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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-992- 0.64% |
$159K - $192K
|
154K
$37.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-992- 6.88% |
$159K - $192K
|
13.4K
$3.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-993- 1.6% |
$159K - $193K
|
61K
$15M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-994- 3.37% |
$159K - $193K
|
28.5K
$7.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-996- 2.69% |
$159K - $193K
|
36K
$8.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 7.14% |
$160K - $194K
|
13K
$3.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospect Hill Management, LLC
|
SELL
|
- |
-1K- 0.19% |
$160K - $194K
|
516K
$127M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 1.0% |
$161K - $195K
|
99.3K
$24.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.01K- 2.87% |
$162K - $196K
|
34.2K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-1.01K- 72.29% |
$162K - $196K
|
388
$95.3K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 7.44% |
$163K - $197K
|
12.7K
$3.11M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.02K- 1.46% |
$163K - $197K
|
68.9K
$16.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-1.02K- 1.52% |
$164K - $198K
|
66.4K
$16.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.02K- 2.65% |
$164K - $199K
|
37.6K
$9.23M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.03K- 4.0% |
$164K - $199K
|
24.6K
$6.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.03K- 1.34% |
$164K - $199K
|
75.6K
$18.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.03K- 1.87% |
$165K - $200K
|
53.9K
$13.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.03K- 5.39% |
$166K - $201K
|
18.2K
$4.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.03K- 1.41% |
$166K - $201K
|
72.5K
$17.8M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.04K- 1.22% |
$166K - $201K
|
84.2K
$20.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.04K- 3.17% |
$167K - $202K
|
31.8K
$7.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.04K- 0.24% |
$167K - $202K
|
427K
$105M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 1.02% |
$167K - $203K
|
102K
$24.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.05K- 16.12% |
$167K - $203K
|
5.44K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.05K- 3.3% |
$167K - $203K
|
30.6K
$7.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.05K- 10.03% |
$168K - $203K
|
9.39K
$2.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-1.05K- 1.97% |
$168K - $203K
|
52.3K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.05K- 0.34% |
$168K - $203K
|
306K
$75.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.05K- 5.16% |
$168K - $204K
|
19.3K
$4.74M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.06K- 17.99% |
$169K - $205K
|
4.82K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.06K- 1.71% |
$169K - $205K
|
60.9K
$15M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.06K- 1.13% |
$170K - $206K
|
93.1K
$22.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.06K- 1.25% |
$170K - $206K
|
84.2K
$20.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.07K- 1.82% |
$171K - $207K
|
57.7K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.07K- 2.57% |
$171K - $207K
|
40.5K
$9.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.07K- 2.29% |
$171K - $207K
|
45.6K
$11.2M
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-1.07K- 2.07% |
$171K - $208K
|
50.7K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.07K- 1.44% |
$171K - $208K
|
73.4K
$18M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.08K- 5.45% |
$172K - $209K
|
18.7K
$4.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.08K- 0.42% |
$173K - $209K
|
256K
$62.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.08K- 0.37% |
$174K - $210K
|
292K
$71.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.09K- 0.78% |
$174K - $210K
|
137K
$33.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.09K- 0.32% |
$174K - $211K
|
342K
$83.9M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.09K- 12.14% |
$175K - $212K
|
7.92K
$1.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 1.06% |
$175K - $212K
|
102K
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.1K- 11.2% |
$175K - $212K
|
8.69K
$2.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.1K- 0.61% |
$176K - $214K
|
179K
$43.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.11K- 1.64% |
$177K - $215K
|
66.5K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-1.11K- 2.53% |
$177K - $215K
|
42.7K
$10.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.11K- 3.16% |
$177K - $215K
|
33.9K
$8.33M
|