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 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
41+ 0.09% |
$6.56K - $7.95K
|
45.4K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 0.18% |
$6.4K - $7.76K
|
22K
$5.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40+ 0.61% |
$6.4K - $7.76K
|
6.59K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
40+ 0.16% |
$6.4K - $7.76K
|
24.4K
$6M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 0.63% |
$6.24K - $7.56K
|
6.27K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
38+ 0.21% |
$6.08K - $7.37K
|
18.5K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
38+ 0.13% |
$6.08K - $7.37K
|
29.9K
$7.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
35+ 0.1% |
$5.6K - $6.79K
|
34.1K
$8.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
34+ 0.47% |
$5.44K - $6.59K
|
7.25K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
33+ 0.12% |
$5.28K - $6.4K
|
28.7K
$7.05M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.11% |
$5.12K - $6.21K
|
29.9K
$7.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
32+ 0.87% |
$5.12K - $6.21K
|
3.69K
$907K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31+ 0.3% |
$4.96K - $6.01K
|
10.3K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
29+ 1.81% |
$4.64K - $5.63K
|
1.63K
$401K
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
29+ 0.01% |
$4.64K - $5.63K
|
270K
$66.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
28+ 0.12% |
$4.48K - $5.43K
|
23.6K
$5.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
28+ 0.15% |
$4.48K - $5.43K
|
18.1K
$4.45M
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
27+ 0.35% |
$4.32K - $5.24K
|
7.8K
$1.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
BUY
|
- |
26+ 0.25% |
$4.16K - $5.04K
|
10.5K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
26+ 0.13% |
$4.16K - $5.04K
|
20.3K
$4.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
25+ 0.27% |
$4K - $4.85K
|
9.4K
$2.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
25+ 0.12% |
$4K - $4.85K
|
21.5K
$5.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
22+ 0.01% |
$3.52K - $4.27K
|
300K
$73.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
21+ 0.11% |
$3.36K - $4.07K
|
19.3K
$4.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
21+ 1.55% |
$3.36K - $4.07K
|
1.38K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
21+ 0.15% |
$3.36K - $4.07K
|
14K
$3.45M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
20+ 0.79% |
$3.2K - $3.88K
|
2.57K
$630K
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
20+ 0.23% |
$3.2K - $3.88K
|
8.75K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
BUY
|
- |
20+ 0.43% |
$3.2K - $3.88K
|
4.64K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
20+ 0.01% |
$3.2K - $3.88K
|
223K
$54.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
19+ 0.06% |
$3.04K - $3.69K
|
32.3K
$7.94M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
18+ 0.06% |
$2.88K - $3.49K
|
29.9K
$7.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.02% |
$2.88K - $3.49K
|
95.2K
$23.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
17+ 0.05% |
$2.72K - $3.3K
|
33.7K
$8.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
17+ 0.24% |
$2.72K - $3.3K
|
7K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
16+ 0.13% |
$2.56K - $3.1K
|
12.1K
$2.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
15+ 0.61% |
$2.4K - $2.91K
|
2.48K
$608K
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
15+ 0.08% |
$2.4K - $2.91K
|
18.3K
$4.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
15+ 0.12% |
$2.4K - $2.91K
|
12.7K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
15+ 0.11% |
$2.4K - $2.91K
|
13.1K
$3.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 0.22% |
$2.24K - $2.72K
|
6.25K
$1.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14+ 0.07% |
$2.24K - $2.72K
|
19.5K
$4.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.06% |
$2.24K - $2.72K
|
23.6K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
14+ 0.71% |
$2.24K - $2.72K
|
2K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
14+ 0.12% |
$2.24K - $2.72K
|
12.1K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
13+ 0.15% |
$2.08K - $2.52K
|
8.57K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.1% |
$1.92K - $2.33K
|
11.7K
$2.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.02% |
$1.92K - $2.33K
|
61.1K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
12+ 0.05% |
$1.92K - $2.33K
|
22.3K
$5.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
12+ 0.07% |
$1.92K - $2.33K
|
17.4K
$4.26M
|