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 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-336- 0.68% |
$53.8K - $65.2K
|
48.9K
$9.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-336- 0.12% |
$53.8K - $65.2K
|
287K
$57.8M
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-336- 1.52% |
$53.8K - $65.2K
|
21.7K
$4.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-339- 3.65% |
$54.3K - $65.8K
|
8.94K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-341- 1.13% |
$54.6K - $66.1K
|
29.9K
$6.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-344- 2.67% |
$55.1K - $66.7K
|
12.6K
$2.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-344- 2.82% |
$55.1K - $66.7K
|
11.8K
$2.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-344- 0.36% |
$55.1K - $66.7K
|
94K
$18.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-345- 1.05% |
$55.2K - $66.9K
|
32.7K
$6.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-346- 0.17% |
$55.4K - $67.1K
|
203K
$40.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-347- 0.55% |
$55.6K - $67.3K
|
62.2K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-347- 0.22% |
$55.6K - $67.3K
|
159K
$32M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-348- 1.03% |
$55.7K - $67.5K
|
33.3K
$6.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-348- 0.36% |
$55.7K - $67.5K
|
97.3K
$19.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-348- 7.25% |
$55.7K - $67.5K
|
4.45K
$895K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-350- 12.05% |
$56K - $67.9K
|
2.55K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-350- 0.08% |
$56K - $67.9K
|
444K
$89.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-351- 0.67% |
$56.2K - $68.1K
|
51.7K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-353- 0.62% |
$56.5K - $68.5K
|
56.3K
$11.3M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-354- 0.99% |
$56.7K - $68.7K
|
35.3K
$7.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-356- 1.31% |
$57K - $69.1K
|
26.8K
$5.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-357- 0.52% |
$57.2K - $69.2K
|
68.6K
$13.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-357- 0.26% |
$57.2K - $69.2K
|
135K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-358- 16.29% |
$57.3K - $69.4K
|
1.84K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-360- 0.52% |
$57.6K - $69.8K
|
69.1K
$13.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-361- 0.61% |
$57.8K - $70K
|
58.7K
$11.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-362- 5.07% |
$58K - $70.2K
|
6.78K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-363- 1.47% |
$58.1K - $70.4K
|
24.3K
$4.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-364- 0.65% |
$58.3K - $70.6K
|
56K
$11.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-370- 2.16% |
$59.2K - $71.8K
|
16.8K
$3.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-371- 5.06% |
$59.4K - $72K
|
6.96K
$1.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-374- 0.24% |
$59.9K - $72.5K
|
154K
$31M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-375- 14.42% |
$60K - $72.7K
|
2.23K
$447K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-376- 1.24% |
$60.2K - $72.9K
|
30K
$6.03M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-377- 1.03% |
$60.4K - $73.1K
|
36.2K
$7.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-377- 3.79% |
$60.4K - $73.1K
|
9.56K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
SELL
|
- |
-380- 6.85% |
$60.8K - $73.7K
|
5.17K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381- 1.52% |
$61K - $73.9K
|
24.7K
$4.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-382- 2.09% |
$61.2K - $74.1K
|
17.9K
$3.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-382- 0.84% |
$61.2K - $74.1K
|
45K
$9.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-384- 1.13% |
$61.5K - $74.5K
|
33.5K
$6.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-384- 3.0% |
$61.5K - $74.5K
|
12.4K
$2.5M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-384- 0.63% |
$61.5K - $74.5K
|
60.9K
$12.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-385- 2.57% |
$61.6K - $74.7K
|
14.6K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-385- 1.62% |
$61.6K - $74.7K
|
23.4K
$4.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-386- 0.58% |
$61.8K - $74.9K
|
66.5K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-389- 15.57% |
$62.3K - $75.5K
|
2.11K
$424K
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-390- 4.71% |
$62.4K - $75.6K
|
7.9K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-391- 0.62% |
$62.6K - $75.8K
|
62.7K
$12.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-394- 3.65% |
$63.1K - $76.4K
|
10.4K
$2.09M
|