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 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2+ 0.05% |
$320 - $388
|
3.92K
$962K
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2+ 0.08% |
$320 - $388
|
2.66K
$652K
|
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$320 - $388
|
4.28K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$320 - $388
|
1.87K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.0% |
$320 - $388
|
102K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2+ 0.0% |
$320 - $388
|
48.3K
$11.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
1+ 0.02% |
$160 - $194
|
6.03K
$1.48M
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.03% |
$160 - $194
|
3.48K
$855K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$160 - $194
|
9.85K
$2.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
1+ 0.08% |
$160 - $194
|
1.3K
$319K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1+ 0.0% |
$160 - $194
|
35.9K
$8.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$160 - $194
|
4.87K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1+ 0.02% |
$160 - $194
|
4.02K
$988K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$160 - $194
|
4.31K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$160 - $194
|
5.05K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$160 - $194
|
3.48K
$854K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.0% |
$160 - $194
|
26.7K
$6.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$160 - $194
|
1.7K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$160 - $194
|
6.36K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1+ 0.02% |
$160 - $194
|
5.19K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$160 - $194
|
4.63K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1+ 0.04% |
$160 - $194
|
2.74K
$672K
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$160 - $194
|
1.56K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$160 - $194
|
8.22K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1+ 0.0% |
$160 - $194
|
26.2K
$6.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1+ 0.08% |
$160 - $194
|
1.33K
$326K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
SELL
|
- |
-1- 0.03% |
$160 - $194
|
3.55K
$871K
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1- -0.0% |
$160 - $194
|
21.1K
$5.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1- -0.0% |
$160 - $194
|
180K
$44.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$160 - $194
|
13.2K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$160 - $194
|
94.2K
$23.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2- -0.0% |
$320 - $388
|
45.1K
$11.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2- 0.15% |
$320 - $388
|
1.32K
$324K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- -0.0% |
$320 - $388
|
51.8K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-3- 0.01% |
$480 - $582
|
53.8K
$13.2M
|
|
|
Jan 29, 2025
Q2 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-3- 0.04% |
$480 - $582
|
6.81K
$1.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-4- 0.02% |
$640 - $776
|
20.6K
$5.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-4- 0.21% |
$640 - $776
|
1.89K
$463K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4- 0.01% |
$640 - $776
|
33.8K
$8.3M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-4- 0.03% |
$640 - $776
|
11.9K
$2.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-5- 0.08% |
$801 - $970
|
6.52K
$1.6M
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-6- 0.3% |
$961 - $1.16K
|
1.97K
$484K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-6- 0.03% |
$961 - $1.16K
|
19K
$4.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-6- 0.04% |
$961 - $1.16K
|
13.6K
$3.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-6- 0.24% |
$961 - $1.16K
|
2.49K
$611K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-6- -0.0% |
$961 - $1.16K
|
156K
$38.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-7- 0.01% |
$1.12K - $1.36K
|
56.5K
$13.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-7- 0.04% |
$1.12K - $1.36K
|
19.3K
$4.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-7- 70.0% |
$1.12K - $1.36K
|
3
$737
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-8- 0.02% |
$1.28K - $1.55K
|
43.9K
$10.8M
|