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 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.44K- 1.41% |
$391K - $474K
|
170K
$41.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2.45K- 0.37% |
$391K - $474K
|
658K
$162M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.46K- 2.28% |
$393K - $476K
|
105K
$25.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.46K- 16.39% |
$394K - $478K
|
12.6K
$3.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-2.47K- 9.41% |
$395K - $478K
|
23.7K
$5.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.47K- 3.57% |
$395K - $478K
|
66.7K
$16.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.48K- 0.39% |
$396K - $480K
|
627K
$154M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-2.48K- 13.66% |
$397K - $481K
|
15.7K
$3.85M
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.49K- 1.61% |
$398K - $482K
|
152K
$37.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.49K- 1.06% |
$399K - $484K
|
234K
$57.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.5K- 2.86% |
$400K - $485K
|
84.9K
$20.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2.5K- 4.22% |
$400K - $485K
|
56.7K
$13.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.51K- 3.47% |
$401K - $486K
|
69.7K
$17.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-2.51K- 0.54% |
$402K - $487K
|
465K
$114M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-2.51K- 27.48% |
$402K - $487K
|
6.63K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.51K- 0.7% |
$402K - $487K
|
356K
$87.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.52K- 7.77% |
$403K - $488K
|
29.9K
$7.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.53K- 0.53% |
$405K - $490K
|
474K
$116M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.53K- 4.45% |
$405K - $491K
|
54.4K
$13.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.54K- 2.34% |
$406K - $492K
|
106K
$25.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.54K- 17.95% |
$406K - $492K
|
11.6K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.54K- 4.55% |
$406K - $492K
|
53.3K
$13.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.54K- 0.39% |
$407K - $493K
|
650K
$160M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.54K- 15.84% |
$407K - $493K
|
13.5K
$3.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.54K- 0.6% |
$407K - $493K
|
420K
$103M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.55K- 0.84% |
$408K - $494K
|
302K
$74.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-2.55K- 10.52% |
$408K - $494K
|
21.7K
$5.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.55K- 0.66% |
$408K - $495K
|
382K
$93.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.56K- 2.11% |
$410K - $497K
|
119K
$29.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.56K- 3.32% |
$410K - $497K
|
74.5K
$18.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-2.59K- 18.06% |
$415K - $502K
|
11.8K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-2.59K- 3.15% |
$415K - $503K
|
79.6K
$19.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.6K- 8.9% |
$416K - $504K
|
26.6K
$6.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-2.6K- 0.65% |
$416K - $504K
|
395K
$97.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.61K- 1.57% |
$418K - $506K
|
164K
$40.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.62K- 3.25% |
$419K - $507K
|
77.9K
$19.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.62K- 12.76% |
$420K - $508K
|
17.9K
$4.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.63K- 1.61% |
$420K - $509K
|
160K
$39.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.63K- 2.68% |
$420K - $509K
|
95.3K
$23.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.63K- 1.92% |
$421K - $510K
|
134K
$33M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.63K- 1.09% |
$421K - $511K
|
239K
$58.7M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.64K- 3.4% |
$423K - $512K
|
75K
$18.4M
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.65K- 3.48% |
$424K - $514K
|
73.4K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.65K- 4.3% |
$424K - $514K
|
59K
$14.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.65K- 4.96% |
$425K - $514K
|
50.8K
$12.5M
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.65K- 3.93% |
$425K - $514K
|
64.8K
$15.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.69K- 7.69% |
$431K - $523K
|
32.3K
$7.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.7K- 5.42% |
$431K - $523K
|
47.1K
$11.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-2.7K- 1.02% |
$432K - $524K
|
261K
$64.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-2.71K- 2.69% |
$434K - $526K
|
98.2K
$24.1M
|