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 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-911- 5.11% |
$146K - $177K
|
16.9K
$4.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-914- 3.95% |
$146K - $177K
|
22.2K
$5.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-915- 0.71% |
$146K - $177K
|
128K
$31.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-917- 9.36% |
$147K - $178K
|
8.88K
$2.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-917- 1.98% |
$147K - $178K
|
45.3K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-919- 2.83% |
$147K - $178K
|
31.6K
$7.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-920- 6.59% |
$147K - $178K
|
13K
$3.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-925- 0.57% |
$148K - $179K
|
162K
$39.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-926- 7.78% |
$148K - $180K
|
11K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-927- 1.92% |
$148K - $180K
|
47.4K
$11.6M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-927- 1.92% |
$148K - $180K
|
47.4K
$11.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-928- 4.01% |
$149K - $180K
|
22.2K
$5.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-928- 9.29% |
$149K - $180K
|
9.06K
$2.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-930- 2.04% |
$149K - $180K
|
44.7K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-932- 2.13% |
$149K - $181K
|
42.9K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-933- 2.36% |
$149K - $181K
|
38.6K
$9.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-934- 3.8% |
$150K - $181K
|
23.6K
$5.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-939- 23.63% |
$150K - $182K
|
3.03K
$745K
|
|
|
Jul 13, 2023
Q2 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-940- 0.71% |
$150K - $182K
|
131K
$32.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-940- 3.04% |
$150K - $182K
|
30K
$7.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-940- 1.79% |
$150K - $182K
|
51.7K
$12.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-943- 1.41% |
$151K - $183K
|
66.2K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-943- 5.15% |
$151K - $183K
|
17.4K
$4.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-945- 1.21% |
$151K - $183K
|
77.1K
$18.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-945- 4.97% |
$151K - $183K
|
18.1K
$4.44M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-949- 2.17% |
$152K - $184K
|
42.8K
$10.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-951- 11.23% |
$152K - $184K
|
7.52K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-957- 1.77% |
$153K - $186K
|
53.3K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-959- 0.27% |
$154K - $186K
|
351K
$86.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-959- 0.67% |
$154K - $186K
|
142K
$34.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-960- 5.87% |
$154K - $186K
|
15.4K
$3.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-964- 6.53% |
$154K - $187K
|
13.8K
$3.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-967- 0.66% |
$155K - $188K
|
146K
$35.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-972- 0.59% |
$156K - $189K
|
165K
$40.5M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-972- 3.05% |
$156K - $189K
|
30.9K
$7.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-972- 1.53% |
$156K - $189K
|
62.4K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-973- 1.76% |
$156K - $189K
|
54.2K
$13.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-974- 2.04% |
$156K - $189K
|
46.8K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-974- 0.9% |
$156K - $189K
|
107K
$26.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-977- 1.63% |
$156K - $190K
|
59K
$14.5M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-980- 5.83% |
$157K - $190K
|
15.8K
$3.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-982- 0.9% |
$157K - $190K
|
109K
$26.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-983- 3.51% |
$157K - $191K
|
27K
$6.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-984- 5.46% |
$158K - $191K
|
17K
$4.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-987- 1.37% |
$158K - $191K
|
71.1K
$17.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-988- 0.68% |
$158K - $192K
|
144K
$35.3M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-990- 1.04% |
$158K - $192K
|
94K
$23.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-990- 8.65% |
$158K - $192K
|
10.5K
$2.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-990- 0.92% |
$158K - $192K
|
106K
$26.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-991- 1.73% |
$159K - $192K
|
56.4K
$13.9M
|