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 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-200- 4.45% |
$32K - $38.8K
|
4.29K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-200- 0.75% |
$32K - $38.8K
|
26.5K
$6.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-200- 2.66% |
$32K - $38.8K
|
7.33K
$1.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-200- 0.31% |
$32K - $38.8K
|
65.2K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-200- 1.27% |
$32K - $38.8K
|
15.6K
$3.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-203- 0.36% |
$32.5K - $39.4K
|
57K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-204- 6.35% |
$32.7K - $39.6K
|
3.01K
$739K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-204- 8.02% |
$32.7K - $39.6K
|
2.34K
$574K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-205- 0.23% |
$32.8K - $39.8K
|
90.8K
$22.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-205- 0.12% |
$32.8K - $39.8K
|
176K
$43.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-205- 0.47% |
$32.8K - $39.8K
|
43.8K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-205- 0.12% |
$32.8K - $39.8K
|
172K
$42.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-206- 1.32% |
$33K - $40K
|
15.4K
$3.79M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-207- 0.44% |
$33.1K - $40.2K
|
46.9K
$11.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-208- 4.23% |
$33.3K - $40.3K
|
4.72K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-210- 0.36% |
$33.6K - $40.7K
|
58.7K
$14.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-210- 0.51% |
$33.6K - $40.7K
|
41.3K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-211- 3.2% |
$33.8K - $40.9K
|
6.39K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-211- 0.56% |
$33.8K - $40.9K
|
37.7K
$9.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-211- 0.35% |
$33.8K - $40.9K
|
60.5K
$14.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-216- 0.3% |
$34.6K - $41.9K
|
72.3K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-218- 15.48% |
$34.9K - $42.3K
|
1.19K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-219- 0.66% |
$35.1K - $42.5K
|
33.1K
$8.14M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-219- 1.14% |
$35.1K - $42.5K
|
19K
$4.67M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-220- 1.88% |
$35.2K - $42.7K
|
11.5K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-222- 17.83% |
$35.5K - $43.1K
|
1.02K
$251K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-225- 1.1% |
$36K - $43.6K
|
20.3K
$4.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-225- 0.24% |
$36K - $43.6K
|
93.7K
$23M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-226- 0.19% |
$36.2K - $43.8K
|
121K
$29.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-226- 1.34% |
$36.2K - $43.8K
|
16.6K
$4.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-227- 3.7% |
$36.3K - $44K
|
5.92K
$1.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-228- 0.67% |
$36.5K - $44.2K
|
33.6K
$8.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-228- 0.54% |
$36.5K - $44.2K
|
41.6K
$10.2M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-229- 3.8% |
$36.7K - $44.4K
|
5.8K
$1.42M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-230- 0.34% |
$36.8K - $44.6K
|
67.4K
$16.6M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-230- 0.13% |
$36.8K - $44.6K
|
174K
$42.7M
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-230- 2.13% |
$36.8K - $44.6K
|
10.6K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-231- 1.13% |
$37K - $44.8K
|
20.2K
$4.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-233- 0.4% |
$37.3K - $45.2K
|
58K
$14.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-235- 0.25% |
$37.6K - $45.6K
|
94.9K
$23.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-238- 0.25% |
$38.1K - $46.2K
|
95.2K
$23.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-239- 1.28% |
$38.3K - $46.4K
|
18.5K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-239- 5.92% |
$38.3K - $46.4K
|
3.8K
$933K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-240- 1.27% |
$38.4K - $46.6K
|
18.7K
$4.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-241- 0.28% |
$38.6K - $46.7K
|
85.1K
$20.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-241- 12.22% |
$38.6K - $46.7K
|
1.73K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-242- 1.4% |
$38.7K - $46.9K
|
17.1K
$4.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-242- 0.12% |
$38.7K - $46.9K
|
209K
$51.4M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-242- 1.28% |
$38.7K - $46.9K
|
18.7K
$4.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-243- 0.15% |
$38.9K - $47.1K
|
158K
$38.8M
|