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 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.23K+ 3.04% |
$210K - $242K
|
41.8K
$9.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.23K+ 0.84% |
$210K - $242K
|
148K
$34.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.23K+ 2.29% |
$210K - $242K
|
55K
$12.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.23K+ 3.38% |
$210K - $242K
|
37.7K
$8.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.23K+ 2.96% |
$209K - $241K
|
42.8K
$10.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
BUY
|
- |
1.23K+ 0.72% |
$209K - $241K
|
171K
$40.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.22K+ 2.26% |
$207K - $239K
|
55K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 1.17% |
$205K - $236K
|
104K
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Unison Asset Management LLC
|
BUY
|
- |
1.2K+ 4.5% |
$205K - $236K
|
27.9K
$6.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.2K+ 1.03% |
$205K - $236K
|
118K
$27.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1.2K+ 3.13% |
$204K - $235K
|
39.5K
$9.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.2K+ 1.15% |
$204K - $235K
|
105K
$24.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.19K+ 3.62% |
$202K - $233K
|
33.9K
$7.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.18K+ 3.3% |
$202K - $233K
|
37K
$8.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 0.9% |
$202K - $232K
|
133K
$31.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.18KNew |
$202K - $232K
|
1.18K
$278K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.18K+ 4.43% |
$201K - $232K
|
27.8K
$6.54M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.18K+ 12.46% |
$200K - $231K
|
10.6K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.18K+ 12.98% |
$200K - $231K
|
10.2K
$2.4M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.17K+ 1.92% |
$200K - $231K
|
62.4K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.17K+ 1.99% |
$199K - $229K
|
59.7K
$14M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.16K+ 2.1% |
$198K - $228K
|
56.6K
$13.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.16K+ 0.6% |
$197K - $227K
|
193K
$45.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.15K+ 8.56% |
$197K - $227K
|
14.6K
$3.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.15K+ 1.05% |
$197K - $227K
|
111K
$26.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.15K+ 1.35% |
$196K - $226K
|
86.2K
$20.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.15K+ 1.87% |
$196K - $226K
|
62.5K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.14K+ 1.85% |
$195K - $225K
|
62.9K
$14.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.14K+ 1.01% |
$194K - $224K
|
114K
$26.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.14K+ 1.61% |
$194K - $224K
|
71.8K
$16.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.14K+ 3.33% |
$194K - $223K
|
35.3K
$8.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 4.56% |
$192K - $221K
|
25.8K
$6.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
1.12K+ 7.21% |
$191K - $220K
|
16.7K
$3.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.12K+ 0.27% |
$190K - $219K
|
420K
$98.6M
|
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
1.11K+ 1.85% |
$190K - $219K
|
61.5K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.11K+ 1.98% |
$190K - $219K
|
57.4K
$13.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 17.96% |
$189K - $218K
|
7.28K
$1.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.11K+ 8.81% |
$189K - $217K
|
13.7K
$3.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
1.1K+ 23.17% |
$188K - $217K
|
5.86K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.1K+ 1.76% |
$187K - $215K
|
63.3K
$14.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1.09K+ 2.19% |
$186K - $214K
|
50.9K
$12M
|
|
|
Nov 09, 2023
Q3 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
1.09K+ 12.12% |
$185K - $214K
|
10.1K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.09K+ 1.67% |
$185K - $213K
|
66.1K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.09K+ 0.25% |
$185K - $213K
|
429K
$101M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.08K+ 0.51% |
$185K - $213K
|
216K
$50.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.08K+ 17.52% |
$184K - $212K
|
7.24K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.08K+ 3.7% |
$184K - $212K
|
30.2K
$7.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.07K+ 2.67% |
$182K - $210K
|
41.2K
$9.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.07K+ 3.45% |
$182K - $210K
|
32.1K
$7.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.07K+ 3.86% |
$182K - $210K
|
28.7K
$6.75M
|