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
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4+ 0.13% |
$682 - $786
|
3.16K
$750K
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4+ 0.02% |
$682 - $786
|
23.9K
$5.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.01% |
$511 - $589
|
21.9K
$5.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.02% |
$511 - $589
|
16.6K
$3.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.01% |
$511 - $589
|
28K
$6.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
3+ 0.03% |
$511 - $589
|
9.26K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
BUY
|
- |
3+ 0.0% |
$511 - $589
|
86.6K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3+ 0.01% |
$511 - $589
|
47.8K
$11.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3+ 0.08% |
$511 - $589
|
3.92K
$931K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 0.01% |
$341 - $393
|
31.2K
$7.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$341 - $393
|
1.87K
$444K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$341 - $393
|
5.61K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.01% |
$341 - $393
|
26K
$6.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$341 - $393
|
20.5K
$4.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2+ 0.08% |
$341 - $393
|
2.66K
$631K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.01% |
$341 - $393
|
16.5K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.02% |
$341 - $393
|
11.8K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
2+ 0.04% |
$341 - $393
|
5.12K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2+ 0.02% |
$341 - $393
|
8.47K
$2.01M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.01% |
$341 - $393
|
20.6K
$4.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
1+ 0.13% |
$170 - $196
|
760
$180K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$170 - $196
|
14.9K
$3.53M
|
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1+ 0.05% |
$170 - $196
|
1.97K
$468K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
BUY
|
- |
1+ 0.07% |
$170 - $196
|
1.41K
$334K
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$170 - $196
|
4.31K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$170 - $196
|
12.6K
$2.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.0% |
$170 - $196
|
20.6K
$4.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.01% |
$170 - $196
|
18.6K
$4.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$170 - $196
|
2.78K
$660K
|
|
|
Nov 06, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1+ 0.08% |
$170 - $196
|
1.33K
$315K
|
|
|
Nov 06, 2023
Q3 2023
|
Af Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$170 - $196
|
1.79K
$424K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1+ 0.07% |
$170 - $196
|
1.36K
$323K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1+ 0.01% |
$170 - $196
|
15.4K
$3.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$170 - $196
|
11K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$170 - $196
|
11K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1New |
$170 - $196
|
1
$237
|
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1+ 0.01% |
$170 - $196
|
9.27K
$2.2M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1+ 0.02% |
$170 - $196
|
4.2K
$997K
|
|
|
Oct 13, 2023
Q3 2023
|
Touchstone Capital, Inc.
|
SELL
|
- |
-1- 0.08% |
$170 - $196
|
1.3K
$309K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1- 0.01% |
$170 - $196
|
14.6K
$3.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- -0.0% |
$170 - $196
|
23K
$5.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2- 0.02% |
$341 - $393
|
10.8K
$2.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.04% |
$341 - $393
|
4.45K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2- 0.11% |
$341 - $393
|
1.89K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 0.03% |
$341 - $393
|
7.94K
$1.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3- 0.01% |
$511 - $589
|
45.1K
$10.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-3- -0.0% |
$511 - $589
|
86.9K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-3- 0.01% |
$511 - $589
|
26.2K
$6.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-3- 0.01% |
$511 - $589
|
22.1K
$5.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-4- 0.07% |
$682 - $786
|
6.1K
$1.45M
|