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 | 
|---|---|---|---|---|---|---|---|
| 
                  Dec 12, 2024
                  Q2 2023
                 | 
      Legacy Wealth Management, LLC / Ms
       Ridgeland, MS | SELL | - | -69- 0.1% |                   
                  $11K - $13.4K
                 |                   
                71.3K
                $19.3M
               | |
| 
                  Jul 10, 2023
                  Q2 2023
                 | 
      Quent Capital, LLC
      
   | SELL | - | -70- 0.06% |                   
                  $11.2K - $13.6K
                 |                   
                119K
                $32.4M
               | |
| 
                  Jun 14, 2024
                  Q2 2023
                 | 
      Quent Capital, LLC
      
   | SELL | - | -70- 0.06% |                   
                  $11.2K - $13.6K
                 |                   
                119K
                $32.4M
               | |
| 
                  Aug 09, 2023
                  Q2 2023
                 | 
      Morris Financial Concepts, Inc.
      
   | SELL | - | -71- 1.06% |                   
                  $11.4K - $13.8K
                 |                   
                6.65K
                $1.8M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Adams Wealth Management
      
   | SELL | - | -71- 0.9% |                   
                  $11.4K - $13.8K
                 |                   
                7.81K
                $2.12M
               | |
| 
                  Aug 11, 2023
                  Q2 2023
                 | 
      Financial Alternatives, Inc
       La Jolla, CA | SELL | - | -73- 1.1% |                   
                  $11.7K - $14.2K
                 |                   
                6.57K
                $1.78M
               | |
| 
                  Jul 24, 2023
                  Q2 2023
                 | 
      Kaye Capital Management
       El Segundo, CA | SELL | - | -74- 0.35% |                   
                  $11.8K - $14.4K
                 |                   
                21.2K
                $5.74M
               | |
| 
                  Aug 11, 2023
                  Q2 2023
                 | 
      Covestor LTD
       Boston, MA | SELL | - | -74- 1.48% |                   
                  $11.8K - $14.4K
                 |                   
                4.91K
                $1.33M
               | |
| 
                  Jul 19, 2023
                  Q2 2023
                 | 
      Bay Harbor Wealth Management, LLC
      
   | SELL | - | -75- 6.12% |                   
                  $12K - $14.5K
                 |                   
                1.15K
                $312K
               | |
| 
                  Jul 24, 2023
                  Q2 2023
                 | 
      Coho Partners, Ltd.
      
   | SELL | - | -75- 0.97% |                   
                  $12K - $14.5K
                 |                   
                7.66K
                $2.08M
               | |
| 
                  Aug 04, 2023
                  Q2 2023
                 | 
      Ceera Investments, LLC
       Bellaire, TX | SELL | - | -75- 0.16% |                   
                  $12K - $14.5K
                 |                   
                46.8K
                $12.7M
               | |
| 
                  Aug 07, 2023
                  Q2 2023
                 | 
      Peregrine Asset Advisers, Inc.
       Portland, OR | SELL | - | -75- 0.56% |                   
                  $12K - $14.5K
                 |                   
                13.3K
                $3.62M
               | |
| 
                  Jul 07, 2023
                  Q2 2023
                 | 
      Anderson Hoagland & CO
      
   | SELL | - | -76- 0.04% |                   
                  $12.2K - $14.7K
                 |                   
                173K
                $46.9M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Front Row Advisors LLC
       Tiburon, CA | SELL | - | -79- 0.05% |                   
                  $12.6K - $15.3K
                 |                   
                144K
                $39.2M
               | |
| 
                  Jul 13, 2023
                  Q2 2023
                 | 
      Fluent Financial, LLC
      
   | SELL | - | -80- 2.34% |                   
                  $12.8K - $15.5K
                 |                   
                3.35K
                $908K
               | |
| 
                  Jul 25, 2023
                  Q2 2023
                 | 
      Monte Financial Group, LLC
      
   | SELL | - | -80- 0.63% |                   
                  $12.8K - $15.5K
                 |                   
                12.6K
                $3.42M
               | |
| 
                  Jul 31, 2023
                  Q2 2023
                 | 
      Orin Green Financial, LLC
      
   | SELL | - | -80- 0.65% |                   
                  $12.8K - $15.5K
                 |                   
                12.2K
                $3.3M
               | |
| 
                  Aug 08, 2023
                  Q2 2023
                 | 
      Pettee Investors, Inc.
      
