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 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.6K- 1.37% |
$273K - $314K
|
115K
$28.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.6K- 1.37% |
$273K - $315K
|
115K
$28.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 17.73% |
$273K - $315K
|
7.44K
$1.83M
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.61K- 10.91% |
$274K - $315K
|
13.1K
$3.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-1.61K- 1.39% |
$275K - $317K
|
114K
$28M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.61K- 3.09% |
$275K - $317K
|
50.6K
$12.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.62K- 3.34% |
$275K - $317K
|
46.8K
$11.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.62K- 2.43% |
$276K - $318K
|
64.8K
$15.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.62K- 3.58% |
$277K - $319K
|
43.7K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.63K- 4.47% |
$277K - $319K
|
34.8K
$8.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.63K- 10.88% |
$277K - $319K
|
13.3K
$3.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.63K- 1.74% |
$277K - $319K
|
91.9K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.63K- 1.07% |
$277K - $319K
|
151K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1.63K- 1.15% |
$277K - $319K
|
140K
$34.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-1.63K- 4.66% |
$278K - $321K
|
33.4K
$8.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.63K- 8.05% |
$278K - $321K
|
18.6K
$4.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.64K- 2.6% |
$279K - $321K
|
61.3K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.64K- 0.7% |
$279K - $321K
|
232K
$57M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.64K- 1.62% |
$279K - $322K
|
99.2K
$24.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.64K- 1.5% |
$280K - $323K
|
108K
$26.6M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.65K- 32.64% |
$281K - $324K
|
3.41K
$837K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.66K- 0.65% |
$283K - $326K
|
254K
$62.3M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.66K- 2.53% |
$283K - $326K
|
63.8K
$15.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.66K- 6.02% |
$283K - $326K
|
26K
$6.37M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.66K- 6.02% |
$283K - $326K
|
26K
$6.37M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.66K- 3.44% |
$284K - $327K
|
46.7K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.67K- 4.4% |
$284K - $328K
|
36.2K
$8.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Saybrook Capital
|
SELL
|
- |
-1.67K- 0.87% |
$285K - $328K
|
191K
$46.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.68K- 11.17% |
$286K - $330K
|
13.3K
$3.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.69K- 2.87% |
$288K - $332K
|
57.2K
$14M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.69K- 0.7% |
$288K - $332K
|
240K
$59M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.69K- 1.24% |
$288K - $332K
|
135K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.69K- 1.32% |
$288K - $332K
|
127K
$31.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-1.69K- 2.82% |
$288K - $332K
|
58.4K
$14.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.7K- 2.24% |
$289K - $333K
|
74K
$18.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.7K- 6.68% |
$289K - $333K
|
23.7K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.7K- 0.75% |
$289K - $333K
|
225K
$55.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.7K- 0.73% |
$290K - $334K
|
231K
$56.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.71K- 4.03% |
$291K - $335K
|
40.7K
$9.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.71K- 1.64% |
$291K - $336K
|
102K
$25.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-1.71K- 1.81% |
$292K - $337K
|
93.1K
$22.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.72K- 22.82% |
$293K - $338K
|
5.82K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 5.19% |
$294K - $339K
|
31.5K
$7.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.73K- 0.82% |
$295K - $340K
|
208K
$51.1M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.73KClosed |
$295K - $340K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.74K- 19.81% |
$296K - $341K
|
7.03K
$1.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-1.74K- 9.57% |
$297K - $342K
|
16.4K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.75K- 1.81% |
$298K - $343K
|
94.7K
$23.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.75K- 2.58% |
$298K - $343K
|
66K
$16.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.75K- 5.96% |
$298K - $343K
|
27.6K
$6.77M
|