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 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
1.23KNew |
$197K - $239K
|
1.23K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.23K+ 37.71% |
$197K - $238K
|
4.48K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.22K+ 2.05% |
$195K - $237K
|
60.8K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.22K+ 1.72% |
$195K - $236K
|
71.9K
$17.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.21K+ 0.7% |
$194K - $235K
|
175K
$43M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.21K+ 5.13% |
$194K - $235K
|
24.8K
$6.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.21KNew |
$193K - $234K
|
1.21K
$296K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.2KNew |
$192K - $233K
|
1.2K
$295K
|
|
|
Jul 11, 2023
Q2 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.2K+ 4.96% |
$192K - $233K
|
25.4K
$6.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$192K - $233K
|
1.2K
$295K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.2KNew |
$192K - $233K
|
1.2K
$295K
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.2K+ 20.29% |
$192K - $233K
|
7.11K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Trigran Investments, Inc.
|
BUY
|
- |
1.2KNew |
$192K - $233K
|
1.2K
$295K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 2.44% |
$191K - $231K
|
50.1K
$12.3M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.19K+ 2.36% |
$190K - $231K
|
51.6K
$12.7M
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
BUY
|
- |
1.19K+ 12.86% |
$190K - $230K
|
10.4K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.18K+ 14.56% |
$189K - $229K
|
9.28K
$2.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 9.43% |
$189K - $228K
|
13.7K
$3.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.17K+ 61.29% |
$187K - $226K
|
3.07K
$754K
|
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.16K+ 47.07% |
$186K - $226K
|
3.63K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.16K+ 2.45% |
$186K - $225K
|
48.5K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 15.1% |
$186K - $225K
|
8.83K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.16K+ 10.08% |
$185K - $224K
|
12.6K
$3.1M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 1.8% |
$185K - $224K
|
65.5K
$16.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
1.16K+ 0.24% |
$185K - $224K
|
486K
$119M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.15K+ 1.04% |
$184K - $223K
|
112K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.15K+ 7.37% |
$184K - $223K
|
16.8K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
1.14K+ 8.33% |
$183K - $222K
|
14.9K
$3.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.14KNew |
$183K - $221K
|
1.14K
$280K
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.14K+ 2.3% |
$183K - $221K
|
50.7K
$12.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
BUY
|
- |
1.14KNew |
$182K - $221K
|
1.14K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.13K+ 0.95% |
$180K - $218K
|
119K
$29.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.12K+ 9.58% |
$180K - $218K
|
12.8K
$3.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.12K+ 10.59% |
$180K - $218K
|
11.7K
$2.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Scharf Investments, LLC
|
BUY
|
- |
1.12K+ 6.44% |
$179K - $217K
|
18.5K
$4.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
1.12K+ 7.2% |
$179K - $216K
|
16.6K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.11K+ 4.55% |
$178K - $216K
|
25.5K
$6.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
1.11KNew |
$177K - $215K
|
1.11K
$272K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 1.75% |
$177K - $214K
|
64.2K
$15.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.1KNew |
$176K - $213K
|
1.1K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.09K+ 0.14% |
$175K - $212K
|
804K
$197M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.09K+ 3.03% |
$175K - $212K
|
37.1K
$9.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.09K+ 5.13% |
$174K - $211K
|
22.3K
$5.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.08K+ 0.76% |
$173K - $209K
|
143K
$35M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.08K+ 0.13% |
$173K - $209K
|
809K
$199M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.08K+ 0.76% |
$172K - $209K
|
143K
$35M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.07K+ 0.18% |
$172K - $208K
|
608K
$149M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.07K+ 6.86% |
$172K - $208K
|
16.7K
$4.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.07KNew |
$171K - $207K
|
1.07K
$262K
|
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.07KNew |
$171K - $207K
|
1.07K
$262K
|