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 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
5.53K+ 3.2% |
$942K - $1.09M
|
178K
$42M
|
|
|
Nov 13, 2023
Q3 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
5.5KNew |
$937K - $1.08M
|
5.5K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.46K+ 78.6% |
$930K - $1.07M
|
12.4K
$2.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5.46K+ 46.89% |
$930K - $1.07M
|
17.1K
$4.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5.46K+ 1.37% |
$930K - $1.07M
|
402K
$94.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.45K+ 7.34% |
$929K - $1.07M
|
79.7K
$18.7M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.44K+ 2.56% |
$928K - $1.07M
|
218K
$51.4M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.42K+ 2.55% |
$924K - $1.07M
|
218K
$51.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.39K+ 3.98% |
$919K - $1.06M
|
141K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
5.37KNew |
$915K - $1.05M
|
5.37K
$1.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Parametrica Management LTD
|
BUY
|
- |
5.3KNew |
$903K - $1.04M
|
5.3K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.23K+ 3.22% |
$891K - $1.03M
|
168K
$39.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
5.23K+ 6.36% |
$891K - $1.03M
|
87.4K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
5.22K+ 3.85% |
$890K - $1.03M
|
141K
$33.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
5.18K+ 7.37% |
$883K - $1.02M
|
75.4K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.17K+ 15.19% |
$881K - $1.02M
|
39.2K
$9.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.16K+ 3.44% |
$879K - $1.01M
|
155K
$36.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.15K+ 1.92% |
$877K - $1.01M
|
273K
$64.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.14K+ 1.03% |
$876K - $1.01M
|
505K
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
5.14K+ 10.43% |
$876K - $1.01M
|
54.4K
$12.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.14K+ 12.46% |
$875K - $1.01M
|
46.3K
$10.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.13K+ 16.7% |
$874K - $1.01M
|
35.8K
$8.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.1KNew |
$870K - $1M
|
5.1K
$1.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
5.05K+ 5.36% |
$861K - $992K
|
99.4K
$23.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
5.05K+ 2.44% |
$860K - $991K
|
212K
$49.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.04K+ 2.0% |
$859K - $990K
|
256K
$60.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
5.02K+ 20.53% |
$855K - $986K
|
29.5K
$6.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
5K+ 23.81% |
$852K - $982K
|
26K
$6.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.99K+ 11.04% |
$850K - $979K
|
50.2K
$11.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
4.96K+ 400.0% |
$845K - $974K
|
6.2K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.94K+ 3.37% |
$841K - $970K
|
152K
$35.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.94K+ 0.32% |
$841K - $969K
|
1.53M
$359M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
BUY
|
- |
4.93K+ 1.55% |
$841K - $969K
|
324K
$76.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.93K+ 41.15% |
$840K - $968K
|
16.9K
$3.98M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.89K+ 12.73% |
$833K - $960K
|
43.3K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
4.88K+ 1.83% |
$831K - $958K
|
271K
$63.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.86K+ 0.79% |
$828K - $955K
|
620K
$146M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.86KNew |
$827K - $954K
|
4.86K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
4.84K+ 3.51% |
$825K - $950K
|
143K
$33.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 3.62% |
$817K - $941K
|
137K
$32.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.73K+ 19.15% |
$806K - $929K
|
29.4K
$6.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.65K+ 112.69% |
$793K - $914K
|
8.78K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
4.63K+ 6.38% |
$789K - $909K
|
77.2K
$18.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
4.61K+ 13.18% |
$786K - $906K
|
39.6K
$9.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
4.6K+ 88.19% |
$784K - $904K
|
9.82K
$2.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
4.57K+ 12.18% |
$779K - $897K
|
42.1K
$9.89M
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
4.56K+ 20.47% |
$776K - $895K
|
26.8K
$6.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.47K+ 8.87% |
$762K - $879K
|
54.9K
$12.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.42K+ 5.57% |
$753K - $868K
|
83.7K
$19.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
4.41K+ 47.57% |
$752K - $866K
|
13.7K
$3.22M
|