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 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-10.2K- 6.03% |
$1.64M - $1.99M
|
160K
$32M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.3K- 3.15% |
$1.66M - $2.01M
|
318K
$63.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10.4K- 24.85% |
$1.66M - $2.01M
|
31.4K
$6.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.4K- 6.06% |
$1.67M - $2.02M
|
162K
$32.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10.4K- 4.64% |
$1.67M - $2.02M
|
214K
$42.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10.5K- 4.08% |
$1.68M - $2.04M
|
248K
$49.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.5K- 1.49% |
$1.69M - $2.04M
|
697K
$140M
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-10.6KClosed |
$1.7M - $2.06M
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-10.6K- 4.91% |
$1.7M - $2.06M
|
206K
$41.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-10.6K- 8.41% |
$1.7M - $2.06M
|
116K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10.7K- 5.19% |
$1.71M - $2.07M
|
195K
$39M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10.7K- 21.1% |
$1.71M - $2.08M
|
40.1K
$8.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.7K- 0.97% |
$1.72M - $2.08M
|
1.09M
$219M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.7K- 11.78% |
$1.72M - $2.08M
|
80.4K
$16.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 14.53% |
$1.72M - $2.08M
|
63.2K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-10.8K- 2.86% |
$1.73M - $2.09M
|
367K
$73.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.8K- 22.11% |
$1.73M - $2.1M
|
38.1K
$7.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10.9K- 1.05% |
$1.74M - $2.11M
|
1.03M
$206M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10.9K- 2.42% |
$1.75M - $2.12M
|
440K
$88.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-11K- 53.4% |
$1.76M - $2.13M
|
9.6K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-11.1K- 22.35% |
$1.77M - $2.14M
|
38.4K
$7.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-11.1K- 5.24% |
$1.78M - $2.16M
|
202K
$40.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-11.1K- 10.76% |
$1.78M - $2.16M
|
92.4K
$18.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-11.2K- 22.63% |
$1.79M - $2.17M
|
38.2K
$7.65M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11.2K- 3.4% |
$1.8M - $2.18M
|
318K
$63.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11.2K- 1.52% |
$1.8M - $2.18M
|
729K
$146M
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-11.3K- 4.06% |
$1.8M - $2.18M
|
266K
$53.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.3K- 2.81% |
$1.8M - $2.18M
|
389K
$78M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-11.3K- 4.06% |
$1.8M - $2.18M
|
266K
$53.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-11.3K- 7.55% |
$1.8M - $2.19M
|
138K
$27.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 10.25% |
$1.82M - $2.2M
|
99.3K
$19.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-11.4K- 5.39% |
$1.82M - $2.2M
|
199K
$39.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.5K- 2.36% |
$1.84M - $2.22M
|
474K
$94.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-11.6K- 8.41% |
$1.85M - $2.25M
|
126K
$25.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-11.6K- 3.57% |
$1.86M - $2.25M
|
313K
$62.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
SELL
|
- |
-11.6K- 7.19% |
$1.86M - $2.26M
|
150K
$30.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-11.7K- 40.13% |
$1.87M - $2.27M
|
17.5K
$3.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-11.7K- 5.68% |
$1.88M - $2.28M
|
195K
$39.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 1.3% |
$1.88M - $2.28M
|
893K
$179M
|
|
|
Aug 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-11.8K- 8.4% |
$1.88M - $2.28M
|
128K
$25.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.8K- 10.09% |
$1.89M - $2.29M
|
105K
$21M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-11.8K- 5.72% |
$1.89M - $2.29M
|
194K
$39M
|
|
|
Jul 20, 2023
Q2 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-11.9K- 16.63% |
$1.9M - $2.31M
|
59.6K
$11.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11.9K- 3.3% |
$1.9M - $2.31M
|
349K
$69.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-12K- 12.83% |
$1.92M - $2.32M
|
81.4K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-12K- 71.49% |
$1.92M - $2.33M
|
4.78K
$957K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12K- 5.98% |
$1.92M - $2.33M
|
189K
$37.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-12K- 4.92% |
$1.92M - $2.33M
|
232K
$46.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 10.56% |
$1.94M - $2.35M
|
103K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-12.2K- 85.43% |
$1.95M - $2.36M
|
2.08K
$416K
|