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
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.07KNew |
$171K - $207K
|
1.07K
$262K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.07K+ 39.77% |
$171K - $207K
|
3.75K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.06K+ 5.64% |
$170K - $206K
|
19.9K
$4.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.06K+ 4.38% |
$170K - $206K
|
25.3K
$6.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 3.14% |
$169K - $205K
|
34.7K
$8.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.06K+ 13.94% |
$169K - $205K
|
8.62K
$2.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$168K - $203K
|
1.05K
$257K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.05K+ 4.15% |
$168K - $203K
|
26.3K
$6.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
1.05KNew |
$167K - $203K
|
1.05K
$257K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.04K+ 0.37% |
$167K - $203K
|
281K
$69.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Robotti Robert
New York, NY |
BUY
|
- |
1.04KNew |
$167K - $202K
|
1.04K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1.04KNew |
$167K - $202K
|
1.04K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.04KNew |
$166K - $201K
|
1.04K
$254K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.03K+ 11.41% |
$165K - $200K
|
10K
$2.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
1.03K+ 1.41% |
$165K - $199K
|
73.9K
$18.1M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.01K+ 11.12% |
$162K - $196K
|
10.1K
$2.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 1.03% |
$162K - $196K
|
99.1K
$24.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1K+ 8.13% |
$161K - $195K
|
13.4K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$160K - $194K
|
1K
$246K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
998+ 3.0% |
$160K - $194K
|
34.3K
$8.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Nns Holding
Camana Bay, E9 |
BUY
|
- |
996New |
$159K - $193K
|
996
$245K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
996+ 1.19% |
$159K - $193K
|
85K
$20.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
994+ 1.75% |
$159K - $193K
|
57.9K
$14.2M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
994+ 0.88% |
$159K - $193K
|
115K
$28.1M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
992+ 2.15% |
$159K - $192K
|
47.2K
$11.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
991+ 3.62% |
$159K - $192K
|
28.4K
$6.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
982+ 0.53% |
$157K - $190K
|
187K
$46M
|
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
968+ 2.38% |
$155K - $188K
|
41.7K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
965+ 2.26% |
$154K - $187K
|
43.7K
$10.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
962+ 4.25% |
$154K - $187K
|
23.6K
$5.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
950+ 18.02% |
$152K - $184K
|
6.22K
$1.53M
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
949+ 3.31% |
$152K - $184K
|
29.6K
$7.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
940+ 4.11% |
$150K - $182K
|
23.8K
$5.85M
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
935+ 11.22% |
$150K - $181K
|
9.27K
$2.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
931+ 5.08% |
$149K - $181K
|
19.3K
$4.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
925+ 20.69% |
$148K - $179K
|
5.4K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
924+ 1.61% |
$148K - $179K
|
58.3K
$14.3M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
920+ 3.52% |
$147K - $178K
|
27.1K
$6.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
909+ 16.28% |
$146K - $176K
|
6.49K
$1.59M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
908+ 5.94% |
$145K - $176K
|
16.2K
$3.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
904+ 3.75% |
$145K - $175K
|
25K
$6.14M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
900+ 0.63% |
$144K - $175K
|
143K
$35.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
900+ 2.99% |
$144K - $175K
|
31K
$7.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
900+ 3.5% |
$144K - $175K
|
26.6K
$6.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
900+ 21.27% |
$144K - $175K
|
5.13K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
897+ 11.71% |
$144K - $174K
|
8.56K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
885+ 7.51% |
$142K - $172K
|
12.7K
$3.11M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
884+ 0.86% |
$142K - $171K
|
103K
$25.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
881+ 1.5% |
$141K - $171K
|
59.8K
$14.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
876+ 0.71% |
$140K - $170K
|
125K
$30.6M
|