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
Mar 29, 2024 Q2 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
679
New
$109K - $132K
679 $167K
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
666
+ 9.91%
$107K - $129K
7.39K $1.81M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
664
+ 0.3%
$106K - $129K
221K $54.3M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
657
+ 4.65%
$105K - $127K
14.8K $3.63M
Aug 08, 2023 Q2 2023
Western Pacific Wealth Management, LP

BUY
 -
657
+ 1.1%
$105K - $127K
60.4K $14.8M
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
653
+ 2.44%
$105K - $127K
27.4K $6.73M
Aug 10, 2023 Q2 2023
Aft, Forsyth & Sober, LLC

BUY
 -
650
+ 4.21%
$104K - $126K
16.1K $3.95M
Jul 12, 2023 Q2 2023
Marshall & Sullivan Inc

BUY
 -
646
+ 2.39%
$103K - $125K
27.6K $6.79M
Aug 11, 2023 Q2 2023
Managed Asset Portfolios, LLC

Rochester, MI
BUY
 -
645
+ 0.68%
$103K - $125K
94.8K $23.3M
Jul 12, 2023 Q2 2023
Cardinal Capital Management

BUY
 -
642
+ 0.86%
$103K - $125K
75.7K $18.6M
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
640
+ 8.11%
$102K - $124K
8.53K $2.1M
Nov 14, 2024 Q2 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
639
+ 17.95%
$102K - $124K
4.2K $1.03M
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
638
+ 0.33%
$102K - $124K
193K $47.3M
Jul 10, 2023 Q2 2023
Armstrong Henry H Associates Inc

BUY
 -
637
+ 0.92%
$102K - $124K
69.9K $17.2M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
631
+ 0.04%
$101K - $122K
1.55M $380M
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
629
+ 0.91%
$101K - $122K
69.8K $17.1M
Jul 25, 2023 Q2 2023
Mcia Inc

BUY
 -
624
+ 2.8%
$99.9K - $121K
22.9K $5.63M
Jul 28, 2023 Q2 2023
Chase Investment Counsel Corp

BUY
 -
623
+ 1.87%
$99.7K - $121K
34K $8.34M
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
623
+ 2.78%
$99.7K - $121K
23.1K $5.66M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
622
+ 0.96%
$99.6K - $121K
65.4K $16M
Aug 14, 2023 Q2 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
622
+ 0.64%
$99.6K - $121K
97.2K $23.9M
Jul 13, 2023 Q2 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
621
+ 7.04%
$99.4K - $120K
9.44K $2.32M
Jul 19, 2023 Q2 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
616
+ 12.58%
$98.6K - $119K
5.51K $1.35M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
609
+ 2.02%
$97.5K - $118K
30.8K $7.56M
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
608
+ 1.46%
$97.3K - $118K
42.1K $10.3M
Aug 10, 2023 Q2 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
608
+ 0.47%
$97.3K - $118K
129K $31.8M
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
606
+ 1.43%
$97K - $118K
43.1K $10.6M
Jul 14, 2023 Q2 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
604
+ 1.08%
$96.7K - $117K
56.4K $13.8M
Aug 24, 2023 Q2 2023
Alamar Capital Management, LLC

BUY
 -
604
+ 3.63%
$96.7K - $117K
17.3K $4.24M
Aug 10, 2023 Q2 2023
Pinnacle Wealth Management, LLC

BUY
 -
602
+ 4.91%
$96.4K - $117K
12.9K $3.16M
Jul 26, 2023 Q2 2023
Groesbeck Investment Management Corp

BUY
 -
600
+ 4.57%
$96.1K - $116K
13.7K $3.37M
Aug 10, 2023 Q2 2023
Schwartz Investment Counsel Inc

Plymouth, MI
BUY
 -
600
+ 8.57%
$96.1K - $116K
7.6K $1.87M
Aug 03, 2023 Q2 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
598
+ 2.84%
$95.7K - $116K
21.6K $5.31M
Aug 15, 2023 Q2 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
594
+ 1.09%
$95.1K - $115K
55.1K $13.5M
Jul 20, 2023 Q2 2023
Beacon Financial Group

BUY
 -
593
+ 1.05%
$94.9K - $115K
57.1K $14M
Sep 12, 2023 Q2 2023
Dcm Advisors, LLC

New York, NY
BUY
 -
593
+ 0.55%
$94.9K - $115K
108K $26.5M
Aug 11, 2023 Q2 2023
Hayek Kallen Investment Management

Fairhope, AL
BUY
 -
591
+ 0.4%
$94.6K - $115K
148K $36.2M
Aug 11, 2023 Q2 2023
Cooper/Haims Advisors, LLC

BUY
 -
590
+ 2.41%
$94.5K - $114K
25K $6.15M
Aug 07, 2023 Q2 2023
Schiavi & CO LLC

Wilmington, DE
BUY
 -
588
+ 11.8%
$94.1K - $114K
5.57K $1.37M
Aug 11, 2023 Q2 2023
Tom Russo Gardner Russo & Quinn LLC
BUY
 -
582
+ 8.34%
$93.2K - $113K
7.56K $1.86M
Aug 03, 2023 Q2 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
577
+ 3.65%
$92.4K - $112K
16.4K $4.03M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
573
+ 0.33%
$91.7K - $111K
172K $42.2M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
571
+ 0.74%
$91.4K - $111K
77.7K $19.1M
Aug 21, 2023 Q2 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
570
+ 0.91%
$91.3K - $111K
63.2K $15.5M
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
568
+ 0.24%
$90.9K - $110K
233K $57.3M
Aug 09, 2023 Q2 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
566
+ 8.89%
$90.6K - $110K
6.93K $1.7M
Aug 10, 2023 Q2 2023
Flaharty Asset Management, LLC

BUY
 -
557
+ 3.35%
$89.2K - $108K
17.2K $4.22M
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
557
+ 5.85%
$89.2K - $108K
10.1K $2.48M
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
551
+ 0.19%
$88.2K - $107K
287K $70.5M

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