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 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-3.69K- 1.98% |
$629K - $725K
|
182K
$42.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.69K- 3.61% |
$629K - $725K
|
98.6K
$23.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 4.57% |
$632K - $729K
|
77.5K
$18.2M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.72K- 1.33% |
$635K - $731K
|
276K
$64.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-3.74K- 4.56% |
$637K - $735K
|
78.2K
$18.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.74K- 2.3% |
$637K - $735K
|
159K
$37.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.75K- 12.78% |
$639K - $736K
|
25.6K
$6.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.76K- 10.19% |
$640K - $738K
|
33.1K
$7.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-3.77K- 7.21% |
$643K - $741K
|
48.5K
$11.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.78K- 2.73% |
$644K - $742K
|
135K
$31.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-3.79K- 14.81% |
$646K - $745K
|
21.8K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-3.81K- 2.14% |
$650K - $749K
|
174K
$41M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-3.82K- 5.68% |
$651K - $750K
|
63.4K
$14.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.82K- 2.77% |
$651K - $750K
|
134K
$31.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.84K- 12.93% |
$655K - $755K
|
25.9K
$6.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.85K- 1.24% |
$655K - $756K
|
306K
$72M
|
|
|
Nov 14, 2023
Q3 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-3.85K- 2.31% |
$656K - $757K
|
163K
$38.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-3.86K- 7.06% |
$658K - $758K
|
50.8K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.88K- 4.92% |
$661K - $762K
|
75K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.88K- 1.97% |
$661K - $762K
|
193K
$45.3M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3.89K- 5.17% |
$663K - $764K
|
71.4K
$16.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-3.9K- 25.65% |
$665K - $766K
|
11.3K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.94K- 3.37% |
$671K - $774K
|
113K
$26.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.94K- 45.45% |
$672K - $774K
|
4.73K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.96K- 2.78% |
$675K - $778K
|
139K
$32.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-3.97K- 10.98% |
$676K - $780K
|
32.2K
$7.56M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.97K- 4.01% |
$677K - $780K
|
95.1K
$22.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.97K- 3.98% |
$677K - $780K
|
95.9K
$22.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-3.98K- 14.17% |
$679K - $782K
|
24.1K
$5.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-3.99K- 10.4% |
$681K - $785K
|
34.4K
$8.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.99K- 1.25% |
$681K - $785K
|
314K
$73.9M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4K- 3.79% |
$681K - $785K
|
102K
$23.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-4K- 2.01% |
$682K - $786K
|
195K
$45.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-4K- 40.0% |
$682K - $786K
|
6K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-4K- 13.79% |
$682K - $786K
|
25K
$5.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.01K- 1.68% |
$683K - $788K
|
234K
$55M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.01K- 1.13% |
$684K - $788K
|
351K
$82.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.01K- 2.62% |
$684K - $789K
|
149K
$35M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.04K- 11.85% |
$688K - $793K
|
30K
$7.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-4.04K- 3.19% |
$688K - $793K
|
123K
$28.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.05K- 6.54% |
$690K - $795K
|
57.8K
$13.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-4.12K- 4.14% |
$701K - $808K
|
95.4K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-4.14K- 5.44% |
$706K - $813K
|
72K
$16.9M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.15K- 14.29% |
$708K - $816K
|
24.9K
$5.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-4.18K- 9.86% |
$712K - $820K
|
38.2K
$8.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-4.2K- 8.29% |
$715K - $825K
|
46.5K
$10.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4.2K- 11.71% |
$716K - $825K
|
31.7K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-4.22K- 0.82% |
$719K - $829K
|
508K
$119M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-4.22K- 1.45% |
$720K - $830K
|
286K
$67.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.23K- 0.8% |
$720K - $830K
|
526K
$124M
|