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
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-10.9K- 17.92% |
$1.86M - $2.14M
|
49.9K
$11.9M
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-10.9K- 13.42% |
$1.86M - $2.14M
|
70.3K
$16.7M
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-10.9K- 3.16% |
$1.86M - $2.15M
|
336K
$79.7M
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-10.9K- 5.46% |
$1.86M - $2.15M
|
189K
$44.9M
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-11K- 2.31% |
$1.87M - $2.15M
|
463K
$110M
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-11K- 36.7% |
$1.87M - $2.16M
|
19K
$4.5M
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-11K- 23.48% |
$1.88M - $2.17M
|
36K
$8.54M
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-11.1K- 8.64% |
$1.9M - $2.19M
|
118K
$28M
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-11.2K- 7.66% |
$1.91M - $2.2M
|
135K
$32.1M
|
|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-11.2K- 11.8% |
$1.91M - $2.21M
|
83.9K
$19.9M
|
|
Oct 04, 2023
Q3 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 1.98% |
$1.92M - $2.21M
|
558K
$132M
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-11.3K- 9.68% |
$1.92M - $2.22M
|
105K
$25M
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-11.3K- 0.63% |
$1.93M - $2.22M
|
1.79M
$424M
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-11.5K- 1.89% |
$1.96M - $2.25M
|
596K
$142M
|
|
Nov 07, 2023
Q3 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-11.5K- 17.43% |
$1.96M - $2.26M
|
54.4K
$12.9M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11.5K- 7.35% |
$1.96M - $2.26M
|
145K
$34.4M
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.5K- 30.39% |
$1.96M - $2.26M
|
26.4K
$6.26M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-11.5K- 0.36% |
$1.97M - $2.27M
|
3.2M
$760M
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-11.6K- 16.61% |
$1.98M - $2.28M
|
58.2K
$13.8M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.6K- 12.07% |
$1.98M - $2.28M
|
84.6K
$20.1M
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-11.6K- 8.88% |
$1.98M - $2.28M
|
119K
$28.3M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-11.6K- 10.74% |
$1.98M - $2.28M
|
96.6K
$22.9M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11.7K- 2.45% |
$1.99M - $2.29M
|
464K
$110M
|
|
Nov 13, 2023
Q3 2023
|
Barrier Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 31.61% |
$2M - $2.3M
|
25.4K
$6.02M
|
|
Nov 08, 2023
Q3 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-11.7K- 12.46% |
$2M - $2.3M
|
82.4K
$19.6M
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-11.8K- 3.3% |
$2.02M - $2.33M
|
347K
$82.3M
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-11.9K- 1.54% |
$2.02M - $2.33M
|
761K
$181M
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-11.9K- 1.66% |
$2.02M - $2.33M
|
702K
$167M
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-12K- 6.89% |
$2.04M - $2.35M
|
162K
$38.4M
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-12K- 0.95% |
$2.05M - $2.36M
|
1.26M
$299M
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-12.2K- 35.93% |
$2.08M - $2.4M
|
21.7K
$5.16M
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-12.2K- 5.61% |
$2.08M - $2.4M
|
206K
$48.8M
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-12.2K- 18.45% |
$2.09M - $2.4M
|
54.1K
$12.8M
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12.2K- 6.79% |
$2.09M - $2.4M
|
168K
$39.9M
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-12.4K- 16.27% |
$2.11M - $2.43M
|
63.6K
$15.1M
|
|
Nov 01, 2023
Q3 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-12.4K- 6.21% |
$2.11M - $2.43M
|
187K
$44.3M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-12.4K- 1.52% |
$2.11M - $2.43M
|
803K
$191M
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-12.4K- 8.8% |
$2.11M - $2.43M
|
128K
$30.4M
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-12.5K- 1.77% |
$2.12M - $2.45M
|
691K
$164M
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-12.5K- 27.05% |
$2.13M - $2.45M
|
33.6K
$7.98M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-12.5K- 0.57% |
$2.14M - $2.46M
|
2.2M
$522M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12.6K- 1.19% |
$2.14M - $2.47M
|
1.04M
$248M
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-12.6K- 2.32% |
$2.14M - $2.47M
|
531K
$126M
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-12.6K- 3.56% |
$2.15M - $2.48M
|
342K
$81.2M
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-12.8K- 11.89% |
$2.18M - $2.51M
|
94.7K
$22.5M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-12.8K- 23.95% |
$2.18M - $2.52M
|
40.7K
$9.65M
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-12.9K- 12.29% |
$2.2M - $2.54M
|
92.2K
$21.9M
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-13K- 1.01% |
$2.21M - $2.55M
|
1.27M
$302M
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-13K- 7.03% |
$2.22M - $2.55M
|
172K
$40.8M
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-13.2K- 16.59% |
$2.25M - $2.59M
|
66.2K
$15.7M
|