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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-365- 0.82% |
$62.2K - $71.7K
|
44.3K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-366- 2.2% |
$62.4K - $71.9K
|
16.3K
$3.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-368- 1.88% |
$62.7K - $72.3K
|
19.2K
$4.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-370- 6.44% |
$63.1K - $72.7K
|
5.37K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-375- 1.07% |
$63.9K - $73.7K
|
34.7K
$8.24M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-376- 0.51% |
$64.1K - $73.9K
|
73K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-376- 1.94% |
$64.1K - $73.9K
|
19K
$4.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-378- 3.33% |
$64.4K - $74.3K
|
11K
$2.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-378- 1.7% |
$64.4K - $74.3K
|
21.9K
$5.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
SELL
|
- |
-379- 1.33% |
$64.6K - $74.5K
|
28.1K
$6.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-379- 0.22% |
$64.6K - $74.5K
|
170K
$40.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-380- 0.85% |
$64.8K - $74.7K
|
44.3K
$10.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-384- 0.55% |
$65.4K - $75.4K
|
69.2K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-387- 0.83% |
$66K - $76K
|
46.3K
$11M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-388- 0.84% |
$66.1K - $76.2K
|
45.9K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-390- 2.27% |
$66.5K - $76.6K
|
16.8K
$3.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-391- 1.83% |
$66.6K - $76.8K
|
21K
$4.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-392- 1.37% |
$66.8K - $77K
|
28.1K
$6.68M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-395- 2.49% |
$67.3K - $77.6K
|
15.4K
$3.67M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-397- 1.72% |
$67.7K - $78K
|
22.7K
$5.39M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-398- 0.79% |
$67.8K - $78.2K
|
50K
$11.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-399- 0.41% |
$68K - $78.4K
|
97.8K
$23.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-400- 3.22% |
$68.2K - $78.6K
|
12K
$2.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-400- 13.74% |
$68.2K - $78.6K
|
2.51K
$596K
|
|
|
Oct 24, 2023
Q3 2023
|
American Asset Management Inc.
|
SELL
|
- |
-405- 13.59% |
$69K - $79.6K
|
2.58K
$611K
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-406- 1.58% |
$69.2K - $79.8K
|
25.3K
$6M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-408- 0.43% |
$69.5K - $80.2K
|
93.6K
$22.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-408- 1.58% |
$69.5K - $80.2K
|
25.4K
$6.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-410- 0.63% |
$69.9K - $80.5K
|
64.8K
$15.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-412- 7.12% |
$70.2K - $80.9K
|
5.38K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-413- 0.78% |
$70.4K - $81.1K
|
52.5K
$12.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-414- 0.59% |
$70.6K - $81.3K
|
69.5K
$16.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-415- 4.85% |
$70.7K - $81.5K
|
8.15K
$1.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-417- 1.02% |
$71.1K - $81.9K
|
40.6K
$9.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-417- 0.21% |
$71.1K - $81.9K
|
194K
$46.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-419- 2.51% |
$71.4K - $82.3K
|
16.3K
$3.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-420- 0.73% |
$71.6K - $82.5K
|
57K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-423- 0.72% |
$72.1K - $83.1K
|
58.1K
$13.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-424- 1.32% |
$72.3K - $83.3K
|
31.6K
$7.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-424- 2.93% |
$72.3K - $83.3K
|
14.1K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-425- 13.12% |
$72.4K - $83.5K
|
2.81K
$668K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-425- 4.32% |
$72.4K - $83.5K
|
9.42K
$2.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-426- 1.75% |
$72.6K - $83.7K
|
23.9K
$5.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-426- 3.57% |
$72.6K - $83.7K
|
11.5K
$2.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-426- 10.59% |
$72.6K - $83.7K
|
3.6K
$854K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-427- 0.56% |
$72.8K - $83.9K
|
75.8K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-427- 0.27% |
$72.8K - $83.9K
|
157K
$37.3M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-433- 2.55% |
$73.8K - $85.1K
|
16.6K
$3.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-434- 0.97% |
$74K - $85.3K
|
44.2K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-435- 4.8% |
$74.1K - $85.5K
|
8.63K
$2.05M
|