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 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-737- 6.4% |
$126K - $145K
|
10.8K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
SELL
|
- |
-742- 0.61% |
$126K - $146K
|
121K
$28.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-743- 0.54% |
$127K - $146K
|
137K
$32.1M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-748- 2.42% |
$127K - $147K
|
30.1K
$7.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-748- 3.38% |
$127K - $147K
|
21.4K
$5.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-749- 0.96% |
$128K - $147K
|
77.7K
$18.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-750- 6.43% |
$128K - $147K
|
10.9K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-753- 16.21% |
$128K - $148K
|
3.89K
$914K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-760- 2.25% |
$130K - $149K
|
33K
$7.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-761- 1.07% |
$130K - $149K
|
70.6K
$16.6M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-762- 1.78% |
$130K - $150K
|
42K
$9.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-764- 0.2% |
$130K - $150K
|
391K
$91.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-765- 1.16% |
$130K - $150K
|
65.2K
$15.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-766- 1.16% |
$131K - $150K
|
65K
$15.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-774- 1.03% |
$132K - $152K
|
74.4K
$17.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-778- 2.6% |
$133K - $153K
|
29.2K
$6.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-779- 1.26% |
$133K - $153K
|
61.3K
$14.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-782- 4.12% |
$133K - $154K
|
18.2K
$4.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-782- 1.6% |
$133K - $154K
|
48.1K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-782- 4.59% |
$133K - $154K
|
16.2K
$3.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-783- 6.63% |
$133K - $154K
|
11K
$2.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-785- 0.83% |
$134K - $154K
|
93.3K
$21.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-785- 1.4% |
$134K - $154K
|
55.3K
$13M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-790- 0.17% |
$135K - $155K
|
461K
$108M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-792- 1.98% |
$135K - $156K
|
39.3K
$9.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-793- 2.56% |
$135K - $156K
|
30.2K
$7.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-796- 26.35% |
$136K - $156K
|
2.23K
$523K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-801- 2.3% |
$137K - $157K
|
34.1K
$8.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-804- 1.81% |
$137K - $158K
|
43.6K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-804- 1.23% |
$137K - $158K
|
64.6K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-808- 2.22% |
$138K - $159K
|
35.7K
$8.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-810- 1.11% |
$138K - $159K
|
72K
$16.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-811- 9.91% |
$138K - $159K
|
7.37K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-812- 1.11% |
$138K - $160K
|
72.6K
$17.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-815- 2.66% |
$139K - $160K
|
29.8K
$7M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-818- 3.46% |
$139K - $161K
|
22.8K
$5.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-818- 1.29% |
$139K - $161K
|
62.7K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-819- 0.73% |
$140K - $161K
|
111K
$26.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-820- 0.53% |
$140K - $161K
|
153K
$36M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-823- 3.29% |
$140K - $162K
|
24.2K
$5.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-825- 1.39% |
$141K - $162K
|
58.7K
$13.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-829- 3.18% |
$141K - $163K
|
25.3K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-830- 2.72% |
$141K - $163K
|
29.7K
$6.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-833- 1.05% |
$142K - $164K
|
78.7K
$18.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-834- 1.36% |
$142K - $164K
|
60.4K
$14.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-835- 1.9% |
$142K - $164K
|
43.1K
$10.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-837- 1.32% |
$143K - $164K
|
62.8K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-840- 4.14% |
$143K - $165K
|
19.4K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-843- 0.47% |
$144K - $166K
|
177K
$41.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-849- 2.12% |
$145K - $167K
|
39.3K
$9.22M
|