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
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.27K- 3.08% |
$558K - $643K
|
103K
$24.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.28K- 0.93% |
$558K - $644K
|
347K
$81.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-3.28K- 1.22% |
$559K - $644K
|
266K
$62.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.28K- 41.17% |
$560K - $645K
|
4.69K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-3.3K- 39.76% |
$562K - $648K
|
5K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.31K- 3.4% |
$563K - $649K
|
93.8K
$22M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.32K- 0.94% |
$566K - $652K
|
348K
$81.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.32K- 2.42% |
$566K - $653K
|
134K
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-3.33K- 37.58% |
$567K - $653K
|
5.52K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-3.37K- 3.47% |
$573K - $661K
|
93.6K
$22M
|
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-3.37K- 8.59% |
$574K - $662K
|
35.8K
$8.42M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.37K- 9.41% |
$575K - $663K
|
32.5K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-3.39K- 21.47% |
$577K - $665K
|
12.4K
$2.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.4K- 12.72% |
$579K - $668K
|
23.3K
$5.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.4K- 7.54% |
$580K - $668K
|
41.7K
$9.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.42K- 13.27% |
$582K - $671K
|
22.3K
$5.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.42K- 1.69% |
$582K - $671K
|
199K
$46.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-3.42K- 1.11% |
$583K - $672K
|
304K
$71.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.42K- 3.38% |
$583K - $672K
|
97.7K
$23M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-3.42K- 3.3% |
$583K - $672K
|
100K
$23.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-3.45K- 0.99% |
$587K - $677K
|
344K
$80.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.45K- 8.16% |
$588K - $678K
|
38.8K
$9.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.45K- 0.44% |
$589K - $679K
|
774K
$182M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-3.46K- 3.52% |
$590K - $680K
|
94.7K
$22.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 11.12% |
$592K - $683K
|
27.8K
$6.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-3.51K- 8.69% |
$598K - $690K
|
36.9K
$8.66M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.52K- 2.18% |
$600K - $692K
|
158K
$37.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.53K- 8.06% |
$601K - $692K
|
40.2K
$9.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-3.56K- 6.08% |
$607K - $699K
|
55K
$12.9M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-3.56K- 2.11% |
$607K - $700K
|
166K
$38.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
SELL
|
- |
-3.57K- 15.19% |
$608K - $700K
|
19.9K
$4.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.57K- 2.57% |
$608K - $701K
|
135K
$31.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.58K- 9.36% |
$610K - $703K
|
34.7K
$8.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.58K- 3.32% |
$611K - $704K
|
104K
$24.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.59K- 1.84% |
$611K - $705K
|
191K
$45M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.61K- 1.27% |
$615K - $708K
|
280K
$65.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.61K- 4.22% |
$615K - $709K
|
82K
$19.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.61K- 1.07% |
$615K - $709K
|
334K
$78.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.62K- 3.21% |
$616K - $710K
|
109K
$25.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-3.62K- 1.14% |
$617K - $712K
|
315K
$73.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-3.63K- 1.27% |
$619K - $714K
|
282K
$66.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.63K- 1.52% |
$619K - $714K
|
236K
$55.4M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.63K- 1.52% |
$619K - $714K
|
236K
$55.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.64K- 0.39% |
$620K - $715K
|
930K
$219M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3.64K- 24.95% |
$621K - $715K
|
11K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.65K- 14.82% |
$622K - $717K
|
21K
$4.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-3.66K- 6.43% |
$624K - $719K
|
53.3K
$12.5M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.67K- 1.25% |
$625K - $721K
|
290K
$68.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.69K- 4.57% |
$628K - $724K
|
76.9K
$18.1M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-3.69K- 10.32% |
$629K - $725K
|
32.1K
$7.53M
|