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 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.37K- 8.51% |
$379K - $459K
|
25.5K
$6.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-2.37K- 30.84% |
$379K - $459K
|
5.31K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.37K- 1.39% |
$379K - $460K
|
169K
$45.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.37K- 4.08% |
$379K - $460K
|
55.7K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.38K- 14.69% |
$380K - $461K
|
13.8K
$3.71M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.38K- 1.87% |
$381K - $462K
|
125K
$33.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.38K- 6.17% |
$382K - $462K
|
36.2K
$9.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-2.39K- 3.55% |
$382K - $463K
|
64.8K
$17.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-2.39K- 10.35% |
$383K - $464K
|
20.7K
$5.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.4K- 3.33% |
$384K - $465K
|
69.6K
$18.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.4K- 1.13% |
$384K - $466K
|
211K
$56.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.4K- 1.37% |
$385K - $466K
|
173K
$46.5M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.41K- 1.45% |
$385K - $467K
|
163K
$43.9M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.41K- 41.97% |
$386K - $467K
|
3.33K
$896K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.41K- 3.79% |
$386K - $468K
|
61.3K
$16.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.42K- 3.32% |
$387K - $468K
|
70.4K
$18.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.42K- 9.23% |
$387K - $469K
|
23.8K
$6.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.42K- 12.93% |
$388K - $470K
|
16.3K
$4.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-2.43K- 20.19% |
$389K - $472K
|
9.61K
$2.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.43K- 3.74% |
$389K - $472K
|
62.6K
$16.8M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.44K- 1.67% |
$390K - $472K
|
143K
$38.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-2.44K- 4.97% |
$390K - $473K
|
46.6K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.44K- 1.41% |
$391K - $474K
|
170K
$45.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2.45K- 0.37% |
$391K - $474K
|
658K
$177M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.46K- 2.28% |
$393K - $476K
|
105K
$28.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.46K- 16.39% |
$394K - $478K
|
12.6K
$3.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-2.47K- 9.41% |
$395K - $478K
|
23.7K
$6.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.47K- 3.57% |
$395K - $478K
|
66.7K
$17.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.48K- 0.39% |
$396K - $480K
|
627K
$168M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-2.48K- 13.66% |
$397K - $481K
|
15.7K
$4.21M
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.49K- 1.61% |
$398K - $482K
|
152K
$40.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.49K- 1.06% |
$399K - $484K
|
234K
$62.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.5K- 2.86% |
$400K - $485K
|
84.9K
$22.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2.5K- 4.22% |
$400K - $485K
|
56.7K
$15.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.51K- 3.47% |
$401K - $486K
|
69.7K
$18.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-2.51K- 0.54% |
$402K - $487K
|
465K
$125M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-2.51K- 27.48% |
$402K - $487K
|
6.63K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.51K- 0.7% |
$402K - $487K
|
356K
$95.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.52K- 7.77% |
$403K - $488K
|
29.9K
$8.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.53K- 0.53% |
$405K - $490K
|
474K
$127M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.53K- 4.45% |
$405K - $491K
|
54.4K
$14.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.54K- 2.34% |
$406K - $492K
|
106K
$28.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.54K- 17.95% |
$406K - $492K
|
11.6K
$3.12M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.54K- 4.55% |
$406K - $492K
|
53.3K
$14.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.54K- 0.39% |
$407K - $493K
|
650K
$175M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.54K- 15.84% |
$407K - $493K
|
13.5K
$3.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.54K- 0.6% |
$407K - $493K
|
420K
$113M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.55K- 0.84% |
$408K - $494K
|
302K
$81.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-2.55K- 10.52% |
$408K - $494K
|
21.7K
$5.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.55K- 0.66% |
$408K - $495K
|
382K
$103M
|