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
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
137+ 41.52% |
$23.3K - $26.9K
|
467
$111K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
136+ 1.31% |
$23.2K - $26.7K
|
10.5K
$2.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
136+ 3.83% |
$23.2K - $26.7K
|
3.68K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
136+ 0.31% |
$23.2K - $26.7K
|
44.2K
$10.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
133+ 1.12% |
$22.7K - $26.1K
|
12K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
133+ 0.08% |
$22.7K - $26.1K
|
172K
$40.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
131+ 0.39% |
$22.3K - $25.7K
|
33.7K
$8.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
130+ 0.92% |
$22.2K - $25.5K
|
14.3K
$3.38M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
130+ 0.8% |
$22.2K - $25.5K
|
16.3K
$3.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
129+ 0.25% |
$22K - $25.3K
|
50.8K
$12.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
129+ 1.3% |
$22K - $25.3K
|
10K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
BUY
|
- |
128+ 0.24% |
$21.8K - $25.1K
|
53.4K
$12.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
128+ 0.56% |
$21.8K - $25.1K
|
22.8K
$5.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
128+ 2.2% |
$21.8K - $25.1K
|
5.95K
$1.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
128+ 0.57% |
$21.8K - $25.1K
|
22.5K
$5.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
128+ 0.64% |
$21.8K - $25.1K
|
20K
$4.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
127+ 0.84% |
$21.6K - $24.9K
|
15.2K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
127+ 24.71% |
$21.6K - $24.9K
|
641
$152K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
126+ 0.32% |
$21.5K - $24.8K
|
40.1K
$9.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
126+ 0.3% |
$21.5K - $24.8K
|
42.4K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
123+ 0.5% |
$21K - $24.2K
|
24.7K
$5.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
123+ 7.02% |
$21K - $24.2K
|
1.88K
$445K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
122+ 0.24% |
$20.8K - $24K
|
50.2K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
122+ 1.65% |
$20.8K - $24K
|
7.51K
$1.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
120+ 0.7% |
$20.5K - $23.6K
|
17.3K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
120+ 0.18% |
$20.5K - $23.6K
|
65.7K
$15.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
119+ 3.45% |
$20.3K - $23.4K
|
3.57K
$846K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
117+ 0.29% |
$19.9K - $23K
|
40.7K
$9.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
117+ 0.09% |
$19.9K - $23K
|
124K
$29.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
117+ 0.67% |
$19.9K - $23K
|
17.7K
$4.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
116+ 0.16% |
$19.8K - $22.8K
|
74.7K
$17.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
116+ 0.46% |
$19.8K - $22.8K
|
25.4K
$6.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
115+ 2.42% |
$19.6K - $22.6K
|
4.86K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
115+ 0.45% |
$19.6K - $22.6K
|
25.6K
$6.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
112+ 1.16% |
$19.1K - $22K
|
9.79K
$2.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
112+ 2.14% |
$19.1K - $22K
|
5.35K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
112+ 0.31% |
$19.1K - $22K
|
36.7K
$8.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
111+ 1.24% |
$18.9K - $21.8K
|
9.06K
$2.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
111+ 0.86% |
$18.9K - $21.8K
|
13K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
110+ 0.06% |
$18.7K - $21.6K
|
177K
$42.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
108+ 5.71% |
$18.4K - $21.2K
|
2K
$474K
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
106+ 0.05% |
$18.1K - $20.8K
|
230K
$54.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
105+ 2.3% |
$17.9K - $20.6K
|
4.67K
$1.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
104+ 0.44% |
$17.7K - $20.4K
|
23.7K
$5.62M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
104+ 1.9% |
$17.7K - $20.4K
|
5.58K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
103+ 0.44% |
$17.6K - $20.2K
|
23.6K
$5.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
102+ 1.55% |
$17.4K - $20K
|
6.69K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
100+ 1.9% |
$17K - $19.6K
|
5.37K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
100+ 0.08% |
$17K - $19.6K
|
118K
$28M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
100+ 0.98% |
$17K - $19.6K
|
10.3K
$2.44M
|