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 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-4- 0.02% |
$682 - $786
|
24.6K
$5.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$682 - $786
|
5.28K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-5- -0.0% |
$852 - $982
|
133K
$31.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-6- 0.01% |
$1.02K - $1.18K
|
42.9K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6- 0.09% |
$1.02K - $1.18K
|
6.76K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-7- 0.07% |
$1.19K - $1.38K
|
10.6K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-7- 0.1% |
$1.19K - $1.38K
|
7.05K
$1.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-7- 0.05% |
$1.19K - $1.38K
|
15.2K
$3.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8- 0.01% |
$1.36K - $1.57K
|
71.9K
$17.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-8- 0.01% |
$1.36K - $1.57K
|
117K
$27.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-8- 0.1% |
$1.36K - $1.57K
|
8.25K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-9- 0.4% |
$1.53K - $1.77K
|
2.22K
$526K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-9- 0.19% |
$1.53K - $1.77K
|
4.69K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
SELL
|
- |
-9- 0.04% |
$1.53K - $1.77K
|
20.8K
$4.93M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-9- -0.0% |
$1.53K - $1.77K
|
202K
$48M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-10- 0.08% |
$1.7K - $1.96K
|
11.9K
$2.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-10- -0.0% |
$1.7K - $1.96K
|
678K
$161M
|
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
SELL
|
- |
-10- 0.08% |
$1.7K - $1.96K
|
12.8K
$3.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
SELL
|
- |
-11- 0.1% |
$1.87K - $2.16K
|
10.5K
$2.49M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-11- 0.07% |
$1.87K - $2.16K
|
15.7K
$3.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-12- 0.16% |
$2.05K - $2.36K
|
7.57K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-12- 0.48% |
$2.05K - $2.36K
|
2.48K
$587K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-13- 0.02% |
$2.22K - $2.55K
|
54.4K
$12.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-13- 0.08% |
$2.22K - $2.55K
|
16.9K
$4.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-15- 0.04% |
$2.56K - $2.95K
|
36.2K
$8.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-15- 0.02% |
$2.56K - $2.95K
|
95.6K
$22.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-15- 0.27% |
$2.56K - $2.95K
|
5.48K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-15- 0.08% |
$2.56K - $2.95K
|
18.1K
$4.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-17- 0.24% |
$2.9K - $3.34K
|
7.17K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-17- 0.01% |
$2.9K - $3.34K
|
247K
$58.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-18- 0.26% |
$3.07K - $3.54K
|
6.94K
$1.65M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-19- 1.39% |
$3.24K - $3.73K
|
1.35K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-19- 0.54% |
$3.24K - $3.73K
|
3.47K
$824K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-19- 0.01% |
$3.24K - $3.73K
|
194K
$46M
|
|
|
Oct 23, 2023
Q3 2023
|
Palmer Knight CO
|
SELL
|
- |
-19- 0.05% |
$3.24K - $3.73K
|
41.7K
$9.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-19- 0.09% |
$3.24K - $3.73K
|
22.3K
$5.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-19- 0.03% |
$3.24K - $3.73K
|
66.3K
$15.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-20- 0.01% |
$3.41K - $3.93K
|
266K
$63.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-20- 0.65% |
$3.41K - $3.93K
|
3.08K
$731K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-20- 0.15% |
$3.41K - $3.93K
|
13.5K
$3.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-20- 0.16% |
$3.41K - $3.93K
|
12.7K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 0.66% |
$3.41K - $3.93K
|
3K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-20- 0.03% |
$3.41K - $3.93K
|
63.1K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-20- 0.18% |
$3.41K - $3.93K
|
11.3K
$2.67M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 0.66% |
$3.41K - $3.93K
|
3K
$712K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-21- 0.36% |
$3.58K - $4.13K
|
5.77K
$1.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-21- 0.22% |
$3.58K - $4.13K
|
9.46K
$2.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-21- 0.02% |
$3.58K - $4.13K
|
96.3K
$22.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-22- 0.84% |
$3.75K - $4.32K
|
2.59K
$614K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-23- 0.01% |
$3.92K - $4.52K
|
175K
$41.5M
|