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 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
276+ 0.95% |
$44.2K - $53.5K
|
29.4K
$7.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
276+ 0.76% |
$44.2K - $53.5K
|
36.5K
$8.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
275+ 150.27% |
$44K - $53.3K
|
458
$112K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
273+ 0.14% |
$43.7K - $53K
|
192K
$47.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
272+ 0.57% |
$43.5K - $52.8K
|
47.9K
$11.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
269+ 0.18% |
$43.1K - $52.2K
|
149K
$36.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
268+ 1.63% |
$42.9K - $52K
|
16.7K
$4.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
268+ 6.94% |
$42.9K - $52K
|
4.13K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
265+ 2.4% |
$42.4K - $51.4K
|
11.3K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
264+ 1.09% |
$42.3K - $51.2K
|
24.5K
$6.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
263+ 0.47% |
$42.1K - $51K
|
56.3K
$13.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
262+ 3.07% |
$41.9K - $50.8K
|
8.79K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
261+ 9.75% |
$41.8K - $50.6K
|
2.94K
$721K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
260+ 4.96% |
$41.6K - $50.4K
|
5.5K
$1.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
258+ 0.29% |
$41.3K - $50K
|
89.4K
$21.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
254+ 1.71% |
$40.7K - $49.3K
|
15.1K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
252+ 0.23% |
$40.3K - $48.9K
|
110K
$26.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
252+ 1.03% |
$40.3K - $48.9K
|
24.7K
$6.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
250+ 0.4% |
$40K - $48.5K
|
62.4K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
250+ 0.14% |
$40K - $48.5K
|
180K
$44.2M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
250+ 2.61% |
$40K - $48.5K
|
9.85K
$2.42M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
248+ 0.39% |
$39.7K - $48.1K
|
63.2K
$15.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
248+ 6.73% |
$39.7K - $48.1K
|
3.93K
$966K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
248+ 2.28% |
$39.7K - $48.1K
|
11.1K
$2.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
247+ 1.81% |
$39.5K - $47.9K
|
13.9K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
246+ 6.51% |
$39.4K - $47.7K
|
4.02K
$988K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
245+ 0.28% |
$39.2K - $47.5K
|
89.2K
$21.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
244+ 3.8% |
$39.1K - $47.3K
|
6.66K
$1.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
242+ 0.28% |
$38.7K - $46.9K
|
85.4K
$21M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
241+ 0.71% |
$38.6K - $46.7K
|
34.1K
$8.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
240+ 4.89% |
$38.4K - $46.6K
|
5.15K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
240+ 3.14% |
$38.4K - $46.6K
|
7.88K
$1.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
240+ 2.91% |
$38.4K - $46.6K
|
8.49K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
233+ 1.3% |
$37.3K - $45.2K
|
18.1K
$4.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
231+ 0.48% |
$37K - $44.8K
|
48.4K
$11.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
231+ 1.23% |
$37K - $44.8K
|
18.9K
$4.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
231+ 0.77% |
$37K - $44.8K
|
30.3K
$7.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
230+ 0.95% |
$36.8K - $44.6K
|
24.6K
$6.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
230+ 0.91% |
$36.8K - $44.6K
|
25.5K
$6.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
228+ 6.13% |
$36.5K - $44.2K
|
3.95K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
228+ 0.38% |
$36.5K - $44.2K
|
60.6K
$14.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
227+ 3.53% |
$36.3K - $44K
|
6.66K
$1.63M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
227+ 0.88% |
$36.3K - $44K
|
26.1K
$6.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
226+ 0.12% |
$36.2K - $43.8K
|
194K
$47.8M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
226+ 0.12% |
$36.2K - $43.8K
|
194K
$47.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
224+ 1.44% |
$35.9K - $43.4K
|
15.8K
$3.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
224+ 0.85% |
$35.9K - $43.4K
|
26.7K
$6.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
223+ 0.56% |
$35.7K - $43.3K
|
40.1K
$9.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
222+ 2.35% |
$35.5K - $43.1K
|
9.68K
$2.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
222+ 0.72% |
$35.5K - $43.1K
|
31K
$7.6M
|