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
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.4K- 0.49% |
$544K - $659K
|
686K
$180M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-3.4K- 4.59% |
$544K - $659K
|
70.7K
$18.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3.41K- 0.74% |
$545K - $661K
|
456K
$120M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.41K- 16.41% |
$546K - $661K
|
17.4K
$4.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-3.41K- 7.25% |
$546K - $661K
|
43.6K
$11.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-3.41K- 7.71% |
$547K - $662K
|
40.9K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-3.42K- 15.25% |
$547K - $662K
|
19K
$4.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.43K- 50.46% |
$549K - $665K
|
3.37K
$884K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.44K- 2.03% |
$550K - $666K
|
166K
$43.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-3.44K- 5.73% |
$551K - $668K
|
56.6K
$14.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.45K- 1.45% |
$552K - $669K
|
234K
$61.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.47K- 16.96% |
$555K - $672K
|
17K
$4.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.47K- 17.61% |
$555K - $672K
|
16.2K
$4.26M
|
|
|
Aug 10, 2023
Q2 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-3.49K- 27.97% |
$558K - $676K
|
8.97K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.5K- 2.21% |
$560K - $678K
|
154K
$40.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-3.5K- 1.07% |
$560K - $679K
|
324K
$85.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Herald Investment Management LTD
|
SELL
|
- |
-3.5K- 10.0% |
$560K - $679K
|
31.5K
$8.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.51K- 1.67% |
$562K - $681K
|
206K
$54.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.51K- 34.45% |
$562K - $681K
|
6.68K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-3.51K- 3.51% |
$562K - $681K
|
96.5K
$25.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.52K- 35.46% |
$563K - $682K
|
6.4K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.52K- 8.7% |
$564K - $683K
|
36.9K
$9.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-3.52K- 3.84% |
$564K - $683K
|
88.2K
$23.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-3.54K- 7.4% |
$566K - $686K
|
44.2K
$11.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.54K- 0.38% |
$567K - $686K
|
934K
$245M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.54K- 1.14% |
$567K - $687K
|
306K
$80.5M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-3.54K- 3.26% |
$567K - $687K
|
105K
$27.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-3.55K- 5.18% |
$568K - $688K
|
65K
$17.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-3.55K- 6.01% |
$568K - $688K
|
55.5K
$14.6M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.56K- 6.37% |
$570K - $690K
|
52.3K
$13.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.57K- 9.79% |
$572K - $692K
|
32.9K
$8.65M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.57K- 14.83% |
$572K - $692K
|
20.5K
$5.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-3.58K- 0.74% |
$573K - $694K
|
482K
$127M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.59K- 1.55% |
$574K - $696K
|
228K
$60M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.59K- 1.33% |
$575K - $697K
|
267K
$70.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-3.6K- 3.14% |
$577K - $698K
|
111K
$29.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.6K- 1.68% |
$577K - $698K
|
211K
$55.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.61K- 18.45% |
$578K - $700K
|
16K
$4.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3.62K- 2.13% |
$580K - $702K
|
167K
$43.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.62K- 4.64% |
$580K - $702K
|
74.4K
$19.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.62K- 4.66% |
$580K - $703K
|
74.2K
$19.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.63K- 3.36% |
$582K - $705K
|
105K
$27.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.65K- 1.84% |
$584K - $707K
|
195K
$51.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.65K- 4.72% |
$584K - $708K
|
73.7K
$19.4M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.66K- 8.43% |
$586K - $710K
|
39.7K
$10.4M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.66K- 2.45% |
$586K - $710K
|
146K
$38.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.66K- 4.24% |
$586K - $710K
|
82.8K
$21.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-3.67K- 6.32% |
$587K - $712K
|
54.4K
$14.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.67K- 16.98% |
$588K - $712K
|
17.9K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.67K- 3.77% |
$588K - $712K
|
93.7K
$24.6M
|