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 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-5.27K- 2.99% |
$897K - $1.03M
|
171K
$42M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-5.31K- 8.31% |
$905K - $1.04M
|
58.6K
$14.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-5.33K- 5.09% |
$908K - $1.05M
|
99.4K
$24.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.33K- 2.27% |
$908K - $1.05M
|
230K
$56.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-5.36K- 4.52% |
$913K - $1.05M
|
113K
$27.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooktree Capital Management
|
SELL
|
- |
-5.37K- 17.08% |
$915K - $1.06M
|
26.1K
$6.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-5.42K- 4.34% |
$924K - $1.06M
|
120K
$29.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-5.43K- 1.81% |
$925K - $1.07M
|
295K
$72.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.45K- 8.72% |
$929K - $1.07M
|
57.1K
$14M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.46K- 8.2% |
$930K - $1.07M
|
61K
$15M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-5.51K- 1.87% |
$938K - $1.08M
|
289K
$71M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-5.53K- 2.74% |
$942K - $1.09M
|
197K
$48.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.53K- 1.64% |
$942K - $1.09M
|
331K
$81.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.58K- 10.59% |
$952K - $1.1M
|
47.2K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.59K- 6.66% |
$952K - $1.1M
|
78.3K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-5.59K- 0.97% |
$953K - $1.1M
|
570K
$140M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-5.6K- 4.22% |
$954K - $1.1M
|
127K
$31.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.61K- 1.02% |
$955K - $1.1M
|
542K
$133M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.61K- 1.47% |
$956K - $1.1M
|
377K
$92.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.63K- 7.17% |
$959K - $1.11M
|
72.9K
$17.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.64K- 2.88% |
$961K - $1.11M
|
191K
$46.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.66K- 3.26% |
$964K - $1.11M
|
168K
$41.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-5.67K- 1.41% |
$965K - $1.11M
|
395K
$97M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.69K- 3.24% |
$970K - $1.12M
|
170K
$41.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-5.71K- 4.48% |
$973K - $1.12M
|
122K
$29.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.71K- 10.38% |
$974K - $1.12M
|
49.3K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.74K- 3.14% |
$978K - $1.13M
|
177K
$43.4M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.74K- 0.85% |
$978K - $1.13M
|
671K
$165M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-5.76K- 6.76% |
$981K - $1.13M
|
79.4K
$19.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-5.76K- 0.61% |
$982K - $1.13M
|
938K
$230M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-5.8K- 11.49% |
$988K - $1.14M
|
44.7K
$11M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5.83K- 25.61% |
$994K - $1.15M
|
16.9K
$4.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-5.83K- 3.91% |
$994K - $1.15M
|
144K
$35.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-5.84K- 3.35% |
$996K - $1.15M
|
168K
$41.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-5.87K- 3.34% |
$1M - $1.15M
|
170K
$41.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-5.87K- 2.27% |
$1M - $1.15M
|
252K
$61.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.91K- 2.27% |
$1.01M - $1.16M
|
255K
$62.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.95K- 2.76% |
$1.01M - $1.17M
|
209K
$51.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.96K- 20.53% |
$1.01M - $1.17M
|
23.1K
$5.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5.97K- 0.88% |
$1.02M - $1.17M
|
673K
$165M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-5.98K- 20.6% |
$1.02M - $1.17M
|
23K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.99K- 4.21% |
$1.02M - $1.18M
|
136K
$33.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.99K- 2.58% |
$1.02M - $1.18M
|
226K
$55.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-5.99K- 2.63% |
$1.02M - $1.18M
|
222K
$54.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-6K- 6.2% |
$1.02M - $1.18M
|
90.7K
$22.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-6K- 2.25% |
$1.02M - $1.18M
|
261K
$64.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-6.01K- 11.85% |
$1.02M - $1.18M
|
44.7K
$11M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.02K- 1.73% |
$1.03M - $1.18M
|
343K
$84.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.03K- 14.97% |
$1.03M - $1.18M
|
34.2K
$8.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.08K- 3.45% |
$1.04M - $1.19M
|
170K
$41.7M
|