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 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.47K- 1.89% |
$235K - $284K
|
76.2K
$15.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.47K- 1.54% |
$235K - $285K
|
94K
$18.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.47K- 8.83% |
$235K - $285K
|
15.2K
$3.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.47K- 1.78% |
$236K - $285K
|
81.2K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.47K- 1.01% |
$236K - $286K
|
144K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.47K- 0.59% |
$236K - $286K
|
249K
$49.9M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.47K- 1.01% |
$236K - $286K
|
144K
$28.8M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.48K- 3.52% |
$236K - $286K
|
40.5K
$8.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.48K- 10.09% |
$236K - $286K
|
13.2K
$2.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.48K- 0.79% |
$237K - $287K
|
187K
$37.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.49K- 2.3% |
$238K - $288K
|
63.2K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.49K- 0.96% |
$239K - $290K
|
154K
$30.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.5K- 9.71% |
$240K - $290K
|
13.9K
$2.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.5K- 0.81% |
$240K - $291K
|
183K
$36.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-1.5K- 19.48% |
$240K - $291K
|
6.2K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 2.88% |
$240K - $291K
|
50.5K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.5K- 2.39% |
$240K - $291K
|
61.3K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.5K- 1.42% |
$241K - $292K
|
105K
$21M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.51K- 5.27% |
$241K - $292K
|
27.1K
$5.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.51K- 12.01% |
$241K - $293K
|
11K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.52K- 6.95% |
$243K - $294K
|
20.3K
$4.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.52K- 1.88% |
$243K - $295K
|
79.4K
$15.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 5.52% |
$244K - $295K
|
26K
$5.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.52K- 3.57% |
$244K - $295K
|
41.1K
$8.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.52K- 2.88% |
$244K - $295K
|
51.4K
$10.3M
|
|
|
Jan 17, 2024
Q2 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-1.52K- 0.67% |
$244K - $296K
|
227K
$45.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.53K- 9.27% |
$244K - $296K
|
14.9K
$2.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.53K- 0.64% |
$245K - $297K
|
239K
$47.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.53K- 1.07% |
$245K - $297K
|
142K
$28.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.54K- 2.23% |
$247K - $299K
|
67.5K
$13.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.55K- 2.14% |
$248K - $300K
|
70.8K
$14.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 21.06% |
$248K - $301K
|
5.81K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.56K- 1.02% |
$249K - $302K
|
151K
$30.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.56K- 3.25% |
$249K - $302K
|
46.3K
$9.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.59K- 1.66% |
$255K - $309K
|
94.1K
$18.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.59K- 3.25% |
$255K - $309K
|
47.3K
$9.48M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-1.59K- 1.59% |
$255K - $309K
|
98.7K
$19.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-1.59K- 2.35% |
$255K - $309K
|
66.1K
$13.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.6K- 1.51% |
$255K - $309K
|
104K
$20.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Cortland Associates Inc
|
SELL
|
- |
-1.6K- 5.31% |
$256K - $310K
|
28.5K
$5.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
SELL
|
- |
-1.6K- 1.3% |
$256K - $310K
|
122K
$24.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-1.6K- 0.61% |
$256K - $310K
|
261K
$52.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.62K- 9.62% |
$259K - $314K
|
15.2K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.62K- 3.21% |
$259K - $314K
|
48.8K
$9.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.63K- 2.24% |
$261K - $316K
|
71K
$14.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-1.63K- 3.48% |
$262K - $317K
|
45.4K
$9.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.64K- 2.43% |
$262K - $317K
|
65.8K
$13.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.64K- 2.45% |
$262K - $318K
|
65K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.64K- 1.65% |
$262K - $318K
|
97.8K
$19.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.64K- 5.65% |
$263K - $319K
|
27.4K
$5.49M
|