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 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-151- 0.38% |
$24.2K - $29.3K
|
40.1K
$9.85M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-152- 0.84% |
$24.3K - $29.5K
|
17.9K
$4.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-152- 1.36% |
$24.3K - $29.5K
|
11K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
SELL
|
- |
-154- 0.15% |
$24.7K - $29.9K
|
99.7K
$24.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-154- 0.37% |
$24.7K - $29.9K
|
41.3K
$10.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-156- 0.32% |
$25K - $30.3K
|
48.6K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-156- 0.59% |
$25K - $30.3K
|
26.4K
$6.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-157- 1.23% |
$25.1K - $30.5K
|
12.6K
$3.09M
|
|
|
Feb 10, 2025
Q2 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-159- 1.69% |
$25.5K - $30.8K
|
9.27K
$2.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-160- 0.88% |
$25.6K - $31K
|
18.1K
$4.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-161- 2.61% |
$25.8K - $31.2K
|
6.01K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-162- 0.23% |
$25.9K - $31.4K
|
71.6K
$17.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-164- 6.14% |
$26.3K - $31.8K
|
2.51K
$616K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-166- 0.43% |
$26.6K - $32.2K
|
38K
$9.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-168- 3.7% |
$26.9K - $32.6K
|
4.37K
$1.07M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-168- 2.98% |
$26.9K - $32.6K
|
5.48K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-169- 3.57% |
$27.1K - $32.8K
|
4.56K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-169- 1.97% |
$27.1K - $32.8K
|
8.41K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-170- 0.9% |
$27.2K - $33K
|
18.7K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-171- 3.99% |
$27.4K - $33.2K
|
4.12K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-172- 3.51% |
$27.5K - $33.4K
|
4.72K
$1.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-174- 0.32% |
$27.9K - $33.8K
|
54.3K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-174- 0.59% |
$27.9K - $33.8K
|
29.1K
$7.15M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-175- 0.25% |
$28K - $33.9K
|
70.4K
$17.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-175- 4.99% |
$28K - $33.9K
|
3.33K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-175- 0.9% |
$28K - $33.9K
|
19.4K
$4.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-175- 0.24% |
$28K - $33.9K
|
72.8K
$17.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-176- 0.59% |
$28.2K - $34.1K
|
29.6K
$7.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-176- 1.21% |
$28.2K - $34.1K
|
14.3K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-176- 3.74% |
$28.2K - $34.1K
|
4.53K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-178- 1.0% |
$28.5K - $34.5K
|
17.6K
$4.32M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-179- 0.56% |
$28.7K - $34.7K
|
31.5K
$7.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-179- 2.12% |
$28.7K - $34.7K
|
8.26K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-179- 0.13% |
$28.7K - $34.7K
|
140K
$34.3M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-182- 0.59% |
$29.1K - $35.3K
|
30.4K
$7.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-184- 0.56% |
$29.5K - $35.7K
|
32.4K
$7.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-184- 0.18% |
$29.5K - $35.7K
|
104K
$25.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-190- 0.47% |
$30.4K - $36.9K
|
40.5K
$9.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-190- 1.5% |
$30.4K - $36.9K
|
12.5K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-190- 1.23% |
$30.4K - $36.9K
|
15.2K
$3.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-191- 0.35% |
$30.6K - $37K
|
54.8K
$13.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-191- 0.17% |
$30.6K - $37K
|
111K
$27.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-193- 0.16% |
$30.9K - $37.4K
|
118K
$28.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-194- 1.52% |
$31.1K - $37.6K
|
12.6K
$3.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-194- 31.75% |
$31.1K - $37.6K
|
417
$102K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-196- 0.12% |
$31.4K - $38K
|
163K
$40M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-197- 1.41% |
$31.5K - $38.2K
|
13.7K
$3.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-198- 0.26% |
$31.7K - $38.4K
|
74.9K
$18.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
SELL
|
- |
-199- 0.81% |
$31.9K - $38.6K
|
24.3K
$5.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-199- 0.68% |
$31.9K - $38.6K
|
29.2K
$7.18M
|