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 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
49+ 0.09% |
$8.35K - $9.63K
|
53.8K
$11.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
47+ 0.08% |
$8.01K - $9.23K
|
56.3K
$11.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
47+ 0.12% |
$8.01K - $9.23K
|
40.3K
$8.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
46+ 0.1% |
$7.84K - $9.04K
|
47.9K
$10.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
46+ 0.42% |
$7.84K - $9.04K
|
11K
$2.31M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
46+ 0.09% |
$7.84K - $9.04K
|
48.8K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
45+ 0.49% |
$7.67K - $8.84K
|
9.22K
$1.94M
|
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
45+ 409.09% |
$7.67K - $8.84K
|
56
$11.8K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
44+ 0.05% |
$7.5K - $8.64K
|
97.4K
$20.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
44+ 0.1% |
$7.5K - $8.64K
|
44.7K
$9.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
44+ 0.12% |
$7.5K - $8.64K
|
37.1K
$7.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
43+ 0.32% |
$7.33K - $8.45K
|
13.7K
$2.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42+ 0.25% |
$7.16K - $8.25K
|
16.5K
$3.47M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42+ 0.6% |
$7.16K - $8.25K
|
7.05K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
41+ 0.06% |
$6.99K - $8.05K
|
73K
$15.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
41+ 0.59% |
$6.99K - $8.05K
|
6.96K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
41+ 0.14% |
$6.99K - $8.05K
|
30.1K
$6.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
41+ 0.06% |
$6.99K - $8.05K
|
66.6K
$14M
|
|
|
Nov 06, 2023
Q3 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
41+ 1.4% |
$6.99K - $8.05K
|
2.96K
$622K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
40+ 0.06% |
$6.82K - $7.86K
|
63.2K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
40+ 0.17% |
$6.82K - $7.86K
|
23.3K
$4.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
40+ 0.15% |
$6.82K - $7.86K
|
26.4K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
40+ 0.17% |
$6.82K - $7.86K
|
22.9K
$4.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
38+ 0.1% |
$6.48K - $7.47K
|
37.1K
$7.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
38+ 0.36% |
$6.48K - $7.47K
|
10.6K
$2.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
37+ 2.27% |
$6.31K - $7.27K
|
1.67K
$351K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
37+ 1.44% |
$6.31K - $7.27K
|
2.61K
$549K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
36+ 0.28% |
$6.14K - $7.07K
|
12.7K
$2.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
35+ 0.49% |
$5.97K - $6.88K
|
7.11K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
34+ 0.05% |
$5.79K - $6.68K
|
68.2K
$14.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
34+ 0.48% |
$5.79K - $6.68K
|
7.05K
$1.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
33+ 0.17% |
$5.62K - $6.48K
|
19.2K
$4.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
32+ 0.03% |
$5.45K - $6.29K
|
111K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
32+ 0.69% |
$5.45K - $6.29K
|
4.64K
$975K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
31+ 0.47% |
$5.28K - $6.09K
|
6.57K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
29+ 0.36% |
$4.94K - $5.7K
|
8.14K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
29+ 0.03% |
$4.94K - $5.7K
|
106K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
29+ 0.37% |
$4.94K - $5.7K
|
7.91K
$1.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
28+ 0.24% |
$4.77K - $5.5K
|
11.8K
$2.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
28+ 0.25% |
$4.77K - $5.5K
|
11.1K
$2.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
28+ 0.09% |
$4.77K - $5.5K
|
32.7K
$6.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.35% |
$4.77K - $5.5K
|
7.96K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
27+ 0.24% |
$4.6K - $5.3K
|
11.1K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
27+ 2.27% |
$4.6K - $5.3K
|
1.22K
$256K
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
26+ 0.13% |
$4.43K - $5.11K
|
19.5K
$4.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Defender Capital, Llc.
|
BUY
|
- |
26+ 0.51% |
$4.43K - $5.11K
|
5.08K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
25+ 0.18% |
$4.26K - $4.91K
|
13.9K
$2.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25+ 0.17% |
$4.26K - $4.91K
|
14.3K
$3.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
24+ 0.97% |
$4.09K - $4.71K
|
2.5K
$525K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
24+ 0.1% |
$4.09K - $4.71K
|
24.4K
$5.13M
|