $172K
|
24.6K
$4.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-880- 0.75% |
$150K - $173K
|
116K
$23.2M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-882- 13.35% |
$150K - $173K
|
5.73K
$1.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-885- 14.96% |
$151K - $174K
|
5.03K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-886- 2.51% |
$151K - $174K
|
34.5K
$6.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-886- 2.19% |
$151K - $174K
|
39.5K
$7.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-892- 1.23% |
$152K - $175K
|
71.7K
$14.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-893- 3.78% |
$152K - $175K
|
22.7K
$4.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-893- 1.77% |
$152K - $175K
|
49.5K
$9.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-893- 1.23% |
$152K - $175K
|
72K
$14.4M
|