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 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-460- 0.44% |
$78.4K - $90.4K
|
104K
$21.8M
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-462- 0.26% |
$78.7K - $90.8K
|
179K
$37.7M
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-463- 1.78% |
$78.9K - $91K
|
25.6K
$5.37M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-464- 1.44% |
$79.1K - $91.2K
|
31.9K
$6.69M
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-467- 0.46% |
$79.6K - $91.7K
|
102K
$21.4M
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-470- 0.84% |
$80.1K - $92.3K
|
55.5K
$11.7M
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-473- 2.54% |
$80.6K - $92.9K
|
18.2K
$3.81M
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-475- 1.34% |
$81K - $93.3K
|
35.1K
$7.37M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-475- 5.95% |
$81K - $93.3K
|
7.51K
$1.58M
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-477- 0.95% |
$81.3K - $93.7K
|
49.8K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-477- 0.35% |
$81.3K - $93.7K
|
135K
$28.3M
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-484- 0.86% |
$82.5K - $95.1K
|
56.1K
$11.8M
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-486- 0.06% |
$82.8K - $95.5K
|
757K
$159M
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-487- 0.23% |
$83K - $95.7K
|
210K
$44.1M
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-488- 7.48% |
$83.2K - $95.9K
|
6.04K
$1.27M
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-489- 6.01% |
$83.3K - $96.1K
|
7.65K
$1.61M
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-489- 2.59% |
$83.3K - $96.1K
|
18.4K
$3.87M
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-489- 2.13% |
$83.3K - $96.1K
|
22.4K
$4.71M
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-490- 0.83% |
$83.5K - $96.3K
|
58.8K
$12.3M
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-490- 1.07% |
$83.5K - $96.3K
|
45.4K
$9.53M
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-490- 0.83% |
$83.5K - $96.3K
|
58.5K
$12.3M
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-491- 0.23% |
$83.7K - $96.5K
|
213K
$44.8M
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-491- 1.05% |
$83.7K - $96.5K
|
46.2K
$9.69M
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-491- 0.44% |
$83.7K - $96.5K
|
112K
$23.6M
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-491- 0.41% |
$83.7K - $96.5K
|
120K
$25.2M
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-492- 2.8% |
$83.9K - $96.7K
|
17.1K
$3.59M
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-494- 1.53% |
$84.2K - $97K
|
31.8K
$6.68M
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-494- 0.47% |
$84.2K - $97K
|
106K
$22.2M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-494- 1.98% |
$84.2K - $97K
|
24.4K
$5.13M
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-496- 7.76% |
$84.5K - $97.4K
|
5.9K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-497- 0.72% |
$84.7K - $97.6K
|
68.9K
$14.5M
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-500- 32.26% |
$85.2K - $98.2K
|
1.05K
$221K
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-502- 0.41% |
$85.6K - $98.6K
|
122K
$25.7M
|
|
Nov 06, 2023
Q3 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-505- 17.79% |
$86.1K - $99.2K
|
2.33K
$490K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-507- 1.99% |
$86.4K - $99.6K
|
25K
$5.25M
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-507- 0.98% |
$86.4K - $99.6K
|
51.1K
$10.7M
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-510- 0.77% |
$86.9K - $100K
|
66K
$13.9M
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-510- 0.39% |
$86.9K - $100K
|
129K
$27.2M
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-510- 1.75% |
$86.9K - $100K
|
28.6K
$6.01M
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-512- 0.38% |
$87.3K - $101K
|
134K
$28.1M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-515- 0.49% |
$87.8K - $101K
|
104K
$21.9M
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-515- 0.28% |
$87.8K - $101K
|
186K
$39.1M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-516- 0.22% |
$87.9K - $101K
|
230K
$48.4M
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-517- 8.16% |
$88.1K - $102K
|
5.82K
$1.22M
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-517- 6.06% |
$88.1K - $102K
|
8.02K
$1.68M
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-518- 29.05% |
$88.3K - $102K
|
1.27K
$266K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-518- 0.07% |
$88.3K - $102K
|
728K
$153M
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-518- 0.93% |
$88.3K - $102K
|
55.4K
$11.6M
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-520- 0.49% |
$88.6K - $102K
|
106K
$22.3M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-520- 0.35% |
$88.6K - $102K
|
146K
$30.8M
|