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 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.94K+ 13.73% |
$331K - $382K
|
16.1K
$3.78M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.94K+ 3.75% |
$331K - $381K
|
53.7K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.94K+ 2.35% |
$330K - $381K
|
84.5K
$19.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.94K+ 21.78% |
$330K - $380K
|
10.8K
$2.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.93K+ 7.79% |
$329K - $380K
|
26.7K
$6.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.93K+ 10.73% |
$328K - $379K
|
19.9K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.92K+ 1.08% |
$327K - $377K
|
179K
$42.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.92K+ 4.3% |
$327K - $377K
|
46.6K
$10.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.91K+ 3.08% |
$326K - $376K
|
64K
$15M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.91K+ 11.54% |
$326K - $375K
|
18.5K
$4.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.9K+ 0.65% |
$324K - $374K
|
297K
$69.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.9K+ 0.48% |
$324K - $373K
|
401K
$94.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.89K+ 3.92% |
$322K - $371K
|
50.2K
$11.8M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
1.89K+ 11.33% |
$322K - $371K
|
18.5K
$4.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.88K+ 0.41% |
$321K - $370K
|
462K
$108M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.88K+ 7.81% |
$320K - $369K
|
25.9K
$6.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.87K+ 5.37% |
$319K - $368K
|
36.7K
$8.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
BUY
|
- |
1.87K+ 2.13% |
$318K - $367K
|
89.4K
$21M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.85K+ 1.26% |
$316K - $364K
|
149K
$35M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.85K+ 3.0% |
$315K - $364K
|
63.5K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.85K+ 2.96% |
$314K - $362K
|
64.1K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.84K+ 2.66% |
$314K - $362K
|
71.1K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.83K+ 10.95% |
$312K - $360K
|
18.5K
$4.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.82K+ 3.75% |
$310K - $358K
|
50.4K
$11.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
1.82K+ 7.72% |
$310K - $358K
|
25.4K
$5.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.82KNew |
$310K - $357K
|
1.82K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.8K+ 8.87% |
$307K - $354K
|
22.1K
$5.2M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.8K+ 4.91% |
$307K - $354K
|
38.5K
$9.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.78K+ 0.96% |
$304K - $350K
|
189K
$44.3M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.78K+ 0.91% |
$303K - $349K
|
197K
$46.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.78K+ 3.76% |
$303K - $349K
|
49K
$11.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.77K+ 5.0% |
$301K - $347K
|
37.1K
$8.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
1.77K+ 18.44% |
$301K - $347K
|
11.3K
$2.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.76K+ 2.86% |
$299K - $345K
|
63.1K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.75K+ 5.71% |
$298K - $344K
|
32.4K
$7.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 5.07% |
$298K - $344K
|
36.3K
$8.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.74K+ 23.04% |
$297K - $343K
|
9.31K
$2.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.73KNew |
$295K - $340K
|
1.73K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 2.13% |
$295K - $339K
|
82.9K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 24.98% |
$293K - $338K
|
8.61K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.71K+ 14.16% |
$291K - $336K
|
13.8K
$3.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.71K+ 1.26% |
$291K - $336K
|
138K
$32.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.7K+ 2.23% |
$290K - $334K
|
78.1K
$18.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.69K+ 3.12% |
$289K - $333K
|
55.9K
$13.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.69K+ 0.81% |
$288K - $332K
|
211K
$49.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.69K+ 0.76% |
$287K - $331K
|
223K
$52.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Avenir Corp
Washington, DC |
BUY
|
- |
1.68K+ 0.52% |
$287K - $331K
|
324K
$76.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.68K+ 74.88% |
$286K - $330K
|
3.93K
$922K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.68K+ 0.12% |
$286K - $330K
|
1.43M
$337M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.66K+ 1.2% |
$283K - $326K
|
140K
$32.9M
|