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 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-4.8K- 3.65% |
$768K - $930K
|
127K
$25.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.8K- 25.93% |
$769K - $931K
|
13.7K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.83K- 9.53% |
$773K - $937K
|
45.9K
$9.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4.84K- 3.01% |
$774K - $938K
|
156K
$31.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.85K- 5.36% |
$777K - $941K
|
85.6K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-4.86K- 10.73% |
$778K - $942K
|
40.4K
$8.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-4.87K- 2.78% |
$780K - $945K
|
170K
$34.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.88K- 7.14% |
$781K - $947K
|
63.5K
$12.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-4.9K- 5.21% |
$784K - $950K
|
89.1K
$17.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.91K- 2.94% |
$785K - $952K
|
162K
$32.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.92K- 16.27% |
$787K - $954K
|
25.3K
$5.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.94K- 8.92% |
$790K - $957K
|
50.4K
$10.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-4.95K- 4.92% |
$792K - $960K
|
95.6K
$19.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5K- 4.24% |
$800K - $969K
|
113K
$22.6M
|
|
|
Jul 20, 2023
Q2 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-5K- 10.0% |
$801K - $970K
|
45K
$9.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-5K- 7.84% |
$801K - $970K
|
58.8K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Eulav Asset Management
|
SELL
|
- |
-5K- 6.49% |
$801K - $970K
|
72K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-5K- 5.26% |
$801K - $970K
|
90K
$18M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-5.04K- 0.66% |
$806K - $977K
|
757K
$152M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-5.04K- 1.49% |
$807K - $977K
|
332K
$66.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.06K- 1.15% |
$809K - $981K
|
433K
$86.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.06K- 3.78% |
$810K - $981K
|
129K
$25.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-5.06K- 2.63% |
$810K - $981K
|
187K
$37.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-5.07K- 1.64% |
$811K - $983K
|
305K
$61M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-5.08K- 1.76% |
$813K - $985K
|
284K
$56.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.08K- 1.7% |
$813K - $986K
|
294K
$58.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-5.08K- 16.15% |
$814K - $986K
|
26.4K
$5.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.09K- 7.53% |
$815K - $987K
|
62.5K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-5.09K- 1.33% |
$815K - $988K
|
377K
$75.5M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-5.09K- 4.88% |
$815K - $988K
|
99.3K
$19.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-5.1K- 45.95% |
$817K - $989K
|
6K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-5.1K- 1.18% |
$817K - $989K
|
427K
$85.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-5.1K- 2.68% |
$817K - $990K
|
185K
$37.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.12K- 2.09% |
$820K - $994K
|
240K
$48.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.15K- 2.25% |
$824K - $998K
|
224K
$44.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.15K- 5.68% |
$825K - $1M
|
85.6K
$17.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-5.16K- 4.07% |
$826K - $1M
|
121K
$24.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.18K- 2.61% |
$830K - $1.01M
|
194K
$38.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5.19K- 5.68% |
$831K - $1.01M
|
86.2K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.21K- 6.69% |
$834K - $1.01M
|
72.6K
$14.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-5.21K- 2.89% |
$834K - $1.01M
|
175K
$35M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-5.22K- 8.66% |
$835K - $1.01M
|
55K
$11M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-5.23K- 7.76% |
$837K - $1.01M
|
62.1K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.23K- 15.33% |
$837K - $1.01M
|
28.9K
$5.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-5.27K- 20.77% |
$844K - $1.02M
|
20.1K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.28K- 40.93% |
$845K - $1.02M
|
7.62K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.29K- 1.49% |
$846K - $1.03M
|
349K
$70M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-5.29K- 4.81% |
$847K - $1.03M
|
105K
$21M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.3K- 4.78% |
$848K - $1.03M
|
105K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.3K- 29.64% |
$849K - $1.03M
|
12.6K
$2.52M
|