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 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-88- 0.02% |
$15K - $17.3K
|
486K
$119M
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-88- 0.97% |
$15K - $17.3K
|
8.94K
$2.19M
|
|
Oct 23, 2023
Q3 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-89- 0.14% |
$15.2K - $17.5K
|
65.2K
$15.9M
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-89- 0.09% |
$15.2K - $17.5K
|
100K
$24.5M
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-89- 1.53% |
$15.2K - $17.5K
|
5.71K
$1.4M
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-89- 1.88% |
$15.2K - $17.5K
|
4.63K
$1.13M
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-90- 0.06% |
$15.3K - $17.7K
|
148K
$36.1M
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-90- 0.02% |
$15.3K - $17.7K
|
586K
$143M
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-90- 0.02% |
$15.3K - $17.7K
|
586K
$143M
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-91- 6.85% |
$15.5K - $17.9K
|
1.24K
$303K
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-91- 0.06% |
$15.5K - $17.9K
|
165K
$40.4M
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-91- 0.17% |
$15.5K - $17.9K
|
53.2K
$13M
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-92- 0.43% |
$15.7K - $18.1K
|
21.2K
$5.19M
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-92- 0.39% |
$15.7K - $18.1K
|
23.3K
$5.7M
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-92- 0.66% |
$15.7K - $18.1K
|
13.8K
$3.37M
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-93- 1.46% |
$15.8K - $18.3K
|
6.26K
$1.53M
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-94- 0.13% |
$16K - $18.5K
|
73.8K
$18.1M
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-94- 0.27% |
$16K - $18.5K
|
34.4K
$8.42M
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-94- 0.26% |
$16K - $18.5K
|
35.8K
$8.75M
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-94- 0.25% |
$16K - $18.5K
|
37.9K
$9.26M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-94- 0.1% |
$16K - $18.5K
|
95.2K
$23.3M
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-95- 0.06% |
$16.2K - $18.7K
|
149K
$36.5M
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-95- 0.2% |
$16.2K - $18.7K
|
46.8K
$11.4M
|
|
Oct 24, 2023
Q3 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-95- 0.16% |
$16.2K - $18.7K
|
59.5K
$14.5M
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-95- 0.19% |
$16.2K - $18.7K
|
49.6K
$12.1M
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-97- 1.28% |
$16.5K - $19.1K
|
7.49K
$1.83M
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-97- 0.6% |
$16.5K - $19.1K
|
16K
$3.92M
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-97- 0.56% |
$16.5K - $19.1K
|
17.3K
$4.22M
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-99- 0.28% |
$16.9K - $19.4K
|
35K
$8.55M
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-100- 0.77% |
$17K - $19.6K
|
12.9K
$3.16M
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-100- 1.72% |
$17K - $19.6K
|
5.71K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-100- 2.02% |
$17K - $19.6K
|
4.86K
$1.19M
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-101- 1.15% |
$17.2K - $19.8K
|
8.67K
$2.12M
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-102- 0.63% |
$17.4K - $20K
|
16.1K
$3.93M
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-104- 0.51% |
$17.7K - $20.4K
|
20.4K
$4.99M
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-104- 0.07% |
$17.7K - $20.4K
|
157K
$38.3M
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-104- 0.63% |
$17.7K - $20.4K
|
16.5K
$4.03M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-105- 0.31% |
$17.9K - $20.6K
|
33.9K
$8.3M
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-105- 0.03% |
$17.9K - $20.6K
|
315K
$77.1M
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-105- 1.26% |
$17.9K - $20.6K
|
8.24K
$2.02M
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-106- 0.7% |
$18.1K - $20.8K
|
15K
$3.66M
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-107- 0.7% |
$18.2K - $21K
|
15.1K
$3.69M
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-107- 1.27% |
$18.2K - $21K
|
8.3K
$2.03M
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-108- 0.2% |
$18.4K - $21.2K
|
53.2K
$13M
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-108- 1.84% |
$18.4K - $21.2K
|
5.75K
$1.41M
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-108- 1.96% |
$18.4K - $21.2K
|
5.41K
$1.32M
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-109- 1.32% |
$18.6K - $21.4K
|
8.15K
$1.99M
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-109- 0.47% |
$18.6K - $21.4K
|
23K
$5.62M
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-110- 0.97% |
$18.7K - $21.6K
|
11.2K
$2.75M
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-110- 2.49% |
$18.7K - $21.6K
|
4.3K
$1.05M
|