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 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-582- 3.1% |
$93.2K - $113K
|
18.2K
$4.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-583- 1.88% |
$93.3K - $113K
|
30.5K
$7.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-585- 10.14% |
$93.7K - $113K
|
5.18K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-586- 0.36% |
$93.8K - $114K
|
161K
$39.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-591- 8.49% |
$94.6K - $115K
|
6.37K
$1.56M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-592- 0.95% |
$94.8K - $115K
|
62K
$15.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-592- 0.55% |
$94.8K - $115K
|
107K
$26.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-598- 0.67% |
$95.7K - $116K
|
88.3K
$21.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-599- 3.23% |
$95.9K - $116K
|
17.9K
$4.4M
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-600- 3.92% |
$96.1K - $116K
|
14.7K
$3.61M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-600- 2.53% |
$96.1K - $116K
|
23.1K
$5.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-605- 1.18% |
$96.9K - $117K
|
50.8K
$12.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-607- 0.4% |
$97.2K - $118K
|
152K
$37.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-608- 9.54% |
$97.3K - $118K
|
5.76K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-610- 1.73% |
$97.7K - $118K
|
34.6K
$8.49M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-611- 3.43% |
$97.8K - $119K
|
17.2K
$4.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-612- 16.86% |
$98K - $119K
|
3.02K
$741K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-612- 16.86% |
$98K - $119K
|
3.02K
$741K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-613- 1.7% |
$98.1K - $119K
|
35.5K
$8.73M
|
|
|
Feb 05, 2025
Q2 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-613- 2.66% |
$98.1K - $119K
|
22.4K
$5.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-614- 0.54% |
$98.3K - $119K
|
112K
$27.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-615- 4.26% |
$98.5K - $119K
|
13.8K
$3.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-615- 0.67% |
$98.5K - $119K
|
90.7K
$22.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-618- 9.93% |
$98.9K - $120K
|
5.61K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-618- 2.7% |
$98.9K - $120K
|
22.3K
$5.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-619- 2.49% |
$99.1K - $120K
|
24.2K
$5.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-625- 0.64% |
$100K - $121K
|
97.1K
$23.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-625- 1.06% |
$100K - $121K
|
58.6K
$14.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-626- 1.41% |
$100K - $121K
|
43.9K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-627- 2.41% |
$100K - $122K
|
25.4K
$6.23M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-629- 2.63% |
$101K - $122K
|
23.3K
$5.72M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-630- 1.21% |
$101K - $122K
|
51.3K
$12.6M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-630- 1.09% |
$101K - $122K
|
57.4K
$14.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-632- 5.09% |
$101K - $123K
|
11.8K
$2.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-633- 7.38% |
$101K - $123K
|
7.95K
$1.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-633- 0.55% |
$101K - $123K
|
114K
$27.9M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-637- 3.68% |
$102K - $124K
|
16.7K
$4.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-638- 0.72% |
$102K - $124K
|
87.7K
$21.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-641- 0.91% |
$103K - $124K
|
69.7K
$17.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-642- 5.69% |
$103K - $125K
|
10.6K
$2.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-642- 7.78% |
$103K - $125K
|
7.61K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-643- 1.94% |
$103K - $125K
|
32.4K
$7.97M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-643- 0.97% |
$103K - $125K
|
65.5K
$16.1M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-646- 1.82% |
$103K - $125K
|
34.9K
$8.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-647- 0.62% |
$104K - $125K
|
104K
$25.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-648- 0.31% |
$104K - $126K
|
210K
$51.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-652- 0.85% |
$104K - $126K
|
76.5K
$18.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-653- 0.75% |
$105K - $127K
|
86.5K
$21.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-654- 1.63% |
$105K - $127K
|
39.5K
$9.71M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-655- 3.71% |
$105K - $127K
|
17K
$4.18M
|