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
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
73.3K+ 0.58% |
$12.5M - $14.4M
|
12.8M
$3.05B
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
70.3K+ 647.05% |
$12M - $13.8M
|
81.2K
$19.3M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
69.2K+ 6.33% |
$11.8M - $13.6M
|
1.16M
$277M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
67.2K+ 1.64% |
$11.5M - $13.2M
|
4.18M
$996M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
66.8K+ 98.05% |
$11.4M - $13.1M
|
135K
$32.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
66.3KNew |
$11.3M - $13M
|
66.3K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
65.1K+ 114.82% |
$11.1M - $12.8M
|
122K
$29M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
65.1K+ 13.61% |
$11.1M - $12.8M
|
543K
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.7K+ 1.94% |
$10.9M - $12.5M
|
3.35M
$799M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
63.7K+ 23.39% |
$10.8M - $12.5M
|
336K
$80M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63.6K+ 3.42% |
$10.8M - $12.5M
|
1.93M
$459M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
63.5K+ 16.97% |
$10.8M - $12.5M
|
438K
$104M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
63.1K+ 20.01% |
$10.8M - $12.4M
|
378K
$90.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
62.5K+ 7.05% |
$10.7M - $12.3M
|
950K
$226M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
62.5K+ 7.41% |
$10.7M - $12.3M
|
907K
$216M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
62.1KNew |
$10.6M - $12.2M
|
62.1K
$14.8M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62K+ 28.4% |
$10.6M - $12.2M
|
280K
$66.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
61.1KNew |
$10.4M - $12M
|
61.1K
$14.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
60.4K+ 22.34% |
$10.3M - $11.9M
|
331K
$78.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
60.2K+ 3.45% |
$10.3M - $11.8M
|
1.8M
$430M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
60.1K+ 1.99% |
$10.2M - $11.8M
|
3.09M
$735M
|
|
|
Oct 27, 2023
Q3 2023
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
59.6K+ 1.24% |
$10.1M - $11.7M
|
4.88M
$1.16B
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
59.4KNew |
$10.1M - $11.7M
|
59.4K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
59.3K+ 31.95% |
$10.1M - $11.6M
|
245K
$58.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
58.9K+ 3.32% |
$10M - $11.6M
|
1.83M
$437M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
58.7K+ 13.28% |
$10M - $11.5M
|
500K
$119M
|
|
|
Nov 03, 2023
Q3 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
57.7K+ 94.05% |
$9.84M - $11.3M
|
119K
$28.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57.4K+ 6.43% |
$9.79M - $11.3M
|
950K
$226M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
57.3K+ 42.2% |
$9.76M - $11.3M
|
193K
$46M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
56.4K+ 4.48% |
$9.61M - $11.1M
|
1.32M
$314M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
56KNew |
$9.54M - $11M
|
56K
$13.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
55.8K+ 83.19% |
$9.5M - $11M
|
123K
$29.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
55.5K+ 1460.74% |
$9.46M - $10.9M
|
59.3K
$14.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
54.8KNew |
$9.34M - $10.8M
|
54.8K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
54.2K+ 16.79% |
$9.24M - $10.7M
|
377K
$89.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
54K+ 10.95% |
$9.21M - $10.6M
|
547K
$130M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
53.1K+ 19.71% |
$9.05M - $10.4M
|
323K
$76.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
52.8KNew |
$9M - $10.4M
|
52.8K
$12.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.4K+ 2.54% |
$8.93M - $10.3M
|
2.11M
$504M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
51.6KNew |
$8.79M - $10.1M
|
51.6K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
51.6K+ 14.91% |
$8.79M - $10.1M
|
397K
$94.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
51.5K+ 6.55% |
$8.78M - $10.1M
|
838K
$200M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51.4KNew |
$8.76M - $10.1M
|
51.4K
$12.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
50.1KNew |
$8.54M - $9.84M
|
50.1K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
49.6K+ 96.99% |
$8.46M - $9.75M
|
101K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
49.4KNew |
$8.42M - $9.71M
|
49.4K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
49K+ 2021.91% |
$8.35M - $9.62M
|
51.4K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48.6K+ 17.92% |
$8.28M - $9.54M
|
320K
$76.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
48.6K+ 1517.06% |
$8.28M - $9.54M
|
51.8K
$12.3M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48.5K+ 11.05% |
$8.27M - $9.53M
|
488K
$116M
|