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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-898- 1.82% |
$153K - $176K
|
48.3K
$9.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-898- 2.9% |
$153K - $176K
|
30.1K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-899- 0.83% |
$153K - $177K
|
108K
$21.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-900- 6.66% |
$153K - $177K
|
12.6K
$2.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-902- 1.27% |
$154K - $177K
|
70.3K
$14.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-905- 1.95% |
$154K - $178K
|
45.6K
$9.14M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-907- 0.34% |
$155K - $178K
|
266K
$53.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-908- 16.34% |
$155K - $178K
|
4.65K
$931K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-910- 27.03% |
$155K - $179K
|
2.46K
$492K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-910- 0.79% |
$155K - $179K
|
114K
$22.9M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-910- 0.79% |
$155K - $179K
|
114K
$22.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-915- 3.36% |
$156K - $180K
|
26.3K
$5.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-917- 0.99% |
$156K - $180K
|
91.4K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-917- 3.08% |
$156K - $180K
|
28.9K
$5.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-923- 1.64% |
$157K - $181K
|
55.3K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-923- 6.91% |
$157K - $181K
|
12.4K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-924- 0.49% |
$157K - $182K
|
186K
$37.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-925- 2.59% |
$158K - $182K
|
34.7K
$6.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-926- 0.8% |
$158K - $182K
|
114K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-928- 1.57% |
$158K - $182K
|
58.1K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-930- 8.24% |
$158K - $183K
|
10.4K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-930- 0.73% |
$158K - $183K
|
126K
$25.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-931- 3.01% |
$159K - $183K
|
30K
$6.02M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-933- 1.07% |
$159K - $183K
|
86.3K
$17.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-933- 1.32% |
$159K - $183K
|
69.5K
$13.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-934- 1.66% |
$159K - $183K
|
55.3K
$11.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-939- 0.73% |
$160K - $184K
|
127K
$25.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-940- 13.64% |
$160K - $185K
|
5.95K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-944- 1.49% |
$161K - $185K
|
62.2K
$12.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-948- 0.81% |
$162K - $186K
|
116K
$23.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-949- 1.86% |
$162K - $186K
|
50.2K
$10.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-956- 6.91% |
$163K - $188K
|
12.9K
$2.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-957- 0.74% |
$163K - $188K
|
128K
$25.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-969- 1.22% |
$165K - $190K
|
78.5K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-977- 2.95% |
$167K - $192K
|
32.2K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-977- 1.18% |
$167K - $192K
|
82.1K
$16.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-978- 0.63% |
$167K - $192K
|
155K
$31.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-979- 0.68% |
$167K - $192K
|
143K
$28.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-983- 4.62% |
$168K - $193K
|
20.3K
$4.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-989- 3.82% |
$169K - $194K
|
24.9K
$4.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-989- 0.84% |
$169K - $194K
|
117K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-990- 5.11% |
$169K - $194K
|
18.4K
$3.68M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-992- 2.38% |
$169K - $195K
|
40.7K
$8.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-994- 14.41% |
$169K - $195K
|
5.9K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-994- 0.52% |
$169K - $195K
|
192K
$38.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-994- 0.83% |
$169K - $195K
|
119K
$23.8M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-997- 0.76% |
$170K - $196K
|
130K
$26.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 1.17% |
$170K - $196K
|
84.3K
$16.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-1K- 6.75% |
$170K - $196K
|
13.8K
$2.77M
|
|
|
Oct 18, 2023
Q3 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-1K- 2.22% |
$170K - $196K
|
44K
$8.81M
|