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 14, 2023
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-1.32K- 34.87% |
$212K - $257K
|
2.47K
$607K
|
|
|
Jun 14, 2024
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-1.32K- 34.87% |
$212K - $257K
|
2.47K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 2.11% |
$212K - $257K
|
61.6K
$15.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.33K- 0.37% |
$213K - $258K
|
359K
$88.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.33K- 10.27% |
$213K - $258K
|
11.6K
$2.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.34K- 0.71% |
$214K - $259K
|
188K
$46.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.34K- 5.21% |
$214K - $259K
|
24.3K
$5.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.34K- 2.01% |
$215K - $260K
|
65.3K
$16M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.34K- 4.39% |
$215K - $260K
|
29.2K
$7.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-1.35K- 28.0% |
$215K - $261K
|
3.46K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.35K- 5.38% |
$216K - $261K
|
23.7K
$5.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.82% |
$216K - $262K
|
72.8K
$17.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.36K- 2.24% |
$217K - $263K
|
59.3K
$14.6M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.36K- 2.75% |
$218K - $264K
|
48.1K
$11.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.37K- 6.51% |
$219K - $265K
|
19.6K
$4.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.37K- 1.09% |
$219K - $266K
|
124K
$30.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.37K- 3.4% |
$220K - $267K
|
39K
$9.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.38K- 10.69% |
$220K - $267K
|
11.5K
$2.83M
|
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-1.4K- 35.17% |
$224K - $271K
|
2.58K
$633K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.4K- 1.49% |
$224K - $271K
|
92.7K
$22.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.4K- 6.65% |
$224K - $272K
|
19.7K
$4.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.41K- 4.48% |
$225K - $273K
|
30K
$7.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.41K- 0.66% |
$226K - $274K
|
213K
$52.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.41K- 8.76% |
$226K - $274K
|
14.7K
$3.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.41K- 4.74% |
$226K - $274K
|
28.4K
$6.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.42K- 2.51% |
$227K - $274K
|
55K
$13.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 3.94% |
$227K - $275K
|
34.5K
$8.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.42K- 4.25% |
$227K - $275K
|
31.9K
$7.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.42K- 9.51% |
$227K - $275K
|
13.5K
$3.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.42K- 3.26% |
$228K - $276K
|
42.2K
$10.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.43K- 10.89% |
$228K - $276K
|
11.7K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.44K- 11.52% |
$230K - $279K
|
11.1K
$2.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.45K- 1.5% |
$232K - $281K
|
95.2K
$23.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.45K- 3.03% |
$232K - $282K
|
46.4K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.45K- 0.99% |
$232K - $282K
|
146K
$35.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-1.46K- 6.71% |
$233K - $283K
|
20.3K
$4.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.41% |
$234K - $284K
|
59.1K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-1.46K- 4.22% |
$234K - $284K
|
33.2K
$8.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.46K- 1.2% |
$234K - $284K
|
121K
$29.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.47K- 1.89% |
$235K - $284K
|
76.2K
$18.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.47K- 1.54% |
$235K - $285K
|
94K
$23.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.47K- 8.83% |
$235K - $285K
|
15.2K
$3.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.47K- 1.78% |
$236K - $285K
|
81.2K
$19.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.47K- 1.01% |
$236K - $286K
|
144K
$35.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.47K- 0.59% |
$236K - $286K
|
249K
$61.2M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.47K- 1.01% |
$236K - $286K
|
144K
$35.4M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.48K- 3.52% |
$236K - $286K
|
40.5K
$9.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.48K- 10.09% |
$236K - $286K
|
13.2K
$3.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.48K- 0.79% |
$237K - $287K
|
187K
$45.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.49K- 2.3% |
$238K - $288K
|
63.2K
$15.5M
|