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
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.07KNew |
$652K - $790K
|
4.07K
$1M
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
4.05K+ 33.52% |
$648K - $785K
|
16.1K
$3.96M
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.04K+ 82.06% |
$646K - $783K
|
8.96K
$2.2M
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
4.04K+ 14.64% |
$646K - $783K
|
31.6K
$7.76M
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
4.03K+ 17.93% |
$645K - $781K
|
26.5K
$6.5M
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.02K+ 13.4% |
$644K - $780K
|
34K
$8.36M
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.02K+ 5.12% |
$644K - $780K
|
82.5K
$20.3M
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.02K+ 3.15% |
$644K - $780K
|
132K
$32.3M
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.98K+ 13.2% |
$636K - $771K
|
34.1K
$8.37M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.97K+ 1.74% |
$636K - $770K
|
232K
$57.1M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.96K+ 3.78% |
$635K - $769K
|
109K
$26.7M
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.96K+ 4.09% |
$635K - $769K
|
101K
$24.7M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 5.0% |
$634K - $768K
|
83.1K
$20.4M
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
3.94K+ 1.99% |
$630K - $764K
|
202K
$49.6M
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.89K+ 6.49% |
$623K - $755K
|
63.9K
$15.7M
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.88K+ 17.69% |
$622K - $753K
|
25.8K
$6.35M
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.88K+ 19.82% |
$621K - $752K
|
23.4K
$5.76M
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.87KNew |
$620K - $751K
|
3.87K
$951K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.86K+ 3.7% |
$618K - $749K
|
108K
$26.6M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.83K+ 1.12% |
$613K - $743K
|
347K
$85.2M
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
3.79K+ 128.85% |
$606K - $735K
|
6.73K
$1.65M
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.78K+ 4.92% |
$605K - $734K
|
80.6K
$19.8M
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.78K+ 2.8% |
$605K - $732K
|
139K
$34M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.77K+ 582.38% |
$603K - $731K
|
4.42K
$1.08M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.77K+ 4.52% |
$603K - $731K
|
87.2K
$21.4M
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.75K+ 51.42% |
$601K - $728K
|
11.1K
$2.71M
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.75K+ 28.0% |
$600K - $727K
|
17.1K
$4.21M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.73K+ 15.77% |
$597K - $724K
|
27.4K
$6.73M
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
3.73K+ 34.91% |
$597K - $723K
|
14.4K
$3.54M
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.72K+ 2.83% |
$595K - $721K
|
135K
$33.2M
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.71K+ 212.06% |
$594K - $719K
|
5.46K
$1.34M
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.7K+ 244.42% |
$593K - $718K
|
5.22K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.7KNew |
$593K - $718K
|
3.7K
$909K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.69K+ 31.3% |
$590K - $715K
|
15.5K
$3.8M
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
3.67K+ 19.13% |
$587K - $711K
|
22.8K
$5.61M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.64K+ 28.34% |
$583K - $707K
|
16.5K
$4.05M
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.64K+ 4.13% |
$583K - $707K
|
92K
$22.6M
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.64K+ 5.13% |
$583K - $707K
|
74.6K
$18.3M
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.64KNew |
$583K - $706K
|
3.64K
$894K
|
|
Aug 14, 2023
Q2 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
3.64K+ 51.69% |
$582K - $705K
|
10.7K
$2.62M
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.63K+ 0.57% |
$581K - $704K
|
638K
$157M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.63K+ 4.39% |
$581K - $704K
|
86.2K
$21.2M
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
3.61KNew |
$577K - $699K
|
3.61K
$885K
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.6KNew |
$576K - $698K
|
3.6K
$883K
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.6K+ 2.33% |
$576K - $697K
|
158K
$38.7M
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
3.59K+ 1.61% |
$575K - $697K
|
227K
$55.8M
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.59K+ 34.08% |
$574K - $696K
|
14.1K
$3.47M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.58K+ 3.48% |
$573K - $694K
|
106K
$26.1M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3.53K+ 6.41% |
$566K - $685K
|
58.7K
$14.4M
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
3.52K+ 4.64% |
$563K - $682K
|
79.3K
$19.5M
|