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 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
174+ 0.83% |
$29.7K - $34.2K
|
21K
$4.99M
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
173+ 1.32% |
$29.5K - $34K
|
13.3K
$3.15M
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
173+ 0.89% |
$29.5K - $34K
|
19.7K
$4.67M
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
172+ 1.13% |
$29.3K - $33.8K
|
15.5K
$3.67M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
172+ 0.29% |
$29.3K - $33.8K
|
60.2K
$14.3M
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
171+ 1.19% |
$29.1K - $33.6K
|
14.5K
$3.45M
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
171+ 1.26% |
$29.1K - $33.6K
|
13.8K
$3.27M
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
171+ 4.35% |
$29.1K - $33.6K
|
4.11K
$974K
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
168+ 2.47% |
$28.6K - $33K
|
6.97K
$1.65M
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
167+ 0.5% |
$28.5K - $32.8K
|
33.5K
$7.95M
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
166+ 0.45% |
$28.3K - $32.6K
|
36.9K
$8.76M
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
166+ 1.24% |
$28.3K - $32.6K
|
13.5K
$3.2M
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
166+ 1.34% |
$28.3K - $32.6K
|
12.6K
$2.98M
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
165+ 0.6% |
$28.1K - $32.4K
|
27.8K
$6.6M
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
165+ 2.28% |
$28.1K - $32.4K
|
7.41K
$1.76M
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
165+ 0.94% |
$28.1K - $32.4K
|
17.6K
$4.19M
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
164+ 0.31% |
$28K - $32.2K
|
52.9K
$12.6M
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
164+ 3.03% |
$28K - $32.2K
|
5.57K
$1.32M
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
163+ 0.21% |
$27.8K - $32K
|
79.6K
$18.9M
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
161+ 0.37% |
$27.4K - $31.6K
|
44.2K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
161+ 0.3% |
$27.4K - $31.6K
|
54.4K
$12.9M
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
160+ 0.24% |
$27.3K - $31.4K
|
66.9K
$15.9M
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
160+ 0.13% |
$27.3K - $31.4K
|
127K
$30.2M
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
159+ 0.88% |
$27.1K - $31.2K
|
18.2K
$4.33M
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
155+ 0.15% |
$26.4K - $30.4K
|
105K
$24.9M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
155+ 2.53% |
$26.4K - $30.4K
|
6.28K
$1.49M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
155+ 0.37% |
$26.4K - $30.4K
|
41.5K
$9.85M
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
155+ 0.61% |
$26.4K - $30.4K
|
25.6K
$6.09M
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
153+ 5.55% |
$26.1K - $30.1K
|
2.91K
$690K
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
153+ 0.05% |
$26.1K - $30.1K
|
279K
$66.3M
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
152+ 3.15% |
$25.9K - $29.9K
|
4.98K
$1.18M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
152+ 0.35% |
$25.9K - $29.9K
|
43.7K
$10.4M
|
|
Oct 12, 2023
Q3 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
150New |
$25.6K - $29.5K
|
150
$35.6K
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
150+ 1.41% |
$25.6K - $29.5K
|
10.8K
$2.57M
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
149+ 2.02% |
$25.4K - $29.3K
|
7.52K
$1.79M
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
148+ 0.11% |
$25.2K - $29.1K
|
130K
$30.9M
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
148+ 4.19% |
$25.2K - $29.1K
|
3.68K
$874K
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
148+ 0.14% |
$25.2K - $29.1K
|
103K
$24.5M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
147+ 0.22% |
$25.1K - $28.9K
|
66.9K
$15.9M
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
147+ 3.14% |
$25.1K - $28.9K
|
4.83K
$1.15M
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
147+ 0.51% |
$25.1K - $28.9K
|
28.8K
$6.84M
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
146+ 0.23% |
$24.9K - $28.7K
|
62.5K
$14.8M
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
145+ 1.49% |
$24.7K - $28.5K
|
9.86K
$2.34M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
144+ 0.39% |
$24.5K - $28.3K
|
37.4K
$8.87M
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
141+ 0.19% |
$24K - $27.7K
|
75.6K
$17.9M
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
140+ 27.72% |
$23.9K - $27.5K
|
645
$153K
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
138+ 0.47% |
$23.5K - $27.1K
|
29.4K
$6.97M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
138+ 0.49% |
$23.5K - $27.1K
|
28.4K
$6.73M
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
138+ 0.81% |
$23.5K - $27.1K
|
17.2K
$4.09M
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
137+ 0.58% |
$23.3K - $26.9K
|
23.9K
$5.67M
|