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 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
65+ 0.14% |
$11.1K - $12.8K
|
46.4K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
64+ 0.32% |
$10.9K - $12.6K
|
20.4K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
64+ 0.36% |
$10.9K - $12.6K
|
17.8K
$4.23M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
63+ 0.16% |
$10.7K - $12.4K
|
38.6K
$9.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
63+ 0.09% |
$10.7K - $12.4K
|
70.7K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Granger Management LLC
|
BUY
|
- |
63+ 0.3% |
$10.7K - $12.4K
|
21.3K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
62+ 2.29% |
$10.6K - $12.2K
|
2.77K
$657K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
62+ 2.29% |
$10.6K - $12.2K
|
2.77K
$657K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
61+ 0.37% |
$10.4K - $12K
|
16.4K
$3.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
61+ 0.19% |
$10.4K - $12K
|
31.8K
$7.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
60+ 1.17% |
$10.2K - $11.8K
|
5.21K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
59+ 0.89% |
$10.1K - $11.6K
|
6.72K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
58+ 0.13% |
$9.88K - $11.4K
|
45.4K
$10.8M
|
|
|
Mar 11, 2024
Q3 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
58+ 0.57% |
$9.88K - $11.4K
|
10.3K
$2.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
56+ 0.24% |
$9.54K - $11K
|
23.4K
$5.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
56+ 1.66% |
$9.54K - $11K
|
3.42K
$812K
|
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
55+ 1.01% |
$9.37K - $10.8K
|
5.52K
$1.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
55+ 0.1% |
$9.37K - $10.8K
|
57.8K
$13.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
55+ 0.29% |
$9.37K - $10.8K
|
19.1K
$4.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
55+ 0.33% |
$9.37K - $10.8K
|
16.8K
$3.99M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
52+ 0.08% |
$8.86K - $10.2K
|
68.7K
$16.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
52+ 0.09% |
$8.86K - $10.2K
|
57.9K
$13.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
52+ 0.44% |
$8.86K - $10.2K
|
11.8K
$2.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
51+ 0.39% |
$8.69K - $10K
|
13.3K
$3.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
50+ 0.15% |
$8.52K - $9.82K
|
33.6K
$7.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
50+ 0.28% |
$8.52K - $9.82K
|
17.7K
$4.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
50+ 0.18% |
$8.52K - $9.82K
|
28.2K
$6.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
50+ 0.48% |
$8.52K - $9.82K
|
10.4K
$2.48M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
50+ 0.51% |
$8.52K - $9.82K
|
9.85K
$2.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
50+ 0.1% |
$8.52K - $9.82K
|
47.9K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
50+ 0.07% |
$8.52K - $9.82K
|
73.4K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
50+ 4.89% |
$8.52K - $9.82K
|
1.07K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
49+ 0.09% |
$8.35K - $9.63K
|
53.8K
$12.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
47+ 0.08% |
$8.01K - $9.23K
|
56.3K
$13.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
47+ 0.12% |
$8.01K - $9.23K
|
40.3K
$9.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
46+ 0.1% |
$7.84K - $9.04K
|
47.9K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
46+ 0.42% |
$7.84K - $9.04K
|
11K
$2.61M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
46+ 0.09% |
$7.84K - $9.04K
|
48.8K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
45+ 0.49% |
$7.67K - $8.84K
|
9.22K
$2.19M
|
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
45+ 409.09% |
$7.67K - $8.84K
|
56
$13.3K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
44+ 0.05% |
$7.5K - $8.64K
|
97.4K
$23.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
44+ 0.1% |
$7.5K - $8.64K
|
44.7K
$10.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
44+ 0.12% |
$7.5K - $8.64K
|
37.1K
$8.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
43+ 0.32% |
$7.33K - $8.45K
|
13.7K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42+ 0.25% |
$7.16K - $8.25K
|
16.5K
$3.93M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
41+ 0.06% |
$6.99K - $8.05K
|
73K
$17.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
41+ 0.59% |
$6.99K - $8.05K
|
6.96K
$1.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
41+ 0.14% |
$6.99K - $8.05K
|
30.1K
$7.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
41+ 0.06% |
$6.99K - $8.05K
|
66.6K
$15.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
41+ 1.4% |
$6.99K - $8.05K
|
2.96K
$703K
|