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
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
20.2K+ 13.6% |
$3.23M - $3.91M
|
169K
$38.6M
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
20.2K+ 21.23% |
$3.23M - $3.91M
|
115K
$26.4M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20.1K+ 18.08% |
$3.21M - $3.89M
|
131K
$30M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
20K+ 11.53% |
$3.21M - $3.88M
|
194K
$44.4M
|
|
Aug 14, 2023
Q2 2023
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
20K+ 3.09% |
$3.2M - $3.88M
|
668K
$153M
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
19.9K+ 22.24% |
$3.19M - $3.86M
|
109K
$25.1M
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
19.7K+ 38.21% |
$3.16M - $3.83M
|
71.3K
$16.3M
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
19.4KNew |
$3.1M - $3.76M
|
19.4K
$4.43M
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
19.3K+ 24.75% |
$3.1M - $3.75M
|
97.5K
$22.3M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 2.86% |
$3.07M - $3.72M
|
689K
$158M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 5.46% |
$3.06M - $3.7M
|
369K
$84.4M
|
|
Aug 10, 2023
Q2 2023
|
Crake Asset Management LLP
London, X0 |
BUY
|
- |
19K+ 5.65% |
$3.04M - $3.69M
|
355K
$81.4M
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
19KNew |
$3.04M - $3.69M
|
19K
$4.35M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
19K+ 4.27% |
$3.04M - $3.68M
|
463K
$106M
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.9KNew |
$3.02M - $3.66M
|
18.9K
$4.32M
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
18.8K+ 12.03% |
$3.02M - $3.66M
|
176K
$40.2M
|
|
Aug 14, 2023
Q2 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
18.5KNew |
$2.96M - $3.58M
|
18.5K
$4.23M
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
18.4K+ 195.28% |
$2.94M - $3.57M
|
27.8K
$6.37M
|
|
Aug 14, 2023
Q2 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
18.3K+ 12.36% |
$2.93M - $3.55M
|
166K
$38.1M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
18.2K+ 11.21% |
$2.92M - $3.54M
|
181K
$41.4M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
18.2K+ 14.17% |
$2.92M - $3.53M
|
147K
$33.6M
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
17.8K+ 222.37% |
$2.86M - $3.46M
|
25.9K
$5.92M
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
17.8KNew |
$2.85M - $3.46M
|
17.8K
$4.08M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.8K+ 12.3% |
$2.85M - $3.46M
|
163K
$37.2M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
17.6K+ 10.85% |
$2.82M - $3.42M
|
180K
$41.3M
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
17.6K+ 26.56% |
$2.82M - $3.42M
|
83.9K
$19.2M
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
17.6K+ 126.01% |
$2.81M - $3.41M
|
31.5K
$7.21M
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
17.5K+ 48.12% |
$2.8M - $3.39M
|
53.8K
$12.3M
|
|
Aug 11, 2023
Q2 2023
|
Qvr LLC
|
BUY
|
- |
17.4KNew |
$2.79M - $3.38M
|
17.4K
$3.99M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17.4K+ 20.71% |
$2.79M - $3.38M
|
101K
$23.2M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
17.4KNew |
$2.78M - $3.37M
|
17.4K
$3.97M
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
17.3KNew |
$2.77M - $3.36M
|
17.3K
$3.97M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17.2K+ 1.7% |
$2.75M - $3.33M
|
1.03M
$236M
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
17K+ 876.73% |
$2.73M - $3.3M
|
19K
$4.34M
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
16.8KNew |
$2.69M - $3.26M
|
16.8K
$3.85M
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
16.8K+ 3.16% |
$2.69M - $3.26M
|
548K
$125M
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
16.7K+ 1.53% |
$2.68M - $3.25M
|
1.11M
$255M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16.7KNew |
$2.68M - $3.24M
|
16.7K
$3.83M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
16.6KNew |
$2.65M - $3.21M
|
16.6K
$3.79M
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 4.09% |
$2.63M - $3.19M
|
419K
$95.9M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16.1K+ 6.42% |
$2.59M - $3.13M
|
268K
$61.3M
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
16.1KNew |
$2.57M - $3.12M
|
16.1K
$3.68M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
16K+ 26.61% |
$2.56M - $3.11M
|
76.2K
$17.5M
|
|
Aug 14, 2023
Q2 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
16KNew |
$2.56M - $3.1M
|
16K
$3.66M
|
|
Aug 10, 2023
Q2 2023
|
Discovery Value Fund
Singapore, U0 |
BUY
|
- |
16KNew |
$2.56M - $3.1M
|
16K
$3.66M
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
16K+ 39.56% |
$2.56M - $3.1M
|
56.4K
$12.9M
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
15.9K+ 85.08% |
$2.55M - $3.08M
|
34.6K
$7.92M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
15.5K+ 5.65% |
$2.48M - $3M
|
290K
$66.4M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 0.94% |
$2.47M - $2.99M
|
1.66M
$380M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15.3KNew |
$2.46M - $2.98M
|
15.3K
$3.51M
|