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 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.99K- 1.26% |
$851K - $981K
|
391K
$78.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.99K- 5.51% |
$851K - $981K
|
85.6K
$17.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-4.99K- 9.61% |
$851K - $981K
|
46.9K
$9.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5K- 2.35% |
$851K - $981K
|
208K
$41.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-5.03K- 1.09% |
$857K - $988K
|
455K
$91.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5.05K- 7.99% |
$861K - $992K
|
58.1K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-5.05K- 0.69% |
$861K - $992K
|
728K
$146M
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-5.06K- 5.63% |
$862K - $993K
|
84.8K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.07K- 3.28% |
$863K - $995K
|
149K
$29.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.08K- 2.32% |
$866K - $998K
|
214K
$42.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.09K- 7.7% |
$867K - $1M
|
61K
$12.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5.17K- 3.62% |
$880K - $1.01M
|
138K
$27.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.18K- 1.23% |
$882K - $1.02M
|
414K
$83M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-5.21K- 0.22% |
$887K - $1.02M
|
2.33M
$467M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.24K- 1.86% |
$893K - $1.03M
|
277K
$55.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.26K- 0.29% |
$896K - $1.03M
|
1.81M
$363M
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-5.26K- 33.18% |
$897K - $1.03M
|
10.6K
$2.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-5.26K- 33.82% |
$897K - $1.03M
|
10.3K
$2.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-5.27K- 2.99% |
$897K - $1.03M
|
171K
$34.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-5.31K- 8.31% |
$905K - $1.04M
|
58.6K
$11.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-5.33K- 5.09% |
$908K - $1.05M
|
99.4K
$19.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.33K- 2.27% |
$908K - $1.05M
|
230K
$46M
|
|
|
Nov 09, 2023
Q3 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-5.36K- 4.52% |
$913K - $1.05M
|
113K
$22.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooktree Capital Management
|
SELL
|
- |
-5.37K- 17.08% |
$915K - $1.06M
|
26.1K
$5.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-5.42K- 4.34% |
$924K - $1.06M
|
120K
$23.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-5.43K- 1.81% |
$925K - $1.07M
|
295K
$59M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.45K- 8.72% |
$929K - $1.07M
|
57.1K
$11.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.46K- 8.2% |
$930K - $1.07M
|
61K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-5.51K- 1.87% |
$938K - $1.08M
|
289K
$57.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-5.53K- 2.74% |
$942K - $1.09M
|
197K
$39.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.53K- 1.64% |
$942K - $1.09M
|
331K
$66.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.58K- 10.59% |
$952K - $1.1M
|
47.2K
$9.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.59K- 6.66% |
$952K - $1.1M
|
78.3K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-5.59K- 0.97% |
$953K - $1.1M
|
570K
$114M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-5.6K- 4.22% |
$954K - $1.1M
|
127K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.61K- 1.02% |
$955K - $1.1M
|
542K
$109M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.61K- 1.47% |
$956K - $1.1M
|
377K
$75.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.63K- 7.17% |
$959K - $1.11M
|
72.9K
$14.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.64K- 2.88% |
$961K - $1.11M
|
191K
$38.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.66K- 3.26% |
$964K - $1.11M
|
168K
$33.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-5.67K- 1.41% |
$965K - $1.11M
|
395K
$79.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.69K- 3.24% |
$970K - $1.12M
|
170K
$34.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-5.71K- 4.48% |
$973K - $1.12M
|
122K
$24.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.71K- 10.38% |
$974K - $1.12M
|
49.3K
$9.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.74K- 3.14% |
$978K - $1.13M
|
177K
$35.4M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.74K- 0.85% |
$978K - $1.13M
|
671K
$134M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-5.76K- 6.76% |
$981K - $1.13M
|
79.4K
$15.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-5.76K- 0.61% |
$982K - $1.13M
|
938K
$188M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-5.8K- 11.49% |
$988K - $1.14M
|
44.7K
$8.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5.83K- 25.61% |
$994K - $1.15M
|
16.9K
$3.39M
|