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 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5K- 4.24% |
$800K - $969K
|
113K
$27.7M
|
|
|
Jul 20, 2023
Q2 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-5K- 10.0% |
$801K - $970K
|
45K
$11.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-5K- 7.84% |
$801K - $970K
|
58.8K
$14.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Eulav Asset Management
|
SELL
|
- |
-5K- 6.49% |
$801K - $970K
|
72K
$17.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-5K- 5.26% |
$801K - $970K
|
90K
$22.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-5.04K- 0.66% |
$806K - $977K
|
757K
$186M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-5.04K- 1.49% |
$807K - $977K
|
332K
$81.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.06K- 1.15% |
$809K - $981K
|
433K
$107M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.06K- 3.78% |
$810K - $981K
|
129K
$31.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-5.06K- 2.63% |
$810K - $981K
|
187K
$46M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-5.07K- 1.64% |
$811K - $983K
|
305K
$74.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-5.08K- 1.76% |
$813K - $985K
|
284K
$69.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.08K- 1.7% |
$813K - $986K
|
294K
$72.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-5.08K- 16.15% |
$814K - $986K
|
26.4K
$6.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.09K- 7.53% |
$815K - $987K
|
62.5K
$15.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-5.09K- 1.33% |
$815K - $988K
|
377K
$92.7M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-5.09K- 4.88% |
$815K - $988K
|
99.3K
$24.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-5.1K- 45.95% |
$817K - $989K
|
6K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-5.1K- 1.18% |
$817K - $989K
|
427K
$105M
|
|
|
Aug 02, 2023
Q2 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-5.1K- 2.68% |
$817K - $990K
|
185K
$45.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.12K- 2.09% |
$820K - $994K
|
240K
$59.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.15K- 2.25% |
$824K - $998K
|
224K
$55M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.15K- 5.68% |
$825K - $1M
|
85.6K
$21M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-5.16K- 4.07% |
$826K - $1M
|
121K
$29.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.18K- 2.61% |
$830K - $1.01M
|
194K
$47.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5.19K- 5.68% |
$831K - $1.01M
|
86.2K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.21K- 6.69% |
$834K - $1.01M
|
72.6K
$17.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-5.21K- 2.89% |
$834K - $1.01M
|
175K
$43M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-5.22K- 8.66% |
$835K - $1.01M
|
55K
$13.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-5.23K- 7.76% |
$837K - $1.01M
|
62.1K
$15.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.23K- 15.33% |
$837K - $1.01M
|
28.9K
$7.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-5.27K- 20.77% |
$844K - $1.02M
|
20.1K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.28K- 40.93% |
$845K - $1.02M
|
7.62K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.29K- 1.49% |
$846K - $1.03M
|
349K
$85.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-5.29K- 4.81% |
$847K - $1.03M
|
105K
$25.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.3K- 4.78% |
$848K - $1.03M
|
105K
$25.9M
|
|
|
Aug 14, 2023
Q2 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.3K- 29.64% |
$849K - $1.03M
|
12.6K
$3.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5.36K- 31.52% |
$857K - $1.04M
|
11.6K
$2.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-5.36K- 7.07% |
$857K - $1.04M
|
70.4K
$17.3M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5.36K- 3.93% |
$857K - $1.04M
|
131K
$32.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-5.36K- 3.63% |
$858K - $1.04M
|
142K
$35M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.36K- 9.21% |
$858K - $1.04M
|
52.9K
$13M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-5.37K- 8.95% |
$859K - $1.04M
|
54.6K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.38K- 4.42% |
$861K - $1.04M
|
116K
$28.5M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.38K- 4.42% |
$861K - $1.04M
|
116K
$28.5M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-5.38K- 3.68% |
$861K - $1.04M
|
141K
$34.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-5.4K- 2.95% |
$865K - $1.05M
|
178K
$43.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.4K- 2.06% |
$865K - $1.05M
|
256K
$63M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.4K- 2.02% |
$865K - $1.05M
|
263K
$64.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-5.42K- 3.38% |
$867K - $1.05M
|
155K
$38.1M
|