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 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.22K- 2.08% |
$208K - $239K
|
57.4K
$13.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.23K- 3.22% |
$209K - $241K
|
36.8K
$8.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-1.24K- 0.6% |
$210K - $243K
|
204K
$46.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.24K- 0.36% |
$211K - $243K
|
345K
$79.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.24K- 3.08% |
$211K - $244K
|
39K
$8.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 2.25% |
$212K - $244K
|
54K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.25K- 3.93% |
$213K - $245K
|
30.5K
$7.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.25K- 4.34% |
$214K - $246K
|
27.6K
$6.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-1.26K- 9.31% |
$214K - $247K
|
12.2K
$2.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.26K- 9.05% |
$215K - $248K
|
12.7K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.26K- 3.01% |
$215K - $248K
|
40.7K
$9.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.26K- 4.66% |
$215K - $248K
|
25.8K
$5.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.27K- 0.61% |
$216K - $249K
|
205K
$47.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.27K- 4.73% |
$216K - $249K
|
25.5K
$5.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.27K- 5.06% |
$216K - $249K
|
23.8K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.27K- 0.88% |
$216K - $249K
|
142K
$32.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.27K- 17.18% |
$216K - $249K
|
6.12K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.27K- 0.34% |
$217K - $250K
|
378K
$86.8M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.27K- 7.04% |
$217K - $250K
|
16.8K
$3.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.27K- 0.99% |
$217K - $250K
|
127K
$29.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.27K- 24.58% |
$217K - $250K
|
3.91K
$898K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 5.86% |
$217K - $250K
|
20.5K
$4.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.28K- 1.2% |
$217K - $250K
|
105K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.28K- 4.71% |
$217K - $250K
|
25.8K
$5.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.28K- 11.66% |
$218K - $251K
|
9.68K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.28K- 1.97% |
$218K - $251K
|
63.7K
$14.6M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-1.28K- 3.7% |
$218K - $251K
|
33.3K
$7.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.29K- 6.82% |
$219K - $253K
|
17.6K
$4.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-1.29K- 1.84% |
$220K - $253K
|
68.6K
$15.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.29K- 1.96% |
$220K - $253K
|
64.6K
$14.8M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.3K- 0.23% |
$221K - $255K
|
570K
$131M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.3K- 0.06% |
$222K - $256K
|
2.21M
$508M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.3K- 7.76% |
$222K - $256K
|
15.5K
$3.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.31K- 1.39% |
$223K - $257K
|
92.8K
$21.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.31K- 4.19% |
$223K - $257K
|
30K
$6.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.31K- 1.15% |
$223K - $257K
|
113K
$25.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-1.31K- 10.45% |
$224K - $258K
|
11.2K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-1.31K- 2.74% |
$224K - $258K
|
46.6K
$10.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.31K- 4.34% |
$224K - $258K
|
29K
$6.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.32K- 0.23% |
$224K - $258K
|
580K
$133M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.32K- 7.86% |
$225K - $259K
|
15.5K
$3.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.32K- 2.38% |
$225K - $260K
|
54.1K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.33K- 1.08% |
$226K - $260K
|
121K
$27.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.33K- 1.41% |
$226K - $261K
|
92.7K
$21.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.34K- 3.23% |
$228K - $262K
|
40K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.34K- 17.29% |
$228K - $263K
|
6.41K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.34K- 0.69% |
$229K - $264K
|
192K
$44.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.34K- 2.32% |
$229K - $264K
|
56.6K
$13M
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.35K- 0.85% |
$230K - $265K
|
157K
$36M
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.35K- 0.91% |
$230K - $265K
|
147K
$33.9M
|