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 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.15K+ 2.09% |
$345K - $418K
|
105K
$25.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.15K+ 2.94% |
$344K - $417K
|
75.3K
$18.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.14K+ 9.47% |
$343K - $415K
|
24.7K
$6.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.13K+ 1.1% |
$342K - $414K
|
196K
$48.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.11K+ 1.39% |
$337K - $409K
|
153K
$37.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.09K+ 5.27% |
$335K - $406K
|
41.8K
$10.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.09K+ 3.56% |
$334K - $404K
|
60.7K
$14.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.08K+ 3.39% |
$333K - $403K
|
63.4K
$15.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.08K+ 3.02% |
$333K - $403K
|
70.8K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
2.07K+ 8.57% |
$332K - $402K
|
26.2K
$6.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.07K+ 3.19% |
$331K - $401K
|
67K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.05K+ 5.92% |
$328K - $398K
|
36.7K
$9.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.05KNew |
$327K - $397K
|
2.05K
$502K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.05K+ 1.17% |
$327K - $397K
|
177K
$43.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.03K+ 11.69% |
$325K - $394K
|
19.4K
$4.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.99K+ 0.88% |
$319K - $386K
|
229K
$56.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.99K+ 40.41% |
$318K - $385K
|
6.9K
$1.69M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.98K+ 3.05% |
$316K - $383K
|
66.7K
$16.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.96KNew |
$313K - $380K
|
1.96K
$481K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.96K+ 1.17% |
$313K - $380K
|
169K
$41.5M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.94K+ 5.64% |
$311K - $376K
|
36.4K
$8.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.94K+ 2.14% |
$310K - $375K
|
92.2K
$22.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.92K+ 4.2% |
$307K - $371K
|
47.6K
$11.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.9K+ 1.28% |
$305K - $369K
|
150K
$36.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.9K+ 8.42% |
$304K - $368K
|
24.4K
$6M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.89K+ 18.69% |
$303K - $367K
|
12K
$2.95M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
1.88K+ 2.23% |
$302K - $365K
|
86.5K
$21.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.88K+ 1.74% |
$301K - $364K
|
110K
$27M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.87KNew |
$300K - $363K
|
1.87K
$460K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.87K+ 6.54% |
$300K - $363K
|
30.5K
$7.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.87K+ 0.01% |
$300K - $363K
|
21.3M
$5.23B
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.86K+ 41.18% |
$298K - $361K
|
6.38K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
BUY
|
- |
1.86K+ 19.55% |
$297K - $360K
|
11.4K
$2.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.85K+ 8.13% |
$297K - $359K
|
24.6K
$6.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.84K+ 4.87% |
$295K - $357K
|
39.7K
$9.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.84K+ 9.13% |
$295K - $357K
|
22K
$5.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.84K+ 5.22% |
$294K - $356K
|
37K
$9.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.83K+ 2.14% |
$294K - $356K
|
87.5K
$21.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 1.41% |
$293K - $356K
|
132K
$32.4M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.83K+ 5.01% |
$293K - $355K
|
38.4K
$9.43M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.82K+ 11.12% |
$292K - $353K
|
18.2K
$4.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.82K+ 0.24% |
$291K - $353K
|
751K
$184M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.82K+ 3.04% |
$291K - $353K
|
61.6K
$15.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
1.81K+ 2.15% |
$290K - $352K
|
86.2K
$21.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.81K+ 1.18% |
$290K - $351K
|
155K
$38M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.81K+ 0.85% |
$289K - $351K
|
214K
$52.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.81K+ 0.24% |
$289K - $351K
|
757K
$186M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.81K+ 0.24% |
$289K - $351K
|
757K
$186M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.78K+ 4.98% |
$284K - $345K
|
37.5K
$9.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.77K+ 2.54% |
$284K - $344K
|
71.6K
$17.6M
|