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 07, 2023
Q3 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-2.91K- 2.87% |
$497K - $572K
|
98.7K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-2.92K- 3.19% |
$497K - $573K
|
88.6K
$20.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.92K- 9.73% |
$498K - $574K
|
27.1K
$6.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.92K- 1.39% |
$498K - $574K
|
207K
$48.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.94K- 3.49% |
$501K - $577K
|
81.2K
$19.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.94K- 4.18% |
$501K - $578K
|
67.4K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.96K- 2.15% |
$504K - $581K
|
134K
$31.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.97K- 1.99% |
$506K - $583K
|
146K
$34.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.98K- 17.28% |
$507K - $584K
|
14.2K
$3.35M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.99K- 20.02% |
$509K - $587K
|
11.9K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
SELL
|
- |
-2.99K- 4.15% |
$510K - $587K
|
69K
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-3K- 2.35% |
$511K - $589K
|
125K
$29.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-3K- 48.39% |
$511K - $589K
|
3.2K
$752K
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-3K- 6.89% |
$512K - $590K
|
40.6K
$9.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3K- 11.97% |
$512K - $590K
|
22.1K
$5.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.02K- 1.29% |
$514K - $593K
|
231K
$54.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.02K- 3.09% |
$515K - $593K
|
94.8K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.03K- 4.61% |
$516K - $595K
|
62.7K
$14.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.07K- 2.93% |
$523K - $602K
|
101K
$23.8M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-3.07K- 3.38% |
$523K - $603K
|
87.8K
$20.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.08K- 52.51% |
$525K - $605K
|
2.79K
$654K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.08K- 12.15% |
$525K - $605K
|
22.3K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-3.09K- 1.78% |
$526K - $606K
|
171K
$40.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-3.1K- 1.38% |
$528K - $608K
|
221K
$51.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-3.1K- 0.65% |
$528K - $609K
|
475K
$112M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.1K- 0.83% |
$528K - $609K
|
372K
$87.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.1K- 2.97% |
$529K - $610K
|
101K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.11K- 2.05% |
$529K - $610K
|
149K
$34.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.13K- 1.5% |
$533K - $614K
|
205K
$48.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.13K- 3.87% |
$533K - $615K
|
77.8K
$18.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.15K- 39.18% |
$537K - $618K
|
4.89K
$1.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.15K- 5.05% |
$537K - $619K
|
59.2K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.16K- 1.58% |
$538K - $620K
|
197K
$46.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3.16K- 23.11% |
$538K - $621K
|
10.5K
$2.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.17K- 6.56% |
$540K - $623K
|
45.2K
$10.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-3.17K- 5.12% |
$541K - $623K
|
58.8K
$13.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.18K- 3.33% |
$541K - $624K
|
92.1K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.19K- 6.12% |
$543K - $626K
|
48.9K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.19K- 20.66% |
$544K - $627K
|
12.3K
$2.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-3.2K- 3.1% |
$545K - $629K
|
100K
$23.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.2K- 10.67% |
$546K - $629K
|
26.8K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.2K- 4.5% |
$546K - $629K
|
67.9K
$15.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-3.22K- 9.89% |
$548K - $632K
|
29.3K
$6.88M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.23K- 2.26% |
$550K - $634K
|
140K
$32.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.23K- 0.93% |
$551K - $635K
|
346K
$81.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-3.25K- 1.73% |
$554K - $639K
|
185K
$43.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.25K- 3.66% |
$554K - $639K
|
85.6K
$20.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-3.26K- 13.63% |
$555K - $640K
|
20.6K
$4.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.27K- 1.64% |
$557K - $642K
|
196K
$46M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3.27K- 3.11% |
$558K - $643K
|
102K
$24M
|