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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22.8K- 13.36% |
$3.64M - $4.42M
|
148K
$29.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-22.8K- 54.23% |
$3.65M - $4.42M
|
19.2K
$3.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-23K- 18.55% |
$3.67M - $4.45M
|
101K
$20.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23.1K- 5.24% |
$3.69M - $4.47M
|
417K
$83.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-23.6K- 9.6% |
$3.78M - $4.58M
|
223K
$44.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-24.5K- 1.37% |
$3.92M - $4.75M
|
1.76M
$352M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-24.7K- 3.09% |
$3.95M - $4.79M
|
775K
$155M
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-24.8K- 4.57% |
$3.96M - $4.8M
|
517K
$104M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-24.8K- 14.15% |
$3.97M - $4.81M
|
150K
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-24.8K- 20.92% |
$3.98M - $4.82M
|
93.9K
$18.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-25.1K- 5.89% |
$4.02M - $4.87M
|
401K
$80.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.8K- 0.53% |
$4.13M - $5.01M
|
4.89M
$980M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-25.9K- 3.97% |
$4.14M - $5.02M
|
626K
$125M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-26.4K- 13.78% |
$4.22M - $5.12M
|
165K
$33.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-26.6K- 8.02% |
$4.25M - $5.15M
|
305K
$61.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-26.6K- 33.8% |
$4.26M - $5.17M
|
52.2K
$10.5M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-26.7K- 3.71% |
$4.27M - $5.17M
|
692K
$139M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-26.9K- 37.33% |
$4.3M - $5.21M
|
45.1K
$9.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 3.76% |
$4.3M - $5.21M
|
687K
$138M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 12.74% |
$4.31M - $5.22M
|
184K
$36.9M
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-26.9K- 7.54% |
$4.31M - $5.22M
|
330K
$66.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-27.1K- 50.94% |
$4.34M - $5.26M
|
26.1K
$5.23M
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-27.2K- 15.58% |
$4.35M - $5.27M
|
147K
$29.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-27.4K- 16.76% |
$4.39M - $5.31M
|
136K
$27.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-27.6K- 0.67% |
$4.41M - $5.35M
|
4.11M
$824M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-27.7K- 3.99% |
$4.44M - $5.38M
|
667K
$134M
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-27.9K- 1.25% |
$4.47M - $5.41M
|
2.2M
$441M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-28.1K- 6.98% |
$4.49M - $5.44M
|
374K
$75M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.8K- 8.12% |
$4.61M - $5.58M
|
326K
$65.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-29.4K- 5.43% |
$4.71M - $5.7M
|
512K
$102M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-29.7K- 3.7% |
$4.75M - $5.75M
|
773K
$155M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-29.7K- 4.5% |
$4.75M - $5.76M
|
630K
$126M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.7K- 1.38% |
$4.76M - $5.77M
|
2.12M
$425M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-29.8K- 15.98% |
$4.76M - $5.77M
|
156K
$31.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-29.8K- 0.43% |
$4.77M - $5.77M
|
6.92M
$1.39B
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-29.8K- 31.52% |
$4.77M - $5.78M
|
64.8K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-29.9K- 4.24% |
$4.78M - $5.79M
|
674K
$135M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-30.1K- 1.78% |
$4.82M - $5.84M
|
1.66M
$333M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-30.7K- 21.14% |
$4.91M - $5.95M
|
114K
$22.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Independent Investors Inc
|
SELL
|
- |
-30.7K- 2.36% |
$4.91M - $5.95M
|
1.27M
$255M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-30.7K- 0.97% |
$4.91M - $5.95M
|
3.14M
$629M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-31K- 31.93% |
$4.96M - $6.01M
|
66K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-31K- 12.46% |
$4.96M - $6.01M
|
218K
$43.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-31.3K- 6.68% |
$5.01M - $6.07M
|
437K
$87.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-31.6K- 4.99% |
$5.05M - $6.12M
|
601K
$120M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-31.8K- 9.69% |
$5.1M - $6.18M
|
297K
$59.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-31.9K- 22.79% |
$5.11M - $6.19M
|
108K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-32.3K- 15.09% |
$5.17M - $6.27M
|
182K
$36.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-32.4K- 2.37% |
$5.18M - $6.28M
|
1.33M
$267M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-32.4K- 12.24% |
$5.19M - $6.28M
|
232K
$46.5M
|