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 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-657- 3.11% |
$105K - $127K
|
20.5K
$5.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-658- 9.06% |
$105K - $128K
|
6.61K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-660- 0.31% |
$106K - $128K
|
211K
$51.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-665- 0.35% |
$106K - $129K
|
188K
$46.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-665- 1.39% |
$106K - $129K
|
47.3K
$11.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-667- 1.8% |
$107K - $129K
|
36.4K
$8.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-670- 1.15% |
$107K - $130K
|
57.7K
$14.2M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-671- 0.51% |
$107K - $130K
|
131K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-675- 1.47% |
$108K - $131K
|
45.2K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-676- 7.32% |
$108K - $131K
|
8.55K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-676- 2.64% |
$108K - $131K
|
24.9K
$6.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-678- 0.88% |
$109K - $132K
|
76.4K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-680- 4.31% |
$109K - $132K
|
15.1K
$3.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
SELL
|
- |
-683- 1.27% |
$109K - $132K
|
53.2K
$13.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-684- 0.68% |
$110K - $133K
|
99.6K
$24.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-687- 4.56% |
$110K - $133K
|
14.4K
$3.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-688- 15.57% |
$110K - $133K
|
3.73K
$916K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-688- 4.04% |
$110K - $133K
|
16.3K
$4.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-691- 16.36% |
$111K - $134K
|
3.53K
$868K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-692- 2.01% |
$111K - $134K
|
33.7K
$8.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-692- 0.48% |
$111K - $134K
|
142K
$34.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-693- 1.05% |
$111K - $134K
|
65.2K
$16M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-696- 0.59% |
$111K - $135K
|
117K
$28.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-697- 1.23% |
$112K - $135K
|
56.2K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-699- 1.8% |
$112K - $136K
|
38.1K
$9.35M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-701- 2.58% |
$112K - $136K
|
26.4K
$6.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-705- 0.76% |
$113K - $137K
|
91.5K
$22.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-708- 0.69% |
$113K - $137K
|
102K
$25.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-711- 1.56% |
$114K - $138K
|
44.9K
$11M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-712- 1.44% |
$114K - $138K
|
48.7K
$12M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-714- 0.68% |
$114K - $138K
|
104K
$25.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-716- 3.25% |
$115K - $139K
|
21.3K
$5.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-717- 0.55% |
$115K - $139K
|
130K
$31.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-718- 7.65% |
$115K - $139K
|
8.67K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-718- 10.5% |
$115K - $139K
|
6.12K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-720- 21.02% |
$115K - $140K
|
2.71K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-720- 21.02% |
$115K - $140K
|
2.71K
$664K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-722- 3.64% |
$116K - $140K
|
19.1K
$4.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-724- 2.81% |
$116K - $140K
|
25.1K
$6.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-725- 2.32% |
$116K - $141K
|
30.5K
$7.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-726- 3.86% |
$116K - $141K
|
18.1K
$4.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-733- 5.53% |
$117K - $142K
|
12.5K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-733- 1.03% |
$117K - $142K
|
70.6K
$17.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-734- 1.14% |
$118K - $142K
|
63.9K
$15.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-736- 1.8% |
$118K - $143K
|
40.2K
$9.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-737- 2.98% |
$118K - $143K
|
24K
$5.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-738- 2.12% |
$118K - $143K
|
34K
$8.36M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-741- 5.92% |
$119K - $144K
|
11.8K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-741- 5.26% |
$119K - $144K
|
13.3K
$3.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-744- 6.81% |
$119K - $144K
|
10.2K
$2.5M
|