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 09, 2023
Q2 2023
|
Merlin Capital LLC
|
BUY
|
- |
165+ 3.96% |
$26.4K - $32K
|
4.33K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
162+ 0.2% |
$25.9K - $31.4K
|
81K
$19.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
160+ 0.9% |
$25.6K - $31K
|
17.9K
$4.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
159+ 0.42% |
$25.5K - $30.8K
|
37.9K
$9.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
158+ 1.58% |
$25.3K - $30.6K
|
10.2K
$2.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
158+ 0.59% |
$25.3K - $30.6K
|
27K
$6.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
157+ 2.29% |
$25.1K - $30.5K
|
7.02K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
153+ 0.57% |
$24.5K - $29.7K
|
26.9K
$6.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
153+ 1.59% |
$24.5K - $29.7K
|
9.78K
$2.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
152+ 0.94% |
$24.3K - $29.5K
|
16.3K
$4.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
152+ 0.26% |
$24.3K - $29.5K
|
59.3K
$14.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
152+ 6.27% |
$24.3K - $29.5K
|
2.58K
$633K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
150+ 0.44% |
$24K - $29.1K
|
34.1K
$8.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
150+ 0.23% |
$24K - $29.1K
|
65.5K
$16.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
137+ 1.59% |
$21.9K - $26.6K
|
8.76K
$2.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
136+ 0.24% |
$21.8K - $26.4K
|
57.9K
$14.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
136+ 0.47% |
$21.8K - $26.4K
|
29.2K
$7.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
135+ 0.54% |
$21.6K - $26.2K
|
25.1K
$6.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
134+ 0.12% |
$21.5K - $26K
|
111K
$27.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
133+ 9.15% |
$21.3K - $25.8K
|
1.59K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
133+ 0.58% |
$21.3K - $25.8K
|
23K
$5.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
132+ 6.81% |
$21.1K - $25.6K
|
2.07K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
131+ 0.46% |
$21K - $25.4K
|
28.4K
$6.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
131+ 1.03% |
$21K - $25.4K
|
12.8K
$3.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
128+ 6.4% |
$20.5K - $24.8K
|
2.13K
$523K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
127+ 1.87% |
$20.3K - $24.6K
|
6.91K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
125+ 0.29% |
$20K - $24.2K
|
43.7K
$10.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
124+ 0.47% |
$19.9K - $24.1K
|
26.4K
$6.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
124+ 0.54% |
$19.9K - $24.1K
|
23.1K
$5.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
123+ 0.82% |
$19.7K - $23.9K
|
15.2K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
123+ 2.17% |
$19.7K - $23.9K
|
5.79K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
122+ 0.25% |
$19.5K - $23.7K
|
48.1K
$11.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
121+ 0.15% |
$19.4K - $23.5K
|
81.2K
$19.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
121+ 3.94% |
$19.4K - $23.5K
|
3.19K
$784K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
120+ 0.68% |
$19.2K - $23.3K
|
17.7K
$4.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
120+ 1.29% |
$19.2K - $23.3K
|
9.41K
$2.31M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
120+ 6.29% |
$19.2K - $23.3K
|
2.03K
$498K
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
117+ 0.71% |
$18.7K - $22.7K
|
16.6K
$4.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
BUY
|
- |
117+ 2.16% |
$18.7K - $22.7K
|
5.54K
$1.36M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
115+ 0.14% |
$18.4K - $22.3K
|
80.5K
$19.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
113+ 1.56% |
$18.1K - $21.9K
|
7.37K
$1.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
112+ 2.66% |
$17.9K - $21.7K
|
4.33K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
111+ 0.2% |
$17.8K - $21.5K
|
54.6K
$13.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Barton Investment Management
|
BUY
|
- |
110+ 0.33% |
$17.6K - $21.3K
|
33.7K
$8.28M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
109+ 0.43% |
$17.5K - $21.1K
|
25.4K
$6.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
108+ 0.21% |
$17.3K - $20.9K
|
52K
$12.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
107+ 0.49% |
$17.1K - $20.8K
|
21.9K
$5.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
107+ 0.38% |
$17.1K - $20.8K
|
28.5K
$7M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
107+ 0.57% |
$17.1K - $20.8K
|
18.8K
$4.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
106+ 0.22% |
$17K - $20.6K
|
49.4K
$12.1M
|