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 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-26.6K- 8.02% |
$4.25M - $5.15M
|
305K
$74.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-26.6K- 33.8% |
$4.26M - $5.17M
|
52.2K
$12.8M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-26.7K- 3.71% |
$4.27M - $5.17M
|
692K
$170M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-26.9K- 37.33% |
$4.3M - $5.21M
|
45.1K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 3.76% |
$4.3M - $5.21M
|
687K
$169M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 12.74% |
$4.31M - $5.22M
|
184K
$45.2M
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-26.9K- 7.54% |
$4.31M - $5.22M
|
330K
$81M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-27.1K- 50.94% |
$4.34M - $5.26M
|
26.1K
$6.41M
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-27.2K- 15.58% |
$4.35M - $5.27M
|
147K
$36.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-27.4K- 16.76% |
$4.39M - $5.31M
|
136K
$33.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-27.6K- 0.67% |
$4.41M - $5.35M
|
4.11M
$1.01B
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-27.7K- 3.99% |
$4.44M - $5.38M
|
667K
$164M
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-27.9K- 1.25% |
$4.47M - $5.41M
|
2.2M
$541M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-28.1K- 6.98% |
$4.49M - $5.44M
|
374K
$91.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.8K- 8.12% |
$4.61M - $5.58M
|
326K
$80M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-29.4K- 5.43% |
$4.71M - $5.7M
|
512K
$126M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-29.7K- 3.7% |
$4.75M - $5.75M
|
773K
$190M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-29.7K- 4.5% |
$4.75M - $5.76M
|
630K
$155M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.7K- 1.38% |
$4.76M - $5.77M
|
2.12M
$520M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-29.8K- 15.98% |
$4.76M - $5.77M
|
156K
$38.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-29.8K- 0.43% |
$4.77M - $5.77M
|
6.92M
$1.7B
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-29.8K- 31.52% |
$4.77M - $5.78M
|
64.8K
$15.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-29.9K- 4.24% |
$4.78M - $5.79M
|
674K
$166M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-30.1K- 1.78% |
$4.82M - $5.84M
|
1.66M
$409M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-30.7K- 21.14% |
$4.91M - $5.95M
|
114K
$28.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Independent Investors Inc
|
SELL
|
- |
-30.7K- 2.36% |
$4.91M - $5.95M
|
1.27M
$312M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-30.7K- 0.97% |
$4.91M - $5.95M
|
3.14M
$771M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-31K- 31.93% |
$4.96M - $6.01M
|
66K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-31K- 12.46% |
$4.96M - $6.01M
|
218K
$53.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-31.3K- 6.68% |
$5.01M - $6.07M
|
437K
$107M
|
|
|
Aug 11, 2023
Q2 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-31.6K- 4.99% |
$5.05M - $6.12M
|
601K
$148M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-31.8K- 9.69% |
$5.1M - $6.18M
|
297K
$72.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-31.9K- 22.79% |
$5.11M - $6.19M
|
108K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-32.3K- 15.09% |
$5.17M - $6.27M
|
182K
$44.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-32.4K- 2.37% |
$5.18M - $6.28M
|
1.33M
$327M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-32.4K- 12.24% |
$5.19M - $6.28M
|
232K
$57M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32.5K- 2.14% |
$5.2M - $6.3M
|
1.49M
$365M
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-32.6K- 70.75% |
$5.22M - $6.32M
|
13.5K
$3.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-32.6K- 4.02% |
$5.22M - $6.33M
|
778K
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-33.2K- 40.25% |
$5.31M - $6.43M
|
49.2K
$12.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.2K- 11.3% |
$5.31M - $6.44M
|
261K
$64M
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-33.2K- 10.59% |
$5.32M - $6.44M
|
280K
$68.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-33.3K- 2.29% |
$5.34M - $6.47M
|
1.43M
$350M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-33.7K- 1.73% |
$5.4M - $6.54M
|
1.92M
$472M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-33.7K- 1.84% |
$5.4M - $6.54M
|
1.8M
$441M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-34.1K- 55.27% |
$5.46M - $6.62M
|
27.6K
$6.78M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-34.1K- 55.27% |
$5.46M - $6.62M
|
27.6K
$6.78M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-34.7K- 1.46% |
$5.56M - $6.73M
|
2.34M
$574M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-35K- 4.21% |
$5.6M - $6.78M
|
795K
$195M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-35.4K- 5.36% |
$5.67M - $6.86M
|
625K
$154M
|