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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-50.9K- 4.33% |
$8.68M - $10M
|
1.13M
$276M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-51.4K- 10.87% |
$8.76M - $10.1M
|
421K
$103M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-51.5K- 5.7% |
$8.77M - $10.1M
|
851K
$209M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-52.1K- 3.45% |
$8.88M - $10.2M
|
1.46M
$358M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-52.3K- 5.02% |
$8.91M - $10.3M
|
988K
$243M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-52.3K- 2.97% |
$8.91M - $10.3M
|
1.71M
$419M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-53K- 0.86% |
$9.02M - $10.4M
|
6.08M
$1.49B
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-53K- 2.58% |
$9.03M - $10.4M
|
2M
$491M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-54.1K- 5.67% |
$9.22M - $10.6M
|
900K
$221M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-54.3K- 6.57% |
$9.26M - $10.7M
|
772K
$190M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-54.4K- 87.11% |
$9.27M - $10.7M
|
8.05K
$1.98M
|
|
|
May 17, 2024
Q3 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-54.6K- 83.57% |
$9.3M - $10.7M
|
10.7K
$2.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-55.2K- 2.16% |
$9.41M - $10.8M
|
2.5M
$613M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
SELL
|
- |
-55.4K- 50.59% |
$9.44M - $10.9M
|
54.1K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-55.6K- 0.62% |
$9.47M - $10.9M
|
8.97M
$2.2B
|
|
|
Nov 15, 2023
Q3 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-55.8K- 8.58% |
$9.51M - $11M
|
594K
$146M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.9K- 0.56% |
$9.52M - $11M
|
9.89M
$2.43B
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-56.6K- 5.2% |
$9.64M - $11.1M
|
1.03M
$253M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-56.8K- 28.59% |
$9.68M - $11.2M
|
142K
$34.8M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-57.2K- 2.6% |
$9.76M - $11.2M
|
2.14M
$526M
|
|
|
Nov 14, 2023
Q3 2023
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-57.4K- 28.59% |
$9.79M - $11.3M
|
143K
$35.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-57.5K- 46.17% |
$9.79M - $11.3M
|
67K
$16.5M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-58.2K- 19.97% |
$9.92M - $11.4M
|
233K
$57.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-58.4K- 10.46% |
$9.95M - $11.5M
|
500K
$123M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-58.8K- 2.11% |
$10M - $11.5M
|
2.72M
$669M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-58.9K- 99.07% |
$10M - $11.6M
|
556
$137K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60.1K- 17.88% |
$10.2M - $11.8M
|
276K
$67.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-61.8K- 4.63% |
$10.5M - $12.1M
|
1.27M
$312M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-62.9K- 79.97% |
$10.7M - $12.4M
|
15.8K
$3.87M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-62.9K- 79.97% |
$10.7M - $12.4M
|
15.8K
$3.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-63.3K- 2.04% |
$10.8M - $12.4M
|
3.04M
$746M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-63.3K- 95.78% |
$10.8M - $12.4M
|
2.79K
$685K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-63.4K- 3.25% |
$10.8M - $12.4M
|
1.89M
$464M
|
|
|
Nov 14, 2023
Q3 2023
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-64K- 15.73% |
$10.9M - $12.6M
|
343K
$84.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-65K- 37.97% |
$11.1M - $12.8M
|
106K
$26.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-67.2K- 44.31% |
$11.4M - $13.2M
|
84.4K
$20.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-67.2K- 52.33% |
$11.5M - $13.2M
|
61.2K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-67.4K- 6.54% |
$11.5M - $13.2M
|
964K
$237M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-67.8K- 35.3% |
$11.6M - $13.3M
|
124K
$30.5M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-68.4K- 7.25% |
$11.7M - $13.4M
|
875K
$215M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-68.8K- 11.39% |
$11.7M - $13.5M
|
535K
$131M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-68.9K- 71.52% |
$11.7M - $13.5M
|
27.4K
$6.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-69.6K- 55.6% |
$11.9M - $13.7M
|
55.6K
$13.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-69.6K- 68.38% |
$11.9M - $13.7M
|
32.2K
$7.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-69.7K- 2.78% |
$11.9M - $13.7M
|
2.44M
$598M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-70.6K- 1.56% |
$12M - $13.9M
|
4.45M
$1.09B
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-70.7K- 16.04% |
$12M - $13.9M
|
370K
$90.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-71.6K- 11.43% |
$12.2M - $14.1M
|
555K
$136M
|
|
|
Nov 06, 2023
Q3 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-72K- 24.83% |
$12.3M - $14.1M
|
218K
$53.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-72.1K- 3.3% |
$12.3M - $14.2M
|
2.11M
$519M
|