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 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.71K- 4.32% |
$434K - $526K
|
60K
$14.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.71K- 2.52% |
$435K - $526K
|
105K
$25.8M
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-2.72K- 7.6% |
$435K - $527K
|
33K
$8.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.72K- 0.77% |
$436K - $528K
|
351K
$86.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.74K- 2.88% |
$438K - $531K
|
92.1K
$22.6M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.74K- 3.87% |
$438K - $531K
|
67.9K
$16.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.74K- 2.65% |
$439K - $531K
|
101K
$24.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.74K- 0.78% |
$439K - $531K
|
348K
$85.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.74K- 32.89% |
$439K - $532K
|
5.59K
$1.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-2.75K- 4.19% |
$440K - $533K
|
62.8K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.76K- 8.77% |
$441K - $535K
|
28.7K
$7.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.77K- 4.04% |
$443K - $536K
|
65.7K
$16.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.78K- 1.25% |
$444K - $538K
|
218K
$53.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2.78K- 3.52% |
$445K - $539K
|
76.2K
$18.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-2.78K- 4.28% |
$445K - $539K
|
62.2K
$15.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.79K- 5.29% |
$447K - $542K
|
50K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.8K- 1.58% |
$448K - $543K
|
174K
$42.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.81K- 8.37% |
$449K - $544K
|
30.7K
$7.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.81K- 0.91% |
$449K - $544K
|
307K
$75.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.81K- 0.84% |
$450K - $545K
|
333K
$81.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.81K- 5.49% |
$450K - $545K
|
48.4K
$11.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.81K- 1.38% |
$450K - $545K
|
201K
$49.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2.83K- 4.44% |
$453K - $549K
|
60.9K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-2.83K- 4.75% |
$454K - $550K
|
56.8K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.84K- 1.28% |
$455K - $551K
|
220K
$53.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.84K- 2.66% |
$455K - $551K
|
104K
$25.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.85K- 1.32% |
$456K - $553K
|
213K
$52.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2.85K- 1.23% |
$456K - $553K
|
229K
$56.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.85K- 2.1% |
$457K - $553K
|
133K
$32.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.86K- 13.38% |
$457K - $554K
|
18.5K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-2.86K- 3.58% |
$458K - $555K
|
77K
$18.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.86K- 1.41% |
$458K - $555K
|
199K
$49M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-2.87K- 7.51% |
$459K - $556K
|
35.3K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.87K- 4.44% |
$460K - $557K
|
61.8K
$15.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-2.87K- 8.49% |
$460K - $557K
|
31K
$7.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.88K- 2.92% |
$461K - $558K
|
95.6K
$23.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.88K- 0.7% |
$461K - $559K
|
410K
$101M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
SELL
|
- |
-2.88K- 2.36% |
$461K - $559K
|
119K
$29.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.89K- 1.85% |
$462K - $560K
|
153K
$37.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.89K- 0.7% |
$463K - $561K
|
408K
$100M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-2.9K- 7.42% |
$464K - $562K
|
36.2K
$8.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-2.9K- 12.42% |
$464K - $562K
|
20.4K
$5.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.91K- 10.07% |
$466K - $565K
|
26K
$6.38M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.91K- 0.81% |
$467K - $565K
|
358K
$88M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.92K- 24.43% |
$467K - $566K
|
9.03K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.94K- 8.47% |
$471K - $570K
|
31.8K
$7.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.95K- 0.92% |
$472K - $572K
|
318K
$78.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.96K- 2.95% |
$473K - $574K
|
97.2K
$23.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.96K- 6.17% |
$474K - $574K
|
45K
$11M
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-2.96K- 0.55% |
$474K - $574K
|
531K
$130M
|