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
|
Next Capital Management LLC
|
SELL
|
- |
-409- 1.17% |
$65.5K - $79.3K
|
34.5K
$8.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-410- 3.89% |
$65.6K - $79.5K
|
10.1K
$2.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-410- 2.31% |
$65.6K - $79.5K
|
17.3K
$4.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-410- 2.22% |
$65.6K - $79.5K
|
18.1K
$4.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-412- 0.91% |
$66K - $79.9K
|
44.7K
$11M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-413- 0.01% |
$66.1K - $80.1K
|
3.1M
$761M
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-415- 12.76% |
$66.4K - $80.5K
|
2.84K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-415- 5.97% |
$66.4K - $80.5K
|
6.54K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-416- 1.17% |
$66.6K - $80.7K
|
35.2K
$8.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-416- 1.12% |
$66.6K - $80.7K
|
36.8K
$9.02M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-419- 1.82% |
$67.1K - $81.3K
|
22.7K
$5.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-420- 4.92% |
$67.2K - $81.5K
|
8.11K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-420- 0.54% |
$67.2K - $81.5K
|
78.1K
$19.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-420- 2.37% |
$67.2K - $81.5K
|
17.3K
$4.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-421- 1.54% |
$67.4K - $81.7K
|
26.9K
$6.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-421- 2.78% |
$67.4K - $81.7K
|
14.7K
$3.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-422- 0.25% |
$67.6K - $81.9K
|
169K
$41.5M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-422- 1.45% |
$67.6K - $81.9K
|
28.7K
$7.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-423- 1.06% |
$67.7K - $82K
|
39.7K
$9.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-423- 2.14% |
$67.7K - $82K
|
19.4K
$4.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-425- 7.38% |
$68K - $82.4K
|
5.34K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-428- 1.79% |
$68.5K - $83K
|
23.5K
$5.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-428- 10.17% |
$68.5K - $83K
|
3.78K
$929K
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-430- 0.43% |
$68.8K - $83.4K
|
98.9K
$24.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-430- 0.76% |
$68.8K - $83.4K
|
55.9K
$13.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-431- 1.65% |
$69K - $83.6K
|
25.7K
$6.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-432- 1.53% |
$69.2K - $83.8K
|
27.8K
$6.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-439- 0.75% |
$70.3K - $85.2K
|
58K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-439- 4.01% |
$70.3K - $85.2K
|
10.5K
$2.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-441- 0.32% |
$70.6K - $85.5K
|
136K
$33.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-441- 0.53% |
$70.6K - $85.5K
|
82.1K
$20.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-444- 8.75% |
$71.1K - $86.1K
|
4.63K
$1.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-446- 31.56% |
$71.4K - $86.5K
|
967
$237K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-446- 2.15% |
$71.4K - $86.5K
|
20.3K
$4.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-447- 0.58% |
$71.6K - $86.7K
|
76.3K
$18.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-447- 7.45% |
$71.6K - $86.7K
|
5.55K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-448- 0.13% |
$71.7K - $86.9K
|
342K
$84M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-448- 0.72% |
$71.7K - $86.9K
|
61.5K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 2.5% |
$72K - $87.3K
|
17.6K
$4.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-451- 1.79% |
$72.2K - $87.5K
|
24.8K
$6.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-451- 0.56% |
$72.2K - $87.5K
|
80.6K
$19.8M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-453- 3.3% |
$72.5K - $87.9K
|
13.3K
$3.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-454- 2.73% |
$72.7K - $88.1K
|
16.2K
$3.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-454- 5.38% |
$72.7K - $88.1K
|
7.98K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-454- 1.0% |
$72.7K - $88.1K
|
44.8K
$11M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-456- 1.79% |
$73K - $88.5K
|
25K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-458- 8.46% |
$73.3K - $88.8K
|
4.96K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-460- 0.99% |
$73.6K - $89.2K
|
45.8K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-461- 0.99% |
$73.8K - $89.4K
|
46.3K
$11.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-462- 11.63% |
$74K - $89.6K
|
3.51K
$862K
|