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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-462- 0.37% |
$74K - $89.6K
|
124K
$30.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-465- 1.7% |
$74.4K - $90.2K
|
26.8K
$6.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-466- 2.13% |
$74.6K - $90.4K
|
21.4K
$5.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-468- 1.77% |
$74.9K - $90.8K
|
26K
$6.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-470- 1.52% |
$75.2K - $91.2K
|
30.5K
$7.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-471- 1.85% |
$75.4K - $91.4K
|
25K
$6.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-473- 1.35% |
$75.7K - $91.7K
|
34.4K
$8.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-475- 2.12% |
$76K - $92.1K
|
21.9K
$5.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Saybrook Capital
|
SELL
|
- |
-475- 0.25% |
$76K - $92.1K
|
192K
$47.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-476- 2.16% |
$76.2K - $92.3K
|
21.5K
$5.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-476- 0.76% |
$76.2K - $92.3K
|
62.2K
$15.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-477- 0.22% |
$76.4K - $92.5K
|
214K
$52.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-479- 1.15% |
$76.7K - $92.9K
|
41.1K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-479- 0.43% |
$76.7K - $92.9K
|
111K
$27.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-480- 0.53% |
$76.8K - $93.1K
|
89.8K
$22.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-481- 3.09% |
$77K - $93.3K
|
15.1K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-483- 0.75% |
$77.3K - $93.7K
|
64.2K
$15.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-484- 1.4% |
$77.5K - $93.9K
|
34.1K
$8.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-484- 1.57% |
$77.5K - $93.9K
|
30.3K
$7.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-487- 6.85% |
$78K - $94.5K
|
6.62K
$1.64M
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-488- 0.35% |
$78.1K - $94.7K
|
137K
$33.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-488- 7.13% |
$78.1K - $94.7K
|
6.36K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-488- 2.93% |
$78.1K - $94.7K
|
16.2K
$3.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-489- 1.85% |
$78.3K - $94.9K
|
26K
$6.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-489- 0.41% |
$78.3K - $94.9K
|
119K
$29.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-490- 1.17% |
$78.4K - $95K
|
41.4K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-492- 0.4% |
$78.8K - $95.4K
|
123K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-493- 0.99% |
$78.9K - $95.6K
|
49.3K
$12.2M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-495- 0.83% |
$79.2K - $96K
|
59.3K
$14.6M
|
|
|
Nov 13, 2023
Q2 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-495- 2.92% |
$79.2K - $96K
|
16.5K
$4.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-497- 3.82% |
$79.6K - $96.4K
|
12.5K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-497- 0.37% |
$79.6K - $96.4K
|
133K
$32.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-498- 2.13% |
$79.7K - $96.6K
|
22.9K
$5.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-498- 0.03% |
$79.7K - $96.6K
|
1.92M
$475M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-500- 9.64% |
$80.1K - $97K
|
4.69K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-500- 1.19% |
$80.1K - $97K
|
41.5K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-500- 1.69% |
$80.1K - $97K
|
29K
$7.17M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-501- 1.32% |
$80.2K - $97.2K
|
37.4K
$9.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-502- 1.53% |
$80.4K - $97.4K
|
32.3K
$7.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-503- 0.56% |
$80.5K - $97.6K
|
89.6K
$22.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-504- 0.69% |
$80.7K - $97.8K
|
72.5K
$17.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-505- 0.48% |
$80.9K - $98K
|
105K
$25.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-505- 1.29% |
$80.9K - $98K
|
38.7K
$9.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-505- 1.31% |
$80.9K - $98K
|
38K
$9.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-506- 8.74% |
$81K - $98.1K
|
5.28K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-508- 4.49% |
$81.3K - $98.5K
|
10.8K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-510- 0.59% |
$81.7K - $98.9K
|
85.7K
$21.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-512- 1.48% |
$82K - $99.3K
|
34K
$8.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-512- 4.63% |
$82K - $99.3K
|
10.6K
$2.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-512- 11.06% |
$82K - $99.3K
|
4.12K
$1.02M
|