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 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
875+ 18.81% |
$140K - $170K
|
5.53K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
871+ 2.74% |
$139K - $169K
|
32.6K
$8.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
869+ 0.9% |
$139K - $169K
|
97K
$23.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
864+ 1.75% |
$138K - $168K
|
50.4K
$12.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
860+ 3.92% |
$138K - $167K
|
22.8K
$5.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
856+ 0.74% |
$137K - $166K
|
117K
$28.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
854+ 0.58% |
$137K - $166K
|
148K
$36.4M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
847+ 0.52% |
$136K - $164K
|
165K
$40.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
844+ 6.21% |
$135K - $164K
|
14.4K
$3.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
840+ 1.5% |
$134K - $163K
|
56.7K
$13.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
839+ 77.61% |
$134K - $163K
|
1.92K
$471K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
829+ 1.87% |
$133K - $161K
|
45.2K
$11.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
824+ 0.6% |
$132K - $160K
|
139K
$34.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
823+ 1.14% |
$132K - $160K
|
72.8K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
820+ 6.9% |
$131K - $159K
|
12.7K
$3.12M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
804+ 1.45% |
$129K - $156K
|
56.3K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
798+ 1.1% |
$128K - $155K
|
73.4K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
792+ 0.23% |
$127K - $154K
|
346K
$84.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
790+ 1.23% |
$126K - $153K
|
65K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
787+ 1.51% |
$126K - $153K
|
52.8K
$13M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
785+ 0.49% |
$126K - $152K
|
162K
$39.9M
|
|
|
Dec 02, 2024
Q2 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
785+ 0.46% |
$126K - $152K
|
173K
$42.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
780+ 10.2% |
$125K - $151K
|
8.43K
$2.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
778+ 2.72% |
$125K - $151K
|
29.3K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
778+ 1.39% |
$125K - $151K
|
56.7K
$13.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
776+ 6.59% |
$124K - $151K
|
12.6K
$3.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
772+ 0.18% |
$124K - $150K
|
419K
$103M
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
768+ 22.46% |
$123K - $149K
|
4.19K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
768+ 1.42% |
$123K - $149K
|
54.9K
$13.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
765+ 1.54% |
$122K - $148K
|
50.5K
$12.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
763+ 1.28% |
$122K - $148K
|
60.5K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
762+ 2.03% |
$122K - $148K
|
38.3K
$9.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
760+ 0.53% |
$122K - $147K
|
144K
$35.4M
|
|
|
Aug 11, 2023
Q2 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
760+ 1.17% |
$122K - $147K
|
65.6K
$16.1M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
757+ 3.18% |
$121K - $147K
|
24.5K
$6.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
750+ 1.31% |
$120K - $145K
|
58.1K
$14.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
743+ 1.14% |
$119K - $144K
|
65.8K
$16.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
743+ 1.8% |
$119K - $144K
|
42K
$10.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
739+ 3.42% |
$118K - $143K
|
22.4K
$5.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
739+ 0.36% |
$118K - $143K
|
207K
$51M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
738+ 3.31% |
$118K - $143K
|
23K
$5.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
732+ 1.14% |
$117K - $142K
|
64.8K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
725+ 2.48% |
$116K - $141K
|
30K
$7.37M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
719+ 5.1% |
$115K - $139K
|
14.8K
$3.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
714+ 2.17% |
$114K - $138K
|
33.6K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
711+ 0.6% |
$114K - $138K
|
120K
$29.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
706+ 0.52% |
$113K - $137K
|
136K
$33.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
685+ 0.57% |
$110K - $133K
|
121K
$29.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
683+ 2.1% |
$109K - $132K
|
33.2K
$8.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
680+ 0.64% |
$109K - $132K
|
107K
$26.2M
|