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 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-502- 0.41% |
$85.6K - $98.6K
|
122K
$28.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-505- 17.79% |
$86.1K - $99.2K
|
2.33K
$548K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-507- 1.99% |
$86.4K - $99.6K
|
25K
$5.88M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-507- 0.98% |
$86.4K - $99.6K
|
51.1K
$12M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-510- 0.77% |
$86.9K - $100K
|
66K
$15.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-510- 0.39% |
$86.9K - $100K
|
129K
$30.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-510- 1.75% |
$86.9K - $100K
|
28.6K
$6.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-512- 0.38% |
$87.3K - $101K
|
134K
$31.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-515- 0.49% |
$87.8K - $101K
|
104K
$24.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-515- 0.28% |
$87.8K - $101K
|
186K
$43.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-516- 0.22% |
$87.9K - $101K
|
230K
$54.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-517- 8.16% |
$88.1K - $102K
|
5.82K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-517- 6.06% |
$88.1K - $102K
|
8.02K
$1.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-518- 29.05% |
$88.3K - $102K
|
1.27K
$297K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-518- 0.07% |
$88.3K - $102K
|
728K
$171M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-518- 0.93% |
$88.3K - $102K
|
55.4K
$13M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-520- 0.49% |
$88.6K - $102K
|
106K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-520- 0.35% |
$88.6K - $102K
|
146K
$34.4M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-521- 0.67% |
$88.8K - $102K
|
77.1K
$18.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-522- 3.72% |
$89K - $103K
|
13.5K
$3.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-523- 1.63% |
$89.1K - $103K
|
31.6K
$7.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-524- 0.46% |
$89.3K - $103K
|
113K
$26.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-526- 4.62% |
$89.6K - $103K
|
10.9K
$2.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
SELL
|
- |
-526- 0.64% |
$89.6K - $103K
|
82.1K
$19.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-527- 1.16% |
$89.8K - $104K
|
45K
$10.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-530- 0.27% |
$90.3K - $104K
|
195K
$45.8M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-536- 3.98% |
$91.4K - $105K
|
12.9K
$3.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-540- 14.42% |
$92K - $106K
|
3.21K
$753K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-541- 5.88% |
$92.2K - $106K
|
8.66K
$2.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-542- 3.11% |
$92.4K - $106K
|
16.9K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-543- 7.09% |
$92.5K - $107K
|
7.12K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-544- 1.64% |
$92.7K - $107K
|
32.6K
$7.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-546- 0.78% |
$93.1K - $107K
|
69.6K
$16.3M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-548- 1.22% |
$93.4K - $108K
|
44.5K
$10.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-549- 1.61% |
$93.6K - $108K
|
33.5K
$7.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-549- 1.24% |
$93.6K - $108K
|
43.9K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-550- 2.04% |
$93.7K - $108K
|
26.4K
$6.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-553- 0.71% |
$94.2K - $109K
|
77.8K
$18.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-555- 4.01% |
$94.6K - $109K
|
13.3K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-555- 0.99% |
$94.6K - $109K
|
55.8K
$13.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-560- 19.3% |
$95.4K - $110K
|
2.34K
$550K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-560- 0.74% |
$95.4K - $110K
|
74.8K
$17.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-561- 0.57% |
$95.6K - $110K
|
98.3K
$23.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-561- 0.96% |
$95.6K - $110K
|
57.8K
$13.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-565- 1.04% |
$96.3K - $111K
|
53.8K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-565- 0.31% |
$96.3K - $111K
|
184K
$43.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-566- 1.07% |
$96.5K - $111K
|
52.3K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-566- 2.8% |
$96.5K - $111K
|
19.7K
$4.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-573- 0.83% |
$97.7K - $113K
|
68.2K
$16M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-575- 1.19% |
$98K - $113K
|
47.9K
$11.2M
|