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 06, 2023
Q3 2023
|
Reik & Co., LLC
|
SELL
|
- |
-3.57K- 15.19% |
$608K - $700K
|
19.9K
$4.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.57K- 2.57% |
$608K - $701K
|
135K
$33.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.58K- 9.36% |
$610K - $703K
|
34.7K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.58K- 3.32% |
$611K - $704K
|
104K
$25.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.59K- 1.84% |
$611K - $705K
|
191K
$47M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.61K- 1.27% |
$615K - $708K
|
280K
$68.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.61K- 4.22% |
$615K - $709K
|
82K
$20.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.61K- 1.07% |
$615K - $709K
|
334K
$82.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.62K- 3.21% |
$616K - $710K
|
109K
$26.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-3.62K- 1.14% |
$617K - $712K
|
315K
$77.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-3.63K- 1.27% |
$619K - $714K
|
282K
$69.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.63K- 1.52% |
$619K - $714K
|
236K
$57.9M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.63K- 1.52% |
$619K - $714K
|
236K
$57.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.64K- 0.39% |
$620K - $715K
|
930K
$228M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3.64K- 24.95% |
$621K - $715K
|
11K
$2.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.65K- 14.82% |
$622K - $717K
|
21K
$5.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-3.66K- 6.43% |
$624K - $719K
|
53.3K
$13.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.67K- 1.25% |
$625K - $721K
|
290K
$71.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.69K- 4.57% |
$628K - $724K
|
76.9K
$18.9M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-3.69K- 10.32% |
$629K - $725K
|
32.1K
$7.87M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-3.69K- 1.98% |
$629K - $725K
|
182K
$44.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.69K- 3.61% |
$629K - $725K
|
98.6K
$24.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 4.57% |
$632K - $729K
|
77.5K
$19M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.72K- 1.33% |
$635K - $731K
|
276K
$67.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-3.74K- 4.56% |
$637K - $735K
|
78.2K
$19.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.74K- 2.3% |
$637K - $735K
|
159K
$39M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.75K- 12.78% |
$639K - $736K
|
25.6K
$6.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.76K- 10.19% |
$640K - $738K
|
33.1K
$8.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-3.77K- 7.21% |
$643K - $741K
|
48.5K
$11.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.78K- 2.73% |
$644K - $742K
|
135K
$33M
|
|
|
Nov 06, 2023
Q3 2023
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-3.79K- 14.81% |
$646K - $745K
|
21.8K
$5.36M
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-3.81K- 2.14% |
$650K - $749K
|
174K
$42.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-3.82K- 5.68% |
$651K - $750K
|
63.4K
$15.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.82K- 2.77% |
$651K - $750K
|
134K
$32.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.84K- 12.93% |
$655K - $755K
|
25.9K
$6.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.85K- 1.24% |
$655K - $756K
|
306K
$75.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-3.85K- 2.31% |
$656K - $757K
|
163K
$39.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-3.86K- 7.06% |
$658K - $758K
|
50.8K
$12.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.88K- 4.92% |
$661K - $762K
|
75K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.88K- 1.97% |
$661K - $762K
|
193K
$47.4M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3.89K- 5.17% |
$663K - $764K
|
71.4K
$17.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-3.9K- 25.65% |
$665K - $766K
|
11.3K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.94K- 3.37% |
$671K - $774K
|
113K
$27.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.94K- 45.45% |
$672K - $774K
|
4.73K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.96K- 2.78% |
$675K - $778K
|
139K
$34.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-3.97K- 10.98% |
$676K - $780K
|
32.2K
$7.9M
|
|
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-3.97K- 61.31% |
$677K - $780K
|
2.51K
$615K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.97K- 4.01% |
$677K - $780K
|
95.1K
$23.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.97K- 3.98% |
$677K - $780K
|
95.9K
$23.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-3.98K- 14.17% |
$679K - $782K
|
24.1K
$5.92M
|