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 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
40+ 0.06% |
$6.82K - $7.86K
|
63.2K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
40+ 0.17% |
$6.82K - $7.86K
|
23.3K
$5.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
40+ 0.15% |
$6.82K - $7.86K
|
26.4K
$6.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
40+ 0.17% |
$6.82K - $7.86K
|
22.9K
$5.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
38+ 0.1% |
$6.48K - $7.47K
|
37.1K
$8.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
38+ 0.36% |
$6.48K - $7.47K
|
10.6K
$2.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
37+ 2.27% |
$6.31K - $7.27K
|
1.67K
$392K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
37+ 1.44% |
$6.31K - $7.27K
|
2.61K
$614K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
36+ 0.28% |
$6.14K - $7.07K
|
12.7K
$2.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
35+ 0.49% |
$5.97K - $6.88K
|
7.11K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
34+ 0.05% |
$5.79K - $6.68K
|
68.2K
$16M
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
34+ 0.48% |
$5.79K - $6.68K
|
7.05K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
33+ 0.17% |
$5.62K - $6.48K
|
19.2K
$4.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
32+ 0.03% |
$5.45K - $6.29K
|
111K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
32+ 0.69% |
$5.45K - $6.29K
|
4.64K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
31+ 0.47% |
$5.28K - $6.09K
|
6.57K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
29+ 0.36% |
$4.94K - $5.7K
|
8.14K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
29+ 0.03% |
$4.94K - $5.7K
|
106K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
29+ 0.37% |
$4.94K - $5.7K
|
7.91K
$1.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
28+ 0.24% |
$4.77K - $5.5K
|
11.8K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
28+ 0.25% |
$4.77K - $5.5K
|
11.1K
$2.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
28+ 0.09% |
$4.77K - $5.5K
|
32.7K
$7.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.35% |
$4.77K - $5.5K
|
7.96K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
27+ 0.24% |
$4.6K - $5.3K
|
11.1K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
27+ 2.27% |
$4.6K - $5.3K
|
1.22K
$286K
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
26+ 0.13% |
$4.43K - $5.11K
|
19.5K
$4.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Defender Capital, Llc.
|
BUY
|
- |
26+ 0.51% |
$4.43K - $5.11K
|
5.08K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
25+ 0.18% |
$4.26K - $4.91K
|
13.9K
$3.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25+ 0.17% |
$4.26K - $4.91K
|
14.3K
$3.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
24+ 0.97% |
$4.09K - $4.71K
|
2.5K
$588K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
24+ 0.1% |
$4.09K - $4.71K
|
24.4K
$5.74M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
24+ 0.09% |
$4.09K - $4.71K
|
26.3K
$6.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
24+ 1.16% |
$4.09K - $4.71K
|
2.09K
$492K
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
24+ 0.11% |
$4.09K - $4.71K
|
21.2K
$4.98M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
23+ 1.3% |
$3.92K - $4.52K
|
1.8K
$422K
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
23+ 0.5% |
$3.92K - $4.52K
|
4.65K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
23+ 0.4% |
$3.92K - $4.52K
|
5.81K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Pacifica Capital Investments, LLC
|
BUY
|
- |
23+ 0.28% |
$3.92K - $4.52K
|
8.26K
$1.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
23+ 0.05% |
$3.92K - $4.52K
|
41.9K
$9.84M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
23+ 0.15% |
$3.92K - $4.52K
|
14.9K
$3.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
22+ 0.02% |
$3.75K - $4.32K
|
102K
$24.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
22+ 0.08% |
$3.75K - $4.32K
|
26.4K
$6.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
22+ 0.11% |
$3.75K - $4.32K
|
20.5K
$4.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
22+ 0.15% |
$3.75K - $4.32K
|
14.8K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22New |
$3.75K - $4.32K
|
22
$5.17K
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
20+ 0.22% |
$3.41K - $3.93K
|
9.07K
$2.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
20+ 0.11% |
$3.41K - $3.93K
|
18K
$4.22M
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
20+ 1.02% |
$3.41K - $3.93K
|
1.98K
$466K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
19+ 0.07% |
$3.24K - $3.73K
|
26.8K
$6.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18+ 0.06% |
$3.07K - $3.54K
|
32.4K
$7.62M
|