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
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
34.4K+ 4.04% |
$5.51M - $6.68M
|
887K
$204M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
34.1KNew |
$5.46M - $6.61M
|
34.1K
$7.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
33.6K+ 4.76% |
$5.37M - $6.51M
|
738K
$170M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
33K+ 9.71% |
$5.28M - $6.4M
|
373K
$85.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
31.9K+ 186.13% |
$5.11M - $6.2M
|
49.1K
$11.3M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
31.9KNew |
$5.11M - $6.19M
|
31.9K
$7.33M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
31.6K+ 13.6% |
$5.06M - $6.13M
|
264K
$60.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
31.5K+ 6.99% |
$5.04M - $6.1M
|
482K
$111M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
31.4K+ 5.41% |
$5.03M - $6.09M
|
612K
$141M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
31.3K+ 0.54% |
$5.02M - $6.08M
|
5.82M
$1.34B
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
31.3K+ 19.36% |
$5.01M - $6.07M
|
193K
$44.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
31K+ 14.21% |
$4.97M - $6.02M
|
249K
$57.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
31K+ 25.43% |
$4.97M - $6.02M
|
153K
$35.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
31K+ 27.13% |
$4.96M - $6.01M
|
145K
$33.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
30.7K+ 200.16% |
$4.92M - $5.96M
|
46.1K
$10.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
30.6K+ 470.19% |
$4.91M - $5.94M
|
37.2K
$8.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
30K+ 16.82% |
$4.8M - $5.81M
|
208K
$47.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.7K+ 17.66% |
$4.75M - $5.76M
|
198K
$45.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
29.5K+ 6.43% |
$4.72M - $5.72M
|
488K
$112M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
29.3K+ 16.88% |
$4.69M - $5.68M
|
203K
$46.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
29.3K+ 23.06% |
$4.68M - $5.67M
|
156K
$35.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
29.2K+ 16.16% |
$4.68M - $5.67M
|
210K
$48.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
29.2KNew |
$4.67M - $5.66M
|
29.2K
$6.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
29.1K+ 6.59% |
$4.66M - $5.65M
|
471K
$108M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
29.1K+ 2.15% |
$4.66M - $5.64M
|
1.38M
$317M
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
29KNew |
$4.65M - $5.63M
|
29K
$6.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
28.9K+ 33.95% |
$4.62M - $5.6M
|
114K
$26.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
28.7K+ 134.77% |
$4.6M - $5.58M
|
50.1K
$11.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
28.7K+ 2.58% |
$4.59M - $5.57M
|
1.14M
$262M
|
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
28.5KNew |
$4.57M - $5.53M
|
28.5K
$6.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
28.3K+ 23.46% |
$4.54M - $5.49M
|
149K
$34.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
28.2K+ 6.08% |
$4.51M - $5.46M
|
491K
$113M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28.1K+ 5.91% |
$4.5M - $5.45M
|
503K
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
28.1K+ 1.75% |
$4.5M - $5.45M
|
1.63M
$376M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28K+ 3.24% |
$4.49M - $5.44M
|
892K
$205M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
28K+ 103.81% |
$4.49M - $5.44M
|
55K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
28KNew |
$4.48M - $5.43M
|
28K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
28K+ 3.67% |
$4.47M - $5.42M
|
790K
$182M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
27.9K+ 16.72% |
$4.46M - $5.41M
|
195K
$44.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
27.8K+ 45.28% |
$4.46M - $5.4M
|
89.3K
$20.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
27.6KNew |
$4.41M - $5.34M
|
27.6K
$6.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
27.5K+ 8.39% |
$4.4M - $5.34M
|
355K
$81.7M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
27.3K+ 3.95% |
$4.37M - $5.3M
|
719K
$165M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
27.2K+ 38.37% |
$4.36M - $5.28M
|
98.2K
$22.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
27.1K+ 0.29% |
$4.34M - $5.26M
|
9.26M
$2.13B
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27K+ 25.88% |
$4.33M - $5.24M
|
131K
$30.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
27K+ 45.6% |
$4.33M - $5.24M
|
86.3K
$19.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
27K+ 68.99% |
$4.32M - $5.23M
|
66.1K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
26.9K+ 49.44% |
$4.31M - $5.23M
|
81.4K
$18.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.9K+ 5.78% |
$4.31M - $5.22M
|
492K
$113M
|