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 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.23K- 2.46% |
$721K - $831K
|
168K
$39.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.24K- 1.64% |
$722K - $832K
|
254K
$59.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-4.25K- 16.86% |
$724K - $835K
|
21K
$4.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.25K- 11.51% |
$724K - $835K
|
32.7K
$7.68M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.29K- 4.94% |
$731K - $842K
|
82.5K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.3K- 7.14% |
$732K - $844K
|
55.9K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-4.31K- 5.24% |
$734K - $846K
|
77.9K
$18.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.31K- 2.15% |
$735K - $847K
|
196K
$46.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.31K- 2.04% |
$735K - $847K
|
207K
$48.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-4.33K- 23.45% |
$739K - $851K
|
14.2K
$3.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-4.34K- 1.63% |
$739K - $852K
|
262K
$61.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
SELL
|
- |
-4.35K- 0.97% |
$741K - $854K
|
442K
$104M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.35K- 11.84% |
$741K - $855K
|
32.4K
$7.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-4.36K- 4.48% |
$743K - $856K
|
93K
$21.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.42K- 2.12% |
$754K - $869K
|
205K
$48M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.42K- 0.88% |
$754K - $869K
|
499K
$117M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-4.45K- 42.09% |
$758K - $873K
|
6.12K
$1.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.47K- 6.19% |
$762K - $878K
|
67.7K
$15.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-4.48K- 3.32% |
$763K - $879K
|
130K
$30.6M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-4.48KClosed |
$764K - $881K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-4.49K- 1.8% |
$765K - $882K
|
245K
$57.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.49K- 6.28% |
$766K - $882K
|
67.1K
$15.8M
|
|
|
Oct 10, 2023
Q3 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.5K- 5.02% |
$766K - $883K
|
85K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.51K- 1.02% |
$768K - $886K
|
436K
$102M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-4.55K- 5.61% |
$775K - $894K
|
76.6K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.56K- 0.32% |
$778K - $896K
|
1.44M
$338M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.57K- 22.94% |
$779K - $898K
|
15.4K
$3.61M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.58K- 7.1% |
$780K - $899K
|
59.9K
$14.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.59K- 1.04% |
$782K - $902K
|
438K
$103M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.6K- 2.3% |
$784K - $903K
|
195K
$45.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.61K- 1.12% |
$785K - $905K
|
405K
$95.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-4.61K- 5.01% |
$785K - $905K
|
87.4K
$20.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-4.61K- 8.58% |
$786K - $905K
|
49.1K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.61K- 1.31% |
$786K - $905K
|
346K
$81.4M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.61K- 6.79% |
$786K - $906K
|
63.3K
$14.9M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-4.65K- 3.37% |
$792K - $913K
|
133K
$31.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-4.65K- 4.31% |
$793K - $914K
|
103K
$24.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-4.67K- 0.99% |
$795K - $917K
|
468K
$110M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.67K- 1.32% |
$796K - $918K
|
350K
$82.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.71K- 3.32% |
$803K - $926K
|
137K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-4.73K- 5.8% |
$805K - $928K
|
76.7K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.73K- 1.63% |
$806K - $929K
|
285K
$67M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.73K- 0.89% |
$807K - $930K
|
526K
$124M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.75K- 4.14% |
$810K - $933K
|
110K
$25.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.76K- 3.82% |
$812K - $935K
|
120K
$28.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.77K- 0.71% |
$813K - $937K
|
666K
$157M
|
|
|
Nov 14, 2023
Q3 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-4.77K- 3.11% |
$813K - $937K
|
149K
$34.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.78K- 0.29% |
$815K - $939K
|
1.64M
$386M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.79K- 4.12% |
$816K - $940K
|
111K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-4.79K- 2.61% |
$816K - $941K
|
179K
$42M
|