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
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.82K- 3.05% |
$292K - $354K
|
58K
$14.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 5.4% |
$292K - $354K
|
32K
$7.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.83K- 13.57% |
$292K - $354K
|
11.6K
$2.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.83K- 3.42% |
$293K - $355K
|
51.6K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.83K- 3.12% |
$293K - $355K
|
56.9K
$14M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.83K- 3.81% |
$293K - $355K
|
46.2K
$11.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.83K- 1.39% |
$293K - $355K
|
130K
$31.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.83K- 1.03% |
$293K - $355K
|
176K
$43.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.83K- 0.59% |
$293K - $356K
|
307K
$75.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.84K- 1.03% |
$294K - $357K
|
177K
$43.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.84K- 1.61% |
$295K - $357K
|
113K
$27.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.84K- 1.49% |
$295K - $357K
|
122K
$29.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.85K- 3.6% |
$295K - $358K
|
49.4K
$12.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.85K- 1.43% |
$295K - $358K
|
127K
$31.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.85K- 1.87% |
$297K - $359K
|
97K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.85K- 4.37% |
$297K - $360K
|
40.6K
$9.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.86K- 18.76% |
$297K - $360K
|
8.03K
$1.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.86K- 2.74% |
$297K - $360K
|
66K
$16.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 0.7% |
$299K - $362K
|
266K
$65.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.87K- 1.05% |
$299K - $363K
|
177K
$43.4M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.87K- 9.85% |
$300K - $363K
|
17.1K
$4.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.88K- 11.39% |
$301K - $364K
|
14.6K
$3.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.88K- 0.78% |
$301K - $365K
|
240K
$58.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.88K- 14.91% |
$301K - $365K
|
10.7K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.88K- 58.9% |
$301K - $365K
|
1.31K
$323K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.9K- 2.52% |
$304K - $368K
|
73.5K
$18M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.9K- 0.99% |
$304K - $368K
|
189K
$46.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.9K- 1.6% |
$304K - $368K
|
117K
$28.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.91K- 2.09% |
$305K - $370K
|
89.2K
$21.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.91K- 6.6% |
$305K - $370K
|
27K
$6.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.91K- 2.58% |
$306K - $370K
|
72.1K
$17.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.91K- 6.0% |
$306K - $371K
|
29.9K
$7.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.91K- 0.09% |
$306K - $371K
|
2.21M
$543M
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1.92K- 7.23% |
$307K - $372K
|
24.6K
$6.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.93K- 1.18% |
$309K - $374K
|
161K
$39.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.93K- 2.26% |
$309K - $374K
|
83.4K
$20.5M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.93K- 9.57% |
$309K - $374K
|
18.2K
$4.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 1.43% |
$310K - $376K
|
133K
$32.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.94K- 4.6% |
$311K - $377K
|
40.3K
$9.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.94K- 4.21% |
$311K - $377K
|
44.2K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.95K- 15.58% |
$312K - $378K
|
10.5K
$2.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.95K- 2.62% |
$312K - $378K
|
72.6K
$17.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.96K- 6.85% |
$313K - $379K
|
26.6K
$6.52M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.96K- 2.21% |
$314K - $381K
|
86.8K
$21.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-1.97K- 8.71% |
$316K - $383K
|
20.7K
$5.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.98K- 2.86% |
$316K - $383K
|
67.1K
$16.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.98K- 4.11% |
$316K - $383K
|
46.1K
$11.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.98K- 0.12% |
$318K - $385K
|
1.65M
$404M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.99K- 1.39% |
$318K - $385K
|
141K
$34.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.99K- 0.65% |
$319K - $387K
|
305K
$75M
|