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 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3.51K+ 47.19% |
$562K - $681K
|
11K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.51K+ 1.33% |
$562K - $681K
|
267K
$65.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
3.49K+ 5.56% |
$559K - $677K
|
66.3K
$16.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.48K+ 16.15% |
$557K - $674K
|
25K
$6.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.47K+ 4.35% |
$556K - $673K
|
83.2K
$20.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 1.84% |
$551K - $667K
|
191K
$46.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.43K+ 2.07% |
$549K - $665K
|
169K
$41.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.41K+ 24.46% |
$546K - $662K
|
17.4K
$4.26M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.41K+ 9.41% |
$546K - $661K
|
39.6K
$9.73M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.4K+ 73.18% |
$544K - $659K
|
8.03K
$1.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.37K+ 32.87% |
$540K - $654K
|
13.6K
$3.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.35K+ 0.89% |
$536K - $650K
|
378K
$92.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.35K+ 5.12% |
$536K - $649K
|
68.7K
$16.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
3.32K+ 13.44% |
$532K - $644K
|
28K
$6.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.31K+ 2.86% |
$530K - $642K
|
119K
$29.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.27K+ 16.54% |
$524K - $634K
|
23K
$5.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.26K+ 62.88% |
$522K - $632K
|
8.44K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.2KNew |
$512K - $621K
|
3.2K
$786K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.2K+ 1.41% |
$512K - $620K
|
230K
$56.6M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
3.19K+ 1.92% |
$511K - $619K
|
169K
$41.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.19KNew |
$510K - $618K
|
3.19K
$783K
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3.13KNew |
$501K - $608K
|
3.13K
$769K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.12K+ 1.41% |
$499K - $604K
|
224K
$55M
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
3.11KNew |
$498K - $603K
|
3.11K
$764K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.11K+ 4.72% |
$498K - $603K
|
69K
$17M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.09K+ 7.25% |
$495K - $599K
|
45.7K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.07K+ 18.83% |
$492K - $596K
|
19.4K
$4.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
3.05K+ 23.94% |
$488K - $591K
|
15.8K
$3.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.03K+ 3.75% |
$485K - $587K
|
83.7K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
3.02K+ 2.59% |
$484K - $586K
|
120K
$29.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3.02K+ 3.66% |
$483K - $586K
|
85.6K
$21M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.01K+ 29.76% |
$482K - $584K
|
13.1K
$3.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.01K+ 2.21% |
$482K - $584K
|
139K
$34.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3K+ 42.86% |
$480K - $582K
|
10K
$2.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.98K+ 7.69% |
$477K - $578K
|
41.8K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.97K+ 1.63% |
$475K - $575K
|
185K
$45.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.95K+ 13.55% |
$472K - $572K
|
24.7K
$6.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.93K+ 18.5% |
$469K - $569K
|
18.8K
$4.61M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
2.92K+ 1.89% |
$467K - $565K
|
157K
$38.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 21.33% |
$466K - $565K
|
16.6K
$4.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Akuna Securities LLC
Chicago, IL |
BUY
|
- |
2.9K+ 287.69% |
$464K - $562K
|
3.9K
$959K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.9K+ 1.1% |
$464K - $562K
|
265K
$65.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.87K+ 2.31% |
$460K - $557K
|
127K
$31.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.86K+ 7.1% |
$458K - $555K
|
43.2K
$10.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
2.86K+ 37.9% |
$458K - $555K
|
10.4K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
2.84K+ 1.35% |
$455K - $551K
|
214K
$52.5M
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.83K+ 36.95% |
$453K - $549K
|
10.5K
$2.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.8KNew |
$449K - $544K
|
2.8K
$688K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.75K+ 9.67% |
$440K - $533K
|
31.2K
$7.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
2.7K+ 87.1% |
$432K - $524K
|
5.8K
$1.42M
|