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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.09K- 1.75% |
$494K - $599K
|
173K
$45.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.11K- 4.74% |
$497K - $602K
|
62.4K
$16.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.11K- 1.41% |
$497K - $602K
|
217K
$56.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.11K- 2.9% |
$497K - $602K
|
104K
$27.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-3.11K- 27.21% |
$498K - $603K
|
8.32K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-3.11K- 2.55% |
$498K - $603K
|
119K
$31.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-3.12K- 14.3% |
$500K - $605K
|
18.7K
$4.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3.13K- 3.88% |
$501K - $607K
|
77.6K
$20.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.15K- 3.43% |
$505K - $611K
|
88.8K
$23.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.16K- 11.47% |
$505K - $612K
|
24.4K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-3.19K- 2.07% |
$510K - $618K
|
151K
$39.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-3.19K- 5.8% |
$511K - $619K
|
51.8K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.2K- 11.05% |
$512K - $620K
|
25.7K
$6.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.21K- 16.53% |
$513K - $622K
|
16.2K
$4.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.21K- 2.51% |
$513K - $622K
|
124K
$32.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-3.22K- 1.05% |
$515K - $624K
|
302K
$79.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-3.22K- 1.86% |
$515K - $624K
|
169K
$44.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-3.22K- 4.88% |
$515K - $624K
|
62.7K
$16.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3.23K- 3.52% |
$516K - $626K
|
88.3K
$23.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-3.23K- 80.99% |
$518K - $627K
|
759
$199K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.24K- 3.13% |
$518K - $627K
|
100K
$26.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.25K- 0.4% |
$520K - $630K
|
815K
$214M
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-3.26K- 1.91% |
$522K - $632K
|
167K
$43.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.26K- 4.41% |
$522K - $633K
|
70.7K
$18.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-3.27K- 11.32% |
$523K - $634K
|
25.6K
$6.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.28K- 61.26% |
$525K - $636K
|
2.07K
$545K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.28K- 2.8% |
$526K - $637K
|
114K
$30M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.29K- 3.15% |
$526K - $637K
|
101K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
SELL
|
- |
-3.3K- 49.0% |
$528K - $640K
|
3.44K
$903K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.31K- 10.21% |
$529K - $641K
|
29.1K
$7.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.31K- 6.13% |
$530K - $642K
|
50.7K
$13.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.31K- 1.01% |
$530K - $642K
|
326K
$85.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.32K- 3.28% |
$531K - $644K
|
97.9K
$25.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.32K- 0.63% |
$532K - $644K
|
526K
$138M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.32K- 3.03% |
$532K - $645K
|
106K
$27.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.33K- 3.29% |
$532K - $645K
|
97.9K
$25.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3.33K- 5.84% |
$534K - $647K
|
53.7K
$14.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.35K- 4.23% |
$536K - $649K
|
75.6K
$19.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-3.35K- 3.4% |
$536K - $650K
|
95.3K
$25M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-3.35K- 5.02% |
$536K - $650K
|
63.4K
$16.7M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3.36K- 5.39% |
$538K - $652K
|
59.1K
$15.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.37K- 8.09% |
$539K - $653K
|
38.2K
$10M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-3.37K- 1.98% |
$539K - $653K
|
166K
$43.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.37K- 1.64% |
$539K - $653K
|
202K
$53M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.37K- 20.0% |
$540K - $654K
|
13.5K
$3.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-3.38K- 2.9% |
$540K - $655K
|
113K
$29.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.38K- 5.29% |
$540K - $655K
|
60.4K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.38K- 5.62% |
$541K - $655K
|
56.7K
$14.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.38K- 2.0% |
$541K - $656K
|
165K
$43.4M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.39K- 16.26% |
$542K - $657K
|
17.5K
$4.59M
|