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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.48K- 1.44% |
$717K - $868K
|
307K
$75.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-4.5K- 8.57% |
$720K - $873K
|
48K
$11.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.54K- 1.27% |
$726K - $880K
|
354K
$87M
|
|
|
Jul 24, 2023
Q2 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-4.54K- 6.37% |
$727K - $881K
|
66.8K
$16.4M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.55K- 2.5% |
$728K - $882K
|
177K
$43.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-4.56K- 1.51% |
$729K - $884K
|
298K
$73.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.56K- 2.6% |
$729K - $884K
|
171K
$42M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-4.56K- 12.55% |
$730K - $884K
|
31.8K
$7.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4.56K- 3.21% |
$730K - $885K
|
137K
$33.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.57K- 1.85% |
$731K - $886K
|
242K
$59.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.57K- 21.96% |
$732K - $887K
|
16.2K
$3.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.58K- 3.99% |
$734K - $889K
|
110K
$27.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.58K- 2.86% |
$734K - $889K
|
156K
$38.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-4.59K- 1.55% |
$734K - $889K
|
290K
$71.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-4.6K- 2.91% |
$736K - $891K
|
153K
$37.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
- |
-4.6K- 5.38% |
$736K - $892K
|
80.9K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.6K- 3.33% |
$737K - $893K
|
134K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.63K- 12.7% |
$742K - $898K
|
31.8K
$7.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-4.64K- 1.22% |
$743K - $900K
|
376K
$92.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.64K- 11.67% |
$743K - $900K
|
35.1K
$8.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.64K- 8.45% |
$743K - $900K
|
50.3K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-4.65K- 3.65% |
$744K - $901K
|
122K
$30.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-4.65K- 3.96% |
$744K - $902K
|
113K
$27.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.66K- 3.54% |
$746K - $904K
|
127K
$31.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.68K- 21.17% |
$749K - $908K
|
17.4K
$4.28M
|
|
|
Jul 03, 2023
Q2 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.7K- 4.99% |
$752K - $912K
|
89.5K
$22M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.7K- 1.29% |
$753K - $912K
|
361K
$88.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.71K- 6.18% |
$754K - $913K
|
71.5K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.74K- 0.12% |
$758K - $918K
|
3.99M
$981M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.74K- 3.9% |
$758K - $919K
|
117K
$28.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.74K- 3.83% |
$758K - $919K
|
119K
$29.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.75K- 3.55% |
$760K - $920K
|
129K
$31.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.75K- 31.35% |
$760K - $921K
|
10.4K
$2.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-4.75K- 3.32% |
$760K - $921K
|
138K
$34M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.75K- 4.12% |
$761K - $922K
|
111K
$27.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4.76K- 47.56% |
$762K - $924K
|
5.25K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-4.78K- 16.05% |
$766K - $928K
|
25K
$6.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-4.8K- 3.65% |
$768K - $930K
|
127K
$31.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.8K- 25.93% |
$769K - $931K
|
13.7K
$3.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.83K- 9.53% |
$773K - $937K
|
45.9K
$11.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4.84K- 3.01% |
$774K - $938K
|
156K
$38.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.85K- 5.36% |
$777K - $941K
|
85.6K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-4.86K- 10.73% |
$778K - $942K
|
40.4K
$9.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-4.87K- 2.78% |
$780K - $945K
|
170K
$41.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.88K- 7.14% |
$781K - $947K
|
63.5K
$15.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-4.9K- 5.21% |
$784K - $950K
|
89.1K
$21.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.91K- 2.94% |
$785K - $952K
|
162K
$39.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.92K- 16.27% |
$787K - $954K
|
25.3K
$6.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.94K- 8.92% |
$790K - $957K
|
50.4K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-4.95K- 4.92% |
$792K - $960K
|
95.6K
$23.5M
|