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 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-7.02K- 1.31% |
$1.2M - $1.38M
|
527K
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.03K- 0.37% |
$1.2M - $1.38M
|
1.89M
$465M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-7.04K- 5.74% |
$1.2M - $1.38M
|
116K
$28.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.04K- 7.1% |
$1.2M - $1.38M
|
92.2K
$22.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.06K- 2.49% |
$1.2M - $1.39M
|
277K
$67.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-7.08K- 21.27% |
$1.21M - $1.39M
|
26.2K
$6.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-7.12K- 7.7% |
$1.21M - $1.4M
|
85.3K
$21M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-7.21K- 6.06% |
$1.23M - $1.42M
|
112K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-7.27K- 1.64% |
$1.24M - $1.43M
|
436K
$107M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.27K- 2.01% |
$1.24M - $1.43M
|
354K
$87M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.31K- 3.94% |
$1.25M - $1.44M
|
178K
$43.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.34K- 2.14% |
$1.25M - $1.44M
|
336K
$82.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-7.36K- 4.4% |
$1.25M - $1.45M
|
160K
$39.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-7.36K- 17.59% |
$1.26M - $1.45M
|
34.5K
$8.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-7.37K- 13.0% |
$1.26M - $1.45M
|
49.3K
$12.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-7.37K- 0.81% |
$1.26M - $1.45M
|
909K
$223M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-7.39K- 8.69% |
$1.26M - $1.45M
|
77.7K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-7.42K- 2.55% |
$1.27M - $1.46M
|
284K
$69.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-7.44K- 1.53% |
$1.27M - $1.46M
|
480K
$118M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.47K- 7.25% |
$1.27M - $1.47M
|
95.5K
$23.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-7.48K- 9.99% |
$1.28M - $1.47M
|
67.4K
$16.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.5K- 5.89% |
$1.28M - $1.47M
|
120K
$29.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-7.51K- 2.46% |
$1.28M - $1.48M
|
298K
$73.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-7.53K- 6.95% |
$1.28M - $1.48M
|
101K
$24.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.57K- 2.95% |
$1.29M - $1.49M
|
249K
$61.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.68K- 15.36% |
$1.31M - $1.51M
|
42.3K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-7.71K- 0.83% |
$1.31M - $1.52M
|
923K
$227M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-7.72K- 3.69% |
$1.32M - $1.52M
|
201K
$49.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-7.77K- 15.43% |
$1.32M - $1.53M
|
42.6K
$10.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-7.78K- 3.86% |
$1.33M - $1.53M
|
194K
$47.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-7.78K- 61.86% |
$1.33M - $1.53M
|
4.8K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.83K- 0.96% |
$1.33M - $1.54M
|
807K
$198M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-7.83K- 2.31% |
$1.34M - $1.54M
|
332K
$81.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-7.87K- 29.27% |
$1.34M - $1.55M
|
19K
$4.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.89K- 2.72% |
$1.34M - $1.55M
|
282K
$69.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.94K- 1.33% |
$1.35M - $1.56M
|
589K
$145M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-7.94K- 9.28% |
$1.35M - $1.56M
|
77.7K
$19.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-7.97K- 9.57% |
$1.36M - $1.57M
|
75.3K
$18.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-8K- 13.55% |
$1.36M - $1.57M
|
51K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-8.08K- 5.03% |
$1.38M - $1.59M
|
153K
$37.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-8.1K- 2.79% |
$1.38M - $1.59M
|
282K
$69.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-8.11K- 1.23% |
$1.38M - $1.59M
|
650K
$160M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.11K- 2.02% |
$1.38M - $1.59M
|
393K
$96.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-8.16K- 1.1% |
$1.39M - $1.6M
|
735K
$181M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-8.17K- 5.72% |
$1.39M - $1.6M
|
135K
$33M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-8.2K- 14.99% |
$1.4M - $1.61M
|
46.5K
$11.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-8.21K- 10.27% |
$1.4M - $1.61M
|
71.7K
$17.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-8.26K- 15.38% |
$1.41M - $1.62M
|
45.5K
$11.2M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8.26K- 13.41% |
$1.41M - $1.62M
|
53.4K
$13.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.31K- 5.15% |
$1.42M - $1.63M
|
153K
$37.6M
|