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
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-818- 26.87% |
$131K - $159K
|
2.23K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-819- 8.54% |
$131K - $159K
|
8.77K
$2.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-820- 0.71% |
$131K - $159K
|
115K
$28.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-820- 2.36% |
$131K - $159K
|
34K
$8.34M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-820- 0.71% |
$131K - $159K
|
115K
$28.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-821- 0.81% |
$131K - $159K
|
100K
$24.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-828- 0.55% |
$133K - $161K
|
150K
$36.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-830- 1.03% |
$133K - $161K
|
80.1K
$19.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-833- 5.69% |
$133K - $162K
|
13.8K
$3.39M
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-835- 29.85% |
$134K - $162K
|
1.96K
$482K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-839- 1.39% |
$134K - $163K
|
59.7K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-840- 0.26% |
$134K - $163K
|
323K
$79.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-841- 1.58% |
$135K - $163K
|
52.2K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-842- 1.7% |
$135K - $163K
|
48.6K
$11.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-848- 2.69% |
$136K - $164K
|
30.7K
$7.53M
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-854- 5.48% |
$137K - $166K
|
14.7K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-857- 1.36% |
$137K - $166K
|
62.3K
$15.3M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-857- 1.32% |
$137K - $166K
|
64.3K
$15.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-858- 10.59% |
$137K - $166K
|
7.25K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-859- 0.74% |
$138K - $167K
|
115K
$28.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-861- 3.91% |
$138K - $167K
|
21.2K
$5.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-863- 4.55% |
$138K - $167K
|
18.1K
$4.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-864- 3.6% |
$138K - $168K
|
23.1K
$5.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-864- 0.79% |
$138K - $168K
|
108K
$26.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-865- 4.85% |
$138K - $168K
|
17K
$4.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-865- 1.99% |
$138K - $168K
|
42.6K
$10.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-869- 0.25% |
$139K - $169K
|
347K
$85.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-875- 6.62% |
$140K - $170K
|
12.3K
$3.03M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-876- 5.96% |
$140K - $170K
|
13.8K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-877- 6.86% |
$140K - $170K
|
11.9K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-879- 0.88% |
$141K - $170K
|
98.7K
$24.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-883- 0.71% |
$141K - $171K
|
123K
$30.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-886- 7.18% |
$142K - $172K
|
11.5K
$2.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-886- 0.72% |
$142K - $172K
|
121K
$29.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-887- 1.75% |
$142K - $172K
|
49.9K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-889- 0.43% |
$142K - $172K
|
205K
$50.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-890- 0.86% |
$142K - $173K
|
102K
$25.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-892- 8.67% |
$143K - $173K
|
9.4K
$2.31M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-892- 0.25% |
$143K - $173K
|
352K
$86.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-894- 0.4% |
$143K - $173K
|
223K
$54.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-898- 7.06% |
$144K - $174K
|
11.8K
$2.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-898- 29.76% |
$144K - $174K
|
2.12K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-898- 1.72% |
$144K - $174K
|
51.4K
$12.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-899- 2.02% |
$144K - $174K
|
43.7K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-906- 7.93% |
$145K - $176K
|
10.5K
$2.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-909- 1.16% |
$146K - $176K
|
77.3K
$19M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-910- 3.58% |
$146K - $177K
|
24.5K
$6.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-910- 2.09% |
$146K - $177K
|
42.7K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-910- 1.65% |
$146K - $177K
|
54.3K
$13.3M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-910- 0.43% |
$146K - $177K
|
211K
$51.7M
|