   | SELL | - | -81- 0.19% |                   
                  $13K - $15.7K
                 |                   
                42.2K
                $11.5M
               | |
| 
                  Jul 31, 2023
                  Q2 2023
                 | 
      Omnia Family Wealth, LLC
      
   | SELL | - | -82- 0.26% |                   
                  $13.1K - $15.9K
                 |                   
                30.9K
                $8.39M
               | |
| 
                  Jul 24, 2023
                  Q2 2023
                 | 
      Bka Wealth Consulting, Inc.
      
   | SELL | - | -83- 0.81% |                   
                  $13.3K - $16.1K
                 |                   
                10.2K
                $2.76M
               | |
| 
                  Aug 07, 2023
                  Q2 2023
                 | 
      Asb Consultores, LLC
       Aventura, FL | SELL | - | -83- 2.6% |                   
                  $13.3K - $16.1K
                 |                   
                3.11K
                $844K
               | |
| 
                  Feb 13, 2024
                  Q2 2023
                 | 
      United Community Bank
       Greenville, SC | SELL | - | -85- 0.7% |                   
                  $13.6K - $16.5K
                 |                   
                12K
                $3.27M
               | |
| 
                  Jul 14, 2023
                  Q2 2023
                 | 
      Sharkey, Howes & Javer
      
   | SELL | - | -86- 1.55% |                   
                  $13.8K - $16.7K
                 |                   
                5.48K
                $1.49M
               | |
| 
                  Jul 31, 2023
                  Q2 2023
                 | 
      True Wealth Advisors, LLC
      
   | SELL | - | -87- 0.7% |                   
                  $13.9K - $16.9K
                 |                   
                12.4K
                $3.36M
               | |
| 
                  Jul 21, 2023
                  Q2 2023
                 | 
      West End Advisors, LLC
      
   | SELL | - | -88- 0.04% |                   
                  $14.1K - $17.1K
                 |                   
                215K
                $58.4M
               | |
| 
                  Jul 25, 2023
                  Q2 2023
                 | 
      Cowa, LLC
       Tulsa, OK | SELL | - | -88- 0.25% |                   
                  $14.1K - $17.1K
                 |                   
                35.1K
                $9.52M
               | |
| 
                  Aug 07, 2023
                  Q2 2023
                 | 
      Capital Square, LLC
      
   | SELL | - | -88- 0.6% |                   
                  $14.1K - $17.1K
                 |                   
                14.6K
                $3.97M
               | |
| 
                  Jul 18, 2023
                  Q2 2023
                 | 
      Mayport, LLC
      
   | SELL | - | -90- 0.44% |                   
                  $14.4K - $17.5K
                 |                   
                20.4K
                $5.54M
               | |
| 
                  Jul 20, 2023
                  Q2 2023
                 | 
      Timber Creek Capital Management LLC
      
   | SELL | - | -90- 0.16% |                   
                  $14.4K - $17.5K
                 |                   
                56.1K
                $15.2M
               | |
| 
                  Aug 01, 2023
                  Q2 2023
                 | 
      Ifrah Financial Services, Inc.
      
   | SELL | - | -90- 0.12% |                   
                  $14.4K - $17.5K
                 |                   
                75.4K
                $20.5M
               | |
| 
                  Aug 01, 2023
                  Q2 2023
                 | 
      Hazlett, Burt & Watson, Inc.
      
   | SELL | - | -90- 0.15% |                   
                  $14.4K - $17.5K
                 |                   
                59K
                $16M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Difesa Capital Management, LP
       New York, NY | SELL | - | -90- 0.53% |                   
                  $14.4K - $17.5K
                 |                   
                16.8K
                $4.56M
               | |
| 
                  Aug 09, 2023
                  Q2 2023
                 | 
      Redmond Asset Management, LLC
       Henrico, VA | SELL | - | -91- 0.39% |                   
                  $14.6K - $17.7K
                 |                   
                23.2K
                $6.31M
               | |
| 
                  Aug 11, 2023
                  Q2 2023
                 | 
      Copperleaf Capital, LLC
       Raleigh, NC | SELL | - | -92- 1.19% |                   
                  $14.7K - $17.8K
                 |                   
                7.63K
                $2.07M
               | |
| 
                  Jul 31, 2023
                  Q2 2023
                 | 
      Evexia Wealth LLC
       Stevens Point, WI | SELL | - | -93- 0.17% |                   
                  $14.9K - $18K
                 |                   
                55.9K
                $15.2M
               | |
| 
                  Jul 17, 2023
                  Q2 2023
                 | 
      Cranbrook Wealth Management, LLC
      
