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 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
515+ 2.15% |
$87.8K - $101K
|
24.5K
$5.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
512+ 0.63% |
$87.3K - $101K
|
81.5K
$19.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
510+ 0.96% |
$86.9K - $100K
|
53.7K
$12.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
503+ 2.77% |
$85.7K - $98.8K
|
18.6K
$4.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
502+ 0.58% |
$85.6K - $98.6K
|
87.6K
$20.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
502+ 2.71% |
$85.6K - $98.6K
|
19K
$4.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
501+ 0.55% |
$85.4K - $98.4K
|
92.1K
$21.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
500+ 0.69% |
$85.2K - $98.2K
|
73.4K
$17.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
BUY
|
- |
500+ 1.25% |
$85.2K - $98.2K
|
40.5K
$9.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
500+ 15.61% |
$85.2K - $98.2K
|
3.7K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
500+ 1.54% |
$85.2K - $98.2K
|
32.9K
$7.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
499+ 0.33% |
$85K - $98K
|
151K
$35.5M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
497+ 3.72% |
$84.7K - $97.6K
|
13.9K
$3.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
495+ 0.32% |
$84.4K - $97.2K
|
154K
$36.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
489+ 0.32% |
$83.3K - $96.1K
|
152K
$35.8M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
488+ 7.13% |
$83.2K - $95.9K
|
7.34K
$1.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
485+ 0.4% |
$82.7K - $95.3K
|
122K
$28.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
484+ 0.84% |
$82.5K - $95.1K
|
58.4K
$13.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
479+ 1.43% |
$81.6K - $94.1K
|
33.9K
$7.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
477+ 1.83% |
$81.3K - $93.7K
|
26.5K
$6.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
477+ 1.04% |
$81.3K - $93.7K
|
46.1K
$10.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
476+ 18.98% |
$81.1K - $93.5K
|
2.98K
$701K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
464+ 0.58% |
$79.1K - $91.2K
|
81K
$19M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
463+ 2.35% |
$78.9K - $91K
|
20.1K
$4.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
461+ 9.47% |
$78.6K - $90.6K
|
5.33K
$1.25M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
456+ 67.16% |
$77.7K - $89.6K
|
1.14K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
455+ 3.6% |
$77.5K - $89.4K
|
13.1K
$3.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
455+ 13.16% |
$77.5K - $89.4K
|
3.91K
$919K
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
455+ 2.17% |
$77.5K - $89.4K
|
21.4K
$5.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
455+ 1.5% |
$77.5K - $89.4K
|
30.8K
$7.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
451+ 0.83% |
$76.9K - $88.6K
|
54.8K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
450+ 6.93% |
$76.7K - $88.4K
|
6.94K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
450+ 0.14% |
$76.7K - $88.4K
|
316K
$74.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
446+ 3.02% |
$76K - $87.6K
|
15.2K
$3.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
446+ 0.8% |
$76K - $87.6K
|
56.5K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
445+ 0.94% |
$75.8K - $87.4K
|
47.8K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
445+ 0.26% |
$75.8K - $87.4K
|
169K
$39.8M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
444+ 1.49% |
$75.7K - $87.2K
|
30.3K
$7.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
444+ 9.77% |
$75.7K - $87.2K
|
4.99K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
444+ 4.96% |
$75.7K - $87.2K
|
9.4K
$2.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
442+ 1.58% |
$75.3K - $86.8K
|
28.5K
$6.69M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
440+ 0.3% |
$75K - $86.4K
|
146K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
439+ 0.42% |
$74.8K - $86.2K
|
106K
$24.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
435+ 2.19% |
$74.1K - $85.5K
|
20.3K
$4.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
435+ 18.6% |
$74.1K - $85.5K
|
2.77K
$652K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
434+ 1.61% |
$74K - $85.3K
|
27.4K
$6.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
433+ 1.01% |
$73.8K - $85.1K
|
43.2K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
433+ 0.72% |
$73.8K - $85.1K
|
60.8K
$14.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
432+ 1.84% |
$73.6K - $84.9K
|
23.9K
$5.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
428+ 2.11% |
$72.9K - $84.1K
|
20.7K
$4.87M
|