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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
222+ 0.61% |
$35.5K - $43.1K
|
36.7K
$9.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
221+ 0.42% |
$35.4K - $42.9K
|
53.2K
$13.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
220+ 5.48% |
$35.2K - $42.7K
|
4.23K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
218+ 0.47% |
$34.9K - $42.3K
|
46.5K
$11.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
217+ 1.59% |
$34.7K - $42.1K
|
13.8K
$3.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
215+ 0.53% |
$34.4K - $41.7K
|
41.1K
$10.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
215+ 0.16% |
$34.4K - $41.7K
|
139K
$34M
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
215+ 7.18% |
$34.4K - $41.7K
|
3.21K
$788K
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
215+ 1.51% |
$34.4K - $41.7K
|
14.5K
$3.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
214+ 2.25% |
$34.3K - $41.5K
|
9.71K
$2.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
214+ 1.09% |
$34.3K - $41.5K
|
19.9K
$4.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
213+ 0.39% |
$34.1K - $41.3K
|
55.4K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
212+ 1.6% |
$33.9K - $41.1K
|
13.5K
$3.31M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
210+ 0.49% |
$33.6K - $40.7K
|
42.9K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
208+ 2.01% |
$33.3K - $40.3K
|
10.6K
$2.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
206+ 5.34% |
$33K - $40K
|
4.07K
$998K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
205+ 0.52% |
$32.8K - $39.8K
|
39.9K
$9.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
204+ 1.83% |
$32.7K - $39.6K
|
11.3K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
203+ 3.54% |
$32.5K - $39.4K
|
5.94K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
202+ 0.26% |
$32.3K - $39.2K
|
78.3K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
202+ 4.11% |
$32.3K - $39.2K
|
5.12K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
201+ 7.41% |
$32.2K - $39K
|
2.91K
$715K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
200+ 1.99% |
$32K - $38.8K
|
10.2K
$2.52M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
200+ 0.68% |
$32K - $38.8K
|
29.5K
$7.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
200+ 0.38% |
$32K - $38.8K
|
52.7K
$12.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
199+ 0.57% |
$31.9K - $38.6K
|
35.1K
$8.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
199+ 0.13% |
$31.9K - $38.6K
|
149K
$36.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
198+ 0.15% |
$31.7K - $38.4K
|
133K
$32.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Refined Wealth Management
|
BUY
|
- |
195+ 1.57% |
$31.2K - $37.8K
|
12.6K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
194+ 0.59% |
$31.1K - $37.6K
|
33K
$8.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
192+ 2.4% |
$30.7K - $37.2K
|
8.18K
$2.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
191+ 0.92% |
$30.6K - $37K
|
20.9K
$5.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
191+ 0.14% |
$30.6K - $37K
|
136K
$33.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
190+ 0.46% |
$30.4K - $36.9K
|
41.2K
$10.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
189+ 0.72% |
$30.3K - $36.7K
|
26.4K
$6.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
187+ 0.24% |
$29.9K - $36.3K
|
77.9K
$19.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
186+ 0.5% |
$29.8K - $36.1K
|
37.2K
$9.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
184+ 0.9% |
$29.5K - $35.7K
|
20.6K
$5.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
183+ 1.14% |
$29.3K - $35.5K
|
16.3K
$4M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
180+ 1.54% |
$28.8K - $34.9K
|
11.9K
$2.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
177+ 0.81% |
$28.3K - $34.3K
|
21.9K
$5.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
176+ 0.82% |
$28.2K - $34.1K
|
21.7K
$5.32M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
176+ 0.69% |
$28.2K - $34.1K
|
25.6K
$6.28M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
175+ 1.92% |
$28K - $33.9K
|
9.27K
$2.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
172+ 0.31% |
$27.5K - $33.4K
|
55.4K
$13.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
172+ 2.7% |
$27.5K - $33.4K
|
6.55K
$1.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
169+ 11.78% |
$27.1K - $32.8K
|
1.6K
$394K
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
168+ 0.67% |
$26.9K - $32.6K
|
25.4K
$6.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
167+ 1.47% |
$26.7K - $32.4K
|
11.5K
$2.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
165+ 0.83% |
$26.4K - $32K
|
20K
$4.92M
|