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
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8.58K+ 6.47% |
$1.46M - $1.69M
|
141K
$33.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8.53K+ 3.72% |
$1.45M - $1.68M
|
238K
$55.9M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8.53K+ 3.72% |
$1.45M - $1.68M
|
238K
$55.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.42K+ 0.21% |
$1.44M - $1.65M
|
3.97M
$933M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.37K+ 1.33% |
$1.43M - $1.65M
|
639K
$150M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.33K+ 1.99% |
$1.42M - $1.64M
|
427K
$100M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
8.29K+ 25.01% |
$1.41M - $1.63M
|
41.5K
$9.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.29K+ 2.74% |
$1.41M - $1.63M
|
311K
$73M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
8.28KNew |
$1.41M - $1.63M
|
8.28K
$1.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
7.96K+ 4.16% |
$1.36M - $1.56M
|
199K
$46.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.94K+ 3.68% |
$1.35M - $1.56M
|
224K
$52.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.9K+ 1.7% |
$1.35M - $1.55M
|
474K
$111M
|
|
|
Nov 14, 2023
Q3 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
7.85K+ 6.57% |
$1.34M - $1.54M
|
127K
$29.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.84K+ 10.84% |
$1.34M - $1.54M
|
80.1K
$18.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.83K+ 3.66% |
$1.33M - $1.54M
|
222K
$52.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
7.82K+ 12.47% |
$1.33M - $1.54M
|
70.5K
$16.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
7.79K+ 2.16% |
$1.33M - $1.53M
|
368K
$86.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7.78K+ 1.9% |
$1.33M - $1.53M
|
418K
$98.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.77K+ 2.46% |
$1.32M - $1.53M
|
324K
$76.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.75K+ 8.73% |
$1.32M - $1.52M
|
96.6K
$22.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
7.71K+ 5.94% |
$1.31M - $1.51M
|
137K
$32.3M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
7.71K+ 14.38% |
$1.31M - $1.51M
|
61.3K
$14.4M
|
|
|
Nov 09, 2023
Q3 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
7.69K+ 2.82% |
$1.31M - $1.51M
|
280K
$65.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.66K+ 1.92% |
$1.31M - $1.51M
|
407K
$95.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.65K+ 57.32% |
$1.3M - $1.5M
|
21K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.63K+ 2.29% |
$1.3M - $1.5M
|
340K
$80M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7.62K+ 1.31% |
$1.3M - $1.5M
|
589K
$138M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7.58K+ 8.48% |
$1.29M - $1.49M
|
96.9K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.57K+ 12.49% |
$1.29M - $1.49M
|
68.2K
$16M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
7.53K+ 1.23% |
$1.28M - $1.48M
|
620K
$146M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.4K+ 2.57% |
$1.26M - $1.45M
|
295K
$69.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.39KNew |
$1.26M - $1.45M
|
7.39K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.34K+ 17.85% |
$1.25M - $1.44M
|
48.5K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
7.24K+ 4.53% |
$1.23M - $1.42M
|
167K
$39.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.21K+ 0.63% |
$1.23M - $1.42M
|
1.16M
$272M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.16K+ 10.82% |
$1.22M - $1.41M
|
73.3K
$17.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.16KNew |
$1.22M - $1.41M
|
7.16K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.15K+ 9.55% |
$1.22M - $1.41M
|
82K
$19.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.11K+ 21.65% |
$1.21M - $1.4M
|
40K
$9.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
7.08K+ 2.95% |
$1.21M - $1.39M
|
247K
$58M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
7.07K+ 90.52% |
$1.2M - $1.39M
|
14.9K
$3.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.02K+ 22.37% |
$1.2M - $1.38M
|
38.4K
$9.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.99K+ 1.63% |
$1.19M - $1.37M
|
436K
$103M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.92K+ 123.76% |
$1.18M - $1.36M
|
12.5K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.83K+ 21.46% |
$1.16M - $1.34M
|
38.7K
$9.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.77K+ 3.74% |
$1.15M - $1.33M
|
188K
$44.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.76K+ 31.57% |
$1.15M - $1.33M
|
28.2K
$6.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.73K+ 2.63% |
$1.15M - $1.32M
|
263K
$61.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.71K+ 15.27% |
$1.14M - $1.32M
|
50.7K
$11.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.68K+ 2.07% |
$1.14M - $1.31M
|
330K
$77.5M
|