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 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-3.26K- 1.91% |
$522K - $632K
|
167K
$41M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.26K- 4.41% |
$522K - $633K
|
70.7K
$17.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-3.27K- 11.32% |
$523K - $634K
|
25.6K
$6.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.28K- 61.26% |
$525K - $636K
|
2.07K
$509K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.28K- 2.8% |
$526K - $637K
|
114K
$28M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.29K- 3.15% |
$526K - $637K
|
101K
$24.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
SELL
|
- |
-3.3K- 49.0% |
$528K - $640K
|
3.44K
$843K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.31K- 10.21% |
$529K - $641K
|
29.1K
$7.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.31K- 6.13% |
$530K - $642K
|
50.7K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.31K- 1.01% |
$530K - $642K
|
326K
$80M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.32K- 3.28% |
$531K - $644K
|
97.9K
$24M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.32K- 0.63% |
$532K - $644K
|
526K
$129M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.32K- 3.03% |
$532K - $645K
|
106K
$26.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.33K- 3.29% |
$532K - $645K
|
97.9K
$24M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3.33K- 5.84% |
$534K - $647K
|
53.7K
$13.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.35K- 4.23% |
$536K - $649K
|
75.6K
$18.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-3.35K- 3.4% |
$536K - $650K
|
95.3K
$23.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-3.35K- 5.02% |
$536K - $650K
|
63.4K
$15.6M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3.36K- 5.39% |
$538K - $652K
|
59.1K
$14.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.37K- 8.09% |
$539K - $653K
|
38.2K
$9.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-3.37K- 1.98% |
$539K - $653K
|
166K
$40.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.37K- 1.64% |
$539K - $653K
|
202K
$49.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.37K- 20.0% |
$540K - $654K
|
13.5K
$3.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-3.38K- 2.9% |
$540K - $655K
|
113K
$27.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.38K- 5.29% |
$540K - $655K
|
60.4K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.38K- 5.62% |
$541K - $655K
|
56.7K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.38K- 2.0% |
$541K - $656K
|
165K
$40.6M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.39K- 16.26% |
$542K - $657K
|
17.5K
$4.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.4K- 0.49% |
$544K - $659K
|
686K
$168M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-3.4K- 4.59% |
$544K - $659K
|
70.7K
$17.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3.41K- 0.74% |
$545K - $661K
|
456K
$112M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.41K- 16.41% |
$546K - $661K
|
17.4K
$4.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-3.41K- 7.25% |
$546K - $661K
|
43.6K
$10.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-3.41K- 7.71% |
$547K - $662K
|
40.9K
$10M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-3.42K- 15.25% |
$547K - $662K
|
19K
$4.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.43K- 50.46% |
$549K - $665K
|
3.37K
$827K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.44K- 2.03% |
$550K - $666K
|
166K
$40.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-3.44K- 5.73% |
$551K - $668K
|
56.6K
$13.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.45K- 1.45% |
$552K - $669K
|
234K
$57.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.47K- 16.96% |
$555K - $672K
|
17K
$4.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.47K- 17.61% |
$555K - $672K
|
16.2K
$3.98M
|
|
|
Aug 10, 2023
Q2 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-3.49K- 27.97% |
$558K - $676K
|
8.97K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.5K- 2.21% |
$560K - $678K
|
154K
$37.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-3.5K- 1.07% |
$560K - $679K
|
324K
$79.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Herald Investment Management LTD
|
SELL
|
- |
-3.5K- 10.0% |
$560K - $679K
|
31.5K
$7.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.51K- 1.67% |
$562K - $681K
|
206K
$50.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.51K- 34.45% |
$562K - $681K
|
6.68K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-3.51K- 3.51% |
$562K - $681K
|
96.5K
$23.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.52K- 35.46% |
$563K - $682K
|
6.4K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.52K- 8.7% |
$564K - $683K
|
36.9K
$9.07M
|