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
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
48K+ 67.75% |
$8.18M - $9.43M
|
119K
$27.2M
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
47.3K+ 465.32% |
$8.06M - $9.29M
|
57.5K
$13.2M
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
46.7KNew |
$7.96M - $9.17M
|
46.7K
$10.7M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
46.4K+ 6.45% |
$7.91M - $9.12M
|
766K
$175M
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
46.2K+ 6.26% |
$7.88M - $9.08M
|
785K
$180M
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
46.2K+ 262.96% |
$7.87M - $9.07M
|
63.7K
$14.6M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
46.1K+ 17.02% |
$7.86M - $9.06M
|
317K
$72.6M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
45.9K+ 16.66% |
$7.83M - $9.02M
|
322K
$73.6M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
45.6K+ 9.45% |
$7.78M - $8.97M
|
529K
$121M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
45.4K+ 12.18% |
$7.74M - $8.92M
|
418K
$95.7M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45.3K+ 11.96% |
$7.72M - $8.89M
|
424K
$97M
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
45.2K+ 23.4% |
$7.71M - $8.89M
|
239K
$54.6M
|
|
Nov 07, 2023
Q3 2023
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
44.7K+ 16.43% |
$7.61M - $8.77M
|
317K
$72.5M
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
44.1K+ 1139.67% |
$7.52M - $8.67M
|
48K
$11M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
44.1KNew |
$7.52M - $8.66M
|
44.1K
$10.1M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44K+ 11.6% |
$7.5M - $8.64M
|
423K
$96.9M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43.7K+ 7.94% |
$7.45M - $8.58M
|
594K
$136M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
43.2K+ 23.99% |
$7.36M - $8.48M
|
223K
$51.1M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
43.2K+ 9.32% |
$7.36M - $8.48M
|
506K
$116M
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
42.8K+ 20.36% |
$7.29M - $8.4M
|
253K
$57.9M
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
42K+ 4.31% |
$7.16M - $8.26M
|
1.02M
$233M
|
|
Nov 13, 2023
Q3 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
41.4K+ 7.01% |
$7.05M - $8.13M
|
632K
$145M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
41.4K+ 6.0% |
$7.05M - $8.12M
|
731K
$167M
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
41.2KNew |
$7.03M - $8.1M
|
41.2K
$9.44M
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
41.1K+ 132.49% |
$7.01M - $8.08M
|
72.2K
$16.5M
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
41KNew |
$6.98M - $8.05M
|
41K
$9.38M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
41K+ 11.05% |
$6.98M - $8.05M
|
411K
$94.2M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40.6K+ 1014850.0% |
$6.92M - $7.97M
|
40.6K
$9.3M
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40.2KNew |
$6.85M - $7.9M
|
40.2K
$9.21M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
39.6K+ 1.15% |
$6.74M - $7.77M
|
3.48M
$796M
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
39.4K+ 280.11% |
$6.72M - $7.75M
|
53.5K
$12.3M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
39.4K+ 12.93% |
$6.71M - $7.74M
|
344K
$78.8M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
39.4K+ 9.44% |
$6.71M - $7.73M
|
456K
$105M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
39.3K+ 0.59% |
$6.7M - $7.72M
|
6.72M
$1.54B
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
38.5K+ 53.32% |
$6.56M - $7.56M
|
111K
$25.4M
|
|
Oct 31, 2023
Q3 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
37.7K+ 117.69% |
$6.43M - $7.41M
|
69.7K
$16M
|
|
Nov 14, 2023
Q3 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
37.5KNew |
$6.39M - $7.37M
|
37.5K
$8.59M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
37.4K+ 59.01% |
$6.38M - $7.35M
|
101K
$23.1M
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
37.4K+ 10.58% |
$6.37M - $7.35M
|
391K
$89.5M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
36.2K+ 16.18% |
$6.17M - $7.12M
|
260K
$59.6M
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
36.2K+ 174.7% |
$6.17M - $7.11M
|
56.9K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
35.7K+ 37.93% |
$6.08M - $7.01M
|
130K
$29.7M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35.1K+ 17.76% |
$5.99M - $6.9M
|
233K
$53.3M
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
34.4KNew |
$5.85M - $6.75M
|
34.4K
$7.87M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34K+ 60.41% |
$5.79M - $6.67M
|
90.2K
$20.6M
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
33.9KNew |
$5.78M - $6.66M
|
33.9K
$7.77M
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
33.7KNew |
$5.75M - $6.63M
|
33.7K
$7.73M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
33.7K+ 364.12% |
$5.74M - $6.61M
|
42.9K
$9.82M
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
33.1K+ 12.69% |
$5.64M - $6.5M
|
294K
$67.3M
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
32.3K+ 23.99% |
$5.51M - $6.35M
|
167K
$38.2M
|