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 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.89K- 1.85% |
$462K - $560K
|
153K
$30.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.89K- 0.7% |
$463K - $561K
|
408K
$81.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-2.9K- 7.42% |
$464K - $562K
|
36.2K
$7.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-2.9K- 12.42% |
$464K - $562K
|
20.4K
$4.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.91K- 10.07% |
$466K - $565K
|
26K
$5.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.91K- 0.81% |
$467K - $565K
|
358K
$71.8M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.92K- 24.43% |
$467K - $566K
|
9.03K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.94K- 8.47% |
$471K - $570K
|
31.8K
$6.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.95K- 0.92% |
$472K - $572K
|
318K
$63.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.96K- 2.95% |
$473K - $574K
|
97.2K
$19.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.96K- 6.17% |
$474K - $574K
|
45K
$9.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-2.96K- 0.55% |
$474K - $574K
|
531K
$106M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.96K- 5.11% |
$474K - $574K
|
55K
$11M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.96K- 1.29% |
$474K - $575K
|
227K
$45.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-2.97K- 1.98% |
$475K - $576K
|
147K
$29.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.97K- 6.93% |
$476K - $576K
|
39.9K
$7.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.98K- 6.37% |
$478K - $579K
|
43.8K
$8.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2.99K- 3.65% |
$478K - $579K
|
78.9K
$15.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-2.99K- 4.15% |
$479K - $580K
|
69K
$13.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.99K- 1.66% |
$479K - $580K
|
178K
$35.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.99K- 0.72% |
$479K - $581K
|
411K
$82.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3K- 0.14% |
$480K - $582K
|
2.18M
$437M
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-3K- 11.58% |
$480K - $582K
|
22.9K
$4.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3K- 1.27% |
$480K - $582K
|
234K
$46.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3K- 3.56% |
$481K - $582K
|
81.4K
$16.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.01K- 1.52% |
$481K - $583K
|
195K
$39.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-3.01K- 4.94% |
$482K - $584K
|
58K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-3.02K- 8.98% |
$484K - $587K
|
30.7K
$6.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.03K- 3.17% |
$485K - $588K
|
92.5K
$18.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.03K- 8.47% |
$485K - $588K
|
32.8K
$6.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-3.04K- 1.0% |
$486K - $589K
|
299K
$59.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.04K- 1.26% |
$486K - $589K
|
237K
$47.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.05K- 6.29% |
$488K - $591K
|
45.4K
$9.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.05K- 13.28% |
$488K - $591K
|
19.9K
$3.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.05K- 2.21% |
$488K - $592K
|
135K
$27M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.05K- 0.12% |
$488K - $592K
|
2.5M
$500M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.06K- 9.38% |
$489K - $593K
|
29.5K
$5.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.08K- 3.19% |
$493K - $597K
|
93.5K
$18.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-3.08K- 3.81% |
$493K - $597K
|
77.7K
$15.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-3.08K- 29.06% |
$493K - $598K
|
7.52K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.09K- 1.75% |
$494K - $599K
|
173K
$34.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.11K- 4.74% |
$497K - $602K
|
62.4K
$12.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.11K- 1.41% |
$497K - $602K
|
217K
$43.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.11K- 2.9% |
$497K - $602K
|
104K
$20.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-3.11K- 27.21% |
$498K - $603K
|
8.32K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-3.11K- 2.55% |
$498K - $603K
|
119K
$23.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-3.12K- 14.3% |
$500K - $605K
|
18.7K
$3.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3.13K- 3.88% |
$501K - $607K
|
77.6K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.15K- 3.43% |
$505K - $611K
|
88.8K
$17.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.16K- 11.47% |
$505K - $612K
|
24.4K
$4.88M
|