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
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-15.5K- 4.38% |
$2.64M - $3.05M
|
339K
$83.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15.6K- 1.78% |
$2.65M - $3.06M
|
858K
$211M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15.6K- 9.13% |
$2.66M - $3.07M
|
156K
$38.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.7K- 11.34% |
$2.67M - $3.08M
|
123K
$30.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.7K- 2.25% |
$2.67M - $3.08M
|
681K
$167M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-15.7K- 2.73% |
$2.68M - $3.08M
|
559K
$137M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-15.8K- 2.29% |
$2.7M - $3.11M
|
677K
$166M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-15.9K- 3.11% |
$2.71M - $3.12M
|
496K
$122M
|
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-15.9K- 17.83% |
$2.71M - $3.12M
|
73.3K
$18M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15.9K- 84.77% |
$2.71M - $3.13M
|
2.86K
$702K
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-16.3K- 35.09% |
$2.77M - $3.2M
|
30.1K
$7.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-16.4K- 9.71% |
$2.79M - $3.21M
|
152K
$37.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-16.4K- 1.41% |
$2.79M - $3.22M
|
1.14M
$281M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 8.4% |
$2.81M - $3.24M
|
180K
$44.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-16.6K- 0.32% |
$2.83M - $3.26M
|
5.19M
$1.27B
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-16.7K- 3.23% |
$2.85M - $3.28M
|
501K
$123M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-16.9K- 44.18% |
$2.88M - $3.31M
|
21.3K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.9K- 22.68% |
$2.88M - $3.32M
|
57.6K
$14.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-16.9K- 9.35% |
$2.89M - $3.33M
|
164K
$40.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.1K- 4.06% |
$2.92M - $3.37M
|
404K
$99.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-17.2K- 1.51% |
$2.94M - $3.38M
|
1.12M
$275M
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-17.5K- 86.33% |
$2.98M - $3.43M
|
2.77K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-17.5K- 32.38% |
$2.99M - $3.45M
|
36.6K
$8.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-17.6K- 0.45% |
$3M - $3.46M
|
3.93M
$965M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-17.6K- 9.98% |
$3M - $3.46M
|
159K
$39M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.6K- 16.79% |
$3.01M - $3.47M
|
87.4K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-17.7K- 6.32% |
$3.02M - $3.48M
|
263K
$64.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-18K- 2.37% |
$3.07M - $3.54M
|
743K
$182M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-18.1K- 27.18% |
$3.09M - $3.56M
|
48.5K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-18.3K- 2.31% |
$3.12M - $3.6M
|
777K
$191M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-18.4K- 66.13% |
$3.13M - $3.61M
|
9.41K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-18.5K- 31.46% |
$3.15M - $3.63M
|
40.3K
$9.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-18.7K- 8.05% |
$3.18M - $3.67M
|
213K
$52.4M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-18.7K- 8.05% |
$3.18M - $3.67M
|
213K
$52.4M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18.8K- 5.15% |
$3.2M - $3.69M
|
346K
$85M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-18.8K- 20.44% |
$3.2M - $3.69M
|
73.2K
$18M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.8K- 2.11% |
$3.21M - $3.7M
|
875K
$215M
|
|
|
Nov 14, 2023
Q3 2023
|
Totem Point Management, LLC
New York, NY |
SELL
|
- |
-18.9K- 51.16% |
$3.22M - $3.71M
|
18K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-18.9K- 23.3% |
$3.23M - $3.72M
|
62.3K
$15.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-18.9K- 2.45% |
$3.23M - $3.72M
|
756K
$186M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19K- 5.83% |
$3.23M - $3.73M
|
307K
$75.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-19K- 2.41% |
$3.25M - $3.74M
|
772K
$189M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-19.1K- 15.98% |
$3.25M - $3.74M
|
100K
$24.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-19.1K- 6.64% |
$3.26M - $3.76M
|
269K
$66M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.2K- 3.83% |
$3.27M - $3.77M
|
481K
$118M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19.2K- 8.81% |
$3.28M - $3.78M
|
199K
$48.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-19.3K- 2.05% |
$3.29M - $3.8M
|
924K
$227M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-19.4K- 4.31% |
$3.31M - $3.81M
|
431K
$106M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-19.4K- 1.0% |
$3.31M - $3.81M
|
1.92M
$472M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.4K- 1.0% |
$3.31M - $3.81M
|
1.92M
$472M
|