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 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-2K- 1.11% |
$320K - $388K
|
178K
$43.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2K- 4.02% |
$321K - $388K
|
47.8K
$11.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-2.01K- 4.53% |
$321K - $389K
|
42.2K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.01K- 0.55% |
$321K - $389K
|
361K
$88.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.01K- 0.77% |
$322K - $390K
|
261K
$64M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.02K- 5.4% |
$323K - $391K
|
35.3K
$8.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.02K- 6.3% |
$323K - $392K
|
30K
$7.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.02K- 17.9% |
$324K - $392K
|
9.27K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.04K- 3.28% |
$326K - $395K
|
59.9K
$14.7M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.04K- 42.35% |
$327K - $396K
|
2.78K
$683K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.05K- 22.78% |
$328K - $397K
|
6.94K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-2.05K- 3.36% |
$329K - $398K
|
59.1K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.05K- 0.36% |
$329K - $398K
|
572K
$140M
|
|
|
Jul 21, 2023
Q2 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.06K- 3.41% |
$329K - $399K
|
58.3K
$14.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-2.06K- 9.82% |
$329K - $399K
|
18.9K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.06K- 1.97% |
$330K - $400K
|
102K
$25.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.07K- 12.33% |
$331K - $402K
|
14.7K
$3.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 15.84% |
$333K - $404K
|
11.1K
$2.71M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.09K- 20.53% |
$335K - $405K
|
8.09K
$1.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2.1K- 3.1% |
$336K - $408K
|
65.8K
$16.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.1K- 0.85% |
$337K - $408K
|
244K
$60M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.11K- 2.77% |
$338K - $410K
|
74.2K
$18.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-2.12K- 1.13% |
$340K - $411K
|
185K
$45.4M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-2.12K- 4.63% |
$340K - $412K
|
43.7K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.13K- 1.67% |
$341K - $413K
|
125K
$30.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-2.13K- 29.64% |
$341K - $413K
|
5.05K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.13K- 5.48% |
$341K - $413K
|
36.7K
$9.02M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.13K- 3.95% |
$341K - $414K
|
51.8K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.13K- 1.89% |
$341K - $414K
|
111K
$27.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-2.13K- 46.71% |
$341K - $414K
|
2.43K
$597K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-2.14K- 4.84% |
$342K - $415K
|
42K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.14K- 1.49% |
$343K - $416K
|
142K
$34.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-2.15K- 12.11% |
$343K - $416K
|
15.6K
$3.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-2.15K- 1.35% |
$344K - $417K
|
157K
$38.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.16K- 4.11% |
$346K - $419K
|
50.4K
$12.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-2.16K- 2.86% |
$346K - $420K
|
73.6K
$18.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.17K- 0.99% |
$348K - $421K
|
217K
$53.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.18K- 5.01% |
$348K - $422K
|
41.2K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.18K- 1.81% |
$349K - $423K
|
118K
$29.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.2K- 35.44% |
$352K - $426K
|
4K
$983K
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-2.2K- 2.87% |
$352K - $427K
|
74.6K
$18.3M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.22K- 0.73% |
$356K - $431K
|
302K
$74.1M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-2.23K- 1.47% |
$358K - $433K
|
149K
$36.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.24K- 12.87% |
$358K - $434K
|
15.1K
$3.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.24K- 4.12% |
$358K - $434K
|
52K
$12.8M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.24K- 2.1% |
$359K - $434K
|
104K
$25.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-2.24K- 0.91% |
$359K - $435K
|
244K
$60M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.25K- 0.27% |
$360K - $436K
|
844K
$207M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.25K- 0.33% |
$361K - $437K
|
679K
$167M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.25K- 1.11% |
$361K - $437K
|
200K
$49.1M
|