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 25, 2023
Q2 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 0.01% |
$1.28K - $1.55K
|
111K
$27.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9- 0.01% |
$1.44K - $1.75K
|
111K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-9- 0.04% |
$1.44K - $1.75K
|
25.1K
$6.16M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-9- 0.52% |
$1.44K - $1.75K
|
1.73K
$425K
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
SELL
|
- |
-10- 8.33% |
$1.6K - $1.94K
|
110
$27K
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-10- 0.07% |
$1.6K - $1.94K
|
13.5K
$3.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10- 0.05% |
$1.6K - $1.94K
|
20K
$4.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 3.24% |
$1.6K - $1.94K
|
299
$73.4K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-10- 0.11% |
$1.6K - $1.94K
|
9.19K
$2.26M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-11- 0.03% |
$1.76K - $2.13K
|
43.5K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-11- 0.08% |
$1.76K - $2.13K
|
13K
$3.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-12- 0.09% |
$1.92K - $2.33K
|
13.7K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Granger Management LLC
|
SELL
|
- |
-12- 0.06% |
$1.92K - $2.33K
|
21.3K
$5.22M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-12- 0.1% |
$1.92K - $2.33K
|
12.1K
$2.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-13- 0.09% |
$2.08K - $2.52K
|
14.1K
$3.45M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-14- 0.34% |
$2.24K - $2.72K
|
4.15K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-14- 0.04% |
$2.24K - $2.72K
|
37K
$9.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-14- 0.13% |
$2.24K - $2.72K
|
10.7K
$2.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
SELL
|
- |
-14- 0.04% |
$2.24K - $2.72K
|
35.2K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-14- 0.02% |
$2.24K - $2.72K
|
62.4K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-14- 0.03% |
$2.24K - $2.72K
|
42.9K
$10.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-15- 0.11% |
$2.4K - $2.91K
|
13.5K
$3.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-15- 0.19% |
$2.4K - $2.91K
|
7.99K
$1.96M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15- 0.45% |
$2.4K - $2.91K
|
3.29K
$808K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-16- 0.14% |
$2.56K - $3.1K
|
11.4K
$2.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-16- 16.49% |
$2.56K - $3.1K
|
81
$19.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-19- 0.05% |
$3.04K - $3.69K
|
35K
$8.59M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-19- 0.03% |
$3.04K - $3.69K
|
57.9K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-22- 0.14% |
$3.52K - $4.27K
|
15.7K
$3.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-22- 0.15% |
$3.52K - $4.27K
|
15K
$3.69M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-23- 0.68% |
$3.68K - $4.46K
|
3.37K
$827K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-23- 0.5% |
$3.68K - $4.46K
|
4.61K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-23- 1.03% |
$3.68K - $4.46K
|
2.2K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-23- 0.04% |
$3.68K - $4.46K
|
56.9K
$14M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-24- 0.8% |
$3.84K - $4.66K
|
2.97K
$730K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-24- 0.04% |
$3.84K - $4.66K
|
60.2K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-24- 0.22% |
$3.84K - $4.66K
|
11.1K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-24- 0.07% |
$3.84K - $4.66K
|
34K
$8.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-25- 0.13% |
$4K - $4.85K
|
19K
$4.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-25- 0.22% |
$4K - $4.85K
|
11.1K
$2.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 0.27% |
$4K - $4.85K
|
9.17K
$2.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-27- 0.03% |
$4.32K - $5.24K
|
80.7K
$19.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-27- 0.21% |
$4.32K - $5.24K
|
12.6K
$3.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-27- 0.56% |
$4.32K - $5.24K
|
4.83K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-27- 0.05% |
$4.32K - $5.24K
|
58.5K
$14.4M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-27- 0.53% |
$4.32K - $5.24K
|
5.06K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-28- 0.48% |
$4.48K - $5.43K
|
5.82K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-28- 0.88% |
$4.48K - $5.43K
|
3.16K
$776K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-28- 0.1% |
$4.48K - $5.43K
|
27.7K
$6.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-28- 0.08% |
$4.48K - $5.43K
|
36.7K
$9.02M
|