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 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5.36K- 31.52% |
$857K - $1.04M
|
11.6K
$2.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-5.36K- 7.07% |
$857K - $1.04M
|
70.4K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5.36K- 3.93% |
$857K - $1.04M
|
131K
$27.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-5.36K- 3.63% |
$858K - $1.04M
|
142K
$29.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.36K- 9.21% |
$858K - $1.04M
|
52.9K
$11.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-5.37K- 8.95% |
$859K - $1.04M
|
54.6K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.38K- 4.42% |
$861K - $1.04M
|
116K
$24.4M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.38K- 4.42% |
$861K - $1.04M
|
116K
$24.4M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-5.38K- 3.68% |
$861K - $1.04M
|
141K
$29.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-5.4K- 2.95% |
$865K - $1.05M
|
178K
$37.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.4K- 2.06% |
$865K - $1.05M
|
256K
$53.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.4K- 2.02% |
$865K - $1.05M
|
263K
$55.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-5.42K- 3.38% |
$867K - $1.05M
|
155K
$32.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.42K- 18.84% |
$868K - $1.05M
|
23.4K
$4.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-5.43K- 5.15% |
$869K - $1.05M
|
99.9K
$21M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.45K- 17.9% |
$873K - $1.06M
|
25K
$5.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-5.47K- 6.99% |
$876K - $1.06M
|
72.8K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5.47K- 2.47% |
$876K - $1.06M
|
216K
$45.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.48K- 1.9% |
$877K - $1.06M
|
282K
$59.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.48K- 2.66% |
$877K - $1.06M
|
201K
$42.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-5.48K- 14.88% |
$878K - $1.06M
|
31.4K
$6.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.49K- 3.27% |
$879K - $1.06M
|
162K
$34.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.5K- 3.49% |
$880K - $1.07M
|
152K
$31.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-5.51K- 5.04% |
$881K - $1.07M
|
104K
$21.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-5.53K- 32.83% |
$885K - $1.07M
|
11.3K
$2.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-5.54K- 1.03% |
$888K - $1.08M
|
534K
$112M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-5.55K- 2.99% |
$889K - $1.08M
|
180K
$37.8M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-5.55K- 2.9% |
$889K - $1.08M
|
186K
$39.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Unio Capital LLC
|
SELL
|
- |
-5.56K- 14.14% |
$890K - $1.08M
|
33.7K
$7.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-5.61K- 5.08% |
$898K - $1.09M
|
105K
$22M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-5.61K- 44.91% |
$898K - $1.09M
|
6.89K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.62K- 3.49% |
$900K - $1.09M
|
155K
$32.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.65K- 5.98% |
$905K - $1.1M
|
88.8K
$18.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.66K- 2.56% |
$906K - $1.1M
|
216K
$45.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.69K- 1.58% |
$910K - $1.1M
|
355K
$74.5M
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-5.7K- 3.52% |
$913K - $1.11M
|
156K
$32.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-5.71K- 1.58% |
$914K - $1.11M
|
355K
$74.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.71K- 1.32% |
$914K - $1.11M
|
426K
$89.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.71K- 4.3% |
$915K - $1.11M
|
127K
$26.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
SELL
|
- |
-5.73K- 5.89% |
$917K - $1.11M
|
91.5K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.75K- 6.83% |
$921K - $1.12M
|
78.5K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.77K- 3.22% |
$923K - $1.12M
|
174K
$36.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-5.77K- 16.26% |
$924K - $1.12M
|
29.7K
$6.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.79K- 9.43% |
$927K - $1.12M
|
55.7K
$11.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-5.81K- 11.51% |
$930K - $1.13M
|
44.7K
$9.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-5.81K- 13.08% |
$931K - $1.13M
|
38.6K
$8.11M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-5.82K- 9.17% |
$931K - $1.13M
|
57.6K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-5.82K- 0.98% |
$932K - $1.13M
|
590K
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-5.83K- 1.09% |
$933K - $1.13M
|
530K
$111M
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-5.86K- 11.01% |
$938K - $1.14M
|
47.4K
$9.94M
|