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
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-22.5K- 2.05% |
$3.83M - $4.41M
|
1.07M
$215M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-22.5K- 64.81% |
$3.84M - $4.43M
|
12.2K
$2.45M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-23K- 11.1% |
$3.91M - $4.51M
|
184K
$36.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-23.1K- 14.2% |
$3.93M - $4.53M
|
139K
$27.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-23.5K- 7.86% |
$4M - $4.61M
|
275K
$55.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-23.5K- 16.04% |
$4.01M - $4.62M
|
123K
$24.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-23.6K- 14.45% |
$4.02M - $4.64M
|
140K
$28M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-23.6K- 10.87% |
$4.02M - $4.64M
|
194K
$38.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-24K- 20.02% |
$4.09M - $4.72M
|
95.9K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.1K- 2.02% |
$4.11M - $4.73M
|
1.17M
$235M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24.1K- 16.81% |
$4.11M - $4.74M
|
119K
$23.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Goldstream Capital Management LTD
|
SELL
|
- |
-24.2K- 23.66% |
$4.12M - $4.75M
|
78K
$15.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-24.3K- 7.64% |
$4.15M - $4.78M
|
294K
$58.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-24.4K- 5.72% |
$4.17M - $4.8M
|
403K
$80.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-24.5K- 26.48% |
$4.18M - $4.82M
|
68.1K
$13.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-24.7K- 1.64% |
$4.21M - $4.85M
|
1.48M
$297M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-24.8K- 7.22% |
$4.22M - $4.87M
|
318K
$63.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-24.8K- 1.49% |
$4.23M - $4.88M
|
1.64M
$329M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-25.2K- 50.26% |
$4.29M - $4.94M
|
24.9K
$4.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-25.6K- 2.56% |
$4.36M - $5.03M
|
973K
$195M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-25.8K- 4.62% |
$4.4M - $5.07M
|
532K
$107M
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-26.2K- 11.97% |
$4.46M - $5.15M
|
193K
$38.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-26.3K- 5.89% |
$4.48M - $5.17M
|
420K
$84.2M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-26.3K- 1.14% |
$4.49M - $5.17M
|
2.29M
$459M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.7K- 1.74% |
$4.55M - $5.24M
|
1.51M
$302M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-26.7K- 8.73% |
$4.55M - $5.25M
|
279K
$55.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-26.9K- 23.76% |
$4.58M - $5.28M
|
86.2K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-27.5K- 20.6% |
$4.69M - $5.4M
|
106K
$21.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27.6K- 5.13% |
$4.7M - $5.41M
|
510K
$102M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-27.6K- 53.9% |
$4.71M - $5.43M
|
23.6K
$4.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-27.7K- 13.54% |
$4.73M - $5.45M
|
177K
$35.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-27.8K- 14.91% |
$4.74M - $5.46M
|
159K
$31.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28.1K- 1.89% |
$4.79M - $5.52M
|
1.46M
$292M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.1K- 3.41% |
$4.79M - $5.52M
|
796K
$159M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-28.5K- 3.28% |
$4.86M - $5.61M
|
841K
$168M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-28.6K- 71.84% |
$4.87M - $5.61M
|
11.2K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-28.7K- 3.71% |
$4.89M - $5.64M
|
746K
$149M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-28.8K- 82.94% |
$4.91M - $5.66M
|
5.93K
$1.19M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-29K- 4.89% |
$4.95M - $5.71M
|
564K
$113M
|
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-29.4K- 6.98% |
$5.01M - $5.78M
|
392K
$78.6M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-29.4K- 13.01% |
$5.02M - $5.79M
|
197K
$39.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-29.7K- 14.72% |
$5.07M - $5.84M
|
172K
$34.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-30.9K- 21.65% |
$5.27M - $6.07M
|
112K
$22.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-31.2K- 1.27% |
$5.32M - $6.13M
|
2.43M
$486M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-31.6K- 0.75% |
$5.39M - $6.21M
|
4.2M
$840M
|
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-31.7K- 16.02% |
$5.4M - $6.22M
|
166K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-31.7K- 5.07% |
$5.4M - $6.22M
|
594K
$119M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-31.8K- 85.49% |
$5.42M - $6.24M
|
5.39K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-31.8K- 19.55% |
$5.42M - $6.25M
|
131K
$26.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-31.9K- 69.21% |
$5.44M - $6.27M
|
14.2K
$2.84M
|