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 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
22.6K+ 10.35% |
$3.85M - $4.44M
|
241K
$55.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
22.5K+ 1.74% |
$3.83M - $4.42M
|
1.31M
$302M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
22.4K+ 14.52% |
$3.82M - $4.41M
|
177K
$40.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
22.3K+ 146.66% |
$3.8M - $4.37M
|
37.5K
$8.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
22.1K+ 8.32% |
$3.77M - $4.34M
|
288K
$66.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
21.8KNew |
$3.72M - $4.28M
|
21.8K
$5.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
21.6K+ 105.43% |
$3.69M - $4.25M
|
42.2K
$9.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21.5K+ 7.63% |
$3.67M - $4.23M
|
304K
$69.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
21.5K+ 22.53% |
$3.66M - $4.22M
|
117K
$26.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
21.5K+ 2.15% |
$3.66M - $4.22M
|
1.02M
$235M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
21.4K+ 17.87% |
$3.65M - $4.21M
|
141K
$32.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
21K+ 119.13% |
$3.58M - $4.12M
|
38.6K
$8.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20.9K+ 49.74% |
$3.56M - $4.11M
|
63K
$14.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.7K+ 13.64% |
$3.53M - $4.07M
|
173K
$39.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
20.5K+ 1.07% |
$3.49M - $4.02M
|
1.94M
$447M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
20.3K+ 66.25% |
$3.46M - $3.99M
|
51K
$11.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
20.2K+ 72.76% |
$3.45M - $3.97M
|
48K
$11M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
20.1K+ 151.0% |
$3.43M - $3.95M
|
33.4K
$7.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
20K+ 31.69% |
$3.41M - $3.93M
|
83.2K
$19.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
20KNew |
$3.41M - $3.93M
|
20K
$4.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
20KNew |
$3.41M - $3.93M
|
20K
$4.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
19.9K+ 510.0% |
$3.39M - $3.91M
|
23.8K
$5.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
19.8K+ 10.99% |
$3.38M - $3.89M
|
200K
$46M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
19.8K+ 8.88% |
$3.37M - $3.88M
|
242K
$55.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
19.7K+ 62.21% |
$3.36M - $3.87M
|
51.4K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
19.7K+ 2.24% |
$3.36M - $3.87M
|
901K
$207M
|
|
|
Oct 25, 2023
Q3 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
19.5K+ 2.69% |
$3.32M - $3.83M
|
743K
$171M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19.5K+ 184.52% |
$3.32M - $3.83M
|
30K
$6.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.3K+ 22.42% |
$3.28M - $3.78M
|
105K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
19.2K+ 8.93% |
$3.28M - $3.78M
|
235K
$53.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
19K+ 10.75% |
$3.24M - $3.73M
|
196K
$45M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
18.8K+ 1.84% |
$3.21M - $3.69M
|
1.04M
$239M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
18.7KNew |
$3.18M - $3.67M
|
18.7K
$4.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
18.4K+ 3.9% |
$3.13M - $3.61M
|
490K
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18.3KNew |
$3.11M - $3.59M
|
18.3K
$4.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18.2K+ 16.59% |
$3.11M - $3.58M
|
128K
$29.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
18.1K+ 225.12% |
$3.08M - $3.55M
|
26.1K
$6M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
18KNew |
$3.08M - $3.54M
|
18K
$4.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.9K+ 12.31% |
$3.06M - $3.52M
|
164K
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
17.9KNew |
$3.05M - $3.52M
|
17.9K
$4.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
17.8K+ 2.37% |
$3.04M - $3.5M
|
769K
$177M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
17.7K+ 4.57% |
$3.02M - $3.48M
|
405K
$93.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.6K+ 0.36% |
$3M - $3.46M
|
4.91M
$1.13B
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
17.5K+ 32.38% |
$2.98M - $3.44M
|
71.5K
$16.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17.5KNew |
$2.98M - $3.44M
|
17.5K
$4.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
17.5K+ 36.88% |
$2.98M - $3.43M
|
64.8K
$14.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
17.4K+ 90.32% |
$2.97M - $3.42M
|
36.7K
$8.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
17.3KNew |
$2.94M - $3.39M
|
17.3K
$3.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
17.2KNew |
$2.93M - $3.38M
|
17.2K
$3.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
17.2K+ 10.82% |
$2.93M - $3.38M
|
176K
$40.5M
|