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 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.6K- 2.3% |
$784K - $903K
|
195K
$47.9M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.61K- 1.12% |
$785K - $905K
|
405K
$99.5M
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-4.61K- 5.01% |
$785K - $905K
|
87.4K
$21.5M
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-4.61K- 8.58% |
$786K - $905K
|
49.1K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.61K- 1.31% |
$786K - $905K
|
346K
$85.1M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.61K- 6.79% |
$786K - $906K
|
63.3K
$15.5M
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-4.65K- 3.37% |
$792K - $913K
|
133K
$32.7M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-4.65K- 4.31% |
$793K - $914K
|
103K
$25.4M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-4.67K- 0.99% |
$795K - $917K
|
468K
$115M
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.67K- 1.32% |
$796K - $918K
|
350K
$86M
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.71K- 3.32% |
$803K - $926K
|
137K
$33.8M
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-4.73K- 5.8% |
$805K - $928K
|
76.7K
$18.8M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.73K- 1.63% |
$806K - $929K
|
285K
$70M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.73K- 0.89% |
$807K - $930K
|
526K
$129M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.75K- 4.14% |
$810K - $933K
|
110K
$27M
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.76K- 3.82% |
$812K - $935K
|
120K
$29.5M
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.77K- 0.71% |
$813K - $937K
|
666K
$164M
|
|
Nov 14, 2023
Q3 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-4.77K- 3.11% |
$813K - $937K
|
149K
$36.5M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.78K- 0.29% |
$815K - $939K
|
1.64M
$403M
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.79K- 4.12% |
$816K - $940K
|
111K
$27.4M
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-4.79K- 2.61% |
$816K - $941K
|
179K
$43.9M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.83K- 11.18% |
$823K - $948K
|
38.4K
$9.42M
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4.86K- 2.42% |
$827K - $954K
|
196K
$48.1M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.86K- 3.18% |
$828K - $955K
|
148K
$36.4M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.88K- 1.39% |
$832K - $959K
|
346K
$85M
|
|
Nov 14, 2023
Q3 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.9K- 34.37% |
$834K - $962K
|
9.35K
$2.3M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.93K- 3.69% |
$840K - $968K
|
129K
$31.6M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.93K- 2.06% |
$841K - $969K
|
235K
$57.6M
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-4.94K- 2.15% |
$842K - $971K
|
225K
$55.4M
|
|
Nov 13, 2023
Q3 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-4.95K- 3.46% |
$843K - $972K
|
138K
$33.9M
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.97K- 9.94% |
$847K - $976K
|
45K
$11.1M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-4.98K- 0.83% |
$849K - $978K
|
595K
$146M
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.99K- 1.26% |
$851K - $981K
|
391K
$95.9M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.99K- 5.51% |
$851K - $981K
|
85.6K
$21M
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-4.99K- 9.61% |
$851K - $981K
|
46.9K
$11.5M
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5K- 2.35% |
$851K - $981K
|
208K
$51.1M
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-5.03K- 1.09% |
$857K - $988K
|
455K
$112M
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5.05K- 7.99% |
$861K - $992K
|
58.1K
$14.3M
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-5.05K- 0.69% |
$861K - $992K
|
728K
$179M
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-5.06K- 5.63% |
$862K - $993K
|
84.8K
$20.8M
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.07K- 3.28% |
$863K - $995K
|
149K
$36.6M
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.08K- 2.32% |
$866K - $998K
|
214K
$52.6M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.09K- 7.7% |
$867K - $1M
|
61K
$15M
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5.17K- 3.62% |
$880K - $1.01M
|
138K
$33.8M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.18K- 1.23% |
$882K - $1.02M
|
414K
$102M
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-5.21K- 0.22% |
$887K - $1.02M
|
2.33M
$573M
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.24K- 1.86% |
$893K - $1.03M
|
277K
$68M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.26K- 0.29% |
$896K - $1.03M
|
1.81M
$445M
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-5.26K- 33.18% |
$897K - $1.03M
|
10.6K
$2.6M
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-5.26K- 33.82% |
$897K - $1.03M
|
10.3K
$2.53M
|