Purchases and Sales Made in Q2 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.5K+ 15.24% |
$1.84M - $2.23M
|
87.1K
$21.4M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
11.5K+ 27.1% |
$1.84M - $2.23M
|
53.8K
$13.2M
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
11.4K+ 31.14% |
$1.82M - $2.21M
|
47.9K
$11.8M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.4K+ 69.18% |
$1.82M - $2.21M
|
27.8K
$6.83M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.3K+ 39.89% |
$1.81M - $2.2M
|
39.7K
$9.76M
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
11.3KNew |
$1.8M - $2.19M
|
11.3K
$2.77M
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 34.52% |
$1.8M - $2.18M
|
43.7K
$10.7M
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
11.1K+ 13.03% |
$1.78M - $2.16M
|
96.6K
$23.7M
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
11.1K+ 58.6% |
$1.77M - $2.15M
|
30K
$7.35M
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11K+ 79.03% |
$1.77M - $2.14M
|
25K
$6.14M
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11K+ 79.03% |
$1.77M - $2.14M
|
25K
$6.14M
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
11K+ 5.6% |
$1.76M - $2.13M
|
207K
$50.8M
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
10.9K+ 3.53% |
$1.74M - $2.11M
|
319K
$78.4M
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
10.9KNew |
$1.74M - $2.11M
|
10.9K
$2.67M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.8K+ 9.91% |
$1.74M - $2.1M
|
120K
$29.5M
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.8K+ 18.81% |
$1.73M - $2.09M
|
68.1K
$16.7M
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
10.6K+ 21.65% |
$1.7M - $2.07M
|
59.8K
$14.7M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.6K+ 1.35% |
$1.7M - $2.06M
|
796K
$195M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.5K+ 7.77% |
$1.68M - $2.04M
|
146K
$35.8M
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10.5K+ 2.42% |
$1.68M - $2.03M
|
444K
$109M
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
10.5K+ 14.22% |
$1.67M - $2.03M
|
84K
$20.6M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.3K+ 16.82% |
$1.66M - $2.01M
|
71.8K
$17.6M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
10.3K+ 24.59% |
$1.65M - $2M
|
52.4K
$12.9M
|
|
Aug 11, 2023
Q2 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
10.2KNew |
$1.64M - $1.99M
|
10.2K
$2.51M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.1K+ 26.43% |
$1.62M - $1.96M
|
48.4K
$11.9M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 2.34% |
$1.61M - $1.95M
|
441K
$108M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10K+ 6.26% |
$1.6M - $1.94M
|
170K
$41.7M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.98K+ 5.9% |
$1.6M - $1.94M
|
179K
$44M
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
9.94KNew |
$1.59M - $1.93M
|
9.94K
$2.44M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.87K+ 3.04% |
$1.58M - $1.91M
|
335K
$82.2M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.72K+ 8.85% |
$1.56M - $1.89M
|
120K
$29.4M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.54K+ 2.42% |
$1.53M - $1.85M
|
403K
$99M
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
9.53K+ 27.53% |
$1.53M - $1.85M
|
44.1K
$10.8M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
9.51K+ 149.84% |
$1.52M - $1.84M
|
15.9K
$3.89M
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
9.47K+ 7.78% |
$1.52M - $1.84M
|
131K
$32.2M
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9.39KNew |
$1.5M - $1.82M
|
9.39K
$2.31M
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9.27K+ 4.32% |
$1.48M - $1.8M
|
224K
$54.9M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.27K+ 0.57% |
$1.48M - $1.8M
|
1.64M
$404M
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
9.27K+ 79.52% |
$1.48M - $1.8M
|
20.9K
$5.14M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.24KNew |
$1.48M - $1.79M
|
9.24K
$2.27M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
9.22K+ 11.7% |
$1.48M - $1.79M
|
88.1K
$21.6M
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
9.2K+ 3.27% |
$1.47M - $1.78M
|
291K
$71.4M
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9.16K+ 12.23% |
$1.47M - $1.78M
|
84.1K
$20.6M
|
|
Aug 04, 2023
Q2 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
9K+ 0.75% |
$1.44M - $1.75M
|
1.22M
$299M
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
8.95KNew |
$1.43M - $1.74M
|
8.95K
$2.2M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8.86K+ 27.18% |
$1.42M - $1.72M
|
41.5K
$10.2M
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.82K+ 6.01% |
$1.41M - $1.71M
|
156K
$38.2M
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.77KNew |
$1.4M - $1.7M
|
8.77K
$2.15M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.76K+ 0.77% |
$1.4M - $1.7M
|
1.14M
$281M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
8.68K+ 0.61% |
$1.39M - $1.68M
|
1.43M
$351M
|