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 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.08K- 0.42% |
$173K - $209K
|
256K
$51.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.08K- 0.37% |
$174K - $210K
|
292K
$58.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.09K- 0.78% |
$174K - $210K
|
137K
$27.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.09K- 0.32% |
$174K - $211K
|
342K
$68.4M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.09K- 12.14% |
$175K - $212K
|
7.92K
$1.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 1.06% |
$175K - $212K
|
102K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.1K- 11.2% |
$175K - $212K
|
8.69K
$1.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.1K- 0.61% |
$176K - $214K
|
179K
$35.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.11K- 1.64% |
$177K - $215K
|
66.5K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-1.11K- 2.53% |
$177K - $215K
|
42.7K
$8.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.11K- 3.16% |
$177K - $215K
|
33.9K
$6.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.11K- 1.38% |
$178K - $216K
|
79.5K
$15.9M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.12K- 3.43% |
$179K - $217K
|
31.5K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.12K- 5.03% |
$179K - $217K
|
21.1K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.12K- 2.74% |
$179K - $217K
|
39.8K
$7.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.13K- 13.79% |
$180K - $219K
|
7.05K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.13K- 3.97% |
$181K - $219K
|
27.3K
$5.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.13K- 0.54% |
$181K - $219K
|
207K
$41.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.13K- 0.89% |
$181K - $219K
|
126K
$25.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.13K- 0.24% |
$182K - $220K
|
466K
$93.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.14K- 13.94% |
$182K - $220K
|
7.01K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.14K- 2.52% |
$182K - $221K
|
44.1K
$8.84M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.14K- 5.32% |
$183K - $221K
|
20.3K
$4.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.14K- 5.44% |
$183K - $222K
|
19.9K
$3.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.15K- 0.9% |
$183K - $222K
|
126K
$25.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.15K- 13.85% |
$184K - $223K
|
7.15K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.15K- 2.22% |
$184K - $223K
|
50.7K
$10.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.15K- 2.65% |
$184K - $223K
|
42.3K
$8.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.15K- 1.64% |
$185K - $224K
|
69.3K
$13.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.56% |
$185K - $224K
|
31.3K
$6.26M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.16K- 3.81% |
$185K - $224K
|
29.2K
$5.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.16K- 2.08% |
$186K - $225K
|
54.7K
$11M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 1.6% |
$186K - $226K
|
71.5K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.17K- 0.72% |
$187K - $227K
|
161K
$32.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.17K- 0.66% |
$187K - $227K
|
176K
$35.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.18K- 2.08% |
$188K - $228K
|
55.2K
$11.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.18K- 25.54% |
$189K - $229K
|
3.44K
$689K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.18K- 4.74% |
$189K - $229K
|
23.8K
$4.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.18K- 3.52% |
$190K - $230K
|
32.4K
$6.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-1.19K- 0.95% |
$190K - $230K
|
124K
$24.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-1.19K- 3.54% |
$191K - $231K
|
32.4K
$6.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.19K- 1.75% |
$191K - $231K
|
66.7K
$13.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.19K- 3.12% |
$191K - $231K
|
37K
$7.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
SELL
|
- |
-1.2K- 3.7% |
$192K - $232K
|
31.2K
$6.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 1.1% |
$193K - $233K
|
108K
$21.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.2K- 1.26% |
$193K - $233K
|
94.5K
$18.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.21K- 2.03% |
$193K - $234K
|
58.3K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.21K- 3.26% |
$193K - $234K
|
35.8K
$7.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.21K- 6.02% |
$193K - $234K
|
18.9K
$3.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.18% |
$194K - $235K
|
54.3K
$10.9M
|