Purchases and Sales Made in Q2 2023 in Apple Inc. (AAPL)

AAPL Quotes by TradingView

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 24, 2023 Q2 2023
Sweet Financial Partners, LLC

BUY
 -
1.77K
+ 5.67%
$284K - $344K
33K $8.11M
Aug 14, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
1.77K
+ 6.38%
$283K - $343K
29.4K $7.23M
Aug 08, 2023 Q2 2023
Weil Company, Inc.

BUY
 -
1.77K
+ 1.73%
$283K - $342K
104K $25.5M
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
1.77K
+ 6.32%
$283K - $342K
29.7K $7.29M
Aug 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
1.73K
+ 79.94%
$277K - $336K
3.9K $958K
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.73K
+ 14.72%
$277K - $335K
13.5K $3.31M
Aug 14, 2023 Q2 2023
Brevan Howard Capital Management LP

St. Helier, Y9
BUY
 -
1.72K
New
$276K - $334K
1.72K $423K
Jul 26, 2023 Q2 2023
Founders Capital Management, LLC

BUY
 -
1.72K
+ 2.07%
$275K - $334K
84.6K $20.8M
Jul 19, 2023 Q2 2023
Aurora Investment Managers, Llc.

BUY
 -
1.72K
+ 3.21%
$275K - $333K
55.3K $13.6M
Jul 14, 2023 Q2 2023
Lorne Steinberg Wealth Management Inc.

Montreal, Quebec, Z4
BUY
 -
1.72K
+ 8.87%
$275K - $333K
21.1K $5.17M
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
1.71K
+ 5.91%
$273K - $331K
30.6K $7.51M
Aug 14, 2023 Q2 2023
Marathon Capital Management

Hunt Valley, MD
BUY
 -
1.71K
+ 2.97%
$273K - $331K
59.2K $14.5M
Aug 14, 2023 Q2 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
1.7K
+ 1.25%
$271K - $329K
138K $33.8M
Jul 06, 2023 Q2 2023
Hoffman, Alan N Investment Management

BUY
 -
1.69K
+ 0.37%
$270K - $327K
453K $111M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
1.68K
+ 1.21%
$270K - $327K
141K $34.7M
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
1.67K
+ 2.78%
$268K - $324K
61.8K $15.2M
Jul 20, 2023 Q2 2023
Sather Financial Group Inc

BUY
 -
1.67K
+ 3.75%
$267K - $323K
46.1K $11.3M
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.66K
+ 43.79%
$266K - $323K
5.46K $1.34M
Jul 24, 2023 Q2 2023
True Wealth Financial Partners

BUY
 -
1.66K
New
$265K - $322K
1.66K $407K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
1.66K
+ 1.08%
$265K - $321K
155K $38.1M
Jul 14, 2023 Q2 2023
Resource Consulting Group Inc

BUY
 -
1.66K
+ 12.47%
$265K - $321K
14.9K $3.67M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
1.65K
+ 0.18%
$264K - $320K
931K $229M
Aug 08, 2023 Q2 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
1.65K
+ 4.26%
$264K - $319K
40.3K $9.89M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.64K
+ 1.85%
$263K - $318K
90.5K $22.2M
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
1.64K
+ 1.77%
$263K - $318K
94.2K $23.1M
Aug 08, 2023 Q2 2023
Wrapmanager Inc

BUY
 -
1.63K
+ 6.64%
$261K - $316K
26.2K $6.43M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
1.62K
+ 3.6%
$260K - $315K
46.6K $11.5M
Aug 04, 2023 Q2 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
1.62K
+ 1.61%
$260K - $315K
102K $25.1M
Aug 09, 2023 Q2 2023
Cumberland Partners LTD

Toronto, A6
BUY
 -
1.62K
+ 1.27%
$259K - $314K
129K $31.8M
Jul 11, 2023 Q2 2023
Tl Private Wealth

BUY
 -
1.61K
+ 85.06%
$257K - $311K
3.49K $857K
Jul 21, 2023 Q2 2023
Sigma Investment Counselors Inc

BUY
 -
1.6K
+ 1.21%
$257K - $311K
134K $32.8M
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
1.59K
New
$255K - $309K
1.59K $391K
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
1.59K
+ 0.64%
$255K - $309K
251K $61.7M
Aug 09, 2023 Q2 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
1.59K
+ 13.09%
$255K - $309K
13.8K $3.38M
Aug 01, 2023 Q2 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
1.59K
+ 1.52%
$254K - $308K
106K $26.1M
Jul 25, 2023 Q2 2023
Buffington Mohr Mc Neal

BUY
 -
1.58K
+ 3.35%
$253K - $307K
48.9K $12M
Aug 07, 2023 Q2 2023
Human Investing LLC

BUY
 -
1.58K
+ 6.97%
$253K - $307K
24.3K $5.96M
Aug 07, 2023 Q2 2023
Kraft Asset Management, LLC

BUY
 -
1.58K
New
$253K - $306K
1.58K $388K
Aug 08, 2023 Q2 2023
Gsb Wealth Management, LLC

BUY
 -
1.58K
+ 3.65%
$253K - $306K
44.8K $11M
Aug 03, 2023 Q2 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
1.57K
+ 2.02%
$252K - $305K
79.3K $19.5M
Jul 18, 2023 Q2 2023
Hanson & Doremus Investment Management

BUY
 -
1.57K
+ 5.11%
$251K - $305K
32.3K $7.93M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1.56K
+ 1.63%
$249K - $302K
97.3K $23.9M
Jul 13, 2023 Q2 2023
Chatham Capital Group, Inc.

BUY
 -
1.55K
+ 1.76%
$247K - $300K
89.1K $21.9M
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

BUY
 -
1.54K
+ 3.59%
$247K - $299K
44.5K $10.9M
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.54K
+ 0.37%
$247K - $299K
420K $103M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
1.54K
+ 0.29%
$246K - $298K
531K $130M
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
1.54K
+ 0.74%
$246K - $298K
210K $51.6M
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
1.54K
+ 7.3%
$246K - $298K
22.6K $5.54M
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
1.53K
+ 3.92%
$245K - $297K
40.6K $9.97M

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