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 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-18.7K- 8.05% |
$3.18M - $3.67M
|
213K
$42.7M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-18.7K- 8.05% |
$3.18M - $3.67M
|
213K
$42.7M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18.8K- 5.15% |
$3.2M - $3.69M
|
346K
$69.3M
|
|
|
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
$14.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.8K- 2.11% |
$3.21M - $3.7M
|
875K
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Totem Point Management, LLC
New York, NY |
SELL
|
- |
-18.9K- 51.16% |
$3.22M - $3.71M
|
18K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-18.9K- 23.3% |
$3.23M - $3.72M
|
62.3K
$12.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-18.9K- 2.45% |
$3.23M - $3.72M
|
756K
$151M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19K- 5.83% |
$3.23M - $3.73M
|
307K
$61.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-19K- 2.41% |
$3.25M - $3.74M
|
772K
$155M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-19.1K- 15.98% |
$3.25M - $3.74M
|
100K
$20.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-19.1K- 6.64% |
$3.26M - $3.76M
|
269K
$53.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.2K- 3.83% |
$3.27M - $3.77M
|
481K
$96.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19.2K- 8.81% |
$3.28M - $3.78M
|
199K
$39.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-19.3K- 2.05% |
$3.29M - $3.8M
|
924K
$185M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-19.4K- 4.31% |
$3.31M - $3.81M
|
431K
$86.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-19.4K- 1.0% |
$3.31M - $3.81M
|
1.92M
$385M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.4K- 1.0% |
$3.31M - $3.81M
|
1.92M
$385M
|
|
|
Nov 14, 2023
Q3 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-19.6K- 15.96% |
$3.33M - $3.84M
|
103K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-19.6K- 58.75% |
$3.34M - $3.85M
|
13.7K
$2.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-19.6K- 73.77% |
$3.34M - $3.85M
|
6.97K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-19.7K- 1.31% |
$3.35M - $3.86M
|
1.49M
$298M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19.9K- 5.21% |
$3.38M - $3.9M
|
361K
$72.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-20K- 68.03% |
$3.41M - $3.94M
|
9.41K
$1.89M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-20.1K- 10.93% |
$3.43M - $3.95M
|
164K
$32.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-20.2K- 44.86% |
$3.44M - $3.97M
|
24.8K
$4.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-20.2K- 6.62% |
$3.45M - $3.97M
|
285K
$57.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-20.2K- 3.54% |
$3.45M - $3.97M
|
551K
$110M
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-20.2K- 1.95% |
$3.45M - $3.98M
|
1.02M
$204M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-20.5K- 4.96% |
$3.49M - $4.02M
|
393K
$78.7M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-20.5K- 12.42% |
$3.5M - $4.03M
|
145K
$29M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.6K- 4.18% |
$3.5M - $4.04M
|
471K
$94.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-20.6K- 55.56% |
$3.51M - $4.04M
|
16.5K
$3.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-20.6K- 3.61% |
$3.51M - $4.05M
|
550K
$110M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20.8K- 7.61% |
$3.55M - $4.09M
|
253K
$50.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21.1K- 11.58% |
$3.6M - $4.15M
|
161K
$32.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-21.3K- 43.88% |
$3.63M - $4.18M
|
27.2K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-21.4K- 3.17% |
$3.64M - $4.2M
|
653K
$131M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-21.4K- 0.52% |
$3.64M - $4.2M
|
4.09M
$820M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-21.6K- 12.79% |
$3.67M - $4.23M
|
147K
$29.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-21.8K- 9.55% |
$3.72M - $4.28M
|
206K
$41.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-21.9K- 9.22% |
$3.73M - $4.3M
|
216K
$43.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-22K- 48.74% |
$3.74M - $4.32M
|
23.1K
$4.63M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
SELL
|
- |
-22K- 10.21% |
$3.75M - $4.32M
|
193K
$38.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-22K- 15.13% |
$3.75M - $4.33M
|
124K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-22K- 11.32% |
$3.75M - $4.33M
|
173K
$34.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 3.22% |
$3.77M - $4.35M
|
665K
$133M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-22.3K- 11.29% |
$3.8M - $4.38M
|
175K
$35.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-22.3K- 9.27% |
$3.8M - $4.38M
|
218K
$43.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-22.4K- 5.15% |
$3.81M - $4.39M
|
412K
$82.4M
|