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
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.23K- 4.44% |
$196K - $238K
|
26.4K
$6.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.23K- 0.6% |
$196K - $238K
|
202K
$49.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-1.23K- 2.39% |
$197K - $239K
|
50.3K
$12.4M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.23K- 2.03% |
$197K - $239K
|
59.4K
$14.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.23K- 7.94% |
$197K - $239K
|
14.3K
$3.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.24K- 2.09% |
$198K - $240K
|
57.8K
$14.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.24K- 4.99% |
$198K - $240K
|
23.6K
$5.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.24K- 3.62% |
$199K - $241K
|
33K
$8.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.24K- 1.86% |
$199K - $241K
|
65.6K
$16.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-1.24K- 1.79% |
$199K - $241K
|
68.1K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.24K- 1.23% |
$199K - $241K
|
99.9K
$24.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.24K- 4.3% |
$199K - $241K
|
27.7K
$6.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-1.25K- 33.41% |
$199K - $241K
|
2.48K
$609K
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 8.37% |
$200K - $242K
|
13.7K
$3.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.25K- 16.37% |
$200K - $242K
|
6.38K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.25K- 4.35% |
$200K - $242K
|
27.5K
$6.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-1.25K- 3.65% |
$200K - $242K
|
33K
$8.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.25K- 6.8% |
$201K - $243K
|
17.2K
$4.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 5.31% |
$201K - $243K
|
22.4K
$5.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.26K- 1.15% |
$201K - $244K
|
108K
$26.5M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.26K- 0.85% |
$202K - $244K
|
147K
$36.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.26K- 10.25% |
$202K - $245K
|
11K
$2.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.26K- 9.0% |
$202K - $245K
|
12.8K
$3.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.26K- 4.37% |
$202K - $245K
|
27.6K
$6.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.27K- 2.58% |
$203K - $246K
|
47.9K
$11.8M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 7.54% |
$203K - $246K
|
15.6K
$3.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.27K- 3.32% |
$203K - $246K
|
37K
$9.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.27K- 20.33% |
$204K - $247K
|
4.99K
$1.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.28K- 7.6% |
$205K - $248K
|
15.5K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.28K- 3.55% |
$205K - $248K
|
34.8K
$8.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-1.28K- 1.54% |
$205K - $249K
|
82.2K
$20.2M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.28K- 2.91% |
$206K - $249K
|
42.8K
$10.5M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.28K- 11.82% |
$206K - $249K
|
9.58K
$2.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.29K- 4.47% |
$206K - $249K
|
27.5K
$6.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-1.29K- 0.17% |
$207K - $250K
|
751K
$184M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.29K- 2.19% |
$207K - $251K
|
57.8K
$14.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.3K- 0.38% |
$207K - $251K
|
338K
$83M
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-1.3K- 1.87% |
$208K - $252K
|
68.2K
$16.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.3K- 2.84% |
$208K - $252K
|
44.5K
$10.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.3K- 1.02% |
$208K - $252K
|
126K
$31M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.3K- 2.08% |
$208K - $253K
|
61.4K
$15.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.3K- 8.94% |
$208K - $253K
|
13.3K
$3.25M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-1.3K- 1.58% |
$209K - $253K
|
81.2K
$19.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.31K- 2.84% |
$210K - $254K
|
44.8K
$11M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.31K- 0.53% |
$210K - $254K
|
246K
$60.5M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.31K- 7.1% |
$210K - $254K
|
17.2K
$4.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 1.49% |
$210K - $254K
|
86.9K
$21.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.32K- 2.61% |
$211K - $256K
|
49.2K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.32K- 2.87% |
$211K - $256K
|
44.7K
$11M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.32K- 12.49% |
$211K - $256K
|
9.26K
$2.27M
|