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
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-28- 0.69% |
$4.48K - $5.43K
|
4.02K
$986K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-29- 0.08% |
$4.64K - $5.63K
|
34.8K
$8.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-29- 0.19% |
$4.64K - $5.63K
|
15.3K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-29- 0.53% |
$4.64K - $5.63K
|
5.45K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-31- 0.12% |
$4.96K - $6.01K
|
26.6K
$6.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-31- 0.99% |
$4.96K - $6.01K
|
3.1K
$761K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-33- 0.08% |
$5.28K - $6.4K
|
39.9K
$9.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-33- 0.18% |
$5.28K - $6.4K
|
18.1K
$4.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.93% |
$5.44K - $6.59K
|
3.63K
$891K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-37- 0.63% |
$5.92K - $7.18K
|
5.81K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-37- 0.14% |
$5.92K - $7.18K
|
25.6K
$6.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-37- 0.41% |
$5.92K - $7.18K
|
8.92K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-37- 0.21% |
$5.92K - $7.18K
|
17.7K
$4.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-37- 0.53% |
$5.92K - $7.18K
|
6.89K
$1.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-37- 0.34% |
$5.92K - $7.18K
|
10.8K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-39- 0.04% |
$6.24K - $7.56K
|
99.2K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-41- 0.19% |
$6.56K - $7.95K
|
22.1K
$5.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-42- 0.54% |
$6.72K - $8.15K
|
7.8K
$1.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-43- 0.74% |
$6.88K - $8.34K
|
5.75K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-43- 0.12% |
$6.88K - $8.34K
|
36.7K
$9.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-43- 0.81% |
$6.88K - $8.34K
|
5.24K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-43- 0.09% |
$6.88K - $8.34K
|
48.1K
$11.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-43- 0.19% |
$6.88K - $8.34K
|
22.1K
$5.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-43- 0.12% |
$6.88K - $8.34K
|
35K
$8.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-44- 0.12% |
$7.04K - $8.53K
|
35.6K
$8.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-44- 0.01% |
$7.04K - $8.53K
|
608K
$149M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-45- 3.41% |
$7.2K - $8.73K
|
1.28K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-46- 0.07% |
$7.36K - $8.92K
|
67.7K
$16.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-48- 0.09% |
$7.68K - $9.31K
|
54.1K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-48- 0.26% |
$7.68K - $9.31K
|
18.6K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-48- 0.07% |
$7.68K - $9.31K
|
68.3K
$16.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-48- 0.16% |
$7.68K - $9.31K
|
30.5K
$7.5M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-49- 0.15% |
$7.84K - $9.5K
|
32.4K
$7.96M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-49- 0.15% |
$7.84K - $9.5K
|
32.4K
$7.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
SELL
|
- |
-50- 2.15% |
$8.01K - $9.7K
|
2.28K
$560K
|
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-50- 0.55% |
$8.01K - $9.7K
|
9.03K
$2.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-50- 0.6% |
$8.01K - $9.7K
|
8.35K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-50- 0.08% |
$8.01K - $9.7K
|
63.9K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-50- 0.62% |
$8.01K - $9.7K
|
8.03K
$1.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-50- 0.18% |
$8.01K - $9.7K
|
28K
$6.88M
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-51- 2.04% |
$8.17K - $9.89K
|
2.45K
$602K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-52- 0.42% |
$8.33K - $10.1K
|
12.2K
$2.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-52- 0.09% |
$8.33K - $10.1K
|
55.3K
$13.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-53- 0.81% |
$8.49K - $10.3K
|
6.48K
$1.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-53- 0.36% |
$8.49K - $10.3K
|
14.9K
$3.65M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-53- 0.75% |
$8.49K - $10.3K
|
7K
$1.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-54- 0.99% |
$8.65K - $10.5K
|
5.41K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-55- 0.08% |
$8.81K - $10.7K
|
69.7K
$17.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-56- 1.37% |
$8.97K - $10.9K
|
4.03K
$990K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-56- 0.27% |
$8.97K - $10.9K
|
20.4K
$5.02M
|