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 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-6.56K- 7.97% |
$1.05M - $1.27M
|
75.7K
$15.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.57K- 1.88% |
$1.05M - $1.27M
|
343K
$68.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-6.57K- 7.3% |
$1.05M - $1.27M
|
83.4K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-6.58K- 13.94% |
$1.05M - $1.28M
|
40.6K
$8.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.6K- 1.63% |
$1.06M - $1.28M
|
399K
$79.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.61K- 8.01% |
$1.06M - $1.28M
|
75.9K
$15.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.65K- 7.57% |
$1.06M - $1.29M
|
81.1K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.66K- 3.24% |
$1.07M - $1.29M
|
199K
$39.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-6.68K- 10.8% |
$1.07M - $1.3M
|
55.2K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.69K- 3.72% |
$1.07M - $1.3M
|
173K
$34.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.73K- 3.22% |
$1.08M - $1.31M
|
203K
$40.6M
|
|
|
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
$9.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-6.79K- 3.06% |
$1.09M - $1.32M
|
215K
$43M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.81K- 2.36% |
$1.09M - $1.32M
|
282K
$56.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-6.88K- 15.66% |
$1.1M - $1.33M
|
37.1K
$7.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6.88K- 0.88% |
$1.1M - $1.33M
|
774K
$155M
|
|
|
Aug 11, 2023
Q2 2023
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-6.89K- 6.35% |
$1.1M - $1.34M
|
102K
$20.4M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.89K- 4.51% |
$1.1M - $1.34M
|
146K
$29.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-6.93K- 7.2% |
$1.11M - $1.34M
|
89.3K
$17.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-6.95K- 2.23% |
$1.11M - $1.35M
|
304K
$60.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.03K- 5.77% |
$1.13M - $1.36M
|
115K
$23M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.1K- 6.37% |
$1.14M - $1.38M
|
104K
$20.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-7.13K- 56.24% |
$1.14M - $1.38M
|
5.55K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-7.15K- 2.37% |
$1.14M - $1.39M
|
295K
$59M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-7.19K- 3.11% |
$1.15M - $1.39M
|
224K
$44.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-7.19K- 2.41% |
$1.15M - $1.39M
|
291K
$58.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.29K- 8.48% |
$1.17M - $1.41M
|
78.7K
$15.8M
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-7.3K- 5.68% |
$1.17M - $1.42M
|
121K
$24.3M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-7.31K- 23.06% |
$1.17M - $1.42M
|
24.4K
$4.88M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7.32K- 2.02% |
$1.17M - $1.42M
|
354K
$70.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-7.32K- 2.12% |
$1.17M - $1.42M
|
338K
$67.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.33K- 0.67% |
$1.17M - $1.42M
|
1.09M
$219M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7.37K- 20.25% |
$1.18M - $1.43M
|
29K
$5.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-7.4K- 13.26% |
$1.18M - $1.44M
|
48.4K
$9.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-7.41K- 4.13% |
$1.19M - $1.44M
|
172K
$34.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.42K- 1.7% |
$1.19M - $1.44M
|
428K
$85.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-7.43K- 1.96% |
$1.19M - $1.44M
|
371K
$74.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-7.45K- 3.13% |
$1.19M - $1.45M
|
230K
$46.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7.46K- 2.31% |
$1.19M - $1.45M
|
316K
$63.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-7.48K- 17.71% |
$1.2M - $1.45M
|
34.7K
$6.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-7.48K- 3.67% |
$1.2M - $1.45M
|
196K
$39.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.51K- 5.24% |
$1.2M - $1.46M
|
136K
$27.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-7.52K- 13.74% |
$1.2M - $1.46M
|
47.2K
$9.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-7.53K- 3.39% |
$1.21M - $1.46M
|
215K
$43M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-7.55K- 1.59% |
$1.21M - $1.46M
|
468K
$93.7M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.58K- 9.5% |
$1.21M - $1.47M
|
72.1K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-7.64K- 16.52% |
$1.22M - $1.48M
|
38.6K
$7.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-7.68K- 2.74% |
$1.23M - $1.49M
|
273K
$54.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.72K- 3.12% |
$1.24M - $1.5M
|
240K
$48M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-7.72K- 10.93% |
$1.24M - $1.5M
|
62.9K
$12.6M
|