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 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.21K- 4.11% |
$376K - $434K
|
51.5K
$12.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2.21K- 5.58% |
$377K - $435K
|
37.4K
$9.19M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.21K- 2.49% |
$377K - $435K
|
86.7K
$21.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.22K- 15.75% |
$379K - $437K
|
11.9K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.22K- 2.64% |
$379K - $437K
|
81.9K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-2.23K- 2.24% |
$380K - $438K
|
97.3K
$23.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.24K- 2.06% |
$381K - $439K
|
106K
$26.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.24K- 1.45% |
$381K - $440K
|
152K
$37.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.24K- 1.68% |
$382K - $440K
|
131K
$32.3M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.25K- 1.97% |
$384K - $442K
|
112K
$27.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.26K- 0.46% |
$384K - $443K
|
487K
$120M
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-2.26K- 3.51% |
$385K - $444K
|
62.2K
$15.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.26K- 2.04% |
$386K - $444K
|
109K
$26.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-2.26K- 5.99% |
$386K - $444K
|
35.5K
$8.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.27K- 5.38% |
$387K - $446K
|
40K
$9.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.27K- 2.23% |
$387K - $446K
|
99.5K
$24.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.29K- 2.0% |
$390K - $449K
|
112K
$27.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.29K- 1.07% |
$390K - $450K
|
212K
$52M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.3K- 3.19% |
$391K - $451K
|
69.8K
$17.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
SELL
|
- |
-2.3K- 4.14% |
$392K - $452K
|
53.3K
$13.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-2.3K- 1.08% |
$392K - $452K
|
211K
$51.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.31K- 17.54% |
$393K - $453K
|
10.9K
$2.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-2.32K- 2.43% |
$395K - $455K
|
93K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 5.6% |
$395K - $455K
|
39K
$9.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.32K- 1.36% |
$395K - $456K
|
168K
$41.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.35K- 6.7% |
$400K - $461K
|
32.7K
$8.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.35K- 1.28% |
$401K - $462K
|
181K
$44.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.36K- 0.57% |
$402K - $463K
|
412K
$101M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.37K- 0.59% |
$403K - $465K
|
396K
$97.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.37K- 2.63% |
$403K - $465K
|
87.5K
$21.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.37K- 3.56% |
$404K - $465K
|
64.1K
$15.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.37K- 1.47% |
$404K - $466K
|
159K
$39.1M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.38K- 1.46% |
$405K - $467K
|
161K
$39.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.39K- 2.68% |
$407K - $469K
|
86.7K
$21.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 3.76% |
$408K - $470K
|
61.3K
$15M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 23.54% |
$408K - $471K
|
7.78K
$1.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.4K- 0.82% |
$409K - $471K
|
292K
$71.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.4K- 1.4% |
$409K - $471K
|
168K
$41.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.41K- 4.92% |
$410K - $473K
|
46.5K
$11.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.41K- 6.4% |
$410K - $473K
|
35.2K
$8.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-2.41K- 1.6% |
$411K - $473K
|
148K
$36.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2.41K- 3.0% |
$411K - $473K
|
78K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-2.42K- 2.32% |
$412K - $475K
|
102K
$25M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.44K- 1.7% |
$415K - $479K
|
141K
$34.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.44K- 1.38% |
$416K - $479K
|
175K
$42.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.45K- 2.43% |
$417K - $481K
|
98.4K
$24.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.45K- 52.24% |
$418K - $481K
|
2.24K
$550K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.45K- 4.22% |
$418K - $481K
|
55.7K
$13.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.45K- 3.11% |
$418K - $481K
|
76.3K
$18.7M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.46K- 4.13% |
$419K - $483K
|
57.1K
$14M
|