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 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-385- 2.57% |
$61.6K - $74.7K
|
14.6K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-385- 1.62% |
$61.6K - $74.7K
|
23.4K
$6.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-386- 0.58% |
$61.8K - $74.9K
|
66.5K
$18M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-389- 15.57% |
$62.3K - $75.5K
|
2.11K
$573K
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-390- 4.71% |
$62.4K - $75.6K
|
7.9K
$2.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-391- 0.62% |
$62.6K - $75.8K
|
62.7K
$17M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-394- 3.65% |
$63.1K - $76.4K
|
10.4K
$2.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-395- 6.02% |
$63.2K - $76.6K
|
6.16K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-395- 4.34% |
$63.2K - $76.6K
|
8.71K
$2.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-399- 1.36% |
$63.9K - $77.4K
|
28.9K
$7.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-399- 0.23% |
$63.9K - $77.4K
|
173K
$46.9M
|
|
|
Oct 15, 2025
Q2 2023
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-399- 3.34% |
$63.9K - $77.4K
|
11.5K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-400- 8.25% |
$64K - $77.6K
|
4.45K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-400- 4.23% |
$64K - $77.6K
|
9.05K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-400- 3.45% |
$64K - $77.6K
|
11.2K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-400- 10.22% |
$64K - $77.6K
|
3.51K
$953K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-405- 3.93% |
$64.8K - $78.6K
|
9.91K
$2.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-409- 1.4% |
$65.5K - $79.3K
|
28.8K
$7.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-409- 1.17% |
$65.5K - $79.3K
|
34.5K
$9.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-410- 3.89% |
$65.6K - $79.5K
|
10.1K
$2.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-410- 2.31% |
$65.6K - $79.5K
|
17.3K
$4.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-410- 2.22% |
$65.6K - $79.5K
|
18.1K
$4.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-412- 0.91% |
$66K - $79.9K
|
44.7K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-413- 0.01% |
$66.1K - $80.1K
|
3.1M
$841M
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-415- 12.76% |
$66.4K - $80.5K
|
2.84K
$770K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-415- 5.97% |
$66.4K - $80.5K
|
6.54K
$1.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-416- 1.17% |
$66.6K - $80.7K
|
35.2K
$9.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-416- 1.12% |
$66.6K - $80.7K
|
36.8K
$9.97M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-419- 1.82% |
$67.1K - $81.3K
|
22.7K
$6.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-420- 4.92% |
$67.2K - $81.5K
|
8.11K
$2.2M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-420- 0.54% |
$67.2K - $81.5K
|
78.1K
$21.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-420- 2.37% |
$67.2K - $81.5K
|
17.3K
$4.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-421- 1.54% |
$67.4K - $81.7K
|
26.9K
$7.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-421- 2.78% |
$67.4K - $81.7K
|
14.7K
$4M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-422- 0.25% |
$67.6K - $81.9K
|
169K
$45.9M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-422- 1.45% |
$67.6K - $81.9K
|
28.7K
$7.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-423- 1.06% |
$67.7K - $82K
|
39.7K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-423- 2.14% |
$67.7K - $82K
|
19.4K
$5.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-425- 7.38% |
$68K - $82.4K
|
5.34K
$1.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-428- 1.79% |
$68.5K - $83K
|
23.5K
$6.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-428- 10.17% |
$68.5K - $83K
|
3.78K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-430- 0.43% |
$68.8K - $83.4K
|
98.9K
$26.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-430- 0.76% |
$68.8K - $83.4K
|
55.9K
$15.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-431- 1.65% |
$69K - $83.6K
|
25.7K
$6.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-432- 1.53% |
$69.2K - $83.8K
|
27.8K
$7.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-439- 0.75% |
$70.3K - $85.2K
|
58K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-439- 4.01% |
$70.3K - $85.2K
|
10.5K
$2.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-441- 0.32% |
$70.6K - $85.5K
|
136K
$36.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-441- 0.53% |
$70.6K - $85.5K
|
82.1K
$22.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-444- 8.75% |
$71.1K - $86.1K
|
4.63K
$1.26M
|