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 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.3K- 7.93% |
$688K - $833K
|
49.9K
$9.99M
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-4.3K- 4.44% |
$688K - $834K
|
92.6K
$18.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4.31K- 30.25% |
$690K - $835K
|
9.93K
$1.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-4.32K- 0.41% |
$691K - $837K
|
1.04M
$208M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.32K- 2.51% |
$691K - $837K
|
168K
$33.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.32K- 8.56% |
$692K - $838K
|
46.2K
$9.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.33K- 1.05% |
$693K - $839K
|
410K
$82.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.34K- 3.36% |
$695K - $842K
|
125K
$25M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.34K- 2.26% |
$695K - $842K
|
187K
$37.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-4.39K- 4.57% |
$702K - $851K
|
91.5K
$18.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.39K- 2.8% |
$703K - $851K
|
152K
$30.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.41K- 0.87% |
$706K - $856K
|
500K
$100M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-4.43K- 7.3% |
$709K - $859K
|
56.2K
$11.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.48K- 1.44% |
$717K - $868K
|
307K
$61.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-4.5K- 8.57% |
$720K - $873K
|
48K
$9.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.54K- 1.27% |
$726K - $880K
|
354K
$70.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-4.54K- 6.37% |
$727K - $881K
|
66.8K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.55K- 2.5% |
$728K - $882K
|
177K
$35.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-4.56K- 1.51% |
$729K - $884K
|
298K
$59.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.56K- 2.6% |
$729K - $884K
|
171K
$34.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-4.56K- 12.55% |
$730K - $884K
|
31.8K
$6.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4.56K- 3.21% |
$730K - $885K
|
137K
$27.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.57K- 1.85% |
$731K - $886K
|
242K
$48.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.57K- 21.96% |
$732K - $887K
|
16.2K
$3.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.58K- 3.99% |
$734K - $889K
|
110K
$22.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.58K- 2.86% |
$734K - $889K
|
156K
$31.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-4.59K- 1.55% |
$734K - $889K
|
290K
$58.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-4.6K- 2.91% |
$736K - $891K
|
153K
$30.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
- |
-4.6K- 5.38% |
$736K - $892K
|
80.9K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.6K- 3.33% |
$737K - $893K
|
134K
$26.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.63K- 12.7% |
$742K - $898K
|
31.8K
$6.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-4.64K- 1.22% |
$743K - $900K
|
376K
$75.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.64K- 11.67% |
$743K - $900K
|
35.1K
$7.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.64K- 8.45% |
$743K - $900K
|
50.3K
$10.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-4.65K- 3.65% |
$744K - $901K
|
122K
$24.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-4.65K- 3.96% |
$744K - $902K
|
113K
$22.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.66K- 3.54% |
$746K - $904K
|
127K
$25.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.68K- 21.17% |
$749K - $908K
|
17.4K
$3.49M
|
|
|
Jul 03, 2023
Q2 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.7K- 4.99% |
$752K - $912K
|
89.5K
$17.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.7K- 1.29% |
$753K - $912K
|
361K
$72.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.71K- 6.18% |
$754K - $913K
|
71.5K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.74K- 0.12% |
$758K - $918K
|
3.99M
$799M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.74K- 3.9% |
$758K - $919K
|
117K
$23.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.74K- 3.83% |
$758K - $919K
|
119K
$23.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.75K- 3.55% |
$760K - $920K
|
129K
$25.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.75K- 31.35% |
$760K - $921K
|
10.4K
$2.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-4.75K- 3.32% |
$760K - $921K
|
138K
$27.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.75K- 4.12% |
$761K - $922K
|
111K
$22.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4.76K- 47.56% |
$762K - $924K
|
5.25K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-4.78K- 16.05% |
$766K - $928K
|
25K
$5.01M
|