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 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
11+ 0.09% |
$1.76K - $2.13K
|
12.9K
$3.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
11+ 0.11% |
$1.76K - $2.13K
|
10.3K
$2.53M
|
|
|
Aug 04, 2023
Q2 2023
|
University Of Texas
|
BUY
|
- |
11New |
$1.76K - $2.13K
|
11
$2.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
10+ 0.1% |
$1.6K - $1.94K
|
10.3K
$2.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10+ 0.04% |
$1.6K - $1.94K
|
24.2K
$5.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
10+ 0.03% |
$1.6K - $1.94K
|
35.4K
$8.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10+ 0.01% |
$1.6K - $1.94K
|
96.3K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
10+ 0.36% |
$1.6K - $1.94K
|
2.75K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
10+ 0.14% |
$1.6K - $1.94K
|
7.11K
$1.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
9+ 0.04% |
$1.44K - $1.75K
|
20.6K
$5.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
9+ 0.06% |
$1.44K - $1.75K
|
14.5K
$3.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
9+ 0.05% |
$1.44K - $1.75K
|
18.5K
$4.55M
|
|
|
Aug 18, 2023
Q2 2023
|
Af Advisors, Inc.
|
BUY
|
- |
9+ 0.51% |
$1.44K - $1.75K
|
1.79K
$439K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
9+ 0.05% |
$1.44K - $1.75K
|
17.9K
$4.4M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9+ 0.01% |
$1.44K - $1.75K
|
110K
$27M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8+ 0.08% |
$1.28K - $1.55K
|
10.4K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
8+ 0.11% |
$1.28K - $1.55K
|
7.19K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8+ 0.04% |
$1.28K - $1.55K
|
20.5K
$5.04M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.26% |
$1.28K - $1.55K
|
3.04K
$747K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
8+ 0.22% |
$1.28K - $1.55K
|
3.68K
$903K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.07% |
$1.12K - $1.36K
|
9.79K
$2.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7+ 0.05% |
$1.12K - $1.36K
|
13.3K
$3.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
6+ 0.01% |
$961 - $1.16K
|
50.6K
$12.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.1% |
$961 - $1.16K
|
6.27K
$1.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6+ 0.23% |
$961 - $1.16K
|
2.62K
$643K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.02% |
$961 - $1.16K
|
27.1K
$6.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6+ 0.06% |
$961 - $1.16K
|
9.37K
$2.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$801 - $970
|
15.1K
$3.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.04% |
$801 - $970
|
13K
$3.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5+ 0.02% |
$801 - $970
|
21.5K
$5.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.07% |
$801 - $970
|
7.39K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.09% |
$801 - $970
|
5.79K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5+ 0.05% |
$801 - $970
|
10.5K
$2.59M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4+ 0.01% |
$640 - $776
|
54.3K
$13.3M
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4+ 0.03% |
$640 - $776
|
14.9K
$3.65M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$480 - $582
|
29.6K
$7.26M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$480 - $582
|
4.18K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.0% |
$480 - $582
|
90.3K
$22.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3+ 0.06% |
$480 - $582
|
4.7K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.09% |
$480 - $582
|
3.45K
$846K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$480 - $582
|
10.6K
$2.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
3+ 0.01% |
$480 - $582
|
45.7K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
3+ 0.22% |
$480 - $582
|
1.36K
$333K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.04% |
$480 - $582
|
7.31K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.04% |
$480 - $582
|
6.96K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$480 - $582
|
2.51K
$617K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$320 - $388
|
5.61K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$320 - $388
|
6.17K
$1.51M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2+ 100.0% |
$320 - $388
|
4
$982
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.01% |
$320 - $388
|
28K
$6.88M
|