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 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.97K+ 16.2% |
$1.12M - $1.35M
|
50K
$12.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.97K+ 5.33% |
$1.12M - $1.35M
|
138K
$33.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6.94K+ 71.78% |
$1.11M - $1.35M
|
16.6K
$4.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.91K+ 2.55% |
$1.11M - $1.34M
|
278K
$68.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
6.8K+ 21.49% |
$1.09M - $1.32M
|
38.5K
$9.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.77K+ 1.13% |
$1.08M - $1.31M
|
606K
$149M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.76KNew |
$1.08M - $1.31M
|
6.76K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
6.75K+ 2.52% |
$1.08M - $1.31M
|
275K
$67.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.69K+ 13.72% |
$1.07M - $1.3M
|
55.4K
$13.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.65K+ 3.69% |
$1.06M - $1.29M
|
187K
$45.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.64K+ 1.12% |
$1.06M - $1.29M
|
600K
$147M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6.6K+ 23.22% |
$1.06M - $1.28M
|
35K
$8.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.54K+ 9.96% |
$1.05M - $1.27M
|
72.2K
$17.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.41K+ 2.15% |
$1.03M - $1.24M
|
305K
$74.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
6.41K+ 37.77% |
$1.03M - $1.24M
|
23.4K
$5.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.37K+ 54.43% |
$1.02M - $1.24M
|
18.1K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
6.36K+ 2.85% |
$1.02M - $1.23M
|
229K
$56.3M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
6.36K+ 2.85% |
$1.02M - $1.23M
|
229K
$56.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.34KNew |
$1.01M - $1.23M
|
6.34K
$1.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6.33K+ 5.97% |
$1.01M - $1.23M
|
113K
$27.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.32K+ 4.61% |
$1.01M - $1.23M
|
144K
$35.2M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.32K+ 25.79% |
$1.01M - $1.23M
|
30.8K
$7.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
6.29K+ 9.88% |
$1.01M - $1.22M
|
69.9K
$17.2M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.28K+ 4.05% |
$1.01M - $1.22M
|
161K
$39.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
6.27K+ 9.83% |
$1M - $1.22M
|
70.1K
$17.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.27K+ 0.91% |
$1M - $1.22M
|
691K
$170M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.21K+ 8.28% |
$994K - $1.2M
|
81.2K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
6.2K+ 13.75% |
$993K - $1.2M
|
51.3K
$12.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.18K+ 13.28% |
$990K - $1.2M
|
52.7K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.17K+ 6.06% |
$987K - $1.2M
|
108K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
6KNew |
$961K - $1.16M
|
6K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.99K+ 9.58% |
$960K - $1.16M
|
68.5K
$16.8M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.98K+ 2.89% |
$958K - $1.16M
|
213K
$52.3M
|
|
|
Jan 21, 2025
Q2 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.95KNew |
$953K - $1.15M
|
5.95K
$1.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
5.92K+ 7.75% |
$948K - $1.15M
|
82.3K
$20.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.92K+ 827.41% |
$947K - $1.15M
|
6.63K
$1.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.9K+ 38.03% |
$945K - $1.14M
|
21.4K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$944K - $1.14M
|
5.9K
$1.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.88K+ 1.01% |
$941K - $1.14M
|
589K
$145M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.86K+ 2.57% |
$938K - $1.14M
|
234K
$57.5M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
5.84K+ 29.46% |
$935K - $1.13M
|
25.7K
$6.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.84K+ 32.54% |
$934K - $1.13M
|
23.8K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.78K+ 2.85% |
$925K - $1.12M
|
208K
$51.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.76K+ 13.44% |
$922K - $1.12M
|
48.6K
$11.9M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.76K+ 5.51% |
$922K - $1.12M
|
110K
$27.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.74K+ 17.41% |
$919K - $1.11M
|
38.7K
$9.51M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
5.74K+ 17.41% |
$919K - $1.11M
|
38.7K
$9.51M
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
5.74K+ 12.17% |
$919K - $1.11M
|
52.9K
$13M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.74KNew |
$919K - $1.11M
|
5.74K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.73K+ 60.65% |
$917K - $1.11M
|
15.2K
$3.73M
|