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
|
Capital Advantage, Inc.
|
BUY
|
- |
69+ 0.12% |
$11K - $13.4K
|
60K
$14.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
69+ 0.07% |
$11K - $13.4K
|
94.2K
$23.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
68+ 0.19% |
$10.9K - $13.2K
|
36.2K
$8.88M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
68+ 34.0% |
$10.9K - $13.2K
|
268
$65.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
67+ 0.13% |
$10.7K - $13K
|
52.7K
$12.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
67+ 0.71% |
$10.7K - $13K
|
9.52K
$2.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
66+ 0.74% |
$10.6K - $12.8K
|
8.93K
$2.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
66+ 0.21% |
$10.6K - $12.8K
|
32K
$7.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
66+ 0.55% |
$10.6K - $12.8K
|
12.2K
$2.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
66+ 0.19% |
$10.6K - $12.8K
|
34K
$8.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
66+ 0.6% |
$10.6K - $12.8K
|
11.1K
$2.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
65+ 0.14% |
$10.4K - $12.6K
|
46.6K
$11.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
64+ 0.59% |
$10.2K - $12.4K
|
10.9K
$2.69M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
64+ 0.66% |
$10.2K - $12.4K
|
9.8K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
63+ 0.75% |
$10.1K - $12.2K
|
8.41K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
63+ 0.15% |
$10.1K - $12.2K
|
42K
$10.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
62+ 0.47% |
$9.93K - $12K
|
13.2K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
61+ 0.17% |
$9.77K - $11.8K
|
36K
$8.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
59+ 1.07% |
$9.45K - $11.4K
|
5.56K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
56+ 0.06% |
$8.97K - $10.9K
|
97.1K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
56+ 0.06% |
$8.97K - $10.9K
|
92K
$22.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
55+ 0.2% |
$8.81K - $10.7K
|
27.8K
$6.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
54+ 0.09% |
$8.65K - $10.5K
|
56.9K
$14M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
54+ 1.2% |
$8.65K - $10.5K
|
4.54K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
54+ 0.14% |
$8.65K - $10.5K
|
37.5K
$9.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
53+ 0.13% |
$8.49K - $10.3K
|
40.4K
$9.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53+ 0.16% |
$8.49K - $10.3K
|
32.2K
$7.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
53+ 0.22% |
$8.49K - $10.3K
|
23.6K
$5.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
52+ 0.62% |
$8.33K - $10.1K
|
8.47K
$2.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
51+ 0.06% |
$8.17K - $9.89K
|
82.3K
$20.2M
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
51+ 0.09% |
$8.17K - $9.89K
|
53.7K
$13.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
50+ 0.04% |
$8.01K - $9.7K
|
129K
$31.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
48+ 0.78% |
$7.68K - $9.31K
|
6.22K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
48+ 1.21% |
$7.68K - $9.31K
|
4.02K
$988K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
48+ 0.37% |
$7.68K - $9.31K
|
13.2K
$3.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
48+ 0.16% |
$7.68K - $9.31K
|
30.3K
$7.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
48+ 0.24% |
$7.68K - $9.31K
|
20.3K
$4.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
47+ 0.36% |
$7.52K - $9.12K
|
13.2K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
47+ 0.27% |
$7.52K - $9.12K
|
17.8K
$4.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
46+ 0.03% |
$7.36K - $8.92K
|
152K
$37.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
45+ 1.86% |
$7.2K - $8.73K
|
2.46K
$604K
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.61% |
$7.04K - $8.53K
|
2.78K
$682K
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
44+ 0.68% |
$7.04K - $8.53K
|
6.52K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
43+ 0.19% |
$6.88K - $8.34K
|
22.1K
$5.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
43+ 0.34% |
$6.88K - $8.34K
|
12.6K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
43+ 0.49% |
$6.88K - $8.34K
|
8.89K
$2.18M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.07% |
$6.72K - $8.15K
|
61.7K
$15.2M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42+ 0.6% |
$6.72K - $8.15K
|
7.05K
$1.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 0.67% |
$6.56K - $7.95K
|
6.13K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 0.1% |
$6.56K - $7.95K
|
40K
$9.81M
|