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 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.66K- 3.26% |
$964K - $1.11M
|
168K
$39.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-5.67K- 1.41% |
$965K - $1.11M
|
395K
$92.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.69K- 3.24% |
$970K - $1.12M
|
170K
$40M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-5.71K- 4.48% |
$973K - $1.12M
|
122K
$28.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.71K- 10.38% |
$974K - $1.12M
|
49.3K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.74K- 3.14% |
$978K - $1.13M
|
177K
$41.6M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.74K- 0.85% |
$978K - $1.13M
|
671K
$158M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-5.76K- 6.76% |
$981K - $1.13M
|
79.4K
$18.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-5.76K- 0.61% |
$982K - $1.13M
|
938K
$220M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-5.8K- 11.49% |
$988K - $1.14M
|
44.7K
$10.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5.83K- 25.61% |
$994K - $1.15M
|
16.9K
$3.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-5.83K- 3.91% |
$994K - $1.15M
|
144K
$33.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-5.84K- 3.35% |
$996K - $1.15M
|
168K
$39.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-5.87K- 3.34% |
$1M - $1.15M
|
170K
$39.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-5.87K- 2.27% |
$1M - $1.15M
|
252K
$59.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.91K- 2.27% |
$1.01M - $1.16M
|
255K
$59.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.95K- 2.76% |
$1.01M - $1.17M
|
209K
$49.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.96K- 20.53% |
$1.01M - $1.17M
|
23.1K
$5.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5.97K- 0.88% |
$1.02M - $1.17M
|
673K
$158M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-5.98K- 20.6% |
$1.02M - $1.17M
|
23K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.99K- 4.21% |
$1.02M - $1.18M
|
136K
$32M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.99K- 2.58% |
$1.02M - $1.18M
|
226K
$53.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-5.99K- 2.63% |
$1.02M - $1.18M
|
222K
$52.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-6K- 6.2% |
$1.02M - $1.18M
|
90.7K
$21.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-6K- 2.25% |
$1.02M - $1.18M
|
261K
$61.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-6.01K- 11.85% |
$1.02M - $1.18M
|
44.7K
$10.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.02K- 1.73% |
$1.03M - $1.18M
|
343K
$80.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.03K- 14.97% |
$1.03M - $1.18M
|
34.2K
$8.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.08K- 3.45% |
$1.04M - $1.19M
|
170K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6.08K- 12.85% |
$1.04M - $1.19M
|
41.2K
$9.69M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.09K- 2.68% |
$1.04M - $1.2M
|
221K
$51.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6.09K- 1.94% |
$1.04M - $1.2M
|
309K
$72.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.12K- 2.92% |
$1.04M - $1.2M
|
203K
$47.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-6.13K- 4.31% |
$1.04M - $1.2M
|
136K
$32M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-6.13K- 15.62% |
$1.04M - $1.2M
|
33.1K
$7.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.13K- 11.02% |
$1.05M - $1.21M
|
49.5K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6.16K- 4.53% |
$1.05M - $1.21M
|
130K
$30.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-6.2K- 2.26% |
$1.06M - $1.22M
|
269K
$63.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.2K- 25.42% |
$1.06M - $1.22M
|
18.2K
$4.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-6.24K- 4.06% |
$1.06M - $1.23M
|
147K
$34.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-6.24K- 2.05% |
$1.06M - $1.23M
|
299K
$70.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-6.27K- 1.2% |
$1.07M - $1.23M
|
517K
$121M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.29K- 3.8% |
$1.07M - $1.24M
|
159K
$37.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-6.29K- 8.63% |
$1.07M - $1.24M
|
66.6K
$15.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.31K- 3.55% |
$1.08M - $1.24M
|
171K
$40.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-6.32K- 4.99% |
$1.08M - $1.24M
|
121K
$28.3M
|
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-6.32K- 6.73% |
$1.08M - $1.24M
|
87.6K
$20.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-6.34K- 2.02% |
$1.08M - $1.25M
|
308K
$72.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.35K- 2.19% |
$1.08M - $1.25M
|
284K
$66.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-6.36K- 7.1% |
$1.08M - $1.25M
|
83.2K
$19.6M
|