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 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
422+ 11.25% |
$71.9K - $82.9K
|
4.17K
$990K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
419+ 0.66% |
$71.4K - $82.3K
|
63.9K
$15.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
418+ 0.41% |
$71.2K - $82.1K
|
102K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
418+ 0.27% |
$71.2K - $82.1K
|
155K
$36.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
416+ 2.3% |
$70.9K - $81.7K
|
18.5K
$4.4M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
416+ 8.19% |
$70.9K - $81.7K
|
5.5K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
416+ 0.62% |
$70.9K - $81.7K
|
67.8K
$16.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
415+ 0.93% |
$70.7K - $81.5K
|
45.3K
$10.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
414+ 10.27% |
$70.6K - $81.3K
|
4.45K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
410+ 16.74% |
$69.9K - $80.5K
|
2.86K
$679K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
409+ 0.21% |
$69.7K - $80.3K
|
195K
$46.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
405+ 0.56% |
$69K - $79.6K
|
72.2K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
403+ 4.79% |
$68.7K - $79.2K
|
8.81K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
402+ 1.44% |
$68.5K - $79K
|
28.4K
$6.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
402+ 29.15% |
$68.5K - $79K
|
1.78K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
396+ 0.12% |
$67.5K - $77.8K
|
317K
$75.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
393+ 4.92% |
$67K - $77.2K
|
8.38K
$1.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
391+ 0.86% |
$66.6K - $76.8K
|
45.6K
$10.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
387+ 0.65% |
$66K - $76K
|
59.7K
$14.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
387+ 1.4% |
$66K - $76K
|
28.1K
$6.67M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
385+ 0.49% |
$65.6K - $75.6K
|
78.4K
$18.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
384+ 1.31% |
$65.4K - $75.4K
|
29.7K
$7.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
384+ 1.56% |
$65.4K - $75.4K
|
25K
$5.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
383+ 2.54% |
$65.3K - $75.2K
|
15.5K
$3.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
383+ 12.88% |
$65.3K - $75.2K
|
3.36K
$797K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
382+ 3.82% |
$65.1K - $75K
|
10.4K
$2.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
375+ 1.87% |
$63.9K - $73.7K
|
20.5K
$4.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
373+ 10.93% |
$63.6K - $73.3K
|
3.79K
$899K
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
BUY
|
- |
371+ 1.82% |
$63.2K - $72.9K
|
20.8K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
371+ 0.99% |
$63.2K - $72.9K
|
37.7K
$8.96M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
370+ 0.28% |
$63.1K - $72.7K
|
132K
$31.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
368+ 2.92% |
$62.7K - $72.3K
|
13K
$3.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
368+ 0.79% |
$62.7K - $72.3K
|
47K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
First Washington Corp
Seattle, WA |
BUY
|
- |
368+ 1.99% |
$62.7K - $72.3K
|
18.9K
$4.48M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
365+ 2.18% |
$62.2K - $71.7K
|
17.1K
$4.05M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
365+ 0.6% |
$62.2K - $71.7K
|
61.3K
$14.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
360+ 2.44% |
$61.4K - $70.7K
|
15.1K
$3.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
360+ 6.99% |
$61.4K - $70.7K
|
5.51K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
360+ 0.16% |
$61.4K - $70.7K
|
220K
$52.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
360+ 0.79% |
$61.4K - $70.7K
|
45.9K
$10.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
357+ 3.1% |
$60.8K - $70.1K
|
11.9K
$2.81M
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
357+ 0.25% |
$60.8K - $70.1K
|
146K
$34.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
353+ 0.42% |
$60.2K - $69.3K
|
83.9K
$19.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
351+ 2.26% |
$59.8K - $69K
|
15.9K
$3.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
351+ 0.1% |
$59.8K - $69K
|
343K
$81.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
350+ 0.05% |
$59.7K - $68.8K
|
699K
$166M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
349+ 2.37% |
$59.5K - $68.6K
|
15K
$3.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
348+ 1.65% |
$59.3K - $68.4K
|
21.4K
$5.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
347+ 1.86% |
$59.1K - $68.2K
|
19K
$4.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
347+ 1.11% |
$59.1K - $68.2K
|
31.5K
$7.48M
|