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 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-101- 0.48% |
$16.2K - $19.6K
|
21K
$4.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-101- 1.4% |
$16.2K - $19.6K
|
7.1K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-102- 3.41% |
$16.3K - $19.8K
|
2.89K
$579K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-102- 0.29% |
$16.3K - $19.8K
|
35K
$7.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-102- 0.06% |
$16.3K - $19.8K
|
162K
$32.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-104- 0.14% |
$16.7K - $20.2K
|
72.1K
$14.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-105- 3.95% |
$16.8K - $20.4K
|
2.56K
$512K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-105- 0.43% |
$16.8K - $20.4K
|
24.2K
$4.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-105- 0.5% |
$16.8K - $20.4K
|
21.1K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 0.89% |
$17K - $20.6K
|
11.8K
$2.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-107- 0.51% |
$17.1K - $20.8K
|
20.8K
$4.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-108- 1.39% |
$17.3K - $20.9K
|
7.66K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-112- 0.89% |
$17.9K - $21.7K
|
12.4K
$2.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-112- 0.12% |
$17.9K - $21.7K
|
92.6K
$18.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-113- 1.08% |
$18.1K - $21.9K
|
10.4K
$2.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-115- 5.73% |
$18.4K - $22.3K
|
1.89K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-115- 0.13% |
$18.4K - $22.3K
|
89.7K
$18M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-115- 1.0% |
$18.4K - $22.3K
|
11.4K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-115- 2.4% |
$18.4K - $22.3K
|
4.68K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-116- 0.1% |
$18.6K - $22.5K
|
122K
$24.4M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-116- 2.19% |
$18.6K - $22.5K
|
5.19K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-117- 0.88% |
$18.7K - $22.7K
|
13.2K
$2.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-119- 0.42% |
$19.1K - $23.1K
|
28.2K
$5.65M
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-120- 1.12% |
$19.2K - $23.3K
|
10.6K
$2.12M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-120- 1.85% |
$19.2K - $23.3K
|
6.36K
$1.27M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-120- 0.17% |
$19.2K - $23.3K
|
68.6K
$13.7M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-120- 0.87% |
$19.2K - $23.3K
|
13.6K
$2.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-121- 0.45% |
$19.4K - $23.5K
|
26.9K
$5.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-121- 0.35% |
$19.4K - $23.5K
|
34.7K
$6.96M
|
|
|
Apr 10, 2025
Q2 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-121- 1.97% |
$19.4K - $23.5K
|
6.02K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-122- 1.58% |
$19.5K - $23.7K
|
7.58K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-123- 2.18% |
$19.7K - $23.9K
|
5.51K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-124- 0.07% |
$19.9K - $24.1K
|
190K
$38M
|
|
|
Jul 11, 2023
Q2 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-125- 1.44% |
$20K - $24.2K
|
8.56K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-125- 1.51% |
$20K - $24.2K
|
8.16K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-126- 1.8% |
$20.2K - $24.4K
|
6.86K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-127- 0.24% |
$20.3K - $24.6K
|
52.7K
$10.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-128- 1.23% |
$20.5K - $24.8K
|
10.3K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-129- 0.11% |
$20.7K - $25K
|
117K
$23.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-130- 8.44% |
$20.8K - $25.2K
|
1.41K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-131- 0.97% |
$21K - $25.4K
|
13.4K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-131- 0.91% |
$21K - $25.4K
|
14.3K
$2.86M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-132- 1.92% |
$21.1K - $25.6K
|
6.75K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-132- 0.42% |
$21.1K - $25.6K
|
31.2K
$6.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-134- 0.45% |
$21.5K - $26K
|
29.4K
$5.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-135- 0.16% |
$21.6K - $26.2K
|
86.1K
$17.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-135- 1.33% |
$21.6K - $26.2K
|
10K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-135- 0.89% |
$21.6K - $26.2K
|
15.1K
$3.03M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-135- 0.16% |
$21.6K - $26.2K
|
86.1K
$17.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
SELL
|
- |
-137- 3.16% |
$21.9K - $26.6K
|
4.2K
$841K
|