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
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-243- 0.81% |
$38.9K - $47.1K
|
29.8K
$7.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-244- 1.56% |
$39.1K - $47.3K
|
15.4K
$3.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-244- 0.21% |
$39.1K - $47.3K
|
115K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-244- 0.14% |
$39.1K - $47.3K
|
170K
$41.8M
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-244- 0.21% |
$39.1K - $47.3K
|
115K
$28.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-245- 2.49% |
$39.2K - $47.5K
|
9.61K
$2.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-246- 6.26% |
$39.4K - $47.7K
|
3.69K
$905K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-247- 0.68% |
$39.5K - $47.9K
|
35.9K
$8.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-248- 0.31% |
$39.7K - $48.1K
|
79.5K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-248- 0.56% |
$39.7K - $48.1K
|
44.1K
$10.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-249- 1.22% |
$39.9K - $48.3K
|
20.2K
$4.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-250- 6.4% |
$40K - $48.5K
|
3.66K
$897K
|
|
|
Jul 26, 2023
Q2 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-250- 1.4% |
$40K - $48.5K
|
17.6K
$4.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-250- 0.55% |
$40K - $48.5K
|
45.3K
$11.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-251- 1.57% |
$40.2K - $48.7K
|
15.8K
$3.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-253- 1.52% |
$40.5K - $49.1K
|
16.3K
$4.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-254- 0.78% |
$40.7K - $49.3K
|
32.4K
$7.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-254- 0.62% |
$40.7K - $49.3K
|
41K
$10.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-254- 0.69% |
$40.7K - $49.3K
|
36.7K
$9.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-255- 0.42% |
$40.8K - $49.5K
|
60.2K
$14.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-261- 0.62% |
$41.8K - $50.6K
|
41.9K
$10.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-262- 0.62% |
$41.9K - $50.8K
|
41.9K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-262- 1.3% |
$41.9K - $50.8K
|
19.9K
$4.88M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-262- 3.19% |
$41.9K - $50.8K
|
7.95K
$1.95M
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-262- 0.95% |
$41.9K - $50.8K
|
27.4K
$6.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-263- 1.78% |
$42.1K - $51K
|
14.6K
$3.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-263- 2.26% |
$42.1K - $51K
|
11.4K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-266- 16.27% |
$42.6K - $51.6K
|
1.37K
$336K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-272- 0.59% |
$43.5K - $52.8K
|
46.2K
$11.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-273- 0.62% |
$43.7K - $53K
|
44.1K
$10.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-275- 1.52% |
$44K - $53.3K
|
17.8K
$4.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-275- 1.22% |
$44K - $53.3K
|
22.3K
$5.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 1.18% |
$44K - $53.3K
|
23.1K
$5.67M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-275- 1.95% |
$44K - $53.3K
|
13.9K
$3.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-278- 8.09% |
$44.5K - $53.9K
|
3.16K
$775K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-279- 3.06% |
$44.7K - $54.1K
|
8.85K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-279- 0.33% |
$44.7K - $54.1K
|
83.4K
$20.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-280- 7.83% |
$44.8K - $54.3K
|
3.3K
$809K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-281- 0.65% |
$45K - $54.5K
|
42.7K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-281- 0.31% |
$45K - $54.5K
|
90.7K
$22.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-282- 0.55% |
$45.1K - $54.7K
|
50.9K
$12.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-285- 0.71% |
$45.6K - $55.3K
|
39.9K
$9.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-287- 0.56% |
$45.9K - $55.7K
|
51.4K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-288- 4.33% |
$46.1K - $55.9K
|
6.37K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-289- 0.43% |
$46.3K - $56.1K
|
67.4K
$16.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-292- 0.83% |
$46.7K - $56.6K
|
34.9K
$8.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-292- 0.5% |
$46.7K - $56.6K
|
57.9K
$14.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-296- 2.3% |
$47.4K - $57.4K
|
12.6K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-296- 0.48% |
$47.4K - $57.4K
|
61.8K
$15.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-297- 0.58% |
$47.5K - $57.6K
|
50.7K
$12.4M
|