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 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.8K+ 1.22% |
$4.29M - $5.2M
|
2.23M
$533M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
26.8KNew |
$4.29M - $5.2M
|
26.8K
$6.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.8K+ 19.58% |
$4.28M - $5.19M
|
163K
$39.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
26.6K+ 236.11% |
$4.26M - $5.16M
|
37.9K
$9.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
26.6K+ 43.61% |
$4.26M - $5.16M
|
87.6K
$21M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
26.5K+ 27.88% |
$4.25M - $5.15M
|
122K
$29.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
26.5K+ 31.04% |
$4.24M - $5.14M
|
112K
$26.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
26.3K+ 1.79% |
$4.21M - $5.1M
|
1.5M
$359M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
26.2K+ 16.2% |
$4.19M - $5.08M
|
188K
$45M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26K+ 8.3% |
$4.17M - $5.05M
|
340K
$81.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
25.7K+ 13.32% |
$4.11M - $4.98M
|
218K
$52.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
25.4K+ 17.37% |
$4.07M - $4.93M
|
172K
$41.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.4K+ 21.75% |
$4.07M - $4.93M
|
142K
$34.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.3KNew |
$4.05M - $4.91M
|
25.3K
$6.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25.2K+ 54.25% |
$4.03M - $4.88M
|
71.6K
$17.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
25.2K+ 11.73% |
$4.03M - $4.88M
|
240K
$57.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Center Lake Capital Management, LLC
New York, NY |
BUY
|
- |
25K+ 33.33% |
$4M - $4.85M
|
100K
$24M
|
|
|
Jul 07, 2023
Q2 2023
|
Covea Finance
|
BUY
|
- |
24.8K+ 6.46% |
$3.97M - $4.81M
|
409K
$97.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
24.6KNew |
$3.94M - $4.78M
|
24.6K
$5.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
24.3K+ 17.2% |
$3.89M - $4.71M
|
165K
$39.6M
|
|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
24.1K+ 13.95% |
$3.86M - $4.67M
|
197K
$47.2M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
24.1KNew |
$3.86M - $4.67M
|
24.1K
$5.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
24K+ 6.75% |
$3.84M - $4.65M
|
379K
$90.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
23.8K+ 30.21% |
$3.82M - $4.63M
|
103K
$24.6M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
23.7K+ 21.54% |
$3.79M - $4.59M
|
133K
$32M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
23.5K+ 5.23% |
$3.76M - $4.55M
|
473K
$113M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
23.4KNew |
$3.74M - $4.53M
|
23.4K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
23.3K+ 3.23% |
$3.73M - $4.52M
|
744K
$178M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
23.2K+ 12.06% |
$3.71M - $4.5M
|
215K
$51.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
23.1K+ 31.68% |
$3.7M - $4.48M
|
95.9K
$23M
|
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
23.1K+ 31.68% |
$3.7M - $4.48M
|
95.9K
$23M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 29.29% |
$3.61M - $4.37M
|
99.5K
$23.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
22.5K+ 1.07% |
$3.6M - $4.36M
|
2.12M
$509M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
22.4KNew |
$3.58M - $4.34M
|
22.4K
$5.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
22.3K+ 152.59% |
$3.57M - $4.32M
|
36.9K
$8.84M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 65.66% |
$3.57M - $4.32M
|
56.2K
$13.5M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 65.66% |
$3.57M - $4.32M
|
56.2K
$13.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
22.3KNew |
$3.56M - $4.32M
|
22.3K
$5.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22K+ 4.15% |
$3.53M - $4.28M
|
553K
$133M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22K+ 36.92% |
$3.52M - $4.27M
|
81.6K
$19.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
21.9K+ 11.07% |
$3.5M - $4.24M
|
219K
$52.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
21.8KNew |
$3.49M - $4.23M
|
21.8K
$5.23M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.6K+ 22.33% |
$3.46M - $4.19M
|
118K
$28.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.4K+ 103.57% |
$3.42M - $4.15M
|
42K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
21.2K+ 18.59% |
$3.4M - $4.12M
|
135K
$32.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
21KNew |
$3.36M - $4.07M
|
21K
$5.03M
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
20.7K+ 17.24% |
$3.31M - $4.01M
|
141K
$33.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
20.7K+ 6.25% |
$3.31M - $4.01M
|
352K
$84.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
20.6K+ 5.61% |
$3.3M - $3.99M
|
388K
$92.8M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
20.4K+ 8.97% |
$3.27M - $3.96M
|
248K
$59.5M
|