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
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.79K- 4.08% |
$287K - $347K
|
42.1K
$8.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.79K- 3.7% |
$287K - $348K
|
46.7K
$9.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.79K- 2.71% |
$287K - $348K
|
64.4K
$12.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.8K- 3.99% |
$288K - $349K
|
43.2K
$8.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.8K- 6.19% |
$288K - $349K
|
27.2K
$5.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.8K- 2.81% |
$288K - $349K
|
62.2K
$12.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.8K- 23.87% |
$288K - $349K
|
5.74K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.81K- 10.3% |
$289K - $350K
|
15.7K
$3.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-1.81K- 2.1% |
$289K - $351K
|
84.2K
$16.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.81K- 0.08% |
$290K - $352K
|
2.21M
$443M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 3.14% |
$291K - $352K
|
56.1K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.82K- 3.05% |
$292K - $354K
|
58K
$11.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 5.4% |
$292K - $354K
|
32K
$6.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.83K- 13.57% |
$292K - $354K
|
11.6K
$2.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.83K- 3.42% |
$293K - $355K
|
51.6K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.83K- 3.12% |
$293K - $355K
|
56.9K
$11.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.83K- 3.81% |
$293K - $355K
|
46.2K
$9.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.83K- 1.39% |
$293K - $355K
|
130K
$26M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.83K- 1.03% |
$293K - $355K
|
176K
$35.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.83K- 0.59% |
$293K - $356K
|
307K
$61.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.84K- 1.03% |
$294K - $357K
|
177K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.84K- 1.61% |
$295K - $357K
|
113K
$22.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.84K- 1.49% |
$295K - $357K
|
122K
$24.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.85K- 3.6% |
$295K - $358K
|
49.4K
$9.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.85K- 1.43% |
$295K - $358K
|
127K
$25.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.85K- 1.87% |
$297K - $359K
|
97K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.85K- 4.37% |
$297K - $360K
|
40.6K
$8.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.86K- 18.76% |
$297K - $360K
|
8.03K
$1.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.86K- 2.74% |
$297K - $360K
|
66K
$13.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 0.7% |
$299K - $362K
|
266K
$53.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.87K- 1.05% |
$299K - $363K
|
177K
$35.4M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.87K- 9.85% |
$300K - $363K
|
17.1K
$3.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.88K- 11.39% |
$301K - $364K
|
14.6K
$2.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.88K- 0.78% |
$301K - $365K
|
240K
$48M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.88K- 14.91% |
$301K - $365K
|
10.7K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.88K- 58.9% |
$301K - $365K
|
1.31K
$263K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.9K- 2.52% |
$304K - $368K
|
73.5K
$14.7M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.9K- 0.99% |
$304K - $368K
|
189K
$37.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.9K- 1.6% |
$304K - $368K
|
117K
$23.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.91K- 2.09% |
$305K - $370K
|
89.2K
$17.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.91K- 6.6% |
$305K - $370K
|
27K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.91K- 2.58% |
$306K - $370K
|
72.1K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.91K- 6.0% |
$306K - $371K
|
29.9K
$6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.91K- 0.09% |
$306K - $371K
|
2.21M
$443M
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1.92K- 7.23% |
$307K - $372K
|
24.6K
$4.92M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.93K- 1.18% |
$309K - $374K
|
161K
$32.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.93K- 2.26% |
$309K - $374K
|
83.4K
$16.7M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.93K- 9.57% |
$309K - $374K
|
18.2K
$3.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 1.43% |
$310K - $376K
|
133K
$26.7M
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.94K- 2.41% |
$310K - $376K
|
78.3K
$15.7M
|