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
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.27K- 24.58% |
$217K - $250K
|
3.91K
$960K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 5.86% |
$217K - $250K
|
20.5K
$5.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.28K- 1.2% |
$217K - $250K
|
105K
$25.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.28K- 4.71% |
$217K - $250K
|
25.8K
$6.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.28K- 11.66% |
$218K - $251K
|
9.68K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.28K- 1.97% |
$218K - $251K
|
63.7K
$15.6M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-1.28K- 3.7% |
$218K - $251K
|
33.3K
$8.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.29K- 6.82% |
$219K - $253K
|
17.6K
$4.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-1.29K- 1.84% |
$220K - $253K
|
68.6K
$16.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.29K- 1.96% |
$220K - $253K
|
64.6K
$15.9M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.3K- 0.23% |
$221K - $255K
|
570K
$140M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.3K- 0.06% |
$222K - $256K
|
2.21M
$543M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.3K- 7.76% |
$222K - $256K
|
15.5K
$3.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.31K- 1.39% |
$223K - $257K
|
92.8K
$22.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.31K- 4.19% |
$223K - $257K
|
30K
$7.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.31K- 1.15% |
$223K - $257K
|
113K
$27.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-1.31K- 10.45% |
$224K - $258K
|
11.2K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-1.31K- 2.74% |
$224K - $258K
|
46.6K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.31K- 4.34% |
$224K - $258K
|
29K
$7.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.32K- 0.23% |
$224K - $258K
|
580K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.32K- 7.86% |
$225K - $259K
|
15.5K
$3.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.32K- 2.38% |
$225K - $260K
|
54.1K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.33K- 1.08% |
$226K - $260K
|
121K
$29.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.33K- 1.41% |
$226K - $261K
|
92.7K
$22.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.34K- 3.23% |
$228K - $262K
|
40K
$9.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.34K- 17.29% |
$228K - $263K
|
6.41K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.34K- 0.69% |
$229K - $264K
|
192K
$47.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.34K- 2.32% |
$229K - $264K
|
56.6K
$13.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.35K- 0.85% |
$230K - $265K
|
157K
$38.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.35K- 0.91% |
$230K - $265K
|
147K
$36.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.36K- 5.69% |
$231K - $266K
|
22.5K
$5.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.36K- 0.6% |
$231K - $267K
|
226K
$55.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.36K- 0.17% |
$232K - $268K
|
806K
$198M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 6.1% |
$232K - $268K
|
21K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.37K- 1.51% |
$233K - $268K
|
89K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.37K- 6.82% |
$233K - $268K
|
18.7K
$4.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.37K- 0.41% |
$233K - $269K
|
331K
$81.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.37K- 1.3% |
$233K - $269K
|
104K
$25.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.37K- 2.53% |
$233K - $269K
|
52.7K
$12.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.37K- 0.68% |
$233K - $269K
|
201K
$49.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.37K- 1.95% |
$234K - $270K
|
69K
$16.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.39K- 6.55% |
$237K - $273K
|
19.8K
$4.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.4K- 2.67% |
$238K - $274K
|
50.9K
$12.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1.4K- 18.42% |
$239K - $275K
|
6.2K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.4K- 12.29% |
$239K - $275K
|
9.99K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-1.4K- 25.08% |
$239K - $276K
|
4.19K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.41K- 1.63% |
$239K - $276K
|
84.7K
$20.8M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.41K- 1.63% |
$239K - $276K
|
84.7K
$20.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.41K- 5.13% |
$241K - $277K
|
26.1K
$6.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.41K- 2.9% |
$241K - $277K
|
47.3K
$11.6M
|