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 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.65K- 40.02% |
$452K - $521K
|
3.98K
$797K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.66K- 0.72% |
$453K - $522K
|
366K
$73.3M
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.66K- 4.77% |
$453K - $522K
|
53.1K
$10.6M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.66K- 2.4% |
$453K - $523K
|
108K
$21.7M
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-2.66K- 5.87% |
$454K - $523K
|
42.7K
$8.55M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-2.67K- 3.35% |
$455K - $524K
|
76.9K
$15.4M
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2.68K- 2.89% |
$456K - $526K
|
90.1K
$18M
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.68K- 11.05% |
$456K - $526K
|
21.6K
$4.32M
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-2.69K- 1.45% |
$458K - $527K
|
182K
$36.5M
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.69K- 1.74% |
$458K - $528K
|
151K
$30.3M
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.69K- 9.41% |
$459K - $529K
|
25.9K
$5.19M
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.7K- 1.93% |
$460K - $530K
|
137K
$27.5M
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.73K- 3.96% |
$465K - $536K
|
66.1K
$13.2M
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-2.73K- 5.83% |
$465K - $536K
|
44.1K
$8.82M
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.74K- 0.94% |
$466K - $538K
|
289K
$57.9M
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-2.74K- 4.29% |
$467K - $538K
|
61.1K
$12.2M
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-2.78K- 3.38% |
$473K - $546K
|
79.5K
$15.9M
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-2.78K- 3.62% |
$474K - $547K
|
74K
$14.8M
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2.78K- 68.36% |
$474K - $547K
|
1.29K
$258K
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.79K- 4.48% |
$475K - $548K
|
59.4K
$11.9M
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.8K- 3.27% |
$477K - $549K
|
82.8K
$16.6M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.8K- 0.93% |
$477K - $550K
|
296K
$59.4M
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-2.8K- 1.97% |
$477K - $550K
|
139K
$27.8M
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.81K- 2.7% |
$478K - $551K
|
101K
$20.3M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.81K- 3.97% |
$478K - $551K
|
68K
$13.6M
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-2.83K- 26.96% |
$482K - $556K
|
7.66K
$1.53M
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.83K- 9.29% |
$482K - $556K
|
27.7K
$5.54M
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.84K- 15.96% |
$484K - $558K
|
15K
$3M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-2.84K- 1.8% |
$484K - $558K
|
155K
$31.1M
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.85K- 0.79% |
$485K - $559K
|
356K
$71.2M
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.85K- 1.32% |
$485K - $559K
|
213K
$42.6M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.85K- 30.8% |
$486K - $560K
|
6.41K
$1.28M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.86K- 4.94% |
$487K - $561K
|
55K
$11M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.87K- 0.21% |
$488K - $563K
|
1.34M
$269M
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-2.87K- 12.81% |
$488K - $563K
|
19.5K
$3.91M
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.89K- 3.11% |
$493K - $568K
|
90K
$18M
|
|
Nov 07, 2023
Q3 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-2.91K- 2.87% |
$497K - $572K
|
98.7K
$19.8M
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-2.92K- 3.19% |
$497K - $573K
|
88.6K
$17.7M
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.92K- 9.73% |
$498K - $574K
|
27.1K
$5.43M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.92K- 1.39% |
$498K - $574K
|
207K
$41.5M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.94K- 3.49% |
$501K - $577K
|
81.2K
$16.3M
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.94K- 4.18% |
$501K - $578K
|
67.4K
$13.5M
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.96K- 2.15% |
$504K - $581K
|
134K
$26.9M
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.97K- 1.99% |
$506K - $583K
|
146K
$29.3M
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.98K- 17.28% |
$507K - $584K
|
14.2K
$2.85M
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.99K- 20.02% |
$509K - $587K
|
11.9K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
SELL
|
- |
-2.99K- 4.15% |
$510K - $587K
|
69K
$13.8M
|
|
Nov 08, 2023
Q3 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-3K- 2.35% |
$511K - $589K
|
125K
$25M
|
|
Nov 13, 2023
Q3 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-3K- 48.39% |
$511K - $589K
|
3.2K
$641K
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-3K- 6.89% |
$512K - $590K
|
40.6K
$8.13M
|