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
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-19.6K- 15.96% |
$3.33M - $3.84M
|
103K
$25.3M
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-19.6K- 58.75% |
$3.34M - $3.85M
|
13.7K
$3.38M
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-19.6K- 73.77% |
$3.34M - $3.85M
|
6.97K
$1.71M
|
|
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
$365M
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19.9K- 5.21% |
$3.38M - $3.9M
|
361K
$88.7M
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-20K- 68.03% |
$3.41M - $3.94M
|
9.41K
$2.31M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-20.1K- 10.93% |
$3.43M - $3.95M
|
164K
$40.2M
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-20.2K- 44.86% |
$3.44M - $3.97M
|
24.8K
$6.1M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-20.2K- 6.62% |
$3.45M - $3.97M
|
285K
$70.1M
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-20.2K- 3.54% |
$3.45M - $3.97M
|
551K
$135M
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-20.2K- 1.95% |
$3.45M - $3.98M
|
1.02M
$250M
|
|
Nov 13, 2023
Q3 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-20.5K- 4.96% |
$3.49M - $4.02M
|
393K
$96.5M
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-20.5K- 12.42% |
$3.5M - $4.03M
|
145K
$35.5M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.6K- 4.18% |
$3.5M - $4.04M
|
471K
$116M
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-20.6K- 55.56% |
$3.51M - $4.04M
|
16.5K
$4.04M
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-20.6K- 3.61% |
$3.51M - $4.05M
|
550K
$135M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20.8K- 7.61% |
$3.55M - $4.09M
|
253K
$62.1M
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21.1K- 11.58% |
$3.6M - $4.15M
|
161K
$39.6M
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-21.3K- 43.88% |
$3.63M - $4.18M
|
27.2K
$6.69M
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-21.4K- 3.17% |
$3.64M - $4.2M
|
653K
$160M
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-21.4K- 0.52% |
$3.64M - $4.2M
|
4.09M
$1B
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-21.6K- 12.79% |
$3.67M - $4.23M
|
147K
$36.1M
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-21.8K- 9.55% |
$3.72M - $4.28M
|
206K
$50.7M
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-21.9K- 9.22% |
$3.73M - $4.3M
|
216K
$52.9M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-22K- 48.74% |
$3.74M - $4.32M
|
23.1K
$5.67M
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
SELL
|
- |
-22K- 10.21% |
$3.75M - $4.32M
|
193K
$47.5M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-22K- 15.13% |
$3.75M - $4.33M
|
124K
$30.3M
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-22K- 11.32% |
$3.75M - $4.33M
|
173K
$42.4M
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 3.22% |
$3.77M - $4.35M
|
665K
$163M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-22.3K- 11.29% |
$3.8M - $4.38M
|
175K
$43M
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-22.3K- 9.27% |
$3.8M - $4.38M
|
218K
$53.5M
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-22.4K- 5.15% |
$3.81M - $4.39M
|
412K
$101M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-22.5K- 2.05% |
$3.83M - $4.41M
|
1.07M
$263M
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-22.5K- 64.81% |
$3.84M - $4.43M
|
12.2K
$3M
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-23K- 11.1% |
$3.91M - $4.51M
|
184K
$45.2M
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-23.1K- 14.2% |
$3.93M - $4.53M
|
139K
$34.2M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-23.5K- 7.86% |
$4M - $4.61M
|
275K
$67.6M
|
|
Nov 14, 2023
Q3 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-23.5K- 16.04% |
$4.01M - $4.62M
|
123K
$30.3M
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-23.6K- 14.45% |
$4.02M - $4.64M
|
140K
$34.3M
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-23.6K- 10.87% |
$4.02M - $4.64M
|
194K
$47.5M
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-24K- 20.02% |
$4.09M - $4.72M
|
95.9K
$23.6M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.1K- 2.02% |
$4.11M - $4.73M
|
1.17M
$288M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24.1K- 16.81% |
$4.11M - $4.74M
|
119K
$29.3M
|
|
Oct 30, 2023
Q3 2023
|
Goldstream Capital Management LTD
|
SELL
|
- |
-24.2K- 23.66% |
$4.12M - $4.75M
|
78K
$19.2M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-24.3K- 7.64% |
$4.15M - $4.78M
|
294K
$72.2M
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-24.4K- 5.72% |
$4.17M - $4.8M
|
403K
$98.9M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-24.5K- 26.48% |
$4.18M - $4.82M
|
68.1K
$16.7M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-24.7K- 1.64% |
$4.21M - $4.85M
|
1.48M
$364M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-24.8K- 7.22% |
$4.22M - $4.87M
|
318K
$78.1M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-24.8K- 1.49% |
$4.23M - $4.88M
|
1.64M
$403M
|