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 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1K- 3.83% |
$170K - $196K
|
25.1K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1K- 1.87% |
$170K - $196K
|
52.6K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-1K- 1.08% |
$170K - $196K
|
91.6K
$18.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 5.77% |
$171K - $197K
|
16.4K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1K- 3.45% |
$171K - $197K
|
28K
$5.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1K- 0.86% |
$171K - $197K
|
116K
$23.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.01K- 2.64% |
$171K - $197K
|
37.1K
$7.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.01K- 4.64% |
$172K - $198K
|
20.7K
$4.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.01K- 0.33% |
$172K - $199K
|
306K
$61.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.01K- 18.22% |
$172K - $199K
|
4.54K
$909K
|
|
|
Oct 06, 2023
Q3 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-1.02K- 9.02% |
$173K - $200K
|
10.3K
$2.05M
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.02K- 9.65% |
$174K - $201K
|
9.56K
$1.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.03K- 6.76% |
$175K - $201K
|
14.1K
$2.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.03K- 3.48% |
$175K - $201K
|
28.4K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.03K- 1.25% |
$175K - $202K
|
81.1K
$16.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1.03K- 0.85% |
$175K - $202K
|
120K
$24.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.03K- 2.55% |
$175K - $202K
|
39.3K
$7.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.03K- 5.52% |
$176K - $202K
|
17.6K
$3.53M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.03K- 17.66% |
$176K - $203K
|
4.81K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.04K- 0.28% |
$177K - $204K
|
376K
$75.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.04K- 6.2% |
$177K - $205K
|
15.7K
$3.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.04K- 0.7% |
$178K - $205K
|
148K
$29.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.04K- 1.27% |
$178K - $205K
|
81.1K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-1.05K- 12.69% |
$179K - $206K
|
7.21K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.05K- 2.02% |
$179K - $206K
|
50.9K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 19.39% |
$179K - $206K
|
4.37K
$875K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.05K- 2.05% |
$180K - $207K
|
50.3K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.06K- 0.7% |
$180K - $207K
|
151K
$30.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.06K- 2.33% |
$180K - $207K
|
44.2K
$8.86M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.06K- 3.48% |
$181K - $209K
|
29.5K
$5.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.06K- 3.56% |
$181K - $209K
|
28.8K
$5.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.07K- 4.31% |
$182K - $209K
|
23.7K
$4.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.07K- 3.21% |
$182K - $210K
|
32.2K
$6.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.07K- 1.5% |
$182K - $210K
|
70.4K
$14.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-1.07K- 1.97% |
$182K - $210K
|
53.3K
$10.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.07K- 1.4% |
$183K - $211K
|
75.5K
$15.1M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.07K- 1.81% |
$183K - $211K
|
58.3K
$11.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 1.76% |
$183K - $211K
|
60K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.08K- 1.94% |
$184K - $212K
|
54.6K
$10.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.08K- 1.55% |
$184K - $212K
|
68.6K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.08K- 3.61% |
$184K - $212K
|
28.8K
$5.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.08K- 3.0% |
$184K - $212K
|
34.9K
$7M
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.92% |
$185K - $213K
|
21K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 2.41% |
$186K - $215K
|
44.3K
$8.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.09K- 7.04% |
$186K - $215K
|
14.4K
$2.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.1K- 1.94% |
$187K - $216K
|
55.4K
$11.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.1K- 0.68% |
$187K - $216K
|
159K
$31.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.1K- 4.93% |
$187K - $216K
|
21.2K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.1K- 1.28% |
$187K - $216K
|
84.6K
$16.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.11K- 12.83% |
$188K - $217K
|
7.52K
$1.51M
|