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 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.37K- 6.82% |
$233K - $268K
|
18.7K
$3.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.37K- 0.41% |
$233K - $269K
|
331K
$66.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.37K- 1.3% |
$233K - $269K
|
104K
$20.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.37K- 2.53% |
$233K - $269K
|
52.7K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.37K- 0.68% |
$233K - $269K
|
201K
$40.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.37K- 1.95% |
$234K - $270K
|
69K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.39K- 6.55% |
$237K - $273K
|
19.8K
$3.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.4K- 2.67% |
$238K - $274K
|
50.9K
$10.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1.4K- 18.42% |
$239K - $275K
|
6.2K
$1.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.4K- 12.29% |
$239K - $275K
|
9.99K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-1.4K- 25.08% |
$239K - $276K
|
4.19K
$839K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.41K- 1.63% |
$239K - $276K
|
84.7K
$17M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.41K- 1.63% |
$239K - $276K
|
84.7K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.41K- 5.13% |
$241K - $277K
|
26.1K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.41K- 2.9% |
$241K - $277K
|
47.3K
$9.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.42K- 2.43% |
$242K - $279K
|
57.1K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 1.38% |
$244K - $281K
|
103K
$20.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-1.43K- 3.81% |
$244K - $281K
|
36.1K
$7.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.43K- 2.65% |
$244K - $281K
|
52.5K
$10.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.44K- 2.17% |
$245K - $282K
|
64.9K
$13M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 2.68% |
$246K - $283K
|
52.2K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.44K- 0.94% |
$246K - $283K
|
152K
$30.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-1.44K- 0.96% |
$246K - $284K
|
149K
$29.8M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.45K- 1.16% |
$247K - $285K
|
123K
$24.7M
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.45K- 0.83% |
$247K - $285K
|
172K
$34.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.46K- 1.28% |
$248K - $286K
|
112K
$22.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.46K- 8.39% |
$248K - $286K
|
15.9K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.46K- 0.84% |
$249K - $287K
|
171K
$34.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.46K- 1.88% |
$250K - $288K
|
76.4K
$15.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.47K- 9.86% |
$250K - $288K
|
13.4K
$2.69M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.47K- 5.94% |
$250K - $288K
|
23.3K
$4.66M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.47K- 1.19% |
$251K - $289K
|
122K
$24.5M
|
|
|
Jan 17, 2024
Q3 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-1.47K- 0.65% |
$251K - $289K
|
225K
$45.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.48K- 2.47% |
$252K - $290K
|
58.2K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.48K- 6.49% |
$252K - $290K
|
21.3K
$4.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.49K- 1.34% |
$254K - $293K
|
109K
$21.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.5K- 7.91% |
$255K - $294K
|
17.4K
$3.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.5K- 2.13% |
$256K - $295K
|
68.9K
$13.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.5K- 15.69% |
$256K - $295K
|
8.06K
$1.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.51K- 0.87% |
$257K - $296K
|
172K
$34.4M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 6.13% |
$257K - $296K
|
23.1K
$4.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.52K- 1.61% |
$260K - $299K
|
92.9K
$18.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.53K- 1.05% |
$260K - $300K
|
144K
$28.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.54K- 0.42% |
$262K - $302K
|
362K
$72.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.54K- 3.62% |
$262K - $302K
|
41K
$8.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.54K- 2.09% |
$263K - $303K
|
72.2K
$14.5M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.55K- 2.08% |
$264K - $304K
|
72.7K
$14.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.55K- 1.61% |
$264K - $304K
|
94.7K
$19M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.55K- 22.14% |
$264K - $304K
|
5.45K
$1.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 6.45% |
$264K - $305K
|
22.5K
$4.5M
|