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 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.66K+ 23.73% |
$1.14M - $1.31M
|
34.7K
$8.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
6.63K+ 74.57% |
$1.13M - $1.3M
|
15.5K
$3.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.62K+ 4.64% |
$1.13M - $1.3M
|
149K
$36.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.6K+ 1.5% |
$1.12M - $1.3M
|
448K
$109M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
6.59K+ 29.44% |
$1.12M - $1.29M
|
29K
$7.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.58K+ 5.47% |
$1.12M - $1.29M
|
127K
$31M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.53K+ 8.0% |
$1.11M - $1.28M
|
88.1K
$21.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.51K+ 2.91% |
$1.11M - $1.28M
|
230K
$56.4M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.5K+ 16.35% |
$1.11M - $1.28M
|
46.2K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
6.48K+ 104.16% |
$1.1M - $1.27M
|
12.7K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.46K+ 112.58% |
$1.1M - $1.27M
|
12.2K
$2.98M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
6.43K+ 31.73% |
$1.1M - $1.26M
|
26.7K
$6.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.39K+ 6.25% |
$1.09M - $1.26M
|
109K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.39K+ 0.78% |
$1.09M - $1.26M
|
829K
$203M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
6.39K+ 3.69% |
$1.09M - $1.25M
|
179K
$43.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
6.38K+ 36.25% |
$1.09M - $1.25M
|
24K
$5.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
6.36K+ 3.68% |
$1.08M - $1.25M
|
179K
$43.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.34K+ 4.34% |
$1.08M - $1.25M
|
152K
$37.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.32K+ 9.74% |
$1.08M - $1.24M
|
71.2K
$17.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
6.31K+ 45.67% |
$1.08M - $1.24M
|
20.1K
$4.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.28K+ 1.49% |
$1.07M - $1.23M
|
427K
$104M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.26K+ 1.83% |
$1.07M - $1.23M
|
348K
$85.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
6.21K+ 5.57% |
$1.06M - $1.22M
|
118K
$28.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.2K+ 3.92% |
$1.06M - $1.22M
|
164K
$40.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.17K+ 34.08% |
$1.05M - $1.21M
|
24.3K
$5.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.17K+ 588.65% |
$1.05M - $1.21M
|
7.22K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.16K+ 0.51% |
$1.05M - $1.21M
|
1.22M
$298M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.11K+ 3.48% |
$1.04M - $1.2M
|
182K
$44.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.1K+ 1.82% |
$1.04M - $1.2M
|
341K
$83.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.07K+ 4.45% |
$1.03M - $1.19M
|
143K
$34.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.06K+ 19.64% |
$1.03M - $1.19M
|
36.9K
$9.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.01K+ 12.92% |
$1.02M - $1.18M
|
52.6K
$12.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
6K+ 2.56% |
$1.02M - $1.18M
|
240K
$58.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
6K+ 0.9% |
$1.02M - $1.18M
|
674K
$165M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.98K+ 4.35% |
$1.02M - $1.17M
|
144K
$35.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Covea Finance
|
BUY
|
- |
5.98K+ 1.46% |
$1.02M - $1.17M
|
415K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.93K+ 10.2% |
$1.01M - $1.17M
|
64.1K
$15.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
5.9K+ 0.49% |
$1.01M - $1.16M
|
1.22M
$299M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.89K+ 23.01% |
$1M - $1.16M
|
31.5K
$7.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.88K+ 18.27% |
$1M - $1.16M
|
38.1K
$9.31M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.87K+ 8.14% |
$1M - $1.15M
|
78K
$19.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.84KNew |
$994K - $1.15M
|
5.84K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
5.73K+ 20.47% |
$977K - $1.13M
|
33.7K
$8.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.71K+ 1.61% |
$972K - $1.12M
|
359K
$87.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.67K+ 2.97% |
$967K - $1.11M
|
196K
$48.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5.66K+ 21.11% |
$964K - $1.11M
|
32.4K
$7.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5.65K+ 1.8% |
$962K - $1.11M
|
319K
$78M
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.64K+ 20.55% |
$962K - $1.11M
|
33.1K
$8.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.61K+ 5.99% |
$957K - $1.1M
|
99.3K
$24.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.58K+ 0.49% |
$951K - $1.1M
|
1.15M
$281M
|