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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.66K+ 9.09% |
$283K - $326K
|
19.9K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 11.56% |
$282K - $326K
|
16K
$3.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.65K+ 7.16% |
$281K - $324K
|
24.7K
$5.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 3.39% |
$281K - $324K
|
50.3K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.65K+ 4.33% |
$281K - $324K
|
39.8K
$9.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.63K+ 13.17% |
$278K - $320K
|
14K
$3.32M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.63K+ 2.63% |
$277K - $320K
|
63.5K
$15.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.62K+ 7.26% |
$276K - $318K
|
23.9K
$5.68M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.62K+ 3.24% |
$276K - $318K
|
51.6K
$12.3M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.62K+ 1.08% |
$275K - $317K
|
151K
$35.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.6K+ 349.34% |
$273K - $314K
|
2.06K
$488K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.6K+ 2.85% |
$273K - $314K
|
57.7K
$13.7M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 1.53% |
$272K - $313K
|
106K
$25.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 0.97% |
$271K - $313K
|
165K
$39.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.59K+ 0.23% |
$271K - $312K
|
705K
$167M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
1.59K+ 6.01% |
$270K - $312K
|
28K
$6.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.58K+ 8.01% |
$269K - $310K
|
21.3K
$5.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.57K+ 29.14% |
$268K - $309K
|
6.98K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.57K+ 5.95% |
$267K - $308K
|
27.9K
$6.63M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.57K+ 0.46% |
$267K - $308K
|
341K
$81M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
1.55K+ 23.1% |
$265K - $305K
|
8.28K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.55K+ 6.64% |
$264K - $305K
|
24.9K
$5.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.55K+ 2.16% |
$264K - $305K
|
73.3K
$17.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
1.55KNew |
$264K - $304K
|
1.55K
$367K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.54K+ 11.23% |
$262K - $303K
|
15.3K
$3.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 6.67% |
$262K - $302K
|
24.6K
$5.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
1.53K+ 11.67% |
$261K - $301K
|
14.6K
$3.48M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.53K+ 0.68% |
$261K - $301K
|
225K
$53.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1.52K+ 1.6% |
$259K - $299K
|
96.4K
$22.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.51K+ 12.36% |
$258K - $297K
|
13.8K
$3.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.51K+ 11.77% |
$258K - $297K
|
14.4K
$3.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.51K+ 0.1% |
$257K - $297K
|
1.5M
$356M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.5K+ 1.68% |
$256K - $295K
|
90.9K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.5K+ 4.9% |
$256K - $295K
|
32.2K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.5K+ 11.99% |
$256K - $295K
|
14K
$3.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.5K+ 1.45% |
$256K - $295K
|
105K
$25M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 14.8% |
$255K - $294K
|
11.6K
$2.76M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.5K+ 2.22% |
$255K - $294K
|
68.9K
$16.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.49K+ 16.03% |
$253K - $292K
|
10.8K
$2.56M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.48K+ 5.86% |
$252K - $291K
|
26.8K
$6.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 1.95% |
$251K - $289K
|
76.7K
$18.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.47K+ 16.53% |
$251K - $289K
|
10.4K
$2.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.46K+ 36.18% |
$249K - $287K
|
5.51K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1.46K+ 4.17% |
$249K - $287K
|
36.5K
$8.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.45K+ 29.77% |
$248K - $285K
|
6.33K
$1.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
1.45K+ 6.96% |
$247K - $285K
|
22.3K
$5.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.45K+ 2.57% |
$246K - $284K
|
57.6K
$13.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.45K+ 14.79% |
$246K - $284K
|
11.2K
$2.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.44K+ 1.81% |
$246K - $284K
|
81.2K
$19.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.44K+ 22.53% |
$246K - $283K
|
7.84K
$1.86M
|