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 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 22.4% |
$337K - $389K
|
6.85K
$1.68M
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.99K- 15.0% |
$339K - $391K
|
11.3K
$2.77M
|
|
Nov 09, 2023
Q3 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-2K- 0.77% |
$341K - $393K
|
259K
$63.6M
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2K- 4.17% |
$341K - $393K
|
46K
$11.3M
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-2.01K- 1.01% |
$342K - $394K
|
197K
$48.4M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.01K- 15.85% |
$342K - $394K
|
10.7K
$2.62M
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.01K- 14.59% |
$343K - $395K
|
11.8K
$2.89M
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.01K- 6.82% |
$343K - $396K
|
27.5K
$6.76M
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.02K- 2.15% |
$344K - $396K
|
91.7K
$22.5M
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.02K- 1.3% |
$344K - $397K
|
154K
$37.7M
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.02K- 1.58% |
$344K - $397K
|
125K
$30.8M
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.03K- 4.94% |
$345K - $398K
|
39K
$9.58M
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2.03K- 3.19% |
$346K - $399K
|
61.5K
$15.1M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.03K- 6.31% |
$346K - $399K
|
30.2K
$7.42M
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-2.03K- 10.5% |
$347K - $400K
|
17.3K
$4.26M
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.05K- 0.44% |
$349K - $402K
|
459K
$113M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-2.05K- 1.67% |
$349K - $402K
|
120K
$29.6M
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.05K- 7.51% |
$350K - $403K
|
25.3K
$6.21M
|
|
Nov 13, 2023
Q3 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-2.06K- 0.31% |
$350K - $404K
|
652K
$160M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.06K- 0.96% |
$351K - $404K
|
213K
$52.2M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.06K- 1.63% |
$352K - $405K
|
124K
$30.5M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.07K- 0.42% |
$352K - $406K
|
494K
$121M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.07K- 2.47% |
$352K - $406K
|
81.6K
$20M
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.07K- 1.4% |
$353K - $406K
|
146K
$35.7M
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.08K- 9.93% |
$355K - $409K
|
18.9K
$4.64M
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.08K- 3.18% |
$355K - $409K
|
63.4K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.08K- 2.9% |
$355K - $409K
|
69.7K
$17.1M
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.08K- 0.48% |
$355K - $409K
|
435K
$107M
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.09K- 3.48% |
$356K - $411K
|
57.9K
$14.2M
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-2.09K- 2.64% |
$356K - $411K
|
77.2K
$19M
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.1K- 2.14% |
$358K - $412K
|
96K
$23.6M
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.11K- 1.32% |
$360K - $415K
|
157K
$38.6M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.11KClosed |
$360K - $415K
|
0
$0
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-2.12K- 5.5% |
$361K - $416K
|
36.3K
$8.92M
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-2.12K- 3.69% |
$362K - $417K
|
55.5K
$13.6M
|
|
Nov 06, 2023
Q3 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-2.12K- 0.59% |
$362K - $417K
|
358K
$87.9M
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.13K- 1.44% |
$362K - $417K
|
145K
$35.6M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2.13K- 2.53% |
$363K - $418K
|
81.9K
$20.1M
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.13K- 8.07% |
$363K - $419K
|
24.3K
$5.96M
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-2.14K- 10.13% |
$364K - $419K
|
18.9K
$4.65M
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.14K- 8.39% |
$365K - $420K
|
23.4K
$5.73M
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-2.15K- 1.38% |
$366K - $422K
|
154K
$37.8M
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.18K- 0.48% |
$372K - $429K
|
457K
$112M
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.18K- 2.47% |
$372K - $429K
|
86.1K
$21.1M
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-2.18K- 7.95% |
$372K - $429K
|
25.3K
$6.2M
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.19K- 5.52% |
$372K - $429K
|
37.4K
$9.19M
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.19K- 2.72% |
$373K - $430K
|
78.4K
$19.3M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.19K- 1.34% |
$374K - $431K
|
161K
$39.5M
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-2.2K- 0.47% |
$375K - $432K
|
462K
$114M
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.21K- 3.75% |
$376K - $433K
|
56.5K
$13.9M
|