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 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
77.6K+ 14.19% |
$12.4M - $15.1M
|
625K
$144M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
77K+ 15.73% |
$12.3M - $14.9M
|
567K
$130M
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
74.8K+ 77.78% |
$12M - $14.5M
|
171K
$39.3M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
74.1K+ 3.75% |
$11.9M - $14.4M
|
2.05M
$471M
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
73.9K+ 62.54% |
$11.8M - $14.3M
|
192K
$44.2M
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
73.9K+ 12.64% |
$11.8M - $14.3M
|
658K
$151M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
72.9K+ 71.99% |
$11.7M - $14.1M
|
174K
$40M
|
|
Aug 09, 2023
Q2 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
72K+ 42.89% |
$11.5M - $14M
|
240K
$55.2M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
71K+ 4.45% |
$11.4M - $13.8M
|
1.67M
$383M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
70.7K+ 4.86% |
$11.3M - $13.7M
|
1.52M
$350M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
70.3K+ 9.85% |
$11.3M - $13.6M
|
784K
$180M
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
69.2K+ 4.76% |
$11.1M - $13.4M
|
1.52M
$350M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
68.7K+ 24.16% |
$11M - $13.3M
|
353K
$81.2M
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
67.7K+ 30.0% |
$10.8M - $13.1M
|
294K
$67.5M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.3K+ 3.37% |
$10.8M - $13.1M
|
2.06M
$474M
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
66.9K+ 108.75% |
$10.7M - $13M
|
128K
$29.5M
|
|
Jul 17, 2023
Q2 2023
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
66.7K+ 21.87% |
$10.7M - $12.9M
|
372K
$85.4M
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
66.7KNew |
$10.7M - $12.9M
|
66.7K
$15.3M
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
65.9K+ 2.9% |
$10.6M - $12.8M
|
2.34M
$538M
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
65.1K+ 55.42% |
$10.4M - $12.6M
|
183K
$42M
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
BUY
|
- |
64.8K+ 190.04% |
$10.4M - $12.6M
|
98.9K
$22.7M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
64.7K+ 173.97% |
$10.4M - $12.5M
|
102K
$23.4M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.4K+ 0.53% |
$10.3M - $12.5M
|
12.1M
$2.78B
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
63K+ 15.89% |
$10.1M - $12.2M
|
460K
$106M
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
62.9K+ 468.51% |
$10.1M - $12.2M
|
76.3K
$17.5M
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
62.2K+ 6.16% |
$9.96M - $12.1M
|
1.07M
$247M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61.4K+ 8.22% |
$9.83M - $11.9M
|
808K
$186M
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
60.6KNew |
$9.7M - $11.8M
|
60.6K
$13.9M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
60.1K+ 13.4% |
$9.63M - $11.7M
|
509K
$117M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
60KNew |
$9.61M - $11.6M
|
60K
$13.8M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
59.5K+ 8.19% |
$9.53M - $11.5M
|
787K
$181M
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
58.7KNew |
$9.39M - $11.4M
|
58.7K
$13.5M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
57.3K+ 2.27% |
$9.17M - $11.1M
|
2.58M
$593M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.6K+ 0.48% |
$8.9M - $10.8M
|
11.6M
$2.67B
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
55.2K+ 9.85% |
$8.83M - $10.7M
|
615K
$141M
|
|
Aug 14, 2023
Q2 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
52.9K+ 80.5% |
$8.47M - $10.3M
|
119K
$27.3M
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
52.2K+ 43.3% |
$8.36M - $10.1M
|
173K
$39.7M
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
52.1K+ 4.23% |
$8.33M - $10.1M
|
1.28M
$295M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
51.9K+ 9.21% |
$8.3M - $10.1M
|
615K
$141M
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
51.8K+ 0.43% |
$8.3M - $10.1M
|
12.1M
$2.78B
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
51.1K+ 10.66% |
$8.19M - $9.92M
|
531K
$122M
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
50.9K+ 11.78% |
$8.14M - $9.87M
|
483K
$111M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
50.5K+ 3.91% |
$8.09M - $9.8M
|
1.34M
$309M
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
50.2K+ 56.72% |
$8.03M - $9.73M
|
139K
$31.9M
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
50.1KNew |
$8.01M - $9.71M
|
50.1K
$11.5M
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
49.1KNew |
$7.85M - $9.52M
|
49.1K
$11.3M
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
48.9KNew |
$7.83M - $9.48M
|
48.9K
$11.2M
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
48.8K+ 1657.05% |
$7.81M - $9.47M
|
51.7K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.3K+ 0.88% |
$7.73M - $9.36M
|
5.51M
$1.27B
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
47.8K+ 115.63% |
$7.65M - $9.27M
|
89.1K
$20.5M
|