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 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
222+ 1.66% |
$37.8K - $43.6K
|
13.6K
$3.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
221+ 3.53% |
$37.7K - $43.4K
|
6.49K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
220+ 0.91% |
$37.5K - $43.2K
|
24.4K
$5.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
220+ 0.36% |
$37.5K - $43.2K
|
61.7K
$14.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
218+ 2.74% |
$37.2K - $42.8K
|
8.17K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
218+ 0.17% |
$37.2K - $42.8K
|
132K
$30.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
217+ 0.05% |
$37K - $42.6K
|
427K
$100M
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
217+ 6.86% |
$37K - $42.6K
|
3.38K
$794K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
217+ 0.58% |
$37K - $42.6K
|
37.4K
$8.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
BUY
|
- |
216+ 1.48% |
$36.8K - $42.4K
|
14.9K
$3.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
215+ 0.54% |
$36.6K - $42.2K
|
40K
$9.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
215+ 0.11% |
$36.6K - $42.2K
|
196K
$46.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
212+ 0.57% |
$36.1K - $41.6K
|
37.4K
$8.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
212+ 16.61% |
$36.1K - $41.6K
|
1.49K
$350K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
212+ 1.61% |
$36.1K - $41.6K
|
13.4K
$3.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
211+ 0.64% |
$36K - $41.5K
|
33.3K
$7.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
210+ 70.23% |
$35.8K - $41.3K
|
509
$120K
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
210+ 11.04% |
$35.8K - $41.3K
|
2.11K
$496K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
210+ 1.34% |
$35.8K - $41.3K
|
15.9K
$3.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
209+ 0.29% |
$35.6K - $41.1K
|
72.7K
$17.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
208+ 0.57% |
$35.4K - $40.9K
|
36.9K
$8.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
207+ 0.04% |
$35.3K - $40.7K
|
531K
$125M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
207+ 0.12% |
$35.3K - $40.7K
|
168K
$39.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
206+ 0.57% |
$35.1K - $40.5K
|
36.4K
$8.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
202+ 0.55% |
$34.4K - $39.7K
|
37.2K
$8.74M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
200+ 0.28% |
$34.1K - $39.3K
|
71.7K
$16.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
200+ 7.81% |
$34.1K - $39.3K
|
2.76K
$648K
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
200+ 0.16% |
$34.1K - $39.3K
|
125K
$29.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$34.1K - $39.3K
|
200
$47K
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
199+ 0.07% |
$33.9K - $39.1K
|
294K
$69M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
198+ 0.43% |
$33.7K - $38.9K
|
46.4K
$10.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
198+ 0.2% |
$33.7K - $38.9K
|
98.9K
$23.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
198+ 0.17% |
$33.7K - $38.9K
|
115K
$27M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
191+ 1.39% |
$32.6K - $37.5K
|
13.9K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
191+ 2.53% |
$32.6K - $37.5K
|
7.73K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
190+ 1.45% |
$32.4K - $37.3K
|
13.3K
$3.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
189+ 0.45% |
$32.2K - $37.1K
|
42.2K
$9.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
188+ 0.91% |
$32K - $36.9K
|
20.9K
$4.91M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
188+ 2.08% |
$32K - $36.9K
|
9.22K
$2.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
187+ 5.33% |
$31.9K - $36.7K
|
3.7K
$868K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
186+ 0.44% |
$31.7K - $36.5K
|
42.2K
$9.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
185+ 1.02% |
$31.5K - $36.3K
|
18.3K
$4.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
184+ 0.31% |
$31.4K - $36.1K
|
58.9K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
184+ 0.31% |
$31.4K - $36.1K
|
60K
$14.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
181+ 0.55% |
$30.8K - $35.6K
|
32.8K
$7.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
181+ 0.08% |
$30.8K - $35.6K
|
230K
$53.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
178+ 0.91% |
$30.3K - $35K
|
19.8K
$4.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
178+ 5.92% |
$30.3K - $35K
|
3.19K
$749K
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
178+ 0.89% |
$30.3K - $35K
|
20.2K
$4.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
177+ 0.52% |
$30.2K - $34.8K
|
34.2K
$8.04M
|