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 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-894- 0.4% |
$143K - $173K
|
223K
$44.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-898- 7.06% |
$144K - $174K
|
11.8K
$2.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-898- 29.76% |
$144K - $174K
|
2.12K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-898- 1.72% |
$144K - $174K
|
51.4K
$10.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-899- 2.02% |
$144K - $174K
|
43.7K
$8.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-906- 7.93% |
$145K - $176K
|
10.5K
$2.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-909- 1.16% |
$146K - $176K
|
77.3K
$15.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-910- 3.58% |
$146K - $177K
|
24.5K
$4.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-910- 2.09% |
$146K - $177K
|
42.7K
$8.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-910- 1.65% |
$146K - $177K
|
54.3K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-910- 0.43% |
$146K - $177K
|
211K
$42.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-911- 5.11% |
$146K - $177K
|
16.9K
$3.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-914- 3.95% |
$146K - $177K
|
22.2K
$4.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-915- 0.71% |
$146K - $177K
|
128K
$25.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-917- 9.36% |
$147K - $178K
|
8.88K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-917- 1.98% |
$147K - $178K
|
45.3K
$9.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-919- 2.83% |
$147K - $178K
|
31.6K
$6.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-920- 6.59% |
$147K - $178K
|
13K
$2.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-925- 0.57% |
$148K - $179K
|
162K
$32.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-926- 7.78% |
$148K - $180K
|
11K
$2.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-927- 1.92% |
$148K - $180K
|
47.4K
$9.49M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-927- 1.92% |
$148K - $180K
|
47.4K
$9.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-928- 4.01% |
$149K - $180K
|
22.2K
$4.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-928- 9.29% |
$149K - $180K
|
9.06K
$1.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-930- 2.04% |
$149K - $180K
|
44.7K
$8.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-932- 2.13% |
$149K - $181K
|
42.9K
$8.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-933- 2.36% |
$149K - $181K
|
38.6K
$7.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-934- 3.8% |
$150K - $181K
|
23.6K
$4.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-939- 23.63% |
$150K - $182K
|
3.03K
$608K
|
|
|
Jul 13, 2023
Q2 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-940- 0.71% |
$150K - $182K
|
131K
$26.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-940- 3.04% |
$150K - $182K
|
30K
$6M
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-940- 1.79% |
$150K - $182K
|
51.7K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-943- 1.41% |
$151K - $183K
|
66.2K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-943- 5.15% |
$151K - $183K
|
17.4K
$3.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-945- 1.21% |
$151K - $183K
|
77.1K
$15.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-945- 4.97% |
$151K - $183K
|
18.1K
$3.62M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-949- 2.17% |
$152K - $184K
|
42.8K
$8.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-951- 11.23% |
$152K - $184K
|
7.52K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-957- 1.77% |
$153K - $186K
|
53.3K
$10.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-959- 0.27% |
$154K - $186K
|
351K
$70.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-959- 0.67% |
$154K - $186K
|
142K
$28.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-960- 5.87% |
$154K - $186K
|
15.4K
$3.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-964- 6.53% |
$154K - $187K
|
13.8K
$2.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-967- 0.66% |
$155K - $188K
|
146K
$29.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-972- 0.59% |
$156K - $189K
|
165K
$33M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-972- 3.05% |
$156K - $189K
|
30.9K
$6.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-972- 1.53% |
$156K - $189K
|
62.4K
$12.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-973- 1.76% |
$156K - $189K
|
54.2K
$10.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-974- 2.04% |
$156K - $189K
|
46.8K
$9.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-974- 0.9% |
$156K - $189K
|
107K
$21.5M
|