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
|
Requisite Capital Management, LLC
|
SELL
|
- |
-53- 0.81% |
$8.49K - $10.3K
|
6.48K
$1.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-53- 0.36% |
$8.49K - $10.3K
|
14.9K
$2.98M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-53- 0.75% |
$8.49K - $10.3K
|
7K
$1.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-54- 0.99% |
$8.65K - $10.5K
|
5.41K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-55- 0.08% |
$8.81K - $10.7K
|
69.7K
$14M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-56- 1.37% |
$8.97K - $10.9K
|
4.03K
$808K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-56- 0.27% |
$8.97K - $10.9K
|
20.4K
$4.09M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-56- 0.31% |
$8.97K - $10.9K
|
18.1K
$3.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-57- 1.13% |
$9.13K - $11.1K
|
4.99K
$999K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-57- 0.15% |
$9.13K - $11.1K
|
37.8K
$7.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-57- 0.63% |
$9.13K - $11.1K
|
9.06K
$1.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-58- 0.12% |
$9.29K - $11.3K
|
46.4K
$9.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-58- 0.73% |
$9.29K - $11.3K
|
7.9K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-58- 0.42% |
$9.29K - $11.3K
|
13.6K
$2.73M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-58- 0.13% |
$9.29K - $11.3K
|
45.3K
$9.08M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-58- 0.16% |
$9.29K - $11.3K
|
35.8K
$7.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-59- 0.39% |
$9.45K - $11.4K
|
15.2K
$3.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-59- 0.18% |
$9.45K - $11.4K
|
32.1K
$6.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-59- 1.49% |
$9.45K - $11.4K
|
3.9K
$782K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-60- 0.85% |
$9.61K - $11.6K
|
7.03K
$1.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-61- 0.47% |
$9.77K - $11.8K
|
13K
$2.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-61- 1.12% |
$9.77K - $11.8K
|
5.39K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-61- 0.65% |
$9.77K - $11.8K
|
9.34K
$1.87M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-62- 0.81% |
$9.93K - $12K
|
7.57K
$1.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-62- 0.06% |
$9.93K - $12K
|
103K
$20.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-62- 1.12% |
$9.93K - $12K
|
5.49K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-62- 0.17% |
$9.93K - $12K
|
36.5K
$7.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-63- 0.65% |
$10.1K - $12.2K
|
9.7K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-63- 0.09% |
$10.1K - $12.2K
|
73.7K
$14.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.45% |
$10.2K - $12.4K
|
14.1K
$2.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-64- 0.22% |
$10.2K - $12.4K
|
28.5K
$5.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-65- 0.85% |
$10.4K - $12.6K
|
7.58K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-65- 0.1% |
$10.4K - $12.6K
|
64.4K
$12.9M
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-65- 0.09% |
$10.4K - $12.6K
|
72.9K
$14.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-66- 0.67% |
$10.6K - $12.8K
|
9.78K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-66- 2.22% |
$10.6K - $12.8K
|
2.9K
$581K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-66- 0.14% |
$10.6K - $12.8K
|
48.7K
$9.76M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-66- 0.63% |
$10.6K - $12.8K
|
10.4K
$2.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-67- 0.7% |
$10.7K - $13K
|
9.44K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-67- 0.61% |
$10.7K - $13K
|
10.8K
$2.17M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-67- 0.3% |
$10.7K - $13K
|
22.3K
$4.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-68- 1.3% |
$10.9K - $13.2K
|
5.15K
$1.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-68- 0.39% |
$10.9K - $13.2K
|
17.2K
$3.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-69- 0.34% |
$11K - $13.4K
|
20.5K
$4.1M
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-69- 0.1% |
$11K - $13.4K
|
71.3K
$14.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-70- 0.06% |
$11.2K - $13.6K
|
119K
$23.9M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-70- 0.06% |
$11.2K - $13.6K
|
119K
$23.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-71- 1.06% |
$11.4K - $13.8K
|
6.65K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-71- 0.9% |
$11.4K - $13.8K
|
7.81K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-73- 1.1% |
$11.7K - $14.2K
|
6.57K
$1.32M
|