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 24, 2023
Q3 2023
|
Brown Financial Advisory
|
BUY
|
- |
100+ 8.8% |
$17K - $19.6K
|
1.24K
$291K
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
100+ 0.88% |
$17K - $19.6K
|
11.4K
$2.69M
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100+ 0.19% |
$17K - $19.6K
|
53.7K
$12.6M
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
100+ 3.06% |
$17K - $19.6K
|
3.37K
$791K
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
100+ 1.2% |
$17K - $19.6K
|
8.45K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
100New |
$17K - $19.6K
|
100
$23.5K
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
100New |
$17K - $19.6K
|
100
$23.5K
|
|
Dec 14, 2023
Q3 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
100New |
$17K - $19.6K
|
100
$23.5K
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
99+ 0.12% |
$16.9K - $19.4K
|
80.2K
$18.8M
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
98+ 0.09% |
$16.7K - $19.3K
|
104K
$24.5M
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
96+ 2.24% |
$16.4K - $18.9K
|
4.38K
$1.03M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
95+ 0.27% |
$16.2K - $18.7K
|
34.8K
$8.19M
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
95+ 0.23% |
$16.2K - $18.7K
|
42.3K
$9.94M
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
95+ 0.62% |
$16.2K - $18.7K
|
15.5K
$3.65M
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
94+ 0.13% |
$16K - $18.5K
|
69.8K
$16.4M
|
|
Nov 14, 2023
Q3 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
94+ 0.13% |
$16K - $18.5K
|
70.4K
$16.5M
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
94+ 0.4% |
$16K - $18.5K
|
23.8K
$5.6M
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
93+ 0.27% |
$15.8K - $18.3K
|
34.2K
$8.03M
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
91+ 0.57% |
$15.5K - $17.9K
|
16.1K
$3.77M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
91+ 0.82% |
$15.5K - $17.9K
|
11.1K
$2.62M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
90+ 0.87% |
$15.3K - $17.7K
|
10.4K
$2.45M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
89+ 1.34% |
$15.2K - $17.5K
|
6.75K
$1.59M
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
89+ 0.49% |
$15.2K - $17.5K
|
18.3K
$4.29M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
89+ 0.49% |
$15.2K - $17.5K
|
18.2K
$4.27M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
88+ 0.76% |
$15K - $17.3K
|
11.7K
$2.75M
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
85+ 0.49% |
$14.5K - $16.7K
|
17.3K
$4.06M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
85+ 0.25% |
$14.5K - $16.7K
|
33.9K
$7.96M
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
84+ 0.25% |
$14.3K - $16.5K
|
33.1K
$7.79M
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.07% |
$14.3K - $16.5K
|
126K
$29.6M
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
82+ 2.93% |
$14K - $16.1K
|
2.88K
$678K
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
80+ 1.71% |
$13.6K - $15.7K
|
4.75K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
80+ 0.34% |
$13.6K - $15.7K
|
23.8K
$5.58M
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
78+ 0.29% |
$13.3K - $15.3K
|
27.4K
$6.43M
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
78+ 0.66% |
$13.3K - $15.3K
|
11.9K
$2.79M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
78+ 0.21% |
$13.3K - $15.3K
|
37.1K
$8.72M
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
77+ 0.3% |
$13.1K - $15.1K
|
25.6K
$6.02M
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
76+ 1.11% |
$13K - $14.9K
|
6.94K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
75+ 0.12% |
$12.8K - $14.7K
|
64.8K
$15.2M
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
74+ 0.67% |
$12.6K - $14.5K
|
11.1K
$2.6M
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
72+ 0.27% |
$12.3K - $14.1K
|
26.8K
$6.3M
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
70+ 1.08% |
$11.9K - $13.8K
|
6.56K
$1.54M
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
70+ 0.44% |
$11.9K - $13.8K
|
15.9K
$3.73M
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
70+ 0.21% |
$11.9K - $13.8K
|
33.1K
$7.77M
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
70+ 0.37% |
$11.9K - $13.8K
|
18.9K
$4.44M
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
69+ 0.07% |
$11.8K - $13.6K
|
94.3K
$22.1M
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
68+ 0.58% |
$11.6K - $13.4K
|
11.7K
$2.75M
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
68+ 1.58% |
$11.6K - $13.4K
|
4.36K
$1.02M
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
68+ 0.26% |
$11.6K - $13.4K
|
26.6K
$6.25M
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
67+ 0.36% |
$11.4K - $13.2K
|
18.9K
$4.43M
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
66+ 0.18% |
$11.2K - $13K
|
36.8K
$8.64M
|