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
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
543+ 0.54% |
$86.9K - $105K
|
100K
$24.6M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
540+ 3.34% |
$86.5K - $105K
|
16.7K
$4.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
539+ 6.28% |
$86.3K - $105K
|
9.12K
$2.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
537+ 12.36% |
$86K - $104K
|
4.88K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
537+ 0.59% |
$86K - $104K
|
91.2K
$22.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
536+ 40.58% |
$85.8K - $104K
|
1.86K
$456K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
535+ 1.0% |
$85.7K - $104K
|
54K
$13.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
535+ 0.68% |
$85.7K - $104K
|
79.4K
$19.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
535+ 6.18% |
$85.7K - $104K
|
9.19K
$2.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
531+ 1.72% |
$85K - $103K
|
31.4K
$7.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
530+ 2.62% |
$84.9K - $103K
|
20.8K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
528+ 3.64% |
$84.5K - $102K
|
15K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
527+ 0.83% |
$84.4K - $102K
|
63.7K
$15.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
525+ 0.3% |
$84.1K - $102K
|
173K
$42.6M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
523+ 1.07% |
$83.7K - $101K
|
49.5K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
521+ 0.18% |
$83.4K - $101K
|
290K
$71.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
520+ 1.82% |
$83.3K - $101K
|
29.1K
$7.15M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
518+ 0.27% |
$82.9K - $100K
|
195K
$47.9M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
515+ 0.7% |
$82.5K - $99.9K
|
74.2K
$18.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
513+ 0.38% |
$82.1K - $99.5K
|
137K
$33.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
508+ 3.13% |
$81.3K - $98.5K
|
16.7K
$4.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
501+ 0.55% |
$80.2K - $97.2K
|
91.6K
$22.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
501+ 3.1% |
$80.2K - $97.2K
|
16.7K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
499+ 4990.0% |
$79.9K - $96.8K
|
509
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
498+ 2.46% |
$79.7K - $96.6K
|
20.7K
$5.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
496+ 0.61% |
$79.4K - $96.2K
|
82.1K
$20.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
494+ 0.74% |
$79.1K - $95.8K
|
67.2K
$16.5M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
494+ 0.76% |
$79.1K - $95.8K
|
65.6K
$16.1M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
491+ 0.34% |
$78.6K - $95.2K
|
143K
$35.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
489+ 2.61% |
$78.3K - $94.9K
|
19.2K
$4.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
479+ 1.0% |
$76.7K - $92.9K
|
48.3K
$11.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
478+ 2.15% |
$76.5K - $92.7K
|
22.7K
$5.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
478+ 2.91% |
$76.5K - $92.7K
|
16.9K
$4.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
474+ 1.04% |
$75.9K - $91.9K
|
45.9K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
472+ 4.48% |
$75.6K - $91.6K
|
11K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
470+ 0.58% |
$75.2K - $91.2K
|
81.2K
$19.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
466+ 6.12% |
$74.6K - $90.4K
|
8.08K
$1.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
463+ 8.12% |
$74.1K - $89.8K
|
6.16K
$1.51M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
461+ 2.71% |
$73.8K - $89.4K
|
17.5K
$4.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
460+ 3.63% |
$73.6K - $89.2K
|
13.1K
$3.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
458+ 3.2% |
$73.3K - $88.8K
|
14.8K
$3.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
453+ 31.28% |
$72.5K - $87.9K
|
1.9K
$467K
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
452+ 8.65% |
$72.4K - $87.7K
|
5.68K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
450+ 0.47% |
$72K - $87.3K
|
95.3K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
449+ 7.79% |
$71.9K - $87.1K
|
6.21K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
444+ 2.75% |
$71.1K - $86.1K
|
16.6K
$4.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
444+ 4.76% |
$71.1K - $86.1K
|
9.77K
$2.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
443+ 0.51% |
$70.9K - $85.9K
|
86.5K
$21.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
442+ 4.0% |
$70.8K - $85.7K
|
11.5K
$2.82M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
440+ 1.75% |
$70.4K - $85.3K
|
25.6K
$6.29M
|