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 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
106+ 0.36% |
$17K - $20.6K
|
29.3K
$7.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
106+ 0.31% |
$17K - $20.6K
|
34.5K
$8.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
105+ 0.38% |
$16.8K - $20.4K
|
27.4K
$6.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
105+ 0.29% |
$16.8K - $20.4K
|
36.3K
$8.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
105+ 0.39% |
$16.8K - $20.4K
|
27.1K
$6.65M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
104+ 2.6% |
$16.7K - $20.2K
|
4.1K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
104+ 0.22% |
$16.7K - $20.2K
|
47.4K
$11.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
103+ 0.16% |
$16.5K - $20K
|
65K
$16M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
101+ 0.63% |
$16.2K - $19.6K
|
16.2K
$3.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
100+ 1.09% |
$16K - $19.4K
|
9.26K
$2.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
98+ 0.19% |
$15.7K - $19K
|
51.1K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
96+ 0.26% |
$15.4K - $18.6K
|
36.4K
$8.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
96+ 0.14% |
$15.4K - $18.6K
|
70.3K
$17.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
95+ 0.12% |
$15.2K - $18.4K
|
76.6K
$18.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
95+ 0.98% |
$15.2K - $18.4K
|
9.78K
$2.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
93+ 2.94% |
$14.9K - $18K
|
3.25K
$799K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
91+ 7.36% |
$14.6K - $17.7K
|
1.33K
$326K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
91+ 4.11% |
$14.6K - $17.7K
|
2.3K
$566K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
90+ 0.19% |
$14.4K - $17.5K
|
48.7K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
90+ 0.6% |
$14.4K - $17.5K
|
15.1K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
90+ 0.24% |
$14.4K - $17.5K
|
37.1K
$9.11M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
89+ 0.29% |
$14.2K - $17.3K
|
30.5K
$7.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
88+ 0.15% |
$14.1K - $17.1K
|
58.5K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
88+ 0.06% |
$14.1K - $17.1K
|
149K
$36.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Unison Asset Management LLC
|
BUY
|
- |
88+ 0.33% |
$14.1K - $17.1K
|
26.7K
$6.56M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
86+ 0.66% |
$13.8K - $16.7K
|
13.1K
$3.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.12% |
$13.8K - $16.7K
|
70.7K
$17.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
85+ 0.64% |
$13.6K - $16.5K
|
13.3K
$3.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
BUY
|
- |
85+ 0.34% |
$13.6K - $16.5K
|
24.7K
$6.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.16% |
$13.4K - $16.3K
|
53.3K
$13.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
83+ 0.04% |
$13.3K - $16.1K
|
212K
$52.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
80+ 0.19% |
$12.8K - $15.5K
|
42.2K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
80+ 0.15% |
$12.8K - $15.5K
|
52.7K
$12.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
79+ 1.37% |
$12.6K - $15.3K
|
5.84K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
79+ 0.65% |
$12.6K - $15.3K
|
12.3K
$3.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
78+ 1.62% |
$12.5K - $15.1K
|
4.91K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
78+ 0.13% |
$12.5K - $15.1K
|
61.2K
$15M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
77+ 0.3% |
$12.3K - $14.9K
|
25.6K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
77+ 3.04% |
$12.3K - $14.9K
|
2.61K
$641K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
77+ 0.24% |
$12.3K - $14.9K
|
32K
$7.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
76+ 1.12% |
$12.2K - $14.7K
|
6.89K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
75+ 1.0% |
$12K - $14.5K
|
7.54K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
75+ 0.46% |
$12K - $14.5K
|
16.5K
$4.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
74+ 0.45% |
$11.8K - $14.4K
|
16.5K
$4.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
74+ 0.5% |
$11.8K - $14.4K
|
14.8K
$3.64M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
74+ 0.05% |
$11.8K - $14.4K
|
146K
$35.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
72+ 1.69% |
$11.5K - $14K
|
4.34K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
72+ 0.38% |
$11.5K - $14K
|
18.9K
$4.64M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
71+ 0.37% |
$11.4K - $13.8K
|
19.5K
$4.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
70+ 0.22% |
$11.2K - $13.6K
|
31.9K
$7.83M
|