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 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.74K+ 0.62% |
$637K - $735K
|
604K
$148M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.73K+ 7.47% |
$635K - $732K
|
53.6K
$13.2M
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
3.71K+ 5.9% |
$632K - $728K
|
66.5K
$16.3M
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
3.69K+ 2.97% |
$628K - $724K
|
128K
$31.4M
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.68K+ 5.91% |
$627K - $722K
|
65.9K
$16.2M
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
3.67K+ 1.63% |
$625K - $721K
|
229K
$56.3M
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.65K+ 4.87% |
$622K - $717K
|
78.5K
$19.3M
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.64K+ 18.88% |
$620K - $714K
|
22.9K
$5.62M
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
3.64K+ 10.36% |
$620K - $714K
|
38.7K
$9.51M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.61K+ 1.92% |
$615K - $709K
|
191K
$46.9M
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.59K+ 8.01% |
$612K - $705K
|
48.4K
$11.9M
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.57K+ 10.85% |
$609K - $702K
|
36.5K
$8.96M
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
3.57K+ 20.14% |
$608K - $701K
|
21.3K
$5.23M
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.57K+ 27.86% |
$608K - $701K
|
16.4K
$4.02M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.56K+ 8.17% |
$607K - $700K
|
47.2K
$11.6M
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
BUY
|
- |
3.55K+ 214.23% |
$605K - $698K
|
5.21K
$1.28M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
3.55K+ 4.29% |
$605K - $697K
|
86.3K
$21.2M
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.55K+ 6.5% |
$604K - $697K
|
58.1K
$14.3M
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.54K+ 8.41% |
$603K - $695K
|
45.6K
$11.2M
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
3.51KNew |
$598K - $690K
|
3.51K
$862K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.51K+ 50.99% |
$598K - $690K
|
10.4K
$2.55M
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.49K+ 3.13% |
$594K - $685K
|
115K
$28.2M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.48K+ 2.45% |
$593K - $684K
|
146K
$35.8M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.48K+ 0.81% |
$593K - $683K
|
434K
$107M
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.48K+ 155.94% |
$592K - $683K
|
5.71K
$1.4M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.46K+ 8.19% |
$590K - $680K
|
45.7K
$11.2M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.46K+ 2.87% |
$589K - $679K
|
124K
$30.4M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.45K+ 3.13% |
$588K - $678K
|
114K
$27.9M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.44KNew |
$586K - $676K
|
3.44K
$845K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.43K+ 5.36% |
$584K - $674K
|
67.4K
$16.5M
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.41KNew |
$581K - $670K
|
3.41K
$838K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.4K+ 28.61% |
$579K - $668K
|
15.3K
$3.75M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.39K+ 1.1% |
$578K - $666K
|
311K
$76.3M
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
3.36K+ 3.67% |
$573K - $660K
|
94.9K
$23.3M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.36KNew |
$572K - $660K
|
3.36K
$825K
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.34K+ 13.54% |
$569K - $656K
|
28K
$6.88M
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.34K+ 0.32% |
$569K - $656K
|
1.03M
$254M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
3.33K+ 5.5% |
$567K - $653K
|
63.8K
$15.7M
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.31K+ 2.95% |
$565K - $651K
|
115K
$28.4M
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
3.28K+ 1.1% |
$560K - $645K
|
301K
$73.9M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.26K+ 3.1% |
$556K - $641K
|
109K
$26.7M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.26KNew |
$555K - $639K
|
3.26K
$799K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.25K+ 4.0% |
$554K - $639K
|
84.5K
$20.7M
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.24K+ 0.95% |
$552K - $636K
|
345K
$84.7M
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.22K+ 56.1% |
$549K - $633K
|
8.97K
$2.2M
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.22K+ 33.05% |
$549K - $632K
|
13K
$3.18M
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.22K+ 7.87% |
$548K - $632K
|
44.1K
$10.8M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.21K+ 1.1% |
$547K - $631K
|
295K
$72.4M
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.21K+ 229.91% |
$546K - $630K
|
4.6K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.19K+ 4.89% |
$544K - $626K
|
68.4K
$16.8M
|