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 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-815- 2.66% |
$139K - $160K
|
29.8K
$7.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-818- 3.46% |
$139K - $161K
|
22.8K
$5.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-818- 1.29% |
$139K - $161K
|
62.7K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-819- 0.73% |
$140K - $161K
|
111K
$27.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-820- 0.53% |
$140K - $161K
|
153K
$37.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-823- 3.29% |
$140K - $162K
|
24.2K
$5.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-825- 1.39% |
$141K - $162K
|
58.7K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-829- 3.18% |
$141K - $163K
|
25.3K
$6.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-830- 2.72% |
$141K - $163K
|
29.7K
$7.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-833- 1.05% |
$142K - $164K
|
78.7K
$19.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-834- 1.36% |
$142K - $164K
|
60.4K
$14.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-835- 1.9% |
$142K - $164K
|
43.1K
$10.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-837- 1.32% |
$143K - $164K
|
62.8K
$15.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-840- 4.14% |
$143K - $165K
|
19.4K
$4.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-843- 0.47% |
$144K - $166K
|
177K
$43.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-849- 2.12% |
$145K - $167K
|
39.3K
$9.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-854- 0.99% |
$146K - $168K
|
85.4K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-855- 0.87% |
$146K - $168K
|
97.8K
$24M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-855- 1.62% |
$146K - $168K
|
51.8K
$12.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-859- 0.63% |
$146K - $169K
|
135K
$33.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-860- 2.78% |
$147K - $169K
|
30K
$7.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-863- 1.46% |
$147K - $170K
|
58.4K
$14.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-865- 3.23% |
$147K - $170K
|
25.9K
$6.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-875- 12.3% |
$149K - $172K
|
6.24K
$1.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-875- 4.84% |
$149K - $172K
|
17.2K
$4.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-877- 3.44% |
$149K - $172K
|
24.6K
$6.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-880- 0.75% |
$150K - $173K
|
116K
$28.4M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-882- 13.35% |
$150K - $173K
|
5.73K
$1.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-885- 14.96% |
$151K - $174K
|
5.03K
$1.24M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-886- 2.51% |
$151K - $174K
|
34.5K
$8.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-886- 2.19% |
$151K - $174K
|
39.5K
$9.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-892- 1.23% |
$152K - $175K
|
71.7K
$17.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-893- 3.78% |
$152K - $175K
|
22.7K
$5.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-893- 1.77% |
$152K - $175K
|
49.5K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-893- 1.23% |
$152K - $175K
|
72K
$17.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-898- 1.82% |
$153K - $176K
|
48.3K
$11.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-898- 2.9% |
$153K - $176K
|
30.1K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-899- 0.83% |
$153K - $177K
|
108K
$26.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-900- 6.66% |
$153K - $177K
|
12.6K
$3.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-902- 1.27% |
$154K - $177K
|
70.3K
$17.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-905- 1.95% |
$154K - $178K
|
45.6K
$11.2M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-907- 0.34% |
$155K - $178K
|
266K
$65.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-908- 16.34% |
$155K - $178K
|
4.65K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-910- 27.03% |
$155K - $179K
|
2.46K
$603K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-910- 0.79% |
$155K - $179K
|
114K
$28.1M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-910- 0.79% |
$155K - $179K
|
114K
$28.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-915- 3.36% |
$156K - $180K
|
26.3K
$6.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-917- 0.99% |
$156K - $180K
|
91.4K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-917- 3.08% |
$156K - $180K
|
28.9K
$7.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-923- 1.64% |
$157K - $181K
|
55.3K
$13.6M
|