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 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-7.83K- 2.31% |
$1.34M - $1.54M
|
332K
$66.5M
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-7.87K- 29.27% |
$1.34M - $1.55M
|
19K
$3.81M
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.89K- 2.72% |
$1.34M - $1.55M
|
282K
$56.4M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.94K- 1.33% |
$1.35M - $1.56M
|
589K
$118M
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-7.94K- 9.28% |
$1.35M - $1.56M
|
77.7K
$15.6M
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-7.97K- 9.57% |
$1.36M - $1.57M
|
75.3K
$15.1M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-8K- 13.55% |
$1.36M - $1.57M
|
51K
$10.2M
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-8.08K- 5.03% |
$1.38M - $1.59M
|
153K
$30.5M
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-8.1K- 2.79% |
$1.38M - $1.59M
|
282K
$56.6M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-8.11K- 1.23% |
$1.38M - $1.59M
|
650K
$130M
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.11K- 2.02% |
$1.38M - $1.59M
|
393K
$78.8M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-8.16K- 1.1% |
$1.39M - $1.6M
|
735K
$147M
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-8.17K- 5.72% |
$1.39M - $1.6M
|
135K
$26.9M
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-8.2K- 14.99% |
$1.4M - $1.61M
|
46.5K
$9.31M
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-8.21K- 10.27% |
$1.4M - $1.61M
|
71.7K
$14.4M
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-8.26K- 15.38% |
$1.41M - $1.62M
|
45.5K
$9.11M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8.26K- 13.41% |
$1.41M - $1.62M
|
53.4K
$10.7M
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.31K- 5.15% |
$1.42M - $1.63M
|
153K
$30.7M
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-8.31K- 2.58% |
$1.42M - $1.63M
|
314K
$63M
|
|
Nov 13, 2023
Q3 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-8.36K- 4.24% |
$1.42M - $1.64M
|
189K
$37.8M
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.36K- 4.82% |
$1.42M - $1.64M
|
165K
$33.1M
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-8.39K- 1.85% |
$1.43M - $1.65M
|
445K
$89.1M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.42K- 1.2% |
$1.44M - $1.65M
|
694K
$139M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.44K- 24.64% |
$1.44M - $1.66M
|
25.8K
$5.17M
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-8.45K- 8.22% |
$1.44M - $1.66M
|
94.3K
$18.9M
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-8.46K- 2.97% |
$1.44M - $1.66M
|
276K
$55.3M
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8.46K- 7.35% |
$1.44M - $1.66M
|
107K
$21.4M
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.47K- 3.81% |
$1.44M - $1.66M
|
214K
$42.8M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.49K- 12.57% |
$1.45M - $1.67M
|
59.1K
$11.8M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.53K- 1.27% |
$1.45M - $1.68M
|
662K
$133M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-8.54K- 1.32% |
$1.46M - $1.68M
|
636K
$127M
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.64K- 2.51% |
$1.47M - $1.7M
|
335K
$67.1M
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.65K- 3.85% |
$1.47M - $1.7M
|
216K
$43.2M
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-8.65K- 8.22% |
$1.47M - $1.7M
|
96.5K
$19.3M
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-8.66K- 2.23% |
$1.48M - $1.7M
|
380K
$76.1M
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.7K- 3.78% |
$1.48M - $1.71M
|
222K
$44.4M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.7K- 0.53% |
$1.48M - $1.71M
|
1.63M
$327M
|
|
Nov 09, 2023
Q3 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-8.73K- 9.9% |
$1.49M - $1.71M
|
79.4K
$15.9M
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-8.76K- 19.35% |
$1.49M - $1.72M
|
36.5K
$7.31M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-8.76K- 0.5% |
$1.49M - $1.72M
|
1.73M
$347M
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-8.77K- 5.61% |
$1.49M - $1.72M
|
148K
$29.6M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-8.78K- 2.52% |
$1.5M - $1.73M
|
340K
$68M
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-8.79K- 11.78% |
$1.5M - $1.73M
|
65.8K
$13.2M
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-8.8K- 4.56% |
$1.5M - $1.73M
|
184K
$36.9M
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-8.89K- 46.85% |
$1.51M - $1.75M
|
10.1K
$2.02M
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-8.97K- 13.66% |
$1.53M - $1.76M
|
56.7K
$11.4M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.05K- 2.25% |
$1.54M - $1.78M
|
394K
$78.9M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-9.06K- 57.14% |
$1.54M - $1.78M
|
6.79K
$1.36M
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-9.09K- 7.41% |
$1.55M - $1.79M
|
113K
$22.7M
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-9.1K- 5.3% |
$1.55M - $1.79M
|
163K
$32.6M
|