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 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-23- 1.04% |
$3.92K - $4.52K
|
2.18K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-23- 0.02% |
$3.92K - $4.52K
|
153K
$35.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-24- 0.08% |
$4.09K - $4.71K
|
31.4K
$7.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-24- 0.13% |
$4.09K - $4.71K
|
18.7K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-24- 0.24% |
$4.09K - $4.71K
|
10.2K
$2.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-25- 0.05% |
$4.26K - $4.91K
|
52.7K
$12.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-25- 0.07% |
$4.26K - $4.91K
|
35.3K
$8.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Check Capital Management Inc
|
SELL
|
- |
-25- 0.07% |
$4.26K - $4.91K
|
34.1K
$8M
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-25- 0.38% |
$4.26K - $4.91K
|
6.54K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-25- 0.33% |
$4.26K - $4.91K
|
7.61K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-25- 0.03% |
$4.26K - $4.91K
|
72.8K
$17.1M
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
SELL
|
- |
-25- 0.07% |
$4.26K - $4.91K
|
34.1K
$8M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-26- 0.2% |
$4.43K - $5.11K
|
13K
$3.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-26- 0.13% |
$4.43K - $5.11K
|
19.3K
$4.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-26- 0.22% |
$4.43K - $5.11K
|
12K
$2.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-26- 0.11% |
$4.43K - $5.11K
|
23.6K
$5.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-28- 0.21% |
$4.77K - $5.5K
|
13.3K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-28- 0.15% |
$4.77K - $5.5K
|
18.2K
$4.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-29- 0.28% |
$4.94K - $5.7K
|
10.3K
$2.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-29- 0.58% |
$4.94K - $5.7K
|
5K
$1.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
SELL
|
- |
-29- 0.14% |
$4.94K - $5.7K
|
20.4K
$4.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-30- 0.11% |
$5.11K - $5.89K
|
27K
$6.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-31- 0.29% |
$5.28K - $6.09K
|
10.5K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-31- 0.06% |
$5.28K - $6.09K
|
48.6K
$11.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-31- 0.16% |
$5.28K - $6.09K
|
19K
$4.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-31- 0.07% |
$5.28K - $6.09K
|
43.2K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.06% |
$5.45K - $6.29K
|
53.3K
$12.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-32- 0.34% |
$5.45K - $6.29K
|
9.41K
$2.21M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.3% |
$5.62K - $6.48K
|
11K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-33- 1.08% |
$5.62K - $6.48K
|
3.01K
$707K
|
|
|
Nov 13, 2023
Q3 2023
|
Merlin Capital LLC
|
SELL
|
- |
-33- 0.79% |
$5.62K - $6.48K
|
4.16K
$978K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-34- 0.33% |
$5.79K - $6.68K
|
10.3K
$2.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-34- 1.8% |
$5.79K - $6.68K
|
1.86K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-34- 0.15% |
$5.79K - $6.68K
|
22.2K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-34- 0.01% |
$5.79K - $6.68K
|
321K
$75.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-35- 0.12% |
$5.97K - $6.88K
|
28.7K
$6.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.21% |
$5.97K - $6.88K
|
16.7K
$3.93M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-35- 0.69% |
$5.97K - $6.88K
|
5.04K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-35- 0.1% |
$5.97K - $6.88K
|
33.9K
$7.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-36- 0.05% |
$6.14K - $7.07K
|
65.6K
$15.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-36- 0.67% |
$6.14K - $7.07K
|
5.35K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-37- 0.88% |
$6.31K - $7.27K
|
4.15K
$975K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-37- 0.15% |
$6.31K - $7.27K
|
25.3K
$5.93M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-37- 0.55% |
$6.31K - $7.27K
|
6.71K
$1.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-37- 0.68% |
$6.31K - $7.27K
|
5.42K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-37- 0.37% |
$6.31K - $7.27K
|
10K
$2.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-38- 0.09% |
$6.48K - $7.47K
|
41.1K
$9.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 0.12% |
$6.82K - $7.86K
|
34.5K
$8.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-40- 43.01% |
$6.82K - $7.86K
|
53
$12.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-41- 0.09% |
$6.99K - $8.05K
|
47.9K
$11.2M
|