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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9.27K- 9.05% |
$1.58M - $1.82M
|
93.1K
$18.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.29K- 11.45% |
$1.58M - $1.82M
|
71.9K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.3K- 13.77% |
$1.58M - $1.83M
|
58.2K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-9.3K- 0.48% |
$1.58M - $1.83M
|
1.93M
$386M
|
|
|
Oct 10, 2023
Q3 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-9.31K- 16.84% |
$1.59M - $1.83M
|
46K
$9.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.34K- 16.92% |
$1.59M - $1.84M
|
45.9K
$9.19M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-9.4K- 13.92% |
$1.6M - $1.85M
|
58.1K
$11.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-9.46K- 9.12% |
$1.61M - $1.86M
|
94.3K
$18.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-9.57K- 4.51% |
$1.63M - $1.88M
|
203K
$40.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-9.63K- 0.86% |
$1.64M - $1.89M
|
1.1M
$221M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.63K- 3.92% |
$1.64M - $1.89M
|
236K
$47.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-9.71K- 5.01% |
$1.65M - $1.91M
|
184K
$36.9M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-9.89K- 58.28% |
$1.69M - $1.94M
|
7.08K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-9.96K- 58.72% |
$1.7M - $1.96M
|
7K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-9.99K- 23.62% |
$1.7M - $1.96M
|
32.3K
$6.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-10.1K- 17.73% |
$1.71M - $1.98M
|
46.7K
$9.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-10.1K- 11.5% |
$1.72M - $1.98M
|
77.6K
$15.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-10.1K- 17.8% |
$1.72M - $1.98M
|
46.6K
$9.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-10.1K- 4.92% |
$1.73M - $1.99M
|
196K
$39.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-10.2K- 2.52% |
$1.73M - $2M
|
393K
$78.7M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-10.2K- 30.82% |
$1.74M - $2.01M
|
22.9K
$4.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-10.2K- 6.72% |
$1.74M - $2.01M
|
142K
$28.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-10.3K- 14.95% |
$1.75M - $2.01M
|
58.3K
$11.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10.3K- 1.34% |
$1.75M - $2.02M
|
759K
$152M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-10.3K- 13.33% |
$1.75M - $2.02M
|
66.9K
$13.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.3K- 2.87% |
$1.76M - $2.03M
|
350K
$70.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-10.4K- 26.86% |
$1.77M - $2.04M
|
28.2K
$5.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-10.5K- 1.17% |
$1.78M - $2.05M
|
883K
$177M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10.5K- 1.77% |
$1.79M - $2.06M
|
581K
$116M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10.6K- 1.2% |
$1.8M - $2.08M
|
871K
$174M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 15.31% |
$1.8M - $2.08M
|
58.5K
$11.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-10.6K- 0.89% |
$1.81M - $2.08M
|
1.18M
$236M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-10.6K- 3.92% |
$1.81M - $2.09M
|
261K
$52.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-10.7K- 2.26% |
$1.83M - $2.11M
|
465K
$93.2M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-10.7K- 2.35% |
$1.83M - $2.11M
|
445K
$89.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10.8K- 4.63% |
$1.83M - $2.11M
|
221K
$44.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10.8K- 2.66% |
$1.84M - $2.12M
|
394K
$79M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-10.8K- 6.02% |
$1.85M - $2.13M
|
169K
$33.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-10.9K- 3.21% |
$1.85M - $2.14M
|
328K
$65.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-10.9K- 17.92% |
$1.86M - $2.14M
|
49.9K
$10M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-10.9K- 13.42% |
$1.86M - $2.14M
|
70.3K
$14.1M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-10.9K- 3.16% |
$1.86M - $2.15M
|
336K
$67.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-10.9K- 5.46% |
$1.86M - $2.15M
|
189K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-11K- 2.31% |
$1.87M - $2.15M
|
463K
$92.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-11K- 36.7% |
$1.87M - $2.16M
|
19K
$3.8M
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-11K- 3.99% |
$1.88M - $2.17M
|
265K
$53.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-11K- 23.48% |
$1.88M - $2.17M
|
36K
$7.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-11.1K- 8.64% |
$1.9M - $2.19M
|
118K
$23.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-11.2K- 7.66% |
$1.91M - $2.2M
|
135K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-11.2K- 11.8% |
$1.91M - $2.21M
|
83.9K
$16.8M
|