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 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 14.53% |
$1.72M - $2.08M
|
63.2K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-10.8K- 2.86% |
$1.73M - $2.09M
|
367K
$89.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.8K- 22.11% |
$1.73M - $2.1M
|
38.1K
$9.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10.9K- 1.05% |
$1.74M - $2.11M
|
1.03M
$252M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10.9K- 2.42% |
$1.75M - $2.12M
|
440K
$108M
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-11K- 53.4% |
$1.76M - $2.13M
|
9.6K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-11.1K- 22.35% |
$1.77M - $2.14M
|
38.4K
$9.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-11.1K- 5.24% |
$1.78M - $2.16M
|
202K
$49.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-11.1K- 10.76% |
$1.78M - $2.16M
|
92.4K
$22.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-11.2K- 22.63% |
$1.79M - $2.17M
|
38.2K
$9.34M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11.2K- 3.4% |
$1.8M - $2.18M
|
318K
$77.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11.2K- 1.52% |
$1.8M - $2.18M
|
729K
$178M
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-11.3K- 4.06% |
$1.8M - $2.18M
|
266K
$65M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.3K- 2.81% |
$1.8M - $2.18M
|
389K
$95.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-11.3K- 4.06% |
$1.8M - $2.18M
|
266K
$65.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-11.3K- 7.55% |
$1.8M - $2.19M
|
138K
$33.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 10.25% |
$1.82M - $2.2M
|
99.3K
$24.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-11.4K- 5.39% |
$1.82M - $2.2M
|
199K
$48.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.5K- 2.36% |
$1.84M - $2.22M
|
474K
$116M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-11.6K- 8.41% |
$1.85M - $2.25M
|
126K
$30.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-11.6K- 3.57% |
$1.86M - $2.25M
|
313K
$76.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
SELL
|
- |
-11.6K- 7.19% |
$1.86M - $2.26M
|
150K
$36.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-11.7K- 40.13% |
$1.87M - $2.27M
|
17.5K
$4.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-11.7K- 5.68% |
$1.88M - $2.28M
|
195K
$47.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 1.3% |
$1.88M - $2.28M
|
893K
$219M
|
|
|
Aug 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-11.8K- 8.4% |
$1.88M - $2.28M
|
128K
$31.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.8K- 10.09% |
$1.89M - $2.29M
|
105K
$25.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-11.8K- 5.72% |
$1.89M - $2.29M
|
194K
$47.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-11.9K- 16.63% |
$1.9M - $2.31M
|
59.6K
$14.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11.9K- 3.3% |
$1.9M - $2.31M
|
349K
$85.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-12K- 12.83% |
$1.92M - $2.32M
|
81.4K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-12K- 71.49% |
$1.92M - $2.33M
|
4.78K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12K- 5.98% |
$1.92M - $2.33M
|
189K
$46.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-12K- 4.92% |
$1.92M - $2.33M
|
232K
$56.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 10.56% |
$1.94M - $2.35M
|
103K
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-12.2K- 85.43% |
$1.95M - $2.36M
|
2.08K
$508K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-12.2K- 67.77% |
$1.95M - $2.36M
|
5.79K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-12.2K- 3.65% |
$1.96M - $2.37M
|
323K
$78.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-12.3K- 5.79% |
$1.96M - $2.38M
|
199K
$48.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-12.4K- 7.64% |
$1.98M - $2.4M
|
149K
$36.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-12.4K- 48.93% |
$1.98M - $2.4M
|
12.9K
$3.16M
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-12.4K- 17.12% |
$1.99M - $2.41M
|
60.1K
$14.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.4K- 3.08% |
$1.99M - $2.41M
|
391K
$95.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-12.4K- 0.71% |
$1.99M - $2.41M
|
1.74M
$425M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-12.5K- 11.8% |
$2M - $2.43M
|
93.5K
$22.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12.6K- 1.09% |
$2.01M - $2.44M
|
1.14M
$278M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-12.6K- 34.37% |
$2.02M - $2.44M
|
24K
$5.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12.6K- 51.48% |
$2.02M - $2.45M
|
11.9K
$2.91M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.8K- 38.58% |
$2.05M - $2.48M
|
20.4K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-12.8K- 17.12% |
$2.05M - $2.48M
|
62K
$15.2M
|