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 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-8.31K- 2.58% |
$1.42M - $1.63M
|
314K
$77.2M
|
|
Nov 13, 2023
Q3 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-8.36K- 4.24% |
$1.42M - $1.64M
|
189K
$46.4M
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.36K- 4.82% |
$1.42M - $1.64M
|
165K
$40.6M
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-8.39K- 1.85% |
$1.43M - $1.65M
|
445K
$109M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.42K- 1.2% |
$1.44M - $1.65M
|
694K
$170M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.44K- 24.64% |
$1.44M - $1.66M
|
25.8K
$6.34M
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-8.45K- 8.22% |
$1.44M - $1.66M
|
94.3K
$23.2M
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-8.46K- 2.97% |
$1.44M - $1.66M
|
276K
$67.7M
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8.46K- 7.35% |
$1.44M - $1.66M
|
107K
$26.2M
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.47K- 3.81% |
$1.44M - $1.66M
|
214K
$52.5M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.49K- 12.57% |
$1.45M - $1.67M
|
59.1K
$14.5M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.53K- 1.27% |
$1.45M - $1.68M
|
662K
$162M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-8.54K- 1.32% |
$1.46M - $1.68M
|
636K
$156M
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.64K- 2.51% |
$1.47M - $1.7M
|
335K
$82.3M
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.65K- 3.85% |
$1.47M - $1.7M
|
216K
$53M
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-8.65K- 8.22% |
$1.47M - $1.7M
|
96.5K
$23.7M
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-8.66K- 2.23% |
$1.48M - $1.7M
|
380K
$93.2M
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.7K- 3.78% |
$1.48M - $1.71M
|
222K
$54.4M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.7K- 0.53% |
$1.48M - $1.71M
|
1.63M
$401M
|
|
Nov 09, 2023
Q3 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-8.73K- 9.9% |
$1.49M - $1.71M
|
79.4K
$19.5M
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-8.76K- 19.35% |
$1.49M - $1.72M
|
36.5K
$8.96M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-8.76K- 0.5% |
$1.49M - $1.72M
|
1.73M
$425M
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-8.77K- 5.61% |
$1.49M - $1.72M
|
148K
$36.3M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-8.78K- 2.52% |
$1.5M - $1.73M
|
340K
$83.4M
|
|
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
$16.2M
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-8.8K- 4.56% |
$1.5M - $1.73M
|
184K
$45.2M
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-8.89K- 46.85% |
$1.51M - $1.75M
|
10.1K
$2.48M
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-8.97K- 13.66% |
$1.53M - $1.76M
|
56.7K
$13.9M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.05K- 2.25% |
$1.54M - $1.78M
|
394K
$96.7M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-9.06K- 57.14% |
$1.54M - $1.78M
|
6.79K
$1.67M
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-9.09K- 7.41% |
$1.55M - $1.79M
|
113K
$27.9M
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-9.1K- 5.3% |
$1.55M - $1.79M
|
163K
$40M
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9.27K- 9.05% |
$1.58M - $1.82M
|
93.1K
$22.9M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.29K- 11.45% |
$1.58M - $1.82M
|
71.9K
$17.6M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.3K- 13.77% |
$1.58M - $1.83M
|
58.2K
$14.3M
|
|
Nov 13, 2023
Q3 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-9.3K- 0.48% |
$1.58M - $1.83M
|
1.93M
$473M
|
|
Oct 10, 2023
Q3 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-9.31K- 16.84% |
$1.59M - $1.83M
|
46K
$11.3M
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.34K- 16.92% |
$1.59M - $1.84M
|
45.9K
$11.3M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-9.4K- 13.92% |
$1.6M - $1.85M
|
58.1K
$14.3M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-9.46K- 9.12% |
$1.61M - $1.86M
|
94.3K
$23.1M
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-9.57K- 4.51% |
$1.63M - $1.88M
|
203K
$49.8M
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-9.63K- 0.86% |
$1.64M - $1.89M
|
1.1M
$271M
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.63K- 3.92% |
$1.64M - $1.89M
|
236K
$58M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-9.71K- 5.01% |
$1.65M - $1.91M
|
184K
$45.2M
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-9.89K- 58.28% |
$1.69M - $1.94M
|
7.08K
$1.74M
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-9.96K- 58.72% |
$1.7M - $1.96M
|
7K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-9.99K- 23.62% |
$1.7M - $1.96M
|
32.3K
$7.93M
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-10.1K- 17.73% |
$1.71M - $1.98M
|
46.7K
$11.5M
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-10.1K- 11.5% |
$1.72M - $1.98M
|
77.6K
$19.1M
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-10.1K- 17.8% |
$1.72M - $1.98M
|
46.6K
$11.5M
|