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 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-297- 8.49% |
$47.5K - $57.6K
|
3.2K
$791K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-300- 0.82% |
$48K - $58.2K
|
36.2K
$8.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-300- 3.61% |
$48K - $58.2K
|
8K
$1.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
SELL
|
- |
-300- 2.29% |
$48K - $58.2K
|
12.8K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-300- 0.88% |
$48K - $58.2K
|
33.6K
$8.31M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-300- 0.29% |
$48K - $58.2K
|
102K
$25.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-300- 2.05% |
$48K - $58.2K
|
14.3K
$3.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 0.42% |
$48K - $58.2K
|
71.7K
$17.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-300- 1.09% |
$48K - $58.2K
|
27.2K
$6.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-300- 0.94% |
$48K - $58.2K
|
31.5K
$7.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-301- 15.47% |
$48.2K - $58.4K
|
1.65K
$406K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-301- 1.04% |
$48.2K - $58.4K
|
28.6K
$7.08M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-301- 0.84% |
$48.2K - $58.4K
|
35.6K
$8.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-302- 0.85% |
$48.4K - $58.6K
|
35.1K
$8.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-303- 0.18% |
$48.5K - $58.8K
|
165K
$40.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-304- 0.67% |
$48.7K - $59K
|
44.8K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-304- 0.47% |
$48.7K - $59K
|
64.9K
$16M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-305- 2.96% |
$48.8K - $59.2K
|
9.99K
$2.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-305- 3.25% |
$48.8K - $59.2K
|
9.07K
$2.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-306- 4.97% |
$49K - $59.4K
|
5.85K
$1.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-307- 5.32% |
$49.2K - $59.5K
|
5.46K
$1.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-307- 2.05% |
$49.2K - $59.5K
|
14.6K
$3.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-309- 0.43% |
$49.5K - $59.9K
|
71.8K
$17.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-309- 0.93% |
$49.5K - $59.9K
|
32.9K
$8.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-313- 0.89% |
$50.1K - $60.7K
|
34.9K
$8.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-314- 1.29% |
$50.3K - $60.9K
|
23.9K
$5.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-317- 8.99% |
$50.8K - $61.5K
|
3.21K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-318- 0.69% |
$50.9K - $61.7K
|
45.7K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-319- 78.96% |
$51.1K - $61.9K
|
85
$21K
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-319- 1.98% |
$51.1K - $61.9K
|
15.8K
$3.9M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-323- 1.54% |
$51.7K - $62.7K
|
20.7K
$5.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-323- 0.76% |
$51.7K - $62.7K
|
42K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-326- 1.08% |
$52.2K - $63.2K
|
29.9K
$7.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-326- 0.43% |
$52.2K - $63.2K
|
75.3K
$18.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-327- 0.3% |
$52.4K - $63.4K
|
109K
$26.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-327- 0.63% |
$52.4K - $63.4K
|
51.2K
$12.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-330- 0.44% |
$52.8K - $64K
|
74.9K
$18.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-331- 1.0% |
$53K - $64.2K
|
32.7K
$8.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-332- 2.83% |
$53.2K - $64.4K
|
11.4K
$2.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-332- 0.79% |
$53.2K - $64.4K
|
41.9K
$10.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-336- 4.86% |
$53.8K - $65.2K
|
6.58K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-336- 0.68% |
$53.8K - $65.2K
|
48.9K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-336- 0.12% |
$53.8K - $65.2K
|
287K
$71M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-339- 3.65% |
$54.3K - $65.8K
|
8.94K
$2.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-341- 1.13% |
$54.6K - $66.1K
|
29.9K
$7.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-344- 2.67% |
$55.1K - $66.7K
|
12.6K
$3.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-344- 2.82% |
$55.1K - $66.7K
|
11.8K
$2.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-344- 0.36% |
$55.1K - $66.7K
|
94K
$23.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-345- 1.05% |
$55.2K - $66.9K
|
32.7K
$8.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-346- 0.17% |
$55.4K - $67.1K
|
203K
$50.3M
|