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 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.66K- 1.7% |
$266K - $323K
|
96.2K
$23.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.67K- 1.41% |
$267K - $323K
|
117K
$28.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.67K- 10.69% |
$267K - $323K
|
13.9K
$3.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.67K- 3.42% |
$267K - $323K
|
47.1K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.67K- 1.22% |
$267K - $323K
|
135K
$33.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.67K- 1.58% |
$267K - $324K
|
104K
$25.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-1.67K- 1.98% |
$267K - $324K
|
82.7K
$20.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-1.67K- 1.98% |
$267K - $324K
|
82.7K
$20.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.67K- 12.25% |
$268K - $324K
|
12K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.67K- 0.9% |
$268K - $324K
|
185K
$45.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.68K- 1.92% |
$269K - $326K
|
85.9K
$21.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.68K- 1.29% |
$270K - $327K
|
129K
$31.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.69K- 3.73% |
$270K - $328K
|
43.6K
$10.7M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.69K- 6.94% |
$271K - $328K
|
22.7K
$5.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.7K- 3.99% |
$272K - $330K
|
40.9K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.71K- 1.99% |
$273K - $331K
|
84K
$20.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.71K- 1.65% |
$273K - $331K
|
102K
$25.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.71K- 2.95% |
$274K - $331K
|
56.3K
$13.8M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.71K- 0.26% |
$274K - $332K
|
659K
$162M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.72K- 4.9% |
$275K - $333K
|
33.3K
$8.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 4.47% |
$275K - $333K
|
36.7K
$9.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.72K- 3.28% |
$275K - $334K
|
50.7K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.72K- 17.83% |
$276K - $334K
|
7.94K
$1.95M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-1.72K- 7.16% |
$276K - $334K
|
22.4K
$5.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 2.43% |
$276K - $334K
|
69.1K
$17M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 5.55% |
$276K - $334K
|
29.3K
$7.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.73K- 0.1% |
$276K - $335K
|
1.75M
$430M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 6.83% |
$276K - $335K
|
23.5K
$5.78M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.73K- 4.54% |
$277K - $335K
|
36.4K
$8.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.73K- 2.21% |
$277K - $335K
|
76.7K
$18.8M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-1.73K- 1.57% |
$277K - $336K
|
109K
$26.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.73K- 1.46% |
$277K - $336K
|
117K
$28.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.74K- 4.43% |
$278K - $337K
|
37.5K
$9.21M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.74K- 5.64% |
$279K - $338K
|
29.1K
$7.14M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.74K- 1.89% |
$279K - $338K
|
90.1K
$22.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.75K- 13.86% |
$280K - $339K
|
10.9K
$2.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.77K- 0.98% |
$283K - $343K
|
178K
$43.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.77K- 5.6% |
$283K - $343K
|
29.8K
$7.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.78K- 27.21% |
$285K - $345K
|
4.76K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.79K- 4.08% |
$287K - $347K
|
42.1K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.79K- 3.7% |
$287K - $348K
|
46.7K
$11.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.79K- 2.71% |
$287K - $348K
|
64.4K
$15.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.8K- 3.99% |
$288K - $349K
|
43.2K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.8K- 6.19% |
$288K - $349K
|
27.2K
$6.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.8K- 2.81% |
$288K - $349K
|
62.2K
$15.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.8K- 23.87% |
$288K - $349K
|
5.74K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.81K- 10.3% |
$289K - $350K
|
15.7K
$3.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-1.81K- 2.1% |
$289K - $351K
|
84.2K
$20.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.81K- 0.08% |
$290K - $352K
|
2.21M
$543M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 3.14% |
$291K - $352K
|
56.1K
$13.8M
|