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 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
BUY
|
- |
346+ 3.45% |
$59K - $68K
|
10.4K
$2.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
346+ 1.47% |
$59K - $68K
|
23.9K
$5.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
346+ 0.79% |
$59K - $68K
|
44K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
345+ 1.5% |
$58.8K - $67.8K
|
23.4K
$5.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
345+ 20.97% |
$58.8K - $67.8K
|
1.99K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
344+ 0.86% |
$58.6K - $67.6K
|
40.5K
$9.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
343+ 2.67% |
$58.5K - $67.4K
|
13.2K
$3.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
342+ 0.48% |
$58.3K - $67.2K
|
71.1K
$16.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
338+ 0.25% |
$57.6K - $66.4K
|
136K
$32.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
338+ 0.19% |
$57.6K - $66.4K
|
179K
$42.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
331+ 0.24% |
$56.4K - $65K
|
139K
$32.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
327New |
$55.7K - $64.2K
|
327
$76.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
325+ 0.26% |
$55.4K - $63.8K
|
126K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
325+ 1.24% |
$55.4K - $63.8K
|
26.6K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
324+ 0.25% |
$55.2K - $63.6K
|
129K
$30.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
320+ 1.04% |
$54.5K - $62.9K
|
31.1K
$7.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
314+ 0.42% |
$53.5K - $61.7K
|
75.9K
$17.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
314+ 0.91% |
$53.5K - $61.7K
|
34.8K
$8.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
314+ 1.25% |
$53.5K - $61.7K
|
25.4K
$5.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
311+ 0.52% |
$53K - $61.1K
|
59.6K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
311+ 2.07% |
$53K - $61.1K
|
15.3K
$3.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
310+ 1.47% |
$52.8K - $60.9K
|
21.5K
$5.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
310+ 0.68% |
$52.8K - $60.9K
|
46.1K
$10.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
305+ 0.9% |
$52K - $59.9K
|
34.3K
$8.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
304+ 5.04% |
$51.8K - $59.7K
|
6.34K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
304+ 0.5% |
$51.8K - $59.7K
|
61.4K
$14.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
304+ 0.17% |
$51.8K - $59.7K
|
178K
$41.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
304+ 0.75% |
$51.8K - $59.7K
|
40.7K
$9.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
304+ 0.21% |
$51.8K - $59.7K
|
148K
$34.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
302+ 1.36% |
$51.5K - $59.3K
|
22.5K
$5.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
302+ 2.15% |
$51.5K - $59.3K
|
14.3K
$3.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
300+ 0.88% |
$51.1K - $58.9K
|
34.6K
$8.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
300+ 1.0% |
$51.1K - $58.9K
|
30.3K
$7.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
300+ 13.03% |
$51.1K - $58.9K
|
2.6K
$612K
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
300+ 28.99% |
$51.1K - $58.9K
|
1.34K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
300+ 3.02% |
$51.1K - $58.9K
|
10.2K
$2.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
299+ 0.75% |
$51K - $58.7K
|
40.2K
$9.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
299+ 0.95% |
$51K - $58.7K
|
31.9K
$7.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
297+ 0.31% |
$50.6K - $58.3K
|
95.5K
$22.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
296+ 0.18% |
$50.4K - $58.1K
|
166K
$38.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
296+ 1.01% |
$50.4K - $58.1K
|
29.7K
$6.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
293+ 1.38% |
$49.9K - $57.6K
|
21.6K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
293+ 0.77% |
$49.9K - $57.6K
|
38.5K
$9.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
292+ 0.09% |
$49.8K - $57.4K
|
328K
$77M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
291+ 5.35% |
$49.6K - $57.2K
|
5.73K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
291+ 0.3% |
$49.6K - $57.2K
|
96.1K
$22.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
290+ 7.39% |
$49.4K - $57K
|
4.22K
$990K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
290+ 1.01% |
$49.4K - $57K
|
29.1K
$6.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
289+ 3.54% |
$49.3K - $56.8K
|
8.45K
$1.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
288+ 1.91% |
$49.1K - $56.6K
|
15.4K
$3.61M
|