Purchases and Sales Made in Q3 2023 in Apple Inc. (AAPL)

AAPL Quotes by TradingView

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 10, 2023 Q3 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
1.44K
+ 8.05%
$246K - $283K
19.4K $4.55M
Oct 24, 2023 Q3 2023
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
1.44K
+ 22.45%
$245K - $283K
7.85K $1.85M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
1.43K
+ 0.2%
$243K - $281K
728K $171M
Nov 03, 2023 Q3 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
1.43K
+ 0.51%
$243K - $280K
283K $66.4M
Nov 14, 2023 Q3 2023
Ratio Wealth Group

Denver, CO
BUY
 -
1.42K
+ 14.09%
$243K - $280K
11.5K $2.71M
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
1.42K
+ 8.41%
$243K - $280K
18.3K $4.31M
Nov 09, 2023 Q3 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.42K
+ 1.43%
$242K - $279K
101K $23.7M
Oct 24, 2023 Q3 2023
Baker Ellis Asset Management LLC

BUY
 -
1.41K
+ 3.05%
$239K - $276K
47.5K $11.2M
Oct 10, 2023 Q3 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
1.4K
+ 4.38%
$239K - $275K
33.4K $7.84M
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
1.4K
New
$238K - $274K
1.4K $328K
Aug 28, 2024 Q3 2023
Farmers National Bank

Danville, KY
BUY
 -
1.39K
+ 1.48%
$238K - $274K
95.6K $22.5M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
1.39K
+ 22.17%
$236K - $272K
7.64K $1.79M
Oct 30, 2023 Q3 2023
Orca Investment Management, LLC

BUY
 -
1.38K
+ 3.62%
$235K - $271K
39.5K $9.29M
Nov 13, 2023 Q3 2023
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
1.38K
+ 10.28%
$235K - $271K
14.8K $3.48M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.38K
+ 0.25%
$234K - $270K
555K $130M
Nov 07, 2023 Q3 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
1.37K
+ 21.51%
$234K - $270K
7.75K $1.82M
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

BUY
 -
1.37K
+ 0.66%
$233K - $268K
209K $49.1M
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1.36K
+ 6.3%
$231K - $267K
22.9K $5.38M
Nov 13, 2023 Q3 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
1.36K
+ 1.6%
$231K - $266K
86.3K $20.3M
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
1.35K
+ 1.57%
$231K - $266K
87.6K $20.6M
Nov 15, 2023 Q3 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
1.35K
+ 4.24%
$230K - $266K
33.2K $7.81M
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

BUY
 -
1.35K
+ 3.26%
$230K - $265K
42.7K $10M
Nov 13, 2023 Q3 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
1.35K
+ 31.06%
$230K - $265K
5.7K $1.34M
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.35K
+ 4.84%
$230K - $265K
29.1K $6.85M
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
1.35K
+ 1.96%
$229K - $264K
70K $16.4M
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
1.35K
+ 3.75%
$229K - $264K
37.2K $8.74M
Nov 13, 2023 Q3 2023
Ciovacco Capital Management LLC

Atlanta, GA
BUY
 -
1.34K
New
$229K - $264K
1.34K $316K
Nov 14, 2023 Q3 2023
Bamco Inc

New York, NY
BUY
 -
1.34K
+ 199.26%
$229K - $264K
2.02K $474K
Nov 13, 2023 Q3 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
1.34K
+ 5.85%
$229K - $264K
24.3K $5.7M
Nov 08, 2023 Q3 2023
Locust Wood Capital Advisers, LLC

BUY
 -
1.34K
+ 0.57%
$228K - $263K
235K $55.3M
Nov 09, 2023 Q3 2023
Kensington Investment Counsel, LLC

BUY
 -
1.33K
+ 2.59%
$226K - $261K
52.6K $12.4M
Oct 24, 2023 Q3 2023
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
1.32K
+ 4.91%
$224K - $259K
28.1K $6.61M
Nov 07, 2023 Q3 2023
Moody Aldrich Partners LLC

BUY
 -
1.31K
New
$223K - $257K
1.31K $307K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.3K
+ 0.88%
$222K - $256K
149K $35M
Nov 14, 2023 Q3 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
1.3K
+ 2.21%
$221K - $254K
60K $14.1M
Oct 13, 2023 Q3 2023
Reliant Investment Management, LLC

BUY
 -
1.29K
+ 2.9%
$220K - $254K
46K $10.8M
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
1.29K
+ 2.54%
$220K - $254K
52.1K $12.2M
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.29K
+ 9.89%
$220K - $253K
14.3K $3.36M
Nov 14, 2023 Q3 2023
Samjo Capital LLC

BUY
 -
1.28K
New
$218K - $251K
1.28K $301K
Nov 13, 2023 Q3 2023
Winton Group LTD

London, X0
BUY
 -
1.28K
+ 15.6%
$218K - $251K
9.47K $2.23M
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

BUY
 -
1.27K
+ 3.12%
$216K - $249K
42K $9.86M
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
1.26K
+ 2.3%
$215K - $248K
56.1K $13.2M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
1.26K
+ 1.18%
$214K - $247K
108K $25.3M
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
1.25K
+ 107.01%
$213K - $246K
2.42K $569K
Nov 14, 2023 Q3 2023
Nippon Life Global Investors Americas, Inc.

BUY
 -
1.25K
+ 0.28%
$213K - $246K
441K $104M
Nov 09, 2023 Q3 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
1.25K
New
$212K - $245K
1.25K $293K
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
1.24K
+ 5.16%
$212K - $244K
25.3K $5.95M
Oct 18, 2023 Q3 2023
Marion Wealth Management

BUY
 -
1.24K
+ 3.65%
$212K - $244K
35.3K $8.3M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
1.24K
+ 0.47%
$210K - $243K
267K $62.6M

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