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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.2K+ 1.84% |
$375K - $432K
|
122K
$28.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 67.59% |
$375K - $432K
|
5.45K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.18K+ 2.65% |
$372K - $429K
|
84.5K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.18K+ 9.25% |
$371K - $428K
|
25.7K
$6.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.17K+ 16.01% |
$369K - $426K
|
15.7K
$3.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.17K+ 3.41% |
$369K - $425K
|
65.6K
$15.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.16K+ 2.1% |
$369K - $425K
|
105K
$24.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
2.16K+ 135.7% |
$369K - $425K
|
3.76K
$883K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.15K+ 7.31% |
$367K - $423K
|
31.6K
$7.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.15K+ 2.65% |
$366K - $422K
|
83.2K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
2.14K+ 26.9% |
$364K - $420K
|
10.1K
$2.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.14K+ 4.61% |
$364K - $420K
|
48.5K
$11.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.13K+ 4.7% |
$364K - $419K
|
47.5K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 5.62% |
$363K - $418K
|
39.9K
$9.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
2.12K+ 7.15% |
$361K - $416K
|
31.8K
$7.46M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.12K+ 2.52% |
$361K - $416K
|
86.4K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.12K+ 1.82% |
$361K - $416K
|
118K
$27.8M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.12K+ 1.82% |
$361K - $416K
|
118K
$27.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.11K+ 3.48% |
$359K - $414K
|
62.6K
$14.7M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.1K+ 71.42% |
$358K - $412K
|
5.04K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.1KNew |
$357K - $412K
|
2.1K
$492K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.08K+ 26.75% |
$355K - $409K
|
9.87K
$2.32M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.08K+ 4.27% |
$355K - $409K
|
50.9K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.08K+ 4.09% |
$355K - $409K
|
53K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.08K+ 4.97% |
$354K - $408K
|
43.9K
$10.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.07K+ 1.38% |
$353K - $407K
|
153K
$35.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.07K+ 31.96% |
$353K - $407K
|
8.55K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 15.67% |
$352K - $406K
|
15.3K
$3.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.06K+ 107.84% |
$352K - $405K
|
3.98K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.06K+ 0.84% |
$351K - $404K
|
246K
$57.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
2.06K+ 3.9% |
$350K - $404K
|
54.7K
$12.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.05K+ 0.73% |
$350K - $403K
|
284K
$66.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.05K+ 44.6% |
$349K - $403K
|
6.64K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.04K+ 50.95% |
$348K - $401K
|
6.04K
$1.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.03K+ 25.74% |
$346K - $399K
|
9.93K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.02K+ 18.34% |
$345K - $398K
|
13.1K
$3.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.01K+ 2.19% |
$343K - $396K
|
94.1K
$22.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
2.01K+ 1.34% |
$343K - $395K
|
152K
$35.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2K+ 23.71% |
$341K - $393K
|
10.4K
$2.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2K+ 2.99% |
$340K - $392K
|
68.7K
$16.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2K+ 0.77% |
$340K - $392K
|
263K
$61.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.98K+ 6.56% |
$337K - $389K
|
32.1K
$7.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.98K+ 4.2% |
$337K - $388K
|
49K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.97K+ 0.96% |
$336K - $387K
|
206K
$48.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.97K+ 6.25% |
$336K - $387K
|
33.5K
$7.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.96K+ 14.54% |
$334K - $385K
|
15.5K
$3.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.96K+ 5.94% |
$333K - $384K
|
34.9K
$8.19M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.96K+ 0.7% |
$333K - $384K
|
280K
$65.7M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.95K+ 2.4% |
$333K - $383K
|
83.1K
$19.5M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.95K+ 12187.5% |
$332K - $383K
|
1.97K
$462K
|