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 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.16K+ 7.02% |
$539K - $621K
|
48.2K
$11.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.16K+ 10.23% |
$538K - $620K
|
34K
$7.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.15K+ 8.22% |
$536K - $618K
|
41.4K
$9.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.09K+ 32.98% |
$527K - $607K
|
12.5K
$2.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
3.09K+ 1.27% |
$526K - $606K
|
246K
$57.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.08K+ 5.11% |
$525K - $605K
|
63.3K
$14.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.06K+ 1.41% |
$522K - $602K
|
220K
$51.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.06K+ 2.42% |
$521K - $601K
|
129K
$30.4M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.05K+ 1.62% |
$520K - $600K
|
192K
$45.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
3.04K+ 119.7% |
$518K - $597K
|
5.58K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.03K+ 50.96% |
$516K - $595K
|
8.97K
$2.11M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.02K+ 21.21% |
$515K - $594K
|
17.3K
$4.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
3.01K+ 5.54% |
$513K - $591K
|
57.3K
$13.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
BUY
|
- |
3K+ 1.94% |
$511K - $589K
|
158K
$37.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.99K+ 37.08% |
$510K - $588K
|
11.1K
$2.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.99K+ 2.42% |
$509K - $587K
|
126K
$29.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$508K - $586K
|
2.98K
$701K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
2.97K+ 9.4% |
$506K - $583K
|
34.6K
$8.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 5.02% |
$506K - $583K
|
62K
$14.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.96K+ 4.76% |
$505K - $582K
|
65.2K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.95KNew |
$502K - $579K
|
2.95K
$692K
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
2.92K+ 4165.71% |
$497K - $573K
|
2.99K
$702K
|
|
|
Nov 07, 2023
Q3 2023
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
2.9K+ 5.99% |
$494K - $570K
|
51.3K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.9K+ 7.16% |
$494K - $569K
|
43.4K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.89K+ 2.98% |
$493K - $568K
|
100K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.89K+ 0.38% |
$492K - $568K
|
760K
$179M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.89K+ 0.38% |
$492K - $568K
|
760K
$179M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.88K+ 6.59% |
$491K - $566K
|
46.6K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.85K+ 30.24% |
$485K - $559K
|
12.3K
$2.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.83K+ 85.8% |
$482K - $556K
|
6.12K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.82K+ 91.96% |
$481K - $555K
|
5.9K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.81K+ 15.48% |
$479K - $552K
|
21K
$4.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.79K+ 1.11% |
$475K - $548K
|
254K
$59.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
2.77K+ 3.29% |
$472K - $545K
|
87K
$20.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.76K+ 20.23% |
$470K - $541K
|
16.4K
$3.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.75KNew |
$468K - $540K
|
2.75K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.75K+ 1.58% |
$468K - $540K
|
176K
$41.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.74K+ 6.25% |
$467K - $538K
|
46.6K
$10.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
2.73K+ 1.83% |
$465K - $536K
|
152K
$35.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.72K+ 6.81% |
$463K - $534K
|
42.7K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 2.85% |
$463K - $534K
|
97.9K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.72K+ 10.7% |
$463K - $534K
|
28.1K
$6.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.69K+ 0.76% |
$459K - $529K
|
359K
$84.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
2.69K+ 31.64% |
$458K - $527K
|
11.2K
$2.63M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.68K+ 9.04% |
$457K - $527K
|
32.4K
$7.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
2.68KNew |
$457K - $527K
|
2.68K
$630K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.67K+ 2.9% |
$455K - $525K
|
94.9K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.67K+ 1.56% |
$455K - $525K
|
174K
$40.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.67K+ 31.75% |
$455K - $524K
|
11.1K
$2.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.66K+ 2.22% |
$453K - $522K
|
122K
$28.7M
|