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
|
Barings LLC
|
SELL
|
- |
-3.39K- 21.47% |
$577K - $665K
|
12.4K
$2.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.4K- 12.72% |
$579K - $668K
|
23.3K
$4.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.4K- 7.54% |
$580K - $668K
|
41.7K
$8.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.42K- 13.27% |
$582K - $671K
|
22.3K
$4.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.42K- 1.69% |
$582K - $671K
|
199K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-3.42K- 1.11% |
$583K - $672K
|
304K
$60.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.42K- 3.38% |
$583K - $672K
|
97.7K
$19.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-3.42K- 3.3% |
$583K - $672K
|
100K
$20.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-3.45K- 0.99% |
$587K - $677K
|
344K
$68.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.45K- 8.16% |
$588K - $678K
|
38.8K
$7.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.45K- 0.44% |
$589K - $679K
|
774K
$155M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-3.46K- 3.52% |
$590K - $680K
|
94.7K
$19M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 11.12% |
$592K - $683K
|
27.8K
$5.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-3.51K- 8.69% |
$598K - $690K
|
36.9K
$7.39M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.52K- 2.18% |
$600K - $692K
|
158K
$31.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.53K- 8.06% |
$601K - $692K
|
40.2K
$8.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-3.56K- 6.08% |
$607K - $699K
|
55K
$11M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-3.56K- 2.11% |
$607K - $700K
|
166K
$33.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
SELL
|
- |
-3.57K- 15.19% |
$608K - $700K
|
19.9K
$3.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.57K- 2.57% |
$608K - $701K
|
135K
$27.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.58K- 9.36% |
$610K - $703K
|
34.7K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.58K- 3.32% |
$611K - $704K
|
104K
$20.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.59K- 1.84% |
$611K - $705K
|
191K
$38.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.61K- 1.27% |
$615K - $708K
|
280K
$56.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.61K- 4.22% |
$615K - $709K
|
82K
$16.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.61K- 1.07% |
$615K - $709K
|
334K
$67M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.62K- 3.21% |
$616K - $710K
|
109K
$21.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-3.62K- 1.14% |
$617K - $712K
|
315K
$63M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-3.63K- 1.27% |
$619K - $714K
|
282K
$56.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.63K- 1.52% |
$619K - $714K
|
236K
$47.2M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.63K- 1.52% |
$619K - $714K
|
236K
$47.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.64K- 0.39% |
$620K - $715K
|
930K
$186M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3.64K- 24.95% |
$621K - $715K
|
11K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.65K- 14.82% |
$622K - $717K
|
21K
$4.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-3.66K- 6.43% |
$624K - $719K
|
53.3K
$10.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.67K- 1.25% |
$625K - $721K
|
290K
$58.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.69K- 4.57% |
$628K - $724K
|
76.9K
$15.4M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-3.69K- 10.32% |
$629K - $725K
|
32.1K
$6.42M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-3.69K- 1.98% |
$629K - $725K
|
182K
$36.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.69K- 3.61% |
$629K - $725K
|
98.6K
$19.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 4.57% |
$632K - $729K
|
77.5K
$15.5M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.72K- 1.33% |
$635K - $731K
|
276K
$55.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-3.74K- 4.56% |
$637K - $735K
|
78.2K
$15.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.74K- 2.3% |
$637K - $735K
|
159K
$31.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.75K- 12.78% |
$639K - $736K
|
25.6K
$5.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.76K- 10.19% |
$640K - $738K
|
33.1K
$6.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-3.77K- 7.21% |
$643K - $741K
|
48.5K
$9.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.78K- 2.73% |
$644K - $742K
|
135K
$27M
|
|
|
Nov 06, 2023
Q3 2023
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-3.79K- 14.81% |
$646K - $745K
|
21.8K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-3.81K- 2.14% |
$650K - $749K
|
174K
$34.9M
|