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 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-498- 2.13% |
$79.7K - $96.6K
|
22.9K
$6.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-498- 0.03% |
$79.7K - $96.6K
|
1.92M
$522M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-500- 9.64% |
$80.1K - $97K
|
4.69K
$1.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-500- 1.19% |
$80.1K - $97K
|
41.5K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-500- 1.69% |
$80.1K - $97K
|
29K
$7.87M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-501- 1.32% |
$80.2K - $97.2K
|
37.4K
$10.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-502- 1.53% |
$80.4K - $97.4K
|
32.3K
$8.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-503- 0.56% |
$80.5K - $97.6K
|
89.6K
$24.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-504- 0.69% |
$80.7K - $97.8K
|
72.5K
$19.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-505- 0.48% |
$80.9K - $98K
|
105K
$28.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-505- 1.29% |
$80.9K - $98K
|
38.7K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-505- 1.31% |
$80.9K - $98K
|
38K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-506- 8.74% |
$81K - $98.1K
|
5.28K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-508- 4.49% |
$81.3K - $98.5K
|
10.8K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-510- 0.59% |
$81.7K - $98.9K
|
85.7K
$23.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-512- 1.48% |
$82K - $99.3K
|
34K
$9.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-512- 4.63% |
$82K - $99.3K
|
10.6K
$2.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-512- 11.06% |
$82K - $99.3K
|
4.12K
$1.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-512- 0.95% |
$82K - $99.3K
|
53.6K
$14.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-515- 1.99% |
$82.5K - $99.9K
|
25.4K
$6.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-516- 1.14% |
$82.6K - $100K
|
44.7K
$12.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-517- 2.42% |
$82.8K - $100K
|
20.9K
$5.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-520- 1.37% |
$83.3K - $101K
|
37.6K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-520- 3.27% |
$83.3K - $101K
|
15.4K
$4.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-521- 0.87% |
$83.4K - $101K
|
59.6K
$16.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-524- 2.23% |
$83.9K - $102K
|
22.9K
$6.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-527- 3.54% |
$84.4K - $102K
|
14.4K
$3.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-528- 0.79% |
$84.5K - $102K
|
66.3K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-528- 2.81% |
$84.5K - $102K
|
18.3K
$4.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-530- 0.92% |
$84.9K - $103K
|
57.3K
$15.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-531- 4.64% |
$85K - $103K
|
10.9K
$2.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-531- 2.03% |
$85K - $103K
|
25.6K
$6.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-532- 4.87% |
$85.2K - $103K
|
10.4K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-534- 2.04% |
$85.5K - $104K
|
25.7K
$6.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-534- 3.69% |
$85.5K - $104K
|
14K
$3.79M
|
|
|
Mar 11, 2024
Q2 2023
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-538- 4.97% |
$86.1K - $104K
|
10.3K
$2.79M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-540- 1.35% |
$86.5K - $105K
|
39.6K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-540- 1.66% |
$86.5K - $105K
|
32.1K
$8.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-541- 1.3% |
$86.6K - $105K
|
41K
$11.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-541- 1.19% |
$86.6K - $105K
|
45.1K
$12.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-542- 0.23% |
$86.8K - $105K
|
232K
$63M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-542- 0.23% |
$86.8K - $105K
|
232K
$63M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-543- 0.98% |
$86.9K - $105K
|
54.7K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-544- 1.2% |
$87.1K - $106K
|
44.7K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-546- 1.35% |
$87.4K - $106K
|
39.9K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-548- 1.68% |
$87.7K - $106K
|
32K
$8.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-548- 1.13% |
$87.7K - $106K
|
48K
$13M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-549- 0.4% |
$87.9K - $106K
|
138K
$37.6M
|
|
|
Feb 12, 2025
Q2 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-549- 7.81% |
$87.9K - $106K
|
6.48K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-550- 2.07% |
$88.1K - $107K
|
26K
$7.06M
|