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 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-10.1K- 4.92% |
$1.73M - $1.99M
|
196K
$48M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-10.2K- 2.52% |
$1.73M - $2M
|
393K
$96.5M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-10.2K- 30.82% |
$1.74M - $2.01M
|
22.9K
$5.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-10.2K- 6.72% |
$1.74M - $2.01M
|
142K
$34.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-10.3K- 14.95% |
$1.75M - $2.01M
|
58.3K
$14.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10.3K- 1.34% |
$1.75M - $2.02M
|
759K
$186M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-10.3K- 13.33% |
$1.75M - $2.02M
|
66.9K
$16.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.3K- 2.87% |
$1.76M - $2.03M
|
350K
$86M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-10.4K- 26.86% |
$1.77M - $2.04M
|
28.2K
$6.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-10.5K- 1.17% |
$1.78M - $2.05M
|
883K
$217M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10.5K- 1.77% |
$1.79M - $2.06M
|
581K
$143M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10.6K- 1.2% |
$1.8M - $2.08M
|
871K
$214M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 15.31% |
$1.8M - $2.08M
|
58.5K
$14.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-10.6K- 0.89% |
$1.81M - $2.08M
|
1.18M
$289M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-10.6K- 3.92% |
$1.81M - $2.09M
|
261K
$64.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-10.7K- 2.26% |
$1.83M - $2.11M
|
465K
$114M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-10.7K- 2.35% |
$1.83M - $2.11M
|
445K
$109M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10.8K- 4.63% |
$1.83M - $2.11M
|
221K
$54.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10.8K- 2.66% |
$1.84M - $2.12M
|
394K
$96.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-10.8K- 6.02% |
$1.85M - $2.13M
|
169K
$41.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-10.9K- 3.21% |
$1.85M - $2.14M
|
328K
$80.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-10.9K- 17.92% |
$1.86M - $2.14M
|
49.9K
$12.3M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-10.9K- 13.42% |
$1.86M - $2.14M
|
70.3K
$17.3M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-10.9K- 3.16% |
$1.86M - $2.15M
|
336K
$82.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-10.9K- 5.46% |
$1.86M - $2.15M
|
189K
$46.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-11K- 2.31% |
$1.87M - $2.15M
|
463K
$114M
|
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-11K- 36.7% |
$1.87M - $2.16M
|
19K
$4.66M
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-11K- 3.99% |
$1.88M - $2.17M
|
265K
$65.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-11K- 23.48% |
$1.88M - $2.17M
|
36K
$8.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-11.1K- 8.64% |
$1.9M - $2.19M
|
118K
$28.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-11.2K- 7.66% |
$1.91M - $2.2M
|
135K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-11.2K- 11.8% |
$1.91M - $2.21M
|
83.9K
$20.6M
|
|
|
Oct 04, 2023
Q3 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 1.98% |
$1.92M - $2.21M
|
558K
$137M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-11.3K- 9.68% |
$1.92M - $2.22M
|
105K
$25.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-11.3K- 0.63% |
$1.93M - $2.22M
|
1.79M
$438M
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-11.5K- 1.89% |
$1.96M - $2.25M
|
596K
$146M
|
|
|
Nov 07, 2023
Q3 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-11.5K- 17.43% |
$1.96M - $2.26M
|
54.4K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11.5K- 7.35% |
$1.96M - $2.26M
|
145K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.5K- 30.39% |
$1.96M - $2.26M
|
26.4K
$6.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-11.5K- 0.36% |
$1.97M - $2.27M
|
3.2M
$787M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-11.6K- 16.61% |
$1.98M - $2.28M
|
58.2K
$14.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.6K- 12.07% |
$1.98M - $2.28M
|
84.6K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-11.6K- 8.88% |
$1.98M - $2.28M
|
119K
$29.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-11.6K- 10.74% |
$1.98M - $2.28M
|
96.6K
$23.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11.7K- 2.45% |
$1.99M - $2.29M
|
464K
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Barrier Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 31.61% |
$2M - $2.3M
|
25.4K
$6.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-11.7K- 12.46% |
$2M - $2.3M
|
82.4K
$20.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-11.8K- 3.3% |
$2.02M - $2.33M
|
347K
$85.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-11.9K- 1.54% |
$2.02M - $2.33M
|
761K
$187M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-11.9K- 1.66% |
$2.02M - $2.33M
|
702K
$172M
|