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
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6.08K- 12.85% |
$1.04M - $1.19M
|
41.2K
$10.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.09K- 2.68% |
$1.04M - $1.2M
|
221K
$54.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6.09K- 1.94% |
$1.04M - $1.2M
|
309K
$75.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.12K- 2.92% |
$1.04M - $1.2M
|
203K
$50M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-6.13K- 4.31% |
$1.04M - $1.2M
|
136K
$33.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-6.13K- 15.62% |
$1.04M - $1.2M
|
33.1K
$8.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.13K- 11.02% |
$1.05M - $1.21M
|
49.5K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6.16K- 4.53% |
$1.05M - $1.21M
|
130K
$31.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-6.2K- 2.26% |
$1.06M - $1.22M
|
269K
$66M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.2K- 25.42% |
$1.06M - $1.22M
|
18.2K
$4.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-6.24K- 4.06% |
$1.06M - $1.23M
|
147K
$36.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-6.24K- 2.05% |
$1.06M - $1.23M
|
299K
$73.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-6.27K- 1.2% |
$1.07M - $1.23M
|
517K
$127M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.29K- 3.8% |
$1.07M - $1.24M
|
159K
$39.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-6.29K- 8.63% |
$1.07M - $1.24M
|
66.6K
$16.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.31K- 3.55% |
$1.08M - $1.24M
|
171K
$42M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-6.32K- 4.99% |
$1.08M - $1.24M
|
121K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-6.32K- 6.73% |
$1.08M - $1.24M
|
87.6K
$21.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-6.34K- 2.02% |
$1.08M - $1.25M
|
308K
$75.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.35K- 2.19% |
$1.08M - $1.25M
|
284K
$69.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-6.36K- 7.1% |
$1.08M - $1.25M
|
83.2K
$20.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.39K- 0.3% |
$1.09M - $1.25M
|
2.15M
$529M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-6.4K- 1.7% |
$1.09M - $1.26M
|
370K
$90.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.4K- 4.96% |
$1.09M - $1.26M
|
123K
$30.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.42K- 3.16% |
$1.09M - $1.26M
|
197K
$48.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6.44K- 1.41% |
$1.1M - $1.26M
|
451K
$111M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-6.46K- 38.06% |
$1.1M - $1.27M
|
10.5K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.47K- 3.84% |
$1.1M - $1.27M
|
162K
$39.8M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.48K- 4.76% |
$1.1M - $1.27M
|
130K
$31.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.48K- 21.72% |
$1.1M - $1.27M
|
23.4K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.48K- 1.04% |
$1.1M - $1.27M
|
619K
$152M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-6.49K- 1.83% |
$1.11M - $1.27M
|
348K
$85.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-6.49K- 1.37% |
$1.11M - $1.28M
|
467K
$115M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-6.5K- 31.61% |
$1.11M - $1.28M
|
14.1K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.55K- 1.38% |
$1.12M - $1.29M
|
466K
$115M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.55K- 0.44% |
$1.12M - $1.29M
|
1.46M
$360M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.56K- 13.37% |
$1.12M - $1.29M
|
42.5K
$10.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.57K- 3.27% |
$1.12M - $1.29M
|
194K
$47.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.57K- 2.18% |
$1.12M - $1.29M
|
295K
$72.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.58K- 12.54% |
$1.12M - $1.29M
|
45.9K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-6.66K- 26.91% |
$1.14M - $1.31M
|
18.1K
$4.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.8K- 3.72% |
$1.16M - $1.34M
|
176K
$43.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6.81K- 4.48% |
$1.16M - $1.34M
|
145K
$35.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.83K- 0.37% |
$1.16M - $1.34M
|
1.84M
$452M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-6.84K- 34.0% |
$1.16M - $1.34M
|
13.3K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-6.85K- 1.54% |
$1.17M - $1.34M
|
437K
$107M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-6.85K- 49.01% |
$1.17M - $1.35M
|
7.13K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.9K- 4.85% |
$1.18M - $1.36M
|
135K
$33.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-6.95K- 1.89% |
$1.19M - $1.37M
|
361K
$88.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Archon Partners LLC
Princeton Junction, NJ |
SELL
|
- |
-7K- 2.67% |
$1.19M - $1.38M
|
255K
$62.6M
|