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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.72KNew |
$915K - $1.11M
|
5.72K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.72K+ 41.14% |
$915K - $1.11M
|
19.6K
$4.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.71K+ 7.32% |
$914K - $1.11M
|
83.7K
$20.6M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
5.7K+ 8.93% |
$913K - $1.11M
|
69.6K
$17.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.69K+ 6.11% |
$911K - $1.1M
|
98.9K
$24.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.67K+ 9.39% |
$908K - $1.1M
|
66.1K
$16.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.66K+ 3.05% |
$906K - $1.1M
|
191K
$47M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.64K+ 245.26% |
$902K - $1.09M
|
7.93K
$1.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
5.62KNew |
$899K - $1.09M
|
5.62K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.6K+ 6.11% |
$897K - $1.09M
|
97.3K
$23.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5.59K+ 3.37% |
$896K - $1.09M
|
171K
$42.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
5.59K+ 208.94% |
$894K - $1.08M
|
8.26K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.57K+ 24.87% |
$892K - $1.08M
|
28K
$6.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.55K+ 2.87% |
$889K - $1.08M
|
199K
$48.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.53K+ 26.56% |
$885K - $1.07M
|
26.4K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
5.5KNew |
$881K - $1.07M
|
5.5K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
5.49K+ 71.55% |
$879K - $1.06M
|
13.2K
$3.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
5.48K+ 47.71% |
$877K - $1.06M
|
17K
$4.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
5.43K+ 7.19% |
$869K - $1.05M
|
80.9K
$19.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.35K+ 1.93% |
$856K - $1.04M
|
282K
$69.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.33K+ 9.22% |
$854K - $1.03M
|
63.2K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.31K+ 1.94% |
$850K - $1.03M
|
279K
$68.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.29K+ 8.16% |
$846K - $1.03M
|
70K
$17.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
5.26K+ 7.85% |
$841K - $1.02M
|
72.2K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.24K+ 11.56% |
$838K - $1.02M
|
50.5K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5.23K+ 9.47% |
$838K - $1.01M
|
60.5K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.21K+ 0.28% |
$835K - $1.01M
|
1.86M
$457M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.21K+ 10.25% |
$834K - $1.01M
|
56.1K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.15K+ 32.54% |
$824K - $999K
|
21K
$5.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.13K+ 4.62% |
$822K - $996K
|
116K
$28.5M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.13K+ 4.62% |
$822K - $996K
|
116K
$28.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
5.1K+ 9.24% |
$817K - $990K
|
60.4K
$14.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.1K+ 30.02% |
$817K - $990K
|
22.1K
$5.43M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
5.09K+ 3.8% |
$815K - $988K
|
139K
$34.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.03KNew |
$806K - $976K
|
5.03K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.02K+ 0.66% |
$804K - $975K
|
769K
$189M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5K+ 45.31% |
$801K - $970K
|
16K
$3.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
4.97K+ 4.79% |
$796K - $964K
|
109K
$26.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
4.96K+ 11.12% |
$794K - $962K
|
49.5K
$12.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.92K+ 1.85% |
$788K - $954K
|
271K
$66.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.89K+ 1.15% |
$783K - $949K
|
429K
$105M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
4.89K+ 2.83% |
$783K - $949K
|
178K
$43.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
4.88K+ 1.59% |
$781K - $947K
|
312K
$76.6M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.86K+ 3.89% |
$778K - $943K
|
130K
$31.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
4.86K+ 3.09% |
$778K - $943K
|
162K
$39.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.85K+ 8.08% |
$777K - $941K
|
64.9K
$15.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.84KNew |
$774K - $938K
|
4.84K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.83K+ 163.61% |
$774K - $937K
|
7.79K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.83K+ 2.44% |
$772K - $936K
|
202K
$49.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
4.82K+ 5.12% |
$772K - $935K
|
98.9K
$24.3M
|