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 02, 2023
Q3 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-3.99K- 10.4% |
$681K - $785K
|
34.4K
$8.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.99K- 1.25% |
$681K - $785K
|
314K
$77.2M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4K- 3.79% |
$681K - $785K
|
102K
$24.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-4K- 2.01% |
$682K - $786K
|
195K
$48M
|
|
|
Nov 13, 2023
Q3 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-4K- 40.0% |
$682K - $786K
|
6K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-4K- 13.79% |
$682K - $786K
|
25K
$6.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.01K- 1.68% |
$683K - $788K
|
234K
$57.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.01K- 1.13% |
$684K - $788K
|
351K
$86.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.01K- 2.62% |
$684K - $789K
|
149K
$36.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.04K- 11.85% |
$688K - $793K
|
30K
$7.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-4.04K- 3.19% |
$688K - $793K
|
123K
$30.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.05K- 6.54% |
$690K - $795K
|
57.8K
$14.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-4.12K- 4.14% |
$701K - $808K
|
95.4K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-4.14K- 5.44% |
$706K - $813K
|
72K
$17.7M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.15K- 14.29% |
$708K - $816K
|
24.9K
$6.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-4.18K- 9.86% |
$712K - $820K
|
38.2K
$9.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-4.2K- 8.29% |
$715K - $825K
|
46.5K
$11.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4.2K- 11.71% |
$716K - $825K
|
31.7K
$7.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-4.22K- 0.82% |
$719K - $829K
|
508K
$125M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-4.22K- 1.45% |
$720K - $830K
|
286K
$70.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.23K- 0.8% |
$720K - $830K
|
526K
$129M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.23K- 2.46% |
$721K - $831K
|
168K
$41.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.24K- 1.64% |
$722K - $832K
|
254K
$62.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-4.25K- 16.86% |
$724K - $835K
|
21K
$5.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.25K- 11.51% |
$724K - $835K
|
32.7K
$8.02M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.29K- 4.94% |
$731K - $842K
|
82.5K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.3K- 7.14% |
$732K - $844K
|
55.9K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-4.31K- 5.24% |
$734K - $846K
|
77.9K
$19.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.31K- 2.15% |
$735K - $847K
|
196K
$48.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.31K- 2.04% |
$735K - $847K
|
207K
$50.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-4.33K- 23.45% |
$739K - $851K
|
14.2K
$3.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-4.34K- 1.63% |
$739K - $852K
|
262K
$64.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
SELL
|
- |
-4.35K- 0.97% |
$741K - $854K
|
442K
$109M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.35K- 11.84% |
$741K - $855K
|
32.4K
$7.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-4.36K- 4.48% |
$743K - $856K
|
93K
$22.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.42K- 2.12% |
$754K - $869K
|
205K
$50.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.42K- 0.88% |
$754K - $869K
|
499K
$122M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-4.45K- 42.09% |
$758K - $873K
|
6.12K
$1.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.47K- 6.19% |
$762K - $878K
|
67.7K
$16.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-4.48K- 3.32% |
$763K - $879K
|
130K
$32M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-4.48KClosed |
$764K - $881K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-4.49K- 1.8% |
$765K - $882K
|
245K
$60.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.49K- 6.28% |
$766K - $882K
|
67.1K
$16.5M
|
|
|
Oct 10, 2023
Q3 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.5K- 5.02% |
$766K - $883K
|
85K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.51K- 1.02% |
$768K - $886K
|
436K
$107M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-4.55K- 5.61% |
$775K - $894K
|
76.6K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.56K- 0.32% |
$778K - $896K
|
1.44M
$354M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.57K- 22.94% |
$779K - $898K
|
15.4K
$3.77M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.58K- 7.1% |
$780K - $899K
|
59.9K
$14.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.59K- 1.04% |
$782K - $902K
|
438K
$107M
|