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 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
364+ 0.3% |
$58.3K - $70.6K
|
120K
$29.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
363+ 1.19% |
$58.1K - $70.4K
|
30.8K
$7.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
363+ 0.65% |
$58.1K - $70.4K
|
56.1K
$13.8M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
362+ 13.61% |
$58K - $70.2K
|
3.02K
$742K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
360+ 11.58% |
$57.6K - $69.8K
|
3.47K
$852K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
359+ 0.19% |
$57.5K - $69.6K
|
186K
$45.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
359+ 1.11% |
$57.5K - $69.6K
|
32.8K
$8.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
356+ 0.54% |
$57K - $69.1K
|
66.2K
$16.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
353+ 1.45% |
$56.5K - $68.5K
|
24.8K
$6.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
353+ 0.24% |
$56.5K - $68.5K
|
148K
$36.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
347+ 1.31% |
$55.6K - $67.3K
|
26.8K
$6.58M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
347+ 1.39% |
$55.6K - $67.3K
|
25.3K
$6.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
343+ 15.47% |
$54.9K - $66.5K
|
2.56K
$629K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
343+ 3.28% |
$54.9K - $66.5K
|
10.8K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
342+ 0.58% |
$54.8K - $66.3K
|
59.1K
$14.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
341+ 6.3% |
$54.6K - $66.1K
|
5.75K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
339+ 1.29% |
$54.3K - $65.8K
|
26.6K
$6.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
336+ 1.56% |
$53.8K - $65.2K
|
21.9K
$5.38M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
335+ 0.17% |
$53.6K - $65K
|
202K
$49.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
331+ 1.79% |
$53K - $64.2K
|
18.9K
$4.63M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
330New |
$52.8K - $64K
|
330
$81K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
323+ 2.82% |
$51.7K - $62.7K
|
11.8K
$2.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
322+ 1.74% |
$51.6K - $62.5K
|
18.9K
$4.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
321+ 1.03% |
$51.4K - $62.3K
|
31.4K
$7.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
320+ 7.46% |
$51.2K - $62.1K
|
4.61K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
319+ 2.06% |
$51.1K - $61.9K
|
15.8K
$3.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
313+ 1.19% |
$50.1K - $60.7K
|
26.7K
$6.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
313+ 0.77% |
$50.1K - $60.7K
|
41.2K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
311+ 2.67% |
$49.8K - $60.3K
|
11.9K
$2.93M
|
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
BUY
|
- |
310+ 9.02% |
$49.6K - $60.1K
|
3.75K
$920K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
303+ 0.69% |
$48.5K - $58.8K
|
44K
$10.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
302+ 1.28% |
$48.4K - $58.6K
|
24K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
301+ 0.0% |
$48.2K - $58.4K
|
6.46M
$1.59B
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
300+ 2.64% |
$48K - $58.2K
|
11.7K
$2.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
300+ 0.73% |
$48K - $58.2K
|
41.3K
$10.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
298+ 3.74% |
$47.7K - $57.8K
|
8.26K
$2.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
298+ 2.75% |
$47.7K - $57.8K
|
11.1K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
296+ 3.65% |
$47.4K - $57.4K
|
8.41K
$2.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
295+ 1.7% |
$47.2K - $57.2K
|
17.6K
$4.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
294+ 0.07% |
$47.1K - $57K
|
434K
$107M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
293+ 0.77% |
$46.9K - $56.8K
|
38.3K
$9.4M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
289+ 11.63% |
$46.3K - $56.1K
|
2.77K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
288+ 0.62% |
$46.1K - $55.9K
|
46.8K
$11.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
287+ 2.61% |
$45.9K - $55.7K
|
11.3K
$2.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
285+ 17.81% |
$45.6K - $55.3K
|
1.89K
$463K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
284+ 3.55% |
$45.5K - $55.1K
|
8.28K
$2.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
282+ 1.63% |
$45.1K - $54.7K
|
17.6K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
281+ 2.98% |
$45K - $54.5K
|
9.72K
$2.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
280+ 17.46% |
$44.8K - $54.3K
|
1.88K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
280+ 0.13% |
$44.8K - $54.3K
|
211K
$51.9M
|