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 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-14.9K- 4.66% |
$2.39M - $2.9M
|
306K
$61.3M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15K- 23.38% |
$2.41M - $2.92M
|
49.3K
$9.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-15.1K- 6.96% |
$2.42M - $2.93M
|
202K
$40.5M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15.1K- 3.32% |
$2.42M - $2.93M
|
440K
$88.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-15.4K- 7.94% |
$2.46M - $2.98M
|
178K
$35.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.5K- 1.28% |
$2.48M - $3M
|
1.19M
$239M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-15.5K- 2.83% |
$2.49M - $3.01M
|
534K
$107M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-15.5K- 1.5% |
$2.49M - $3.01M
|
1.02M
$205M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15.8K- 7.95% |
$2.52M - $3.06M
|
182K
$36.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-15.8K- 5.76% |
$2.53M - $3.06M
|
258K
$51.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-15.9K- 11.83% |
$2.55M - $3.09M
|
119K
$23.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-15.9K- 2.32% |
$2.55M - $3.09M
|
670K
$134M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16K- 9.94% |
$2.56M - $3.1M
|
145K
$29M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16.1K- 6.29% |
$2.57M - $3.12M
|
239K
$48M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16.1K- 6.29% |
$2.57M - $3.12M
|
239K
$48M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-16.2K- 50.45% |
$2.59M - $3.14M
|
15.9K
$3.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-16.2K- 3.01% |
$2.6M - $3.15M
|
523K
$105M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-16.2K- 1.54% |
$2.6M - $3.15M
|
1.04M
$208M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-16.2K- 2.23% |
$2.6M - $3.15M
|
712K
$143M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-16.3K- 11.29% |
$2.6M - $3.15M
|
128K
$25.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-16.3K- 31.2% |
$2.61M - $3.16M
|
35.9K
$7.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-16.3K- 33.0% |
$2.61M - $3.17M
|
33.1K
$6.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-16.4K- 3.34% |
$2.62M - $3.17M
|
474K
$95M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-16.4K- 3.88% |
$2.62M - $3.18M
|
405K
$81.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-16.4K- 85.8% |
$2.63M - $3.18M
|
2.72K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-16.6K- 3.0% |
$2.66M - $3.23M
|
537K
$108M
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-16.6K- 18.94% |
$2.67M - $3.23M
|
71.2K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-16.7K- 23.76% |
$2.67M - $3.23M
|
53.5K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-16.8K- 12.33% |
$2.69M - $3.26M
|
119K
$23.9M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-16.8K- 1.46% |
$2.69M - $3.26M
|
1.14M
$227M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 78.03% |
$2.7M - $3.27M
|
4.75K
$951K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-16.9K- 1.02% |
$2.71M - $3.28M
|
1.64M
$329M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-17K- 0.52% |
$2.72M - $3.3M
|
3.29M
$659M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-17.1K- 6.91% |
$2.74M - $3.31M
|
230K
$46.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-17.1K- 13.13% |
$2.74M - $3.32M
|
113K
$22.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-17.3K- 2.45% |
$2.77M - $3.36M
|
689K
$138M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-17.3K- 3.54% |
$2.78M - $3.36M
|
472K
$94.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-17.4K- 9.38% |
$2.79M - $3.38M
|
169K
$33.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-17.5K- 7.37% |
$2.8M - $3.39M
|
220K
$44M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-17.6K- 2.46% |
$2.82M - $3.41M
|
698K
$140M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-17.8K- 1.98% |
$2.86M - $3.46M
|
881K
$177M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-17.9K- 1.69% |
$2.87M - $3.48M
|
1.04M
$208M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-18K- 39.67% |
$2.88M - $3.49M
|
27.3K
$5.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 9.81% |
$2.9M - $3.52M
|
167K
$33.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18.2K- 15.45% |
$2.92M - $3.53M
|
99.7K
$20M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-18.3K- 9.55% |
$2.92M - $3.54M
|
173K
$34.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-18.3K- 2.27% |
$2.94M - $3.56M
|
791K
$158M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-18.5K- 4.49% |
$2.96M - $3.59M
|
394K
$78.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-18.5K- 6.38% |
$2.97M - $3.59M
|
272K
$54.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-18.7K- 2.55% |
$2.99M - $3.62M
|
714K
$143M
|