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 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3K- 11.97% |
$512K - $590K
|
22.1K
$4.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.02K- 1.29% |
$514K - $593K
|
231K
$46.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.02K- 3.09% |
$515K - $593K
|
94.8K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.03K- 4.61% |
$516K - $595K
|
62.7K
$12.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.07K- 2.93% |
$523K - $602K
|
101K
$20.3M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-3.07K- 3.38% |
$523K - $603K
|
87.8K
$17.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.08K- 52.51% |
$525K - $605K
|
2.79K
$558K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.08K- 12.15% |
$525K - $605K
|
22.3K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-3.09K- 1.78% |
$526K - $606K
|
171K
$34.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-3.1K- 1.38% |
$528K - $608K
|
221K
$44.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-3.1K- 0.65% |
$528K - $609K
|
475K
$95.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.1K- 0.83% |
$528K - $609K
|
372K
$74.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.1K- 2.97% |
$529K - $610K
|
101K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.11K- 2.05% |
$529K - $610K
|
149K
$29.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.13K- 1.5% |
$533K - $614K
|
205K
$41.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.13K- 3.87% |
$533K - $615K
|
77.8K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.15K- 39.18% |
$537K - $618K
|
4.89K
$979K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.15K- 5.05% |
$537K - $619K
|
59.2K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.16K- 1.58% |
$538K - $620K
|
197K
$39.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3.16K- 23.11% |
$538K - $621K
|
10.5K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.17K- 6.56% |
$540K - $623K
|
45.2K
$9.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-3.17K- 5.12% |
$541K - $623K
|
58.8K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.18K- 3.33% |
$541K - $624K
|
92.1K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.19K- 6.12% |
$543K - $626K
|
48.9K
$9.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.19K- 20.66% |
$544K - $627K
|
12.3K
$2.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-3.2K- 3.1% |
$545K - $629K
|
100K
$20.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.2K- 10.67% |
$546K - $629K
|
26.8K
$5.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.2K- 4.5% |
$546K - $629K
|
67.9K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-3.22K- 9.89% |
$548K - $632K
|
29.3K
$5.87M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.23K- 2.26% |
$550K - $634K
|
140K
$28M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.23K- 0.93% |
$551K - $635K
|
346K
$69.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-3.25K- 1.73% |
$554K - $639K
|
185K
$37.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.25K- 3.66% |
$554K - $639K
|
85.6K
$17.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-3.26K- 13.63% |
$555K - $640K
|
20.6K
$4.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.27K- 1.64% |
$557K - $642K
|
196K
$39.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3.27K- 3.11% |
$558K - $643K
|
102K
$20.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.27K- 3.08% |
$558K - $643K
|
103K
$20.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.28K- 0.93% |
$558K - $644K
|
347K
$69.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-3.28K- 1.22% |
$559K - $644K
|
266K
$53.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.28K- 41.17% |
$560K - $645K
|
4.69K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-3.3K- 39.76% |
$562K - $648K
|
5K
$1M
|
|
|
Apr 04, 2025
Q3 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-3.3K- 24.35% |
$563K - $649K
|
10.3K
$2.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.31K- 3.4% |
$563K - $649K
|
93.8K
$18.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.32K- 0.94% |
$566K - $652K
|
348K
$69.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.32K- 2.42% |
$566K - $653K
|
134K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-3.33K- 37.58% |
$567K - $653K
|
5.52K
$1.11M
|
|
|
Feb 05, 2025
Q3 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-3.36K- 14.98% |
$572K - $660K
|
19.1K
$3.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-3.37K- 3.47% |
$573K - $661K
|
93.6K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-3.37K- 8.59% |
$574K - $662K
|
35.8K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.37K- 9.41% |
$575K - $663K
|
32.5K
$6.5M
|