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
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 3.78% |
$189K - $217K
|
28.2K
$5.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-1.11K- 2.68% |
$189K - $217K
|
40.1K
$8.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.11K- 1.95% |
$189K - $217K
|
55.8K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.11K- 5.16% |
$189K - $218K
|
20.4K
$4.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.11K- 0.62% |
$189K - $218K
|
179K
$35.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 1.42% |
$190K - $219K
|
77.5K
$15.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.12K- 0.43% |
$190K - $219K
|
258K
$51.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 2.2% |
$190K - $219K
|
49.6K
$9.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.12K- 2.81% |
$191K - $220K
|
38.6K
$7.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.12K- 6.88% |
$191K - $220K
|
15.2K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.13K- 0.37% |
$192K - $221K
|
299K
$59.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.13K- 10.18% |
$193K - $222K
|
9.99K
$2M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.14K- 4.41% |
$193K - $223K
|
24.6K
$4.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.14K- 3.03% |
$194K - $223K
|
36.4K
$7.29M
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
SELL
|
- |
-1.14K- 2.25% |
$194K - $224K
|
49.5K
$9.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.14K- 0.54% |
$194K - $224K
|
210K
$42M
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-1.14K- 0.61% |
$195K - $225K
|
186K
$37.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.14K- 4.26% |
$195K - $225K
|
25.7K
$5.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 1.88% |
$195K - $225K
|
59.8K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.15K- 9.18% |
$196K - $226K
|
11.4K
$2.27M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.16K- 1.46% |
$197K - $227K
|
78.2K
$15.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.16K- 4.23% |
$198K - $228K
|
26.3K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.16K- 1.29% |
$198K - $228K
|
88.4K
$17.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 9.33% |
$198K - $228K
|
11.3K
$2.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.16K- 2.34% |
$198K - $228K
|
48.3K
$9.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.16K- 1.07% |
$198K - $228K
|
108K
$21.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.17K- 2.05% |
$199K - $230K
|
56K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.17K- 0.67% |
$199K - $230K
|
173K
$34.6M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.17K- 2.03% |
$200K - $231K
|
56.6K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.18K- 1.76% |
$200K - $231K
|
65.5K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.18K- 16.82% |
$201K - $231K
|
5.82K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.18K- 2.7% |
$201K - $232K
|
42.7K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.19K- 34.18% |
$202K - $233K
|
2.29K
$458K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.19K- 0.73% |
$202K - $233K
|
161K
$32.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.19K- 4.74% |
$202K - $233K
|
23.9K
$4.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.19K- 1.96% |
$203K - $234K
|
59.5K
$11.9M
|
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.19K- 5.58% |
$203K - $234K
|
20.2K
$4.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.2K- 2.84% |
$204K - $235K
|
41K
$8.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.2K- 3.35% |
$204K - $236K
|
34.6K
$6.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 0.71% |
$205K - $237K
|
169K
$33.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.21K- 2.58% |
$205K - $237K
|
45.5K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.22K- 2.67% |
$207K - $239K
|
44.3K
$8.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.22K- 11.74% |
$207K - $239K
|
9.15K
$1.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.22K- 1.0% |
$208K - $239K
|
120K
$24.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
SELL
|
- |
-1.22K- 1.12% |
$208K - $239K
|
108K
$21.5M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.22K- 2.08% |
$208K - $239K
|
57.4K
$11.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.23K- 3.22% |
$209K - $241K
|
36.8K
$7.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-1.24K- 0.6% |
$210K - $243K
|
204K
$40.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.24K- 0.36% |
$211K - $243K
|
345K
$69.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.24K- 3.08% |
$211K - $244K
|
39K
$7.82M
|