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 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
286+ 0.87% |
$48.7K - $56.2K
|
33.3K
$7.83M
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
285+ 2.51% |
$48.6K - $56K
|
11.7K
$2.74M
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
285+ 1.15% |
$48.6K - $56K
|
25.1K
$5.9M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
284+ 2.26% |
$48.4K - $55.8K
|
12.8K
$3.02M
|
|
Nov 13, 2023
Q3 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
284+ 0.18% |
$48.4K - $55.8K
|
157K
$36.8M
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
281+ 1.67% |
$47.9K - $55.2K
|
17.1K
$4.02M
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
280+ 0.88% |
$47.7K - $55K
|
32.2K
$7.57M
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
278+ 2.67% |
$47.4K - $54.6K
|
10.7K
$2.51M
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
277+ 0.32% |
$47.2K - $54.4K
|
87K
$20.4M
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
277+ 0.5% |
$47.2K - $54.4K
|
55.6K
$13.1M
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
276+ 1.56% |
$47K - $54.2K
|
17.9K
$4.21M
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
275+ 14.02% |
$46.9K - $54K
|
2.24K
$526K
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
275+ 0.48% |
$46.9K - $54K
|
57.1K
$13.4M
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
274+ 0.83% |
$46.7K - $53.8K
|
33.1K
$7.79M
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
274+ 1.03% |
$46.7K - $53.8K
|
26.9K
$6.31M
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
274+ 0.7% |
$46.7K - $53.8K
|
39.6K
$9.3M
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
270+ 1.96% |
$46K - $53K
|
14K
$3.3M
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
270New |
$46K - $53K
|
270
$63.4K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
269+ 7.74% |
$45.8K - $52.8K
|
3.75K
$880K
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
269+ 0.39% |
$45.8K - $52.8K
|
68.6K
$16.1M
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
265+ 1.14% |
$45.2K - $52.1K
|
23.6K
$5.54M
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
265+ 1.4% |
$45.2K - $52.1K
|
19.2K
$4.5M
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
263+ 2.07% |
$44.8K - $51.7K
|
13K
$3.05M
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
263+ 1.04% |
$44.8K - $51.7K
|
25.7K
$6.03M
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
262+ 0.43% |
$44.7K - $51.5K
|
61K
$14.3M
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
260+ 0.72% |
$44.3K - $51.1K
|
36.6K
$8.6M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
259+ 1.09% |
$44.1K - $50.9K
|
24K
$5.64M
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
255+ 0.67% |
$43.5K - $50.1K
|
38.6K
$9.06M
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
253+ 0.89% |
$43.1K - $49.7K
|
28.8K
$6.76M
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
251+ 0.44% |
$42.8K - $49.3K
|
57.2K
$13.4M
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
250+ 1.82% |
$42.6K - $49.1K
|
14K
$3.28M
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
248+ 1.22% |
$42.3K - $48.7K
|
20.5K
$4.82M
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
247+ 4.24% |
$42.1K - $48.5K
|
6.08K
$1.43M
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
247+ 0.59% |
$42.1K - $48.5K
|
42.1K
$9.9M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
246+ 1.84% |
$41.9K - $48.3K
|
13.6K
$3.19M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
246+ 1.58% |
$41.9K - $48.3K
|
15.8K
$3.71M
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
243+ 2.51% |
$41.4K - $47.7K
|
9.94K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 0.54% |
$41.2K - $47.5K
|
45.1K
$10.6M
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
241+ 2.51% |
$41.1K - $47.3K
|
9.85K
$2.31M
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
235+ 4.23% |
$40.1K - $46.2K
|
5.8K
$1.36M
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
232+ 0.93% |
$39.5K - $45.6K
|
25.2K
$5.92M
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
231+ 0.21% |
$39.4K - $45.4K
|
111K
$26.1M
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
230+ 0.84% |
$39.2K - $45.2K
|
27.7K
$6.5M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
230+ 0.2% |
$39.2K - $45.2K
|
118K
$27.7M
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
229+ 2.9% |
$39K - $45K
|
8.12K
$1.91M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
229+ 1.19% |
$39K - $45K
|
19.5K
$4.59M
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
228+ 0.72% |
$38.9K - $44.8K
|
31.7K
$7.45M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
227+ 0.66% |
$38.7K - $44.6K
|
34.5K
$8.09M
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
224+ 8.81% |
$38.2K - $44K
|
2.77K
$650K
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
222+ 4.48% |
$37.8K - $43.6K
|
5.17K
$1.22M
|