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 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19.6K- 2.77% |
$3.14M - $3.81M
|
690K
$169M
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-19.7K- 0.17% |
$3.15M - $3.82M
|
11.4M
$2.81B
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-19.8K- 6.16% |
$3.17M - $3.84M
|
301K
$74M
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-19.8K- 13.46% |
$3.17M - $3.84M
|
127K
$31.3M
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-20.1K- 51.45% |
$3.21M - $3.89M
|
18.9K
$4.65M
|
|
Aug 08, 2023
Q2 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-20.1K- 6.96% |
$3.22M - $3.9M
|
269K
$66M
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-20.1K- 1.96% |
$3.22M - $3.91M
|
1.01M
$247M
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-20.2K- 6.88% |
$3.23M - $3.91M
|
273K
$67M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20.2K- 4.39% |
$3.23M - $3.92M
|
439K
$108M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-20.2K- 2.1% |
$3.24M - $3.92M
|
944K
$232M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.2K- 1.41% |
$3.24M - $3.92M
|
1.41M
$347M
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-20.3K- 2.91% |
$3.24M - $3.93M
|
676K
$166M
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-20.3K- 9.32% |
$3.25M - $3.94M
|
198K
$48.6M
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-20.3K- 10.37% |
$3.25M - $3.94M
|
176K
$43.1M
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-20.3K- 4.48% |
$3.26M - $3.95M
|
434K
$106M
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-20.4K- 3.95% |
$3.27M - $3.96M
|
496K
$122M
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-20.6K- 60.39% |
$3.3M - $4M
|
13.5K
$3.32M
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-20.6K- 3.37% |
$3.3M - $4M
|
592K
$145M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-20.7K- 3.48% |
$3.32M - $4.02M
|
575K
$141M
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-20.7K- 4.2% |
$3.32M - $4.02M
|
473K
$116M
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-20.8K- 5.17% |
$3.33M - $4.03M
|
381K
$93.6M
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-20.9K- 3.14% |
$3.35M - $4.05M
|
644K
$158M
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-21.2K- 6.6% |
$3.4M - $4.11M
|
300K
$73.7M
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-21.3K- 8.0% |
$3.4M - $4.12M
|
244K
$60M
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-21.3K- 18.41% |
$3.41M - $4.13M
|
94.3K
$23.2M
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-21.4K- 35.24% |
$3.42M - $4.15M
|
39.3K
$9.65M
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-21.4K- 1.69% |
$3.42M - $4.15M
|
1.24M
$305M
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-21.4K- 8.79% |
$3.43M - $4.15M
|
222K
$54.6M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21.8K- 5.76% |
$3.48M - $4.22M
|
356K
$87.4M
|
|
Aug 11, 2023
Q2 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-22K- 13.33% |
$3.52M - $4.27M
|
143K
$35.1M
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-22.2K- 2.4% |
$3.55M - $4.3M
|
903K
$222M
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-22.3K- 49.8% |
$3.57M - $4.32M
|
22.5K
$5.52M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-22.3K- 5.76% |
$3.57M - $4.33M
|
365K
$89.7M
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-22.5K- 5.86% |
$3.6M - $4.36M
|
361K
$88.6M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-22.6K- 1.88% |
$3.61M - $4.38M
|
1.18M
$289M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-22.7K- 7.88% |
$3.63M - $4.4M
|
265K
$65.1M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22.8K- 13.36% |
$3.64M - $4.42M
|
148K
$36.2M
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-22.8K- 54.23% |
$3.65M - $4.42M
|
19.2K
$4.73M
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-23K- 18.55% |
$3.67M - $4.45M
|
101K
$24.7M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23.1K- 5.24% |
$3.69M - $4.47M
|
417K
$102M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-23.6K- 9.6% |
$3.78M - $4.58M
|
223K
$54.6M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-24.5K- 1.37% |
$3.92M - $4.75M
|
1.76M
$432M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-24.7K- 3.09% |
$3.95M - $4.79M
|
775K
$190M
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-24.8K- 4.57% |
$3.96M - $4.8M
|
517K
$127M
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-24.8K- 14.15% |
$3.97M - $4.81M
|
150K
$36.9M
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-24.8K- 20.92% |
$3.98M - $4.82M
|
93.9K
$23.1M
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-25.1K- 5.89% |
$4.02M - $4.87M
|
401K
$98.4M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.8K- 0.53% |
$4.13M - $5.01M
|
4.89M
$1.2B
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-25.9K- 3.97% |
$4.14M - $5.02M
|
626K
$154M
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-26.4K- 13.78% |
$4.22M - $5.12M
|
165K
$40.5M
|