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
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 3.76% |
$408K - $470K
|
61.3K
$12.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 23.54% |
$408K - $471K
|
7.78K
$1.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.4K- 0.82% |
$409K - $471K
|
292K
$58.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.4K- 1.4% |
$409K - $471K
|
168K
$33.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.41K- 4.92% |
$410K - $473K
|
46.5K
$9.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.41K- 6.4% |
$410K - $473K
|
35.2K
$7.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-2.41K- 1.6% |
$411K - $473K
|
148K
$29.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2.41K- 3.0% |
$411K - $473K
|
78K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-2.42K- 2.32% |
$412K - $475K
|
102K
$20.4M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.44K- 1.7% |
$415K - $479K
|
141K
$28.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.44K- 1.38% |
$416K - $479K
|
175K
$35M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.45K- 2.43% |
$417K - $481K
|
98.4K
$19.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.45K- 52.24% |
$418K - $481K
|
2.24K
$449K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.45K- 4.22% |
$418K - $481K
|
55.7K
$11.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.45K- 3.11% |
$418K - $481K
|
76.3K
$15.3M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.46K- 4.13% |
$419K - $483K
|
57.1K
$11.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.47K- 1.95% |
$420K - $484K
|
124K
$24.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-2.47K- 1.01% |
$421K - $485K
|
242K
$48.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.48K- 3.43% |
$422K - $486K
|
69.7K
$14M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.49K- 2.47% |
$425K - $490K
|
98.3K
$19.7M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-2.5K- 9.75% |
$426K - $491K
|
23.2K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 3.09% |
$426K - $491K
|
78.4K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.5K- 1.38% |
$426K - $492K
|
179K
$35.9M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-2.5K- 3.08% |
$427K - $492K
|
78.9K
$15.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.51K- 0.18% |
$427K - $492K
|
1.38M
$276M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.51K- 0.54% |
$427K - $492K
|
464K
$92.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-2.51K- 35.12% |
$428K - $493K
|
4.64K
$929K
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.51K- 1.93% |
$428K - $493K
|
127K
$25.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.51K- 7.69% |
$428K - $493K
|
30.1K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.52K- 1.86% |
$430K - $495K
|
133K
$26.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.54K- 2.26% |
$433K - $499K
|
110K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.54K- 2.57% |
$433K - $499K
|
96.4K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.55K- 5.67% |
$434K - $501K
|
42.4K
$8.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.56K- 0.49% |
$435K - $502K
|
523K
$105M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.56K- 2.86% |
$437K - $504K
|
87.2K
$17.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.57K- 2.57% |
$438K - $504K
|
97.4K
$19.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.57K- 4.41% |
$438K - $505K
|
55.7K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.57K- 3.16% |
$439K - $506K
|
78.8K
$15.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.58K- 1.86% |
$439K - $506K
|
136K
$27.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2.6K- 6.36% |
$443K - $511K
|
38.3K
$7.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.61K- 1.59% |
$444K - $512K
|
161K
$32.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.61K- 3.08% |
$444K - $512K
|
82K
$16.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.61K- 16.3% |
$446K - $514K
|
13.4K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-2.62K- 3.4% |
$447K - $515K
|
74.3K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.62K- 50.27% |
$447K - $515K
|
2.6K
$520K
|
|
|
Nov 03, 2023
Q3 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.63K- 14.14% |
$447K - $516K
|
15.9K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.64K- 9.02% |
$449K - $518K
|
26.6K
$5.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.64K- 2.65% |
$450K - $519K
|
97K
$19.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.65K- 0.91% |
$452K - $521K
|
289K
$57.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.65K- 2.39% |
$452K - $521K
|
108K
$21.7M
|