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 03, 2023
Q2 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-3.52K- 3.84% |
$564K - $683K
|
88.2K
$21.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-3.54K- 7.4% |
$566K - $686K
|
44.2K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.54K- 0.38% |
$567K - $686K
|
934K
$229M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.54K- 1.14% |
$567K - $687K
|
306K
$75.2M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-3.54K- 3.26% |
$567K - $687K
|
105K
$25.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-3.55K- 5.18% |
$568K - $688K
|
65K
$16M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-3.55K- 6.01% |
$568K - $688K
|
55.5K
$13.6M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.56K- 6.37% |
$570K - $690K
|
52.3K
$12.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.57K- 9.79% |
$572K - $692K
|
32.9K
$8.08M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.57K- 14.83% |
$572K - $692K
|
20.5K
$5.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-3.58K- 0.74% |
$573K - $694K
|
482K
$118M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.59K- 1.55% |
$574K - $696K
|
228K
$56M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.59K- 1.33% |
$575K - $697K
|
267K
$65.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-3.6K- 3.14% |
$577K - $698K
|
111K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.6K- 1.68% |
$577K - $698K
|
211K
$51.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.61K- 18.45% |
$578K - $700K
|
16K
$3.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3.62K- 2.13% |
$580K - $702K
|
167K
$40.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.62K- 4.64% |
$580K - $702K
|
74.4K
$18.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.62K- 4.66% |
$580K - $703K
|
74.2K
$18.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.63K- 3.36% |
$582K - $705K
|
105K
$25.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.65K- 1.84% |
$584K - $707K
|
195K
$47.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.65K- 4.72% |
$584K - $708K
|
73.7K
$18.1M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.66K- 8.43% |
$586K - $710K
|
39.7K
$9.76M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.66K- 2.45% |
$586K - $710K
|
146K
$35.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.66K- 4.24% |
$586K - $710K
|
82.8K
$20.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-3.67K- 6.32% |
$587K - $712K
|
54.4K
$13.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.67K- 16.98% |
$588K - $712K
|
17.9K
$4.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.67K- 3.77% |
$588K - $712K
|
93.7K
$23M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.68K- 3.05% |
$589K - $714K
|
117K
$28.7M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.72K- 10.08% |
$595K - $721K
|
33.2K
$8.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.76K- 67.77% |
$601K - $728K
|
1.79K
$439K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-3.76K- 24.68% |
$602K - $729K
|
11.5K
$2.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.81K- 9.36% |
$610K - $739K
|
36.9K
$9.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.81K- 4.07% |
$610K - $739K
|
89.9K
$22.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.82K- 0.96% |
$611K - $740K
|
396K
$97.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3.82K- 2.18% |
$611K - $741K
|
172K
$42.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.82K- 2.7% |
$612K - $742K
|
138K
$33.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.82K- 1.58% |
$612K - $742K
|
238K
$58.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-3.83K- 4.41% |
$613K - $743K
|
83.1K
$20.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.84K- 2.92% |
$615K - $745K
|
128K
$31.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-3.84K- 6.34% |
$615K - $745K
|
56.7K
$13.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.84K- 8.31% |
$615K - $745K
|
42.4K
$10.4M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-3.86K- 4.92% |
$617K - $748K
|
74.6K
$18.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.87K- 2.45% |
$619K - $750K
|
154K
$37.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-3.88K- 2.95% |
$621K - $752K
|
127K
$31.3M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.88K- 7.87% |
$622K - $753K
|
45.5K
$11.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-3.88K- 20.0% |
$622K - $753K
|
15.5K
$3.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-3.9K- 3.61% |
$624K - $756K
|
104K
$25.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-3.92K- 1.23% |
$628K - $761K
|
314K
$77.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-3.93K- 11.78% |
$630K - $763K
|
29.5K
$7.23M
|