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 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-745- 12.12% |
$119K - $145K
|
5.4K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-745- 0.38% |
$119K - $145K
|
197K
$48.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-746- 3.59% |
$119K - $145K
|
20K
$4.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-746- 0.81% |
$119K - $145K
|
91.5K
$22.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-750- 0.62% |
$120K - $145K
|
120K
$29.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-750- 1.38% |
$120K - $145K
|
53.7K
$13.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-751- 2.41% |
$120K - $146K
|
30.4K
$7.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-752- 3.43% |
$120K - $146K
|
21.2K
$5.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-753- 3.39% |
$121K - $146K
|
21.5K
$5.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-754- 0.49% |
$121K - $146K
|
152K
$37.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-759- 1.07% |
$122K - $147K
|
70.3K
$17.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-759- 1.69% |
$122K - $147K
|
44K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-761- 1.66% |
$122K - $148K
|
45.1K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-763- 0.42% |
$122K - $148K
|
180K
$44.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-767- 0.61% |
$123K - $149K
|
124K
$30.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-767- 9.63% |
$123K - $149K
|
7.2K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-767- 0.09% |
$123K - $149K
|
808K
$198M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-768- 5.58% |
$123K - $149K
|
13K
$3.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-768- 2.15% |
$123K - $149K
|
34.9K
$8.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-769- 2.34% |
$123K - $149K
|
32.1K
$7.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-770- 2.26% |
$123K - $149K
|
33.2K
$8.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-771- 3.42% |
$123K - $150K
|
21.8K
$5.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-771- 0.3% |
$123K - $150K
|
260K
$63.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-771- 3.71% |
$123K - $150K
|
20K
$4.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-772- 1.4% |
$124K - $150K
|
54.4K
$13.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-780- 15.8% |
$125K - $151K
|
4.16K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-780- 1.75% |
$125K - $151K
|
43.8K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-780- 1.68% |
$125K - $151K
|
45.6K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-783- 2.6% |
$125K - $152K
|
29.4K
$7.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-785- 0.43% |
$126K - $152K
|
181K
$44.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-785- 1.27% |
$126K - $152K
|
60.9K
$14.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-786- 0.86% |
$126K - $152K
|
90.6K
$22.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-788- 3.08% |
$126K - $153K
|
24.8K
$6.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-790- 1.35% |
$126K - $153K
|
57.6K
$14.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-790- 2.09% |
$126K - $153K
|
37K
$9.09M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-793- 1.83% |
$127K - $154K
|
42.5K
$10.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-794- 0.67% |
$127K - $154K
|
117K
$28.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-795- 1.99% |
$127K - $154K
|
39.2K
$9.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-795- 0.74% |
$127K - $154K
|
106K
$26.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-797- 0.46% |
$128K - $155K
|
171K
$41.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-800- 0.54% |
$128K - $155K
|
148K
$36.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 12.87% |
$128K - $155K
|
5.42K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-802- 24.67% |
$128K - $156K
|
2.45K
$601K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-803- 1.01% |
$129K - $156K
|
78.4K
$19.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-809- 3.77% |
$130K - $157K
|
20.6K
$5.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-809- 1.79% |
$130K - $157K
|
44.4K
$10.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-810- 3.13% |
$130K - $157K
|
25.1K
$6.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-810- 2.43% |
$130K - $157K
|
32.5K
$7.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-811- 7.41% |
$130K - $157K
|
10.1K
$2.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-816- 26.4% |
$131K - $158K
|
2.28K
$559K
|