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 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4.39K+ 5.86% |
$749K - $863K
|
79.4K
$19.4M
|
|
Oct 12, 2023
Q3 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
4.36K+ 4.77% |
$743K - $857K
|
95.9K
$23.5M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.35K+ 0.85% |
$742K - $855K
|
517K
$127M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.35K+ 0.54% |
$741K - $855K
|
814K
$199M
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.35K+ 5.19% |
$741K - $854K
|
88.1K
$21.5M
|
|
Oct 25, 2023
Q3 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
4.32KNew |
$737K - $849K
|
4.32K
$1.06M
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
4.32K+ 16.61% |
$737K - $849K
|
30.3K
$7.42M
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
4.31K+ 3.61% |
$735K - $847K
|
124K
$30.2M
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.28K+ 30.43% |
$729K - $841K
|
18.3K
$4.49M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 2.57% |
$729K - $840K
|
171K
$41.8M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.27K+ 7.79% |
$728K - $839K
|
59.1K
$14.5M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.26K+ 2.51% |
$726K - $837K
|
174K
$42.6M
|
|
Oct 27, 2023
Q3 2023
|
Westwood Management Corp
|
BUY
|
- |
4.21K+ 4.26% |
$718K - $827K
|
103K
$25.2M
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.21K+ 2.53% |
$717K - $827K
|
171K
$41.8M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.2K+ 5.22% |
$716K - $825K
|
84.6K
$20.7M
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
4.19K+ 12.35% |
$715K - $824K
|
38.2K
$9.33M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.19K+ 7.56% |
$714K - $823K
|
59.6K
$14.6M
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.15K+ 17.47% |
$708K - $816K
|
27.9K
$6.83M
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.15KNew |
$707K - $815K
|
4.15K
$1.01M
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
4.14K+ 1.43% |
$706K - $814K
|
295K
$72.1M
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.14K+ 28.9% |
$705K - $813K
|
18.5K
$4.51M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
4.13K+ 54.95% |
$704K - $812K
|
11.7K
$2.85M
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
4.12K+ 52.18% |
$702K - $809K
|
12K
$2.94M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
4.12K+ 8.75% |
$701K - $809K
|
51.2K
$12.5M
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
4.09K+ 2.89% |
$697K - $803K
|
145K
$35.6M
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.09K+ 1.95% |
$697K - $803K
|
213K
$52.2M
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
4.08K+ 13.71% |
$696K - $802K
|
33.9K
$8.29M
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4.03K+ 3.43% |
$687K - $792K
|
121K
$29.7M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.02K+ 1.86% |
$686K - $790K
|
220K
$53.8M
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.02K+ 111.76% |
$685K - $790K
|
7.62K
$1.86M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.02K+ 42.76% |
$684K - $789K
|
13.4K
$3.28M
|
|
Nov 14, 2023
Q3 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
4K+ 13.33% |
$682K - $786K
|
34K
$8.32M
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.99K+ 19.47% |
$681K - $784K
|
24.5K
$5.99M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.99K+ 223.59% |
$680K - $784K
|
5.78K
$1.41M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.98K+ 0.19% |
$678K - $782K
|
2.12M
$519M
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.98K+ 2.8% |
$678K - $782K
|
146K
$35.7M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.96K+ 3.64% |
$675K - $778K
|
113K
$27.6M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.96K+ 72.51% |
$675K - $778K
|
9.42K
$2.3M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.93K+ 6.0% |
$670K - $773K
|
69.5K
$17M
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
3.93K+ 3.74% |
$670K - $772K
|
109K
$26.7M
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
3.93K+ 17.2% |
$670K - $772K
|
26.8K
$6.55M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.91K+ 9.71% |
$667K - $769K
|
44.2K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Corvex Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$665K - $766K
|
3.9K
$954K
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.89K+ 3.61% |
$662K - $763K
|
112K
$27.3M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.85K+ 15.7% |
$657K - $757K
|
28.4K
$6.95M
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.85K+ 21.24% |
$655K - $755K
|
21.9K
$5.37M
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.8K+ 3.14% |
$647K - $746K
|
125K
$30.5M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.76KNew |
$640K - $738K
|
3.76K
$919K
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
3.76K+ 13.11% |
$640K - $738K
|
32.4K
$7.93M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.74K+ 1.84% |
$638K - $735K
|
207K
$50.5M
|