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
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-6.04K- 9.41% |
$967K - $1.17M
|
58.1K
$14.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.04K- 13.04% |
$967K - $1.17M
|
40.3K
$9.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.05K- 8.69% |
$969K - $1.17M
|
63.6K
$15.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.07K- 4.57% |
$971K - $1.18M
|
127K
$31.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.07K- 0.66% |
$972K - $1.18M
|
916K
$225M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-6.08K- 2.83% |
$973K - $1.18M
|
209K
$51.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.1K- 2.91% |
$977K - $1.18M
|
204K
$50M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.12K- 4.52% |
$979K - $1.19M
|
129K
$31.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.14K- 12.87% |
$983K - $1.19M
|
41.6K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-6.2K- 1.07% |
$992K - $1.2M
|
575K
$141M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-6.2K- 5.09% |
$993K - $1.2M
|
116K
$28.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-6.21K- 0.76% |
$994K - $1.2M
|
815K
$200M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-6.22K- 9.27% |
$995K - $1.21M
|
60.8K
$14.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.25K- 3.29% |
$1M - $1.21M
|
184K
$45.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.26K- 1.75% |
$1M - $1.21M
|
351K
$86.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-6.27K- 0.99% |
$1M - $1.22M
|
627K
$154M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-6.32K- 68.26% |
$1.01M - $1.23M
|
2.94K
$722K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-6.33K- 59.19% |
$1.01M - $1.23M
|
4.36K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-6.34K- 0.42% |
$1.01M - $1.23M
|
1.51M
$370M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.34K- 5.68% |
$1.02M - $1.23M
|
105K
$25.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-6.35K- 21.26% |
$1.02M - $1.23M
|
23.5K
$5.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.35K- 0.9% |
$1.02M - $1.23M
|
703K
$173M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.37K- 10.07% |
$1.02M - $1.24M
|
56.9K
$14M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.4K- 1.09% |
$1.02M - $1.24M
|
581K
$143M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-6.43K- 14.08% |
$1.03M - $1.25M
|
39.3K
$9.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.44K- 0.34% |
$1.03M - $1.25M
|
1.9M
$467M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-6.44K- 13.16% |
$1.03M - $1.25M
|
42.5K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.45K- 1.07% |
$1.03M - $1.25M
|
597K
$147M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-6.47K- 5.49% |
$1.04M - $1.25M
|
111K
$27.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 0.82% |
$1.04M - $1.26M
|
786K
$193M
|
|
|
Aug 10, 2023
Q2 2023
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-6.48K- 12.27% |
$1.04M - $1.26M
|
46.3K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-6.5K- 8.5% |
$1.04M - $1.26M
|
70K
$17.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-6.51K- 8.91% |
$1.04M - $1.26M
|
66.5K
$16.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.54K- 1.82% |
$1.05M - $1.27M
|
354K
$86.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
SELL
|
- |
-6.54K- 9.2% |
$1.05M - $1.27M
|
64.6K
$15.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-6.55K- 2.24% |
$1.05M - $1.27M
|
286K
$70.2M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6.55K- 4.33% |
$1.05M - $1.27M
|
145K
$35.5M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-6.56K- 7.97% |
$1.05M - $1.27M
|
75.7K
$18.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.57K- 1.88% |
$1.05M - $1.27M
|
343K
$84.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-6.57K- 7.3% |
$1.05M - $1.27M
|
83.4K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-6.58K- 13.94% |
$1.05M - $1.28M
|
40.6K
$9.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.6K- 1.63% |
$1.06M - $1.28M
|
399K
$97.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.61K- 8.01% |
$1.06M - $1.28M
|
75.9K
$18.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.65K- 7.57% |
$1.06M - $1.29M
|
81.1K
$19.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.66K- 3.24% |
$1.07M - $1.29M
|
199K
$48.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-6.68K- 10.8% |
$1.07M - $1.3M
|
55.2K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.69K- 3.72% |
$1.07M - $1.3M
|
173K
$42.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.73K- 3.22% |
$1.08M - $1.31M
|
203K
$49.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6.77K- 12.0% |
$1.08M - $1.31M
|
49.6K
$12.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-6.79K- 3.06% |
$1.09M - $1.32M
|
215K
$52.8M
|