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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.53K+ 1.48% |
$245K - $297K
|
105K
$25.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.5K+ 4.21% |
$241K - $292K
|
37.2K
$9.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
1.5KNew |
$240K - $291K
|
1.5K
$368K
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.49K+ 4.76% |
$239K - $290K
|
32.9K
$8.07M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.49K+ 3.71% |
$239K - $289K
|
41.7K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.48K+ 39.43% |
$236K - $286K
|
5.22K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.47K+ 5.27% |
$236K - $285K
|
29.4K
$7.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.46K+ 0.47% |
$234K - $283K
|
310K
$76.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 3.63% |
$232K - $281K
|
41.4K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.44K+ 13.8% |
$231K - $280K
|
11.9K
$2.92M
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.44K+ 15.76% |
$231K - $280K
|
10.6K
$2.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.44K+ 22.23% |
$230K - $279K
|
7.9K
$1.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 11.17% |
$227K - $275K
|
14.1K
$3.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.42K+ 0.13% |
$227K - $275K
|
1.14M
$279M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.42K+ 34.7% |
$227K - $275K
|
5.51K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.41K+ 1.73% |
$226K - $274K
|
83.1K
$20.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.39KNew |
$223K - $270K
|
1.39K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.39K+ 10.81% |
$223K - $270K
|
14.2K
$3.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.39K+ 1.32% |
$222K - $269K
|
106K
$26.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.37K+ 0.99% |
$220K - $266K
|
140K
$34.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.36K+ 9.93% |
$218K - $264K
|
15.1K
$3.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.36K+ 1.97% |
$218K - $264K
|
70.5K
$17.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
1.35K+ 4.15% |
$216K - $262K
|
33.9K
$8.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.35K+ 6.68% |
$216K - $262K
|
21.5K
$5.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.35KNew |
$215K - $261K
|
1.35K
$331K
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
1.34KNew |
$215K - $261K
|
1.34K
$330K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.34K+ 3.83% |
$214K - $259K
|
36.2K
$8.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.32K+ 24.63% |
$211K - $256K
|
6.67K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.31K+ 11.74% |
$210K - $255K
|
12.5K
$3.07M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.31K+ 5.94% |
$210K - $255K
|
23.4K
$5.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.31K+ 3.03% |
$210K - $255K
|
44.7K
$11M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.31K+ 13.03% |
$210K - $254K
|
11.4K
$2.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 2.19% |
$209K - $253K
|
61K
$15M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.3K+ 4.11% |
$209K - $253K
|
33.1K
$8.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.3K+ 10.99% |
$209K - $253K
|
13.2K
$3.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.29K+ 49.65% |
$207K - $250K
|
3.89K
$955K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.29K+ 1.06% |
$206K - $249K
|
122K
$30M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.29K+ 19.53% |
$206K - $249K
|
7.87K
$1.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.28K+ 0.41% |
$205K - $249K
|
315K
$77.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.26K+ 10.18% |
$202K - $245K
|
13.7K
$3.36M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.26K+ 22.93% |
$201K - $244K
|
6.73K
$1.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.25KNew |
$200K - $242K
|
1.25K
$307K
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.25K+ 2.64% |
$200K - $242K
|
48.5K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.25K+ 4.46% |
$200K - $242K
|
29.3K
$7.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.25K+ 3.37% |
$200K - $242K
|
38.3K
$9.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.25K+ 2.85% |
$199K - $242K
|
45K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 22.34% |
$199K - $241K
|
6.8K
$1.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.24K+ 227.76% |
$198K - $240K
|
1.78K
$438K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.24K+ 6.97% |
$198K - $240K
|
19K
$4.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.23K+ 24.74% |
$198K - $239K
|
6.22K
$1.53M
|