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
|
Nat West Group PLC
|
SELL
|
- |
-5.73K- 5.89% |
$917K - $1.11M
|
91.5K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.75K- 6.83% |
$921K - $1.12M
|
78.5K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.77K- 3.22% |
$923K - $1.12M
|
174K
$45.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-5.77K- 16.26% |
$924K - $1.12M
|
29.7K
$7.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.79K- 9.43% |
$927K - $1.12M
|
55.7K
$14.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-5.81K- 11.51% |
$930K - $1.13M
|
44.7K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-5.81K- 13.08% |
$931K - $1.13M
|
38.6K
$10.1M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-5.82K- 9.17% |
$931K - $1.13M
|
57.6K
$15.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-5.82K- 0.98% |
$932K - $1.13M
|
590K
$155M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-5.83K- 1.09% |
$933K - $1.13M
|
530K
$139M
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-5.86K- 11.01% |
$938K - $1.14M
|
47.4K
$12.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-5.87K- 2.98% |
$939K - $1.14M
|
191K
$50.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.9K- 2.66% |
$944K - $1.14M
|
215K
$56.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-5.91K- 2.53% |
$947K - $1.15M
|
228K
$59.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-5.92K- 7.59% |
$948K - $1.15M
|
72.1K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.92K- 3.34% |
$948K - $1.15M
|
171K
$45M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.93K- 1.47% |
$949K - $1.15M
|
397K
$104M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-5.97K- 8.53% |
$955K - $1.16M
|
64K
$16.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-5.97K- 1.28% |
$956K - $1.16M
|
459K
$121M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.99K- 1.02% |
$958K - $1.16M
|
580K
$152M
|
|
|
Aug 02, 2023
Q2 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-6K- 4.49% |
$961K - $1.16M
|
128K
$33.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.01K- 75.95% |
$962K - $1.17M
|
1.9K
$500K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.02K- 17.19% |
$964K - $1.17M
|
29K
$7.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-6.02K- 2.82% |
$964K - $1.17M
|
208K
$54.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-6.04K- 9.41% |
$967K - $1.17M
|
58.1K
$15.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.04K- 13.04% |
$967K - $1.17M
|
40.3K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.05K- 8.69% |
$969K - $1.17M
|
63.6K
$16.7M
|
|
|
Jul 09, 2025
Q2 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-6.06K- 1.85% |
$970K - $1.17M
|
321K
$84.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.07K- 4.57% |
$971K - $1.18M
|
127K
$33.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.07K- 0.66% |
$972K - $1.18M
|
916K
$241M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-6.08K- 2.83% |
$973K - $1.18M
|
209K
$54.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.1K- 2.91% |
$977K - $1.18M
|
204K
$53.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.12K- 4.52% |
$979K - $1.19M
|
129K
$33.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.14K- 12.87% |
$983K - $1.19M
|
41.6K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-6.2K- 1.07% |
$992K - $1.2M
|
575K
$151M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-6.2K- 5.09% |
$993K - $1.2M
|
116K
$30.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-6.21K- 0.76% |
$994K - $1.2M
|
815K
$214M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-6.22K- 9.27% |
$995K - $1.21M
|
60.8K
$16M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.25K- 3.29% |
$1M - $1.21M
|
184K
$48.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.26K- 1.75% |
$1M - $1.21M
|
351K
$92.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-6.27K- 0.99% |
$1M - $1.22M
|
627K
$165M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-6.32K- 68.26% |
$1.01M - $1.23M
|
2.94K
$772K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-6.33K- 59.19% |
$1.01M - $1.23M
|
4.36K
$1.15M
|
|
|
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
$396M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.34K- 5.68% |
$1.02M - $1.23M
|
105K
$27.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-6.35K- 21.26% |
$1.02M - $1.23M
|
23.5K
$6.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.35K- 0.9% |
$1.02M - $1.23M
|
703K
$185M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.37K- 10.07% |
$1.02M - $1.24M
|
56.9K
$15M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.4K- 1.09% |
$1.02M - $1.24M
|
581K
$153M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-6.43K- 14.08% |
$1.03M - $1.25M
|
39.3K
$10.3M
|