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
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.7KNew |
$432K - $524K
|
2.7K
$663K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.69K+ 6.71% |
$431K - $522K
|
42.8K
$10.5M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.69K+ 2.36% |
$431K - $522K
|
117K
$28.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
2.68K+ 16.88% |
$429K - $520K
|
18.6K
$4.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.67K+ 0.57% |
$428K - $518K
|
475K
$117M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 110.79% |
$427K - $518K
|
5.08K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.64K+ 9.49% |
$423K - $512K
|
30.5K
$7.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.64K+ 0.46% |
$422K - $511K
|
570K
$140M
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.63K+ 42.77% |
$420K - $509K
|
8.76K
$2.15M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.59K+ 0.23% |
$414K - $502K
|
1.12M
$275M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.58K+ 49.95% |
$413K - $501K
|
7.75K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.57K+ 0.88% |
$411K - $498K
|
293K
$72M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.55K+ 9.63% |
$408K - $494K
|
29K
$7.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.54K+ 3.84% |
$407K - $493K
|
68.8K
$16.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.54K+ 12.89% |
$406K - $492K
|
22.2K
$5.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.53KNew |
$405K - $490K
|
2.53K
$621K
|
|
|
Aug 22, 2023
Q2 2023
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.5K+ 3.6% |
$400K - $485K
|
72K
$17.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
2.5K+ 2.97% |
$400K - $484K
|
86.6K
$21.3M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.5K+ 4.81% |
$399K - $484K
|
54.4K
$13.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 11.47% |
$397K - $481K
|
24.1K
$5.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
2.47K+ 1.24% |
$395K - $478K
|
202K
$49.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
2.45K+ 8.71% |
$393K - $476K
|
30.6K
$7.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.45K+ 0.2% |
$391K - $474K
|
1.21M
$297M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.44K+ 6.39% |
$391K - $474K
|
40.7K
$9.99M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.44K+ 47.64% |
$391K - $474K
|
7.57K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
BUY
|
- |
2.44K+ 14.66% |
$390K - $473K
|
19.1K
$4.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
2.41K+ 37.14% |
$386K - $467K
|
8.9K
$2.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.39K+ 0.77% |
$382K - $463K
|
312K
$76.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
2.38K+ 23.18% |
$382K - $462K
|
12.7K
$3.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.37K+ 8.27% |
$379K - $460K
|
31K
$7.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.36K+ 35.94% |
$378K - $459K
|
8.94K
$2.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.35K+ 15.46% |
$377K - $457K
|
17.6K
$4.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.34K+ 2.2% |
$375K - $454K
|
109K
$26.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.34K+ 7.34% |
$375K - $454K
|
34.3K
$8.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.34K+ 1.03% |
$375K - $454K
|
228K
$56.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.32K+ 9.98% |
$371K - $449K
|
25.5K
$6.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 1.87% |
$371K - $449K
|
126K
$30.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2.28K+ 0.89% |
$364K - $441K
|
259K
$63.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.25K+ 4.01% |
$361K - $437K
|
58.5K
$14.4M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.25KNew |
$359K - $435K
|
2.25K
$551K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.21KNew |
$354K - $429K
|
2.21K
$543K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 8.6% |
$353K - $428K
|
27.8K
$6.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 10.13% |
$352K - $427K
|
23.9K
$5.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.2K+ 0.32% |
$352K - $426K
|
689K
$169M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.18K+ 35.3% |
$349K - $422K
|
8.35K
$2.05M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.18K+ 35.3% |
$349K - $422K
|
8.35K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.17K+ 4.76% |
$348K - $421K
|
47.8K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.17K+ 0.47% |
$347K - $421K
|
460K
$113M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.16K+ 6.74% |
$346K - $419K
|
34.2K
$8.39M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.15K+ 0.78% |
$345K - $418K
|
280K
$68.7M
|