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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
625+ 0.31% |
$107K - $123K
|
203K
$47.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
BUY
|
- |
620+ 3.25% |
$106K - $122K
|
19.7K
$4.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
613+ 4.76% |
$104K - $120K
|
13.5K
$3.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
610+ 0.5% |
$104K - $120K
|
122K
$28.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
609+ 1.8% |
$104K - $120K
|
34.5K
$8.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
605+ 2.5% |
$103K - $119K
|
24.8K
$5.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
605+ 0.67% |
$103K - $119K
|
91.3K
$21.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
602+ 6.74% |
$103K - $118K
|
9.53K
$2.24M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
599+ 1.5% |
$102K - $118K
|
40.5K
$9.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
598+ 5.5% |
$102K - $117K
|
11.5K
$2.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
597+ 9.73% |
$102K - $117K
|
6.73K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
596+ 3.51% |
$102K - $117K
|
17.6K
$4.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
595+ 0.45% |
$101K - $117K
|
132K
$31M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
593+ 5.9% |
$101K - $116K
|
10.6K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
591+ 7.81% |
$101K - $116K
|
8.16K
$1.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
590+ 4.93% |
$101K - $116K
|
12.6K
$2.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
587+ 13.87% |
$100K - $115K
|
4.82K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
586+ 1.13% |
$99.9K - $115K
|
52.4K
$12.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
570+ 9.82% |
$97.1K - $112K
|
6.38K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
569+ 1.19% |
$97K - $112K
|
48.3K
$11.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
568+ 10.13% |
$96.8K - $112K
|
6.18K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
564+ 5.73% |
$96.1K - $111K
|
10.4K
$2.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
561+ 1.15% |
$95.6K - $110K
|
49.2K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
560+ 2.04% |
$95.4K - $110K
|
28K
$6.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
559+ 7.54% |
$95.3K - $110K
|
7.97K
$1.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
557+ 0.77% |
$94.9K - $109K
|
72.6K
$17.1M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
553+ 1.4% |
$94.2K - $109K
|
40K
$9.39M
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
550+ 4.26% |
$93.7K - $108K
|
13.5K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
549+ 5.39% |
$93.6K - $108K
|
10.7K
$2.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
548+ 0.85% |
$93.4K - $108K
|
65.3K
$15.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
548+ 0.5% |
$93.4K - $108K
|
111K
$26M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
545+ 9.98% |
$92.9K - $107K
|
6.01K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
545+ 1.64% |
$92.9K - $107K
|
33.8K
$7.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
545+ 0.45% |
$92.9K - $107K
|
122K
$28.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
544+ 2.01% |
$92.7K - $107K
|
27.6K
$6.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
543+ 0.65% |
$92.5K - $107K
|
84K
$19.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
542+ 0.31% |
$92.4K - $106K
|
173K
$40.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
537+ 1.04% |
$91.5K - $105K
|
52.2K
$12.3M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
536+ 3.07% |
$91.4K - $105K
|
18K
$4.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
535+ 9.53% |
$91.2K - $105K
|
6.15K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
534+ 4.11% |
$91K - $105K
|
13.5K
$3.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
531+ 7.55% |
$90.5K - $104K
|
7.57K
$1.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
530+ 1.4% |
$90.3K - $104K
|
38.5K
$9.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
529+ 11.47% |
$90.2K - $104K
|
5.14K
$1.21M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
529+ 2.83% |
$90.2K - $104K
|
19.2K
$4.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
528+ 0.69% |
$90K - $104K
|
76.7K
$18M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
527+ 8.46% |
$89.8K - $104K
|
6.76K
$1.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
524+ 5.78% |
$89.3K - $103K
|
9.6K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
520+ 0.37% |
$88.6K - $102K
|
143K
$33.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
517+ 0.53% |
$88.1K - $102K
|
98.9K
$23.2M
|