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
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
8.66K+ 37.86% |
$1.39M - $1.68M
|
31.5K
$7.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
8.59K+ 7.09% |
$1.38M - $1.67M
|
130K
$31.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
8.49K+ 1.51% |
$1.36M - $1.65M
|
569K
$140M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.47K+ 5.66% |
$1.36M - $1.64M
|
158K
$38.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.42K+ 2.97% |
$1.35M - $1.63M
|
292K
$71.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.41KNew |
$1.35M - $1.63M
|
8.41K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.34K+ 2.67% |
$1.33M - $1.62M
|
321K
$78.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.32K+ 2.46% |
$1.33M - $1.61M
|
346K
$85.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
8.3KNew |
$1.33M - $1.61M
|
8.3K
$2.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
8.27K+ 4.29% |
$1.32M - $1.6M
|
201K
$49.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
8.25K+ 9.04% |
$1.32M - $1.6M
|
99.5K
$24.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.2KNew |
$1.31M - $1.59M
|
8.2K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
8.12K+ 23.64% |
$1.3M - $1.57M
|
42.5K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.11KNew |
$1.3M - $1.57M
|
8.11K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
8.07KNew |
$1.29M - $1.57M
|
8.07K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
8.02K+ 2.86% |
$1.28M - $1.55M
|
288K
$70.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8K+ 10.8% |
$1.28M - $1.55M
|
82.1K
$20.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.95K+ 3.5% |
$1.27M - $1.54M
|
235K
$57.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
7.9K+ 40.76% |
$1.26M - $1.53M
|
27.3K
$6.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.89K+ 129.53% |
$1.26M - $1.53M
|
14K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.89K+ 3.91% |
$1.26M - $1.53M
|
210K
$51.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.82K+ 10.68% |
$1.25M - $1.52M
|
81K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
7.8K+ 165.04% |
$1.25M - $1.51M
|
12.5K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.78K+ 8.8% |
$1.25M - $1.51M
|
96.2K
$23.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7.75K+ 13.39% |
$1.24M - $1.5M
|
65.7K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
7.69KNew |
$1.23M - $1.49M
|
7.69K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.62K+ 48.42% |
$1.22M - $1.48M
|
23.4K
$5.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
7.62K+ 53.33% |
$1.22M - $1.48M
|
21.9K
$5.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.61K+ 32.14% |
$1.22M - $1.48M
|
31.3K
$7.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
7.56K+ 95.93% |
$1.21M - $1.47M
|
15.4K
$3.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
7.55K+ 5.16% |
$1.21M - $1.47M
|
154K
$37.8M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
7.53K+ 10.55% |
$1.21M - $1.46M
|
78.9K
$19.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.52KNew |
$1.2M - $1.46M
|
7.52K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.46K+ 29.06% |
$1.19M - $1.45M
|
33.1K
$8.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
- |
7.43K+ 10.43% |
$1.19M - $1.44M
|
78.7K
$19.3M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.37K+ 5.73% |
$1.18M - $1.43M
|
136K
$33.4M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
7.36K+ 14.13% |
$1.18M - $1.43M
|
59.5K
$14.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7.33K+ 15.62% |
$1.17M - $1.42M
|
54.2K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7.32K+ 2.89% |
$1.17M - $1.42M
|
261K
$64M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
7.32K+ 5.69% |
$1.17M - $1.42M
|
136K
$33.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.31K+ 1.85% |
$1.17M - $1.42M
|
402K
$98.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.25K+ 63.54% |
$1.16M - $1.41M
|
18.7K
$4.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
7.2K+ 0.24% |
$1.15M - $1.4M
|
2.96M
$726M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.2K+ 109.73% |
$1.15M - $1.4M
|
13.8K
$3.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7.14K+ 182.3% |
$1.14M - $1.38M
|
11.1K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
7.14K+ 1.67% |
$1.14M - $1.38M
|
435K
$107M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
7.11K+ 4.95% |
$1.14M - $1.38M
|
151K
$37M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.08KNew |
$1.13M - $1.37M
|
7.08K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.06K+ 22.66% |
$1.13M - $1.37M
|
38.2K
$9.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.01K+ 83.83% |
$1.12M - $1.36M
|
15.4K
$3.77M
|