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 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.83K- 11.18% |
$823K - $948K
|
38.4K
$9.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4.86K- 2.42% |
$827K - $954K
|
196K
$46M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.86K- 3.18% |
$828K - $955K
|
148K
$34.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.88K- 1.39% |
$832K - $959K
|
346K
$81.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.9K- 34.37% |
$834K - $962K
|
9.35K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.93K- 3.69% |
$840K - $968K
|
129K
$30.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.93K- 2.06% |
$841K - $969K
|
235K
$55.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-4.94K- 2.15% |
$842K - $971K
|
225K
$53M
|
|
|
Nov 13, 2023
Q3 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-4.95K- 3.46% |
$843K - $972K
|
138K
$32.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.97K- 9.94% |
$847K - $976K
|
45K
$10.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-4.98K- 0.83% |
$849K - $978K
|
595K
$140M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.99K- 1.26% |
$851K - $981K
|
391K
$91.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.99K- 5.51% |
$851K - $981K
|
85.6K
$20.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-4.99K- 9.61% |
$851K - $981K
|
46.9K
$11M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5K- 2.35% |
$851K - $981K
|
208K
$48.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-5.03K- 1.09% |
$857K - $988K
|
455K
$107M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5.05K- 7.99% |
$861K - $992K
|
58.1K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-5.05K- 0.69% |
$861K - $992K
|
728K
$171M
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-5.06K- 5.63% |
$862K - $993K
|
84.8K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.07K- 3.28% |
$863K - $995K
|
149K
$35.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.08K- 2.32% |
$866K - $998K
|
214K
$50.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.09K- 7.7% |
$867K - $1M
|
61K
$14.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5.17K- 3.62% |
$880K - $1.01M
|
138K
$32.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.18K- 1.23% |
$882K - $1.02M
|
414K
$97.4M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-5.21K- 0.22% |
$887K - $1.02M
|
2.33M
$548M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.24K- 1.86% |
$893K - $1.03M
|
277K
$65M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.26K- 0.29% |
$896K - $1.03M
|
1.81M
$425M
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-5.26K- 33.18% |
$897K - $1.03M
|
10.6K
$2.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-5.26K- 33.82% |
$897K - $1.03M
|
10.3K
$2.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-5.27K- 2.99% |
$897K - $1.03M
|
171K
$40.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-5.31K- 8.31% |
$905K - $1.04M
|
58.6K
$13.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-5.33K- 5.09% |
$908K - $1.05M
|
99.4K
$23.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.33K- 2.27% |
$908K - $1.05M
|
230K
$53.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-5.36K- 4.52% |
$913K - $1.05M
|
113K
$26.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooktree Capital Management
|
SELL
|
- |
-5.37K- 17.08% |
$915K - $1.06M
|
26.1K
$6.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-5.42K- 4.34% |
$924K - $1.06M
|
120K
$28.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-5.43K- 1.81% |
$925K - $1.07M
|
295K
$69.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.45K- 8.72% |
$929K - $1.07M
|
57.1K
$13.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.46K- 8.2% |
$930K - $1.07M
|
61K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-5.51K- 1.87% |
$938K - $1.08M
|
289K
$68M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-5.53K- 2.74% |
$942K - $1.09M
|
197K
$46.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.53K- 1.64% |
$942K - $1.09M
|
331K
$77.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.58K- 10.59% |
$952K - $1.1M
|
47.2K
$11.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.59K- 6.66% |
$952K - $1.1M
|
78.3K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-5.59K- 0.97% |
$953K - $1.1M
|
570K
$134M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-5.6K- 4.22% |
$954K - $1.1M
|
127K
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.61K- 1.02% |
$955K - $1.1M
|
542K
$127M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.61K- 1.47% |
$956K - $1.1M
|
377K
$88.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.63K- 7.17% |
$959K - $1.11M
|
72.9K
$17.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.64K- 2.88% |
$961K - $1.11M
|
191K
$44.8M
|