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 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-42- 0.08% |
$7.16K - $8.25K
|
55K
$12.9M
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-43- 0.1% |
$7.33K - $8.45K
|
41.1K
$9.66M
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-43- 0.48% |
$7.33K - $8.45K
|
8.9K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-43- 0.14% |
$7.33K - $8.45K
|
30.3K
$7.11M
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-44- 0.19% |
$7.5K - $8.64K
|
23.2K
$5.44M
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-44- 0.15% |
$7.5K - $8.64K
|
29.9K
$7.02M
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-45- 0.15% |
$7.67K - $8.84K
|
29.6K
$6.94M
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-45- 0.17% |
$7.67K - $8.84K
|
25.8K
$6.07M
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-45- 0.24% |
$7.67K - $8.84K
|
18.8K
$4.43M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-45- 0.1% |
$7.67K - $8.84K
|
42.9K
$10.1M
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-46- 1.34% |
$7.84K - $9.04K
|
3.4K
$798K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-46- 0.38% |
$7.84K - $9.04K
|
12.1K
$2.85M
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-46- 0.68% |
$7.84K - $9.04K
|
6.71K
$1.58M
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-49- 0.26% |
$8.35K - $9.63K
|
19K
$4.46M
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-49- 0.47% |
$8.35K - $9.63K
|
10.3K
$2.42M
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-49- 1.26% |
$8.35K - $9.63K
|
3.86K
$906K
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-50- 0.46% |
$8.52K - $9.82K
|
10.8K
$2.54M
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
SELL
|
- |
-50- 0.04% |
$8.52K - $9.82K
|
118K
$27.7M
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-50- 0.21% |
$8.52K - $9.82K
|
23.7K
$5.56M
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-50- 0.23% |
$8.52K - $9.82K
|
21.6K
$5.07M
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-50- 0.58% |
$8.52K - $9.82K
|
8.52K
$2M
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-50- 1.36% |
$8.52K - $9.82K
|
3.63K
$852K
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-51- 0.57% |
$8.69K - $10K
|
8.87K
$2.08M
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-51- 0.4% |
$8.69K - $10K
|
12.8K
$3.01M
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-51- 1.41% |
$8.69K - $10K
|
3.56K
$835K
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-52- 1.17% |
$8.86K - $10.2K
|
4.4K
$1.03M
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-53- 0.54% |
$9.03K - $10.4K
|
9.73K
$2.29M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-54- 3.12% |
$9.2K - $10.6K
|
1.68K
$394K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-55- 0.63% |
$9.37K - $10.8K
|
8.66K
$2.04M
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-55- 0.73% |
$9.37K - $10.8K
|
7.46K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-55- 0.18% |
$9.37K - $10.8K
|
31.3K
$7.35M
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-57- 0.58% |
$9.71K - $11.2K
|
9.72K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-57- 0.34% |
$9.71K - $11.2K
|
16.6K
$3.89M
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-57- 0.08% |
$9.71K - $11.2K
|
69.4K
$16.3M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-58- 0.02% |
$9.88K - $11.4K
|
259K
$60.8M
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-58- 0.09% |
$9.88K - $11.4K
|
65K
$15.3M
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-58- 0.54% |
$9.88K - $11.4K
|
10.7K
$2.51M
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-60- 0.57% |
$10.2K - $11.8K
|
10.4K
$2.44M
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-60- 0.82% |
$10.2K - $11.8K
|
7.27K
$1.71M
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-61- 0.59% |
$10.4K - $12K
|
10.3K
$2.43M
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-61- 0.58% |
$10.4K - $12K
|
10.5K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-61- 0.05% |
$10.4K - $12K
|
113K
$26.5M
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 0.93% |
$10.6K - $12.2K
|
6.58K
$1.55M
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-63- 0.14% |
$10.7K - $12.4K
|
43.9K
$10.3M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-63- 2.03% |
$10.7K - $12.4K
|
3.05K
$716K
|
|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-64- 0.43% |
$10.9K - $12.6K
|
14.7K
$3.44M
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-65- 0.08% |
$11.1K - $12.8K
|
82.7K
$19.4M
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-67- 0.19% |
$11.4K - $13.2K
|
34.8K
$8.18M
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-67- 0.55% |
$11.4K - $13.2K
|
12.1K
$2.84M
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-70- 0.4% |
$11.9K - $13.8K
|
17.2K
$4.05M
|