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 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-8.74K- 16.53% |
$1.4M - $1.7M
|
44.1K
$8.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-8.75K- 0.58% |
$1.4M - $1.7M
|
1.51M
$302M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-8.75K- 8.16% |
$1.4M - $1.7M
|
98.4K
$19.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-8.8K- 3.5% |
$1.41M - $1.71M
|
243K
$48.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-8.8K- 3.12% |
$1.41M - $1.71M
|
273K
$54.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-8.82K- 2.42% |
$1.41M - $1.71M
|
356K
$71.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.88K- 6.07% |
$1.42M - $1.72M
|
138K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-8.89K- 14.3% |
$1.42M - $1.72M
|
53.3K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-8.9K- 4.72% |
$1.42M - $1.73M
|
180K
$36M
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-8.91K- 4.63% |
$1.43M - $1.73M
|
184K
$36.8M
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-8.91K- 4.63% |
$1.43M - $1.73M
|
184K
$36.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-8.92K- 13.13% |
$1.43M - $1.73M
|
59K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-8.92K- 4.79% |
$1.43M - $1.73M
|
177K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-8.94K- 4.33% |
$1.43M - $1.73M
|
197K
$39.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-8.94K- 1.31% |
$1.43M - $1.73M
|
671K
$134M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.99K- 1.56% |
$1.44M - $1.74M
|
567K
$113M
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-8.99K- 1.73% |
$1.44M - $1.74M
|
512K
$103M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.01K- 3.54% |
$1.44M - $1.75M
|
246K
$49.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-9.04K- 1.94% |
$1.45M - $1.75M
|
457K
$91.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-9.08K- 10.82% |
$1.45M - $1.76M
|
74.8K
$15M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-9.1K- 2.29% |
$1.46M - $1.77M
|
388K
$77.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-9.28K- 88.21% |
$1.49M - $1.8M
|
1.24K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-9.28K- 1.64% |
$1.49M - $1.8M
|
558K
$112M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-9.29K- 8.8% |
$1.49M - $1.8M
|
96.3K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Analog Century Management LP
New York, NY |
SELL
|
- |
-9.32K- 27.68% |
$1.49M - $1.81M
|
24.4K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-9.34K- 0.7% |
$1.5M - $1.81M
|
1.33M
$267M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.38K- 2.3% |
$1.5M - $1.82M
|
399K
$80M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.39K- 6.9% |
$1.5M - $1.82M
|
127K
$25.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.44K- 3.56% |
$1.51M - $1.83M
|
256K
$51.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-9.49K- 20.01% |
$1.52M - $1.84M
|
38K
$7.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-9.5K- 25.22% |
$1.52M - $1.84M
|
28.2K
$5.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9.54K- 5.87% |
$1.53M - $1.85M
|
153K
$30.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-9.55K- 4.92% |
$1.53M - $1.85M
|
184K
$36.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-9.58K- 17.57% |
$1.53M - $1.86M
|
44.9K
$9M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-9.59K- 6.3% |
$1.53M - $1.86M
|
143K
$28.6M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-9.64K- 4.6% |
$1.54M - $1.87M
|
200K
$40.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9.69K- 1.16% |
$1.55M - $1.88M
|
822K
$165M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-9.76K- 2.58% |
$1.56M - $1.89M
|
368K
$73.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-9.82K- 8.81% |
$1.57M - $1.91M
|
102K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-9.85K- 10.51% |
$1.58M - $1.91M
|
83.8K
$16.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-9.87K- 11.92% |
$1.58M - $1.91M
|
72.9K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-9.92K- 2.54% |
$1.59M - $1.92M
|
381K
$76.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9.94K- 7.18% |
$1.59M - $1.93M
|
129K
$25.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-10.1K- 3.52% |
$1.61M - $1.95M
|
276K
$55.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-10.1K- 2.33% |
$1.61M - $1.95M
|
422K
$84.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-10.1K- 33.74% |
$1.62M - $1.96M
|
19.8K
$3.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-10.1K- 4.17% |
$1.62M - $1.96M
|
232K
$46.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-10.1K- 4.62% |
$1.62M - $1.96M
|
209K
$41.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-10.2K- 4.23% |
$1.63M - $1.98M
|
231K
$46.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-10.2K- 0.8% |
$1.63M - $1.98M
|
1.26M
$252M
|