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 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-224- 3.89% |
$38.2K - $44K
|
5.54K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-225- 0.33% |
$38.3K - $44.2K
|
68.9K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-225- 0.38% |
$38.3K - $44.2K
|
59.7K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-226- 0.79% |
$38.5K - $44.4K
|
28.4K
$6.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-227- 1.92% |
$38.7K - $44.6K
|
11.6K
$2.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-227- 1.31% |
$38.7K - $44.6K
|
17.1K
$4.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-228- 3.36% |
$38.9K - $44.8K
|
6.55K
$1.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-230- 1.2% |
$39.2K - $45.2K
|
18.9K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-231- 1.09% |
$39.4K - $45.4K
|
20.9K
$4.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-232- 0.88% |
$39.5K - $45.6K
|
26.2K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-232- 2.2% |
$39.5K - $45.6K
|
10.3K
$2.42M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-232- 0.62% |
$39.5K - $45.6K
|
37.3K
$8.76M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-233- 3.88% |
$39.7K - $45.8K
|
5.78K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-233- 1.08% |
$39.7K - $45.8K
|
21.2K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-233- 0.62% |
$39.7K - $45.8K
|
37.3K
$8.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-234- 0.55% |
$39.9K - $46K
|
42.3K
$9.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-234- 0.34% |
$39.9K - $46K
|
69.5K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-234- 2.31% |
$39.9K - $46K
|
9.91K
$2.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-235- 1.01% |
$40.1K - $46.2K
|
23.1K
$5.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-238- 1.13% |
$40.6K - $46.8K
|
20.9K
$4.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-238- 0.32% |
$40.6K - $46.8K
|
74.3K
$17.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-240- 1.59% |
$40.9K - $47.1K
|
14.8K
$3.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-240- 0.31% |
$40.9K - $47.1K
|
76.4K
$18M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-241- 0.83% |
$41.1K - $47.3K
|
28.9K
$6.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-241- 2.06% |
$41.1K - $47.3K
|
11.5K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-241- 13.49% |
$41.1K - $47.3K
|
1.55K
$363K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-242- 5.48% |
$41.2K - $47.5K
|
4.17K
$980K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-242- 15.33% |
$41.2K - $47.5K
|
1.34K
$314K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-244- 0.59% |
$41.6K - $47.9K
|
40.9K
$9.6M
|
|
|
Nov 15, 2023
Q3 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-244- 0.12% |
$41.6K - $47.9K
|
210K
$49.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-247- 0.42% |
$42.1K - $48.5K
|
58K
$13.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-247- 1.93% |
$42.1K - $48.5K
|
12.5K
$2.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-248- 0.29% |
$42.3K - $48.7K
|
85.2K
$20M
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-248- 0.4% |
$42.3K - $48.7K
|
61.9K
$14.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-249- 0.41% |
$42.4K - $48.9K
|
60.4K
$14.2M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-249- 0.33% |
$42.4K - $48.9K
|
74.3K
$17.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-250- 0.48% |
$42.6K - $49.1K
|
51.5K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-250- 0.25% |
$42.6K - $49.1K
|
99.8K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-250- 1.72% |
$42.6K - $49.1K
|
14.2K
$3.35M
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-251- 0.79% |
$42.8K - $49.3K
|
31.7K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-251- 1.8% |
$42.8K - $49.3K
|
13.7K
$3.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-252- 7.53% |
$42.9K - $49.5K
|
3.09K
$727K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-252- 1.26% |
$42.9K - $49.5K
|
19.8K
$4.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-254- 0.49% |
$43.3K - $49.9K
|
51.1K
$12M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-254- 0.16% |
$43.3K - $49.9K
|
155K
$36.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-257- 2.12% |
$43.8K - $50.5K
|
11.9K
$2.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-260- 1.5% |
$44.3K - $51.1K
|
17.1K
$4.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-260- 0.22% |
$44.3K - $51.1K
|
116K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-260- 0.27% |
$44.3K - $51.1K
|
95.4K
$22.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-262- 3.98% |
$44.7K - $51.5K
|
6.32K
$1.48M
|