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
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15.3KNew |
$2.46M - $2.98M
|
15.3K
$3.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
15.2K+ 1.26% |
$2.43M - $2.95M
|
1.22M
$299M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
15.2KNew |
$2.43M - $2.95M
|
15.2K
$3.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
15.2K+ 2.12% |
$2.43M - $2.95M
|
733K
$180M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
15.2KNew |
$2.43M - $2.94M
|
15.2K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
15.1K+ 105.75% |
$2.41M - $2.92M
|
29.3K
$7.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
15K+ 8.41% |
$2.41M - $2.92M
|
194K
$47.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
14.9K+ 4.93% |
$2.39M - $2.9M
|
318K
$78.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.9K+ 11.7% |
$2.39M - $2.89M
|
142K
$35M
|
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
14.9K+ 88.13% |
$2.38M - $2.88M
|
31.7K
$7.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
14.9K+ 517.06% |
$2.38M - $2.88M
|
17.7K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.8K+ 0.45% |
$2.37M - $2.87M
|
3.29M
$808M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
14.7K+ 9.16% |
$2.36M - $2.86M
|
176K
$43.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.5K+ 2.38% |
$2.32M - $2.81M
|
622K
$153M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 44.97% |
$2.31M - $2.8M
|
46.6K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
14.3K+ 11.14% |
$2.28M - $2.77M
|
142K
$34.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
14.2K+ 16.76% |
$2.27M - $2.75M
|
98.9K
$24.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14.2K+ 0.97% |
$2.27M - $2.75M
|
1.47M
$361M
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
14.1KNew |
$2.25M - $2.73M
|
14.1K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
13.9K+ 26.0% |
$2.23M - $2.7M
|
67.5K
$16.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13.9K+ 8.21% |
$2.22M - $2.69M
|
183K
$44.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 0.3% |
$2.2M - $2.67M
|
4.54M
$1.12B
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
13.7K+ 25.92% |
$2.19M - $2.66M
|
66.5K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
13.5KNew |
$2.17M - $2.62M
|
13.5K
$3.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
13.5K+ 2.84% |
$2.16M - $2.62M
|
489K
$120M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
13.5K+ 6.11% |
$2.16M - $2.61M
|
234K
$57.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.3KNew |
$2.14M - $2.59M
|
13.3K
$3.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
13.3K+ 3.38% |
$2.13M - $2.58M
|
407K
$99.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.2K+ 2.24% |
$2.12M - $2.57M
|
604K
$148M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.2K+ 48.84% |
$2.11M - $2.56M
|
40.3K
$9.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
13KNew |
$2.08M - $2.52M
|
13K
$3.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12.9K+ 10.02% |
$2.07M - $2.51M
|
142K
$34.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
12.8K+ 1.09% |
$2.05M - $2.48M
|
1.19M
$292M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12.8K+ 43.24% |
$2.04M - $2.47M
|
42.2K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
12.7K+ 65.35% |
$2.04M - $2.47M
|
32.2K
$7.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
12.6K+ 17.25% |
$2.02M - $2.45M
|
85.9K
$21.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Baillie Gifford & CO
|
BUY
|
- |
12.6K+ 1.96% |
$2.01M - $2.44M
|
654K
$161M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.5K+ 19.99% |
$2.01M - $2.43M
|
75.3K
$18.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.4K+ 9.28% |
$1.99M - $2.41M
|
146K
$35.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
12.4K+ 712.87% |
$1.99M - $2.41M
|
14.1K
$3.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12.3K+ 1.18% |
$1.97M - $2.39M
|
1.06M
$259M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
12.3K+ 5.63% |
$1.96M - $2.38M
|
230K
$56.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 211.26% |
$1.95M - $2.36M
|
18K
$4.41M
|
|
|
Aug 08, 2023
Q2 2023
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
12.1K+ 1.73% |
$1.93M - $2.34M
|
709K
$174M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.9K+ 404.89% |
$1.91M - $2.31M
|
14.9K
$3.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 98.62% |
$1.91M - $2.31M
|
24K
$5.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.8K+ 7.86% |
$1.89M - $2.29M
|
162K
$39.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 238.24% |
$1.89M - $2.29M
|
16.7K
$4.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
11.7K+ 6.02% |
$1.87M - $2.27M
|
206K
$50.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
11.5K+ 4.2% |
$1.85M - $2.24M
|
286K
$70.2M
|