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 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-263- 1.99% |
$44.8K - $51.7K
|
13K
$3.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-265- 4.16% |
$45.2K - $52.1K
|
6.11K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-267- 10.82% |
$45.5K - $52.5K
|
2.2K
$517K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-269- 0.78% |
$45.8K - $52.8K
|
34.2K
$8.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-270- 1.45% |
$46K - $53K
|
18.4K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-270- 1.72% |
$46K - $53K
|
15.5K
$3.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-271- 3.85% |
$46.2K - $53.2K
|
6.78K
$1.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-272- 0.15% |
$46.4K - $53.4K
|
178K
$41.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-274- 1.91% |
$46.7K - $53.8K
|
14.1K
$3.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-275- 1.26% |
$46.9K - $54K
|
21.5K
$5.06M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-276- 0.56% |
$47K - $54.2K
|
49.4K
$11.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-278- 1.43% |
$47.4K - $54.6K
|
19.1K
$4.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-278- 0.41% |
$47.4K - $54.6K
|
67.9K
$16M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-282- 1.11% |
$48.1K - $55.4K
|
25K
$5.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
SELL
|
- |
-282- 5.09% |
$48.1K - $55.4K
|
5.26K
$1.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-285- 2.4% |
$48.6K - $56K
|
11.6K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-285- 1.05% |
$48.6K - $56K
|
26.9K
$6.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-285- 0.78% |
$48.6K - $56K
|
36K
$8.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-286- 0.64% |
$48.7K - $56.2K
|
44.5K
$10.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-287- 1.04% |
$48.9K - $56.4K
|
27.3K
$6.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-287- 0.48% |
$48.9K - $56.4K
|
59.2K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Analog Century Management LP
New York, NY |
SELL
|
- |
-287- 1.18% |
$48.9K - $56.4K
|
24.1K
$5.66M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-290- 0.99% |
$49.4K - $57K
|
29.1K
$6.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-290- 1.31% |
$49.4K - $57K
|
21.8K
$5.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-291- 0.65% |
$49.6K - $57.2K
|
44.8K
$10.5M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-292- 0.61% |
$49.8K - $57.4K
|
47.8K
$11.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-295- 2.19% |
$50.3K - $58K
|
13.1K
$3.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-295- 1.12% |
$50.3K - $58K
|
26.1K
$6.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-296- 0.53% |
$50.4K - $58.1K
|
55.6K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-296- 1.54% |
$50.4K - $58.1K
|
18.9K
$4.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-297- 0.21% |
$50.6K - $58.3K
|
144K
$33.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-299- 2.56% |
$51K - $58.7K
|
11.4K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-299- 9.31% |
$51K - $58.7K
|
2.91K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-299- 2.37% |
$51K - $58.7K
|
12.3K
$2.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
SELL
|
- |
-300- 5.62% |
$51.1K - $58.9K
|
5.04K
$1.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-300- 1.51% |
$51.1K - $58.9K
|
19.5K
$4.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-300- 0.11% |
$51.1K - $58.9K
|
268K
$63M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-300- 1.6% |
$51.1K - $58.9K
|
18.5K
$4.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-301- 1.08% |
$51.3K - $59.1K
|
27.5K
$6.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-301- 1.03% |
$51.3K - $59.1K
|
28.9K
$6.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-301- 1.69% |
$51.3K - $59.1K
|
17.6K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-301- 0.31% |
$51.3K - $59.1K
|
95.3K
$22.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-302- 0.73% |
$51.5K - $59.3K
|
41.3K
$9.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-304- 0.24% |
$51.8K - $59.7K
|
128K
$30M
|
|
|
Oct 10, 2023
Q3 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-305- 0.23% |
$52K - $59.9K
|
130K
$30.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-306- 0.77% |
$52.2K - $60.1K
|
39.6K
$9.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-307- 1.01% |
$52.3K - $60.3K
|
30.1K
$7.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-308- 8.84% |
$52.5K - $60.5K
|
3.18K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-310- 0.99% |
$52.8K - $60.9K
|
30.9K
$7.26M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-312- 0.14% |
$53.2K - $61.3K
|
222K
$52.2M
|