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 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.11K- 1.38% |
$178K - $216K
|
79.5K
$19.5M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.12K- 3.43% |
$179K - $217K
|
31.5K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.12K- 5.03% |
$179K - $217K
|
21.1K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.12K- 2.74% |
$179K - $217K
|
39.8K
$9.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.13K- 13.79% |
$180K - $219K
|
7.05K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.13K- 3.97% |
$181K - $219K
|
27.3K
$6.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.13K- 0.54% |
$181K - $219K
|
207K
$50.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.13K- 0.89% |
$181K - $219K
|
126K
$30.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.13K- 0.24% |
$182K - $220K
|
466K
$115M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.14K- 13.94% |
$182K - $220K
|
7.01K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.14K- 2.52% |
$182K - $221K
|
44.1K
$10.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.14K- 5.32% |
$183K - $221K
|
20.3K
$4.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.14K- 5.44% |
$183K - $222K
|
19.9K
$4.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.15K- 0.9% |
$183K - $222K
|
126K
$31M
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.15K- 13.85% |
$184K - $223K
|
7.15K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.15K- 2.22% |
$184K - $223K
|
50.7K
$12.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.15K- 2.65% |
$184K - $223K
|
42.3K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.15K- 1.64% |
$185K - $224K
|
69.3K
$17M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.56% |
$185K - $224K
|
31.3K
$7.67M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.16K- 3.81% |
$185K - $224K
|
29.2K
$7.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.16K- 2.08% |
$186K - $225K
|
54.7K
$13.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 1.6% |
$186K - $226K
|
71.5K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.17K- 0.72% |
$187K - $227K
|
161K
$39.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.17K- 0.66% |
$187K - $227K
|
176K
$43.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.18K- 2.08% |
$188K - $228K
|
55.2K
$13.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.18K- 25.54% |
$189K - $229K
|
3.44K
$845K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.18K- 4.74% |
$189K - $229K
|
23.8K
$5.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.18K- 3.52% |
$190K - $230K
|
32.4K
$7.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-1.19K- 0.95% |
$190K - $230K
|
124K
$30.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-1.19K- 3.54% |
$191K - $231K
|
32.4K
$7.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.19K- 1.75% |
$191K - $231K
|
66.7K
$16.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.19K- 3.12% |
$191K - $231K
|
37K
$9.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
SELL
|
- |
-1.2K- 3.7% |
$192K - $232K
|
31.2K
$7.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 1.1% |
$193K - $233K
|
108K
$26.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.2K- 1.26% |
$193K - $233K
|
94.5K
$23.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.21K- 2.03% |
$193K - $234K
|
58.3K
$14.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.21K- 3.26% |
$193K - $234K
|
35.8K
$8.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.21K- 6.02% |
$193K - $234K
|
18.9K
$4.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.18% |
$194K - $235K
|
54.3K
$13.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-1.21K- 1.55% |
$194K - $235K
|
76.7K
$18.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.21K- 1.48% |
$194K - $235K
|
80.4K
$19.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-1.21K- 1.43% |
$194K - $235K
|
83.5K
$20.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.22K- 0.87% |
$195K - $236K
|
138K
$34M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.22K- 2.23% |
$195K - $236K
|
53.3K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.22K- 0.49% |
$195K - $236K
|
247K
$60.6M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.22K- 2.64% |
$195K - $237K
|
45.1K
$11.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.22K- 0.83% |
$196K - $237K
|
147K
$36M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.23K- 15.15% |
$196K - $238K
|
6.86K
$1.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.23K- 1.56% |
$196K - $238K
|
77.1K
$18.9M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 2.96% |
$196K - $238K
|
40.2K
$9.88M
|