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 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32.5K- 2.14% |
$5.2M - $6.3M
|
1.49M
$298M
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-32.6K- 70.75% |
$5.22M - $6.32M
|
13.5K
$2.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-32.6K- 4.02% |
$5.22M - $6.33M
|
778K
$156M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-33.2K- 40.25% |
$5.31M - $6.43M
|
49.2K
$9.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.2K- 11.3% |
$5.31M - $6.44M
|
261K
$52.2M
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-33.2K- 10.59% |
$5.32M - $6.44M
|
280K
$56.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-33.3K- 2.29% |
$5.34M - $6.47M
|
1.43M
$285M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-33.7K- 1.73% |
$5.4M - $6.54M
|
1.92M
$385M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-33.7K- 1.84% |
$5.4M - $6.54M
|
1.8M
$360M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-34.1K- 55.27% |
$5.46M - $6.62M
|
27.6K
$5.53M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-34.1K- 55.27% |
$5.46M - $6.62M
|
27.6K
$5.53M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-34.7K- 1.46% |
$5.56M - $6.73M
|
2.34M
$468M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-35K- 4.21% |
$5.6M - $6.78M
|
795K
$159M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-35.4K- 5.36% |
$5.67M - $6.86M
|
625K
$125M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-35.4K- 9.27% |
$5.67M - $6.87M
|
347K
$69.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-35.5K- 0.4% |
$5.68M - $6.89M
|
8.91M
$1.78B
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-36K- 14.12% |
$5.76M - $6.98M
|
219K
$43.8M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-36.2K- 6.6% |
$5.8M - $7.03M
|
513K
$103M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-36.3K- 6.65% |
$5.81M - $7.04M
|
510K
$102M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-36.7K- 39.37% |
$5.87M - $7.12M
|
56.5K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-37.4K- 4.38% |
$5.99M - $7.26M
|
816K
$163M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-37.5K- 11.41% |
$6.01M - $7.28M
|
292K
$58.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-38.6K- 34.83% |
$6.18M - $7.49M
|
72.2K
$14.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.8K- 0.42% |
$6.21M - $7.53M
|
9.28M
$1.86B
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-38.8K- 79.25% |
$6.22M - $7.53M
|
10.2K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-39K- 4.29% |
$6.24M - $7.56M
|
870K
$174M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-39.8K- 4.69% |
$6.38M - $7.73M
|
810K
$162M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-40K- 60.08% |
$6.4M - $7.75M
|
26.5K
$5.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-40K- 23.17% |
$6.4M - $7.75M
|
133K
$26.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-40.1K- 6.55% |
$6.41M - $7.77M
|
571K
$114M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-40.1K- 1.78% |
$6.42M - $7.78M
|
2.21M
$443M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-40.1K- 4.63% |
$6.42M - $7.78M
|
827K
$166M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-40.1K- 4.63% |
$6.42M - $7.78M
|
827K
$166M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-41.2K- 26.72% |
$6.6M - $8M
|
113K
$22.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-41.5K- 0.05% |
$6.64M - $8.04M
|
82.8M
$16.6B
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-41.5K- 57.06% |
$6.65M - $8.05M
|
31.3K
$6.26M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-41.5K- 57.06% |
$6.65M - $8.05M
|
31.3K
$6.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-42K- 3.52% |
$6.73M - $8.15M
|
1.15M
$231M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-42.4K- 3.64% |
$6.78M - $8.22M
|
1.12M
$224M
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-42.5K- 22.51% |
$6.8M - $8.24M
|
146K
$29.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-42.6K- 0.92% |
$6.82M - $8.26M
|
4.58M
$917M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-42.7K- 8.2% |
$6.84M - $8.28M
|
478K
$95.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-43.4K- 38.58% |
$6.95M - $8.42M
|
69.1K
$13.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-43.5K- 18.92% |
$6.96M - $8.44M
|
186K
$37.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-43.8K- 3.0% |
$7.01M - $8.49M
|
1.41M
$283M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-43.9K- 73.45% |
$7.02M - $8.51M
|
15.9K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-43.9K- 4.64% |
$7.03M - $8.52M
|
901K
$181M
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-44.1K- 8.92% |
$7.06M - $8.55M
|
451K
$90.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-44.6K- 8.75% |
$7.13M - $8.64M
|
465K
$93.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-45.2K- 3.8% |
$7.23M - $8.76M
|
1.14M
$229M
|