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 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.65K+ 2.68% |
$451K - $520K
|
102K
$23.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
2.65K+ 2.61% |
$451K - $520K
|
104K
$24.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.65K+ 2.45% |
$451K - $520K
|
111K
$26M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.63K+ 7.26% |
$448K - $516K
|
38.9K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.63K+ 17.08% |
$448K - $516K
|
18K
$4.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.62K+ 0.96% |
$447K - $515K
|
275K
$64.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.62K+ 32.37% |
$446K - $514K
|
10.7K
$2.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.6K+ 1.24% |
$442K - $510K
|
213K
$50M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
2.58K+ 5.29% |
$439K - $506K
|
51.3K
$12.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.56K+ 38.66% |
$437K - $504K
|
9.2K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.55K+ 1.63% |
$435K - $501K
|
159K
$37.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.53K+ 3.04% |
$431K - $496K
|
85.7K
$20.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 0.26% |
$429K - $495K
|
975K
$229M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.51K+ 4.11% |
$428K - $493K
|
63.7K
$15M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 6.83% |
$427K - $492K
|
39.2K
$9.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.5K+ 2.1% |
$426K - $491K
|
121K
$28.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.47K+ 26.3% |
$421K - $485K
|
11.9K
$2.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46K+ 1.33% |
$419K - $483K
|
187K
$44.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.45K+ 1.42% |
$417K - $480K
|
175K
$41M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
2.44K+ 6.97% |
$416K - $479K
|
37.4K
$8.8M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.44K+ 3.83% |
$415K - $479K
|
66.1K
$15.5M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.42K+ 73.57% |
$413K - $476K
|
5.71K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.42K+ 2.18% |
$412K - $475K
|
113K
$26.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.41K+ 128.08% |
$411K - $474K
|
4.3K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
2.41K+ 2.15% |
$411K - $473K
|
115K
$26.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.4K+ 4.5% |
$409K - $471K
|
55.7K
$13.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
2.4K+ 3.17% |
$408K - $470K
|
78.1K
$18.3M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
2.4K+ 3.17% |
$408K - $470K
|
78.1K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.39K+ 9.75% |
$408K - $470K
|
26.9K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.39K+ 63.25% |
$408K - $470K
|
6.17K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.38K+ 5.56% |
$406K - $468K
|
45.2K
$10.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
2.38K+ 4.58% |
$406K - $468K
|
54.4K
$12.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2.35KNew |
$400K - $461K
|
2.35K
$552K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.33K+ 1.17% |
$397K - $457K
|
201K
$47.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.33K+ 14.62% |
$396K - $457K
|
18.2K
$4.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
2.32K+ 0.65% |
$396K - $456K
|
358K
$84.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.31K+ 3.78% |
$393K - $453K
|
63.3K
$14.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.29K+ 8.06% |
$390K - $449K
|
30.7K
$7.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.27K+ 2.81% |
$386K - $445K
|
83K
$19.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
2.26K+ 1.87% |
$386K - $444K
|
123K
$29M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.26K+ 0.98% |
$385K - $443K
|
233K
$54.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.23KNew |
$380K - $437K
|
2.23K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.22K+ 1.84% |
$379K - $437K
|
123K
$28.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.22K+ 0.74% |
$379K - $437K
|
304K
$71.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
2.21K+ 5.36% |
$376K - $434K
|
43.4K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
2.21K+ 17.57% |
$376K - $434K
|
14.8K
$3.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.21K+ 5.0% |
$376K - $434K
|
46.4K
$10.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.21K+ 0.95% |
$376K - $433K
|
236K
$55.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.2K+ 0.24% |
$375K - $433K
|
919K
$216M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.2K+ 1.84% |
$375K - $432K
|
122K
$28.6M
|