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 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-3.96K- 24.23% |
$633K - $767K
|
12.4K
$3.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 3.92% |
$637K - $772K
|
97.6K
$24M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.99K- 3.05% |
$638K - $773K
|
127K
$31.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3.99K- 5.43% |
$638K - $773K
|
69.4K
$17M
|
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-3.99K- 1.96% |
$638K - $773K
|
199K
$48.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4K- 1.57% |
$640K - $776K
|
251K
$61.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-4.01K- 4.47% |
$642K - $778K
|
85.6K
$21M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-4.02K- 3.83% |
$643K - $779K
|
101K
$24.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-4.02K- 3.46% |
$643K - $779K
|
112K
$27.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4.02K- 7.02% |
$644K - $780K
|
53.3K
$13.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-4.02K- 2.28% |
$644K - $781K
|
172K
$42.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.02K- 1.97% |
$644K - $781K
|
200K
$49.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-4.03K- 23.86% |
$646K - $782K
|
12.9K
$3.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.04K- 2.87% |
$647K - $783K
|
137K
$33.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.04K- 77.55% |
$647K - $784K
|
1.17K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.04K- 3.0% |
$647K - $784K
|
131K
$32.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-4.05K- 1.1% |
$648K - $785K
|
364K
$89.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-4.06K- 6.15% |
$650K - $788K
|
62K
$15.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.07K- 2.32% |
$651K - $788K
|
171K
$42M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-4.07K- 16.73% |
$652K - $790K
|
20.3K
$4.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-4.09K- 1.33% |
$654K - $792K
|
302K
$74.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.09K- 2.82% |
$655K - $794K
|
141K
$34.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-4.11K- 8.34% |
$657K - $796K
|
45.1K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-4.11K- 28.76% |
$659K - $798K
|
10.2K
$2.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-4.16K- 55.99% |
$666K - $806K
|
3.27K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.16K- 4.68% |
$666K - $806K
|
84.7K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-4.17K- 1.99% |
$668K - $809K
|
205K
$50.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-4.17K- 6.94% |
$668K - $809K
|
56K
$13.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.18K- 4.98% |
$669K - $810K
|
79.7K
$19.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.2K- 0.35% |
$672K - $814K
|
1.2M
$294M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.2K- 1.59% |
$672K - $814K
|
259K
$63.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-4.21K- 6.42% |
$674K - $817K
|
61.3K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.21K- 2.53% |
$675K - $817K
|
162K
$39.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-4.23K- 3.65% |
$677K - $820K
|
112K
$27.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-4.23K- 12.43% |
$677K - $820K
|
29.8K
$7.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.24K- 7.82% |
$679K - $823K
|
50K
$12.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-4.25K- 4.38% |
$681K - $825K
|
92.9K
$22.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.3K- 7.93% |
$688K - $833K
|
49.9K
$12.2M
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-4.3K- 4.44% |
$688K - $834K
|
92.6K
$22.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4.31K- 30.25% |
$690K - $835K
|
9.93K
$2.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-4.32K- 0.41% |
$691K - $837K
|
1.04M
$255M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.32K- 2.51% |
$691K - $837K
|
168K
$41.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.32K- 8.56% |
$692K - $838K
|
46.2K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.33K- 1.05% |
$693K - $839K
|
410K
$101M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.34K- 3.36% |
$695K - $842K
|
125K
$30.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.34K- 2.26% |
$695K - $842K
|
187K
$46M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-4.39K- 4.57% |
$702K - $851K
|
91.5K
$22.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.39K- 2.8% |
$703K - $851K
|
152K
$37.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.41K- 0.87% |
$706K - $856K
|
500K
$123M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-4.43K- 7.3% |
$709K - $859K
|
56.2K
$13.8M
|