   | SELL | - | -94- 0.81% |                   
                  $15K - $18.2K
                 |                   
                11.6K
                $3.14M
               | |
| 
                  Jul 26, 2023
                  Q2 2023
                 | 
      Beaird Harris Wealth Management, LLC
       Dallas, TX | SELL | - | -94- 0.47% |                   
                  $15K - $18.2K
                 |                   
                20.1K
                $5.46M
               | |
| 
                  Aug 08, 2023
                  Q2 2023
                 | 
      Guerra Pan Advisors, LLC
       Montclair, NJ | SELL | - | -94- 0.35% |                   
                  $15K - $18.2K
                 |                   
                27.1K
                $7.37M
               | |
| 
                  Jul 17, 2023
                  Q2 2023
                 | 
      First International Bank & Trust
       Watford City, ND | SELL | - | -95- 1.42% |                   
                  $15.2K - $18.4K
                 |                   
                6.61K
                $1.79M
               | |
| 
                  Jul 25, 2023
                  Q2 2023
                 | 
      Braun Bostich & Associates Inc.
       Canonsburg, PA | SELL | - | -95- 1.59% |                   
                  $15.2K - $18.4K
                 |                   
                5.86K
                $1.59M
               | |
| 
                  Aug 03, 2023
                  Q2 2023
                 | 
      Paladin Advisory Group, LLC
      
   | SELL | - | -95- 0.44% |                   
                  $15.2K - $18.4K
                 |                   
                21.4K
                $5.81M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Clark Financial Services Group Inc                      
       Chesterfield, MO | SELL | - | -95- 0.28% |                   
                  $15.2K - $18.4K
                 |                   
                34K
                $9.22M
               | |
| 
                  Oct 17, 2023
                  Q2 2023
                 | 
      Nalls Sherbakoff Group, LLC
       Knoxville, TN | SELL | - | -97- 0.6% |                   
                  $15.5K - $18.8K
                 |                   
                16.1K
                $4.38M
               | |
| 
                  Jul 17, 2023
                  Q2 2023
                 | 
      Pfg Private Wealth Management, LLC
      
   | SELL | - | -98- 1.28% |                   
                  $15.7K - $19K
                 |                   
                7.55K
                $2.05M
               | |
| 
                  Jul 28, 2023
                  Q2 2023
                 | 
      Wagner Wealth Management, LLC
       Greenville, SC | SELL | - | -99- 0.3% |                   
                  $15.8K - $19.2K
                 |                   
                33.4K
                $9.07M
               | |
| 
                  Jul 07, 2023
                  Q2 2023
                 | 
      Norman Fields, Gottscho Capital Management, LLC
      
   | SELL | - | -100- 0.06% |                   
                  $16K - $19.4K
                 |                   
                154K
                $41.9M
               | |
| 
                  Jul 12, 2023
                  Q2 2023
                 | 
      Mu Investments Co., Ltd.
      
   | SELL | - | -100- 0.44% |                   
                  $16K - $19.4K
                 |                   
                22.6K
                $6.14M
               | |
| 
                  Jul 13, 2023
                  Q2 2023
                 | 
      Verde Capital Management
      
   | SELL | - | -100- 2.99% |                   
                  $16K - $19.4K
                 |                   
                3.24K
                $879K
               | |
| 
                  Jul 14, 2023
                  Q2 2023
                 | 
      Steph & CO
      
   | SELL | - | -100- 0.77% |                   
                  $16K - $19.4K
                 |                   
                12.9K
                $3.49M
               | |
| 
                  Jul 24, 2023
                  Q2 2023
                 | 
      Spirit Of America Management Corp
      
   | SELL | - | -100- 0.2% |                   
                  $16K - $19.4K
                 |                   
                49.2K
                $13.4M
               |