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Apple Inc.

Institutional position changes, all quarters

1,243 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedInlet Private Wealth, LLCJun 30, 2026-16,001-20%65,930$4.63Mlow
TrimmedPURSUE WEALTH PARTNERS LLCJun 30, 2026-15,834-50%15,633$4.58Mlow
TrimmedPark State Asset ManagementJun 30, 2026-15,231-28%38,910$4.41Mlow
AddedEverest Management Corp.Jun 30, 2026+14,436+119%26,528$4.18Mlow
TrimmedK.J. Harrison & Partners IncJun 30, 2026-13,897-7.0%183,674$4.02Mlow
TrimmedSITTNER & NELSON, LLCJun 30, 2026-13,710-8.2%154,183$3.97Mlow
ExitedDonoghue Forlines LLCJun 30, 2026-13,584-100%0$3.69Mlow
TrimmedMidFirst BankJun 30, 2026-12,236-5.6%206,987$3.54Mlow
AddedMeeder Advisory Services, Inc.Jun 30, 2026+11,908+3.2%387,376$3.45Mlow
AddedGerber Kawasaki Wealth & Investment ManagementJun 30, 2026+11,855+2.9%415,258$3.43Mlow
AddedDunhill Financial, LLCJun 30, 2026+11,779+38%42,563$3.41Mlow
AddedBell Investment Advisors, IncJun 30, 2026+11,723+47%36,423$3.39Mlow
TrimmedMARVIN & PALMER ASSOCIATES INCJun 30, 2026-11,640-48%12,408$3.37Mlow
TrimmedPrinciple Wealth Partners LLCJun 30, 2026-9,935-2.7%361,967$2.87Mlow
TrimmedFIRST NATIONAL BANK OF OMAHAJun 30, 2026-9,979-2.6%373,221$2.86Mlow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-11,274-100%0$2.86Mlow
TrimmedTexas Capital Bank Wealth Management Services IncJun 30, 2026-8,971-5.3%159,817$2.60Mlow
TrimmedTemasek Holdings (Private) LimitedJun 30, 2026-8,588-1.7%504,475$2.49Mlow
TrimmedGuardian Capital, LLCJun 30, 2026-8,515-43%11,433$2.46Mlow
TrimmedPENSION & WEALTH MANAGEMENT ADVISORS, INC.Jun 30, 2026-8,199-33%16,683$2.37Mlow
AddedFocused Wealth Management, IncJun 30, 2026+7,935+7.4%114,902$2.30Mlow
AddedInternational Private Wealth Advisors LLCJun 30, 2026+7,845+62%20,436$2.27Mlow
AddedBoulder Wealth Advisors, LLCJun 30, 2026+7,796+104%15,299$2.26Mlow
TrimmedAljian Capital Management, LLCJun 30, 2026-7,539-2.6%279,198$2.18Mlow
TrimmedFiera Capital CorpJun 30, 2026-7,355-1.3%539,344$2.13Mlow
TrimmedVILLERE ST DENIS J & CO LLCJun 30, 2026-7,174-6.8%97,884$2.08Mlow
AddedPerigon Wealth Management, LLCJun 30, 2026+7,167+0.6%1,136,862$2.07Mlow
TrimmedCFM WEALTH PARTNERS LLCJun 30, 2026-6,757-2.4%271,129$1.96Mlow
TrimmedMeadowbrook Advisors Group, LLCJun 30, 2026-6,733-11%52,103$1.95Mlow
TrimmedGPM Growth Investors, Inc.Jun 30, 2026-6,380-13%41,387$1.85Mlow
AddedPERSONAL CFO SOLUTIONS, LLCJun 30, 2026+6,331+4.5%147,071$1.83Mlow
ExitedForge Financial Services LLCJun 30, 2026-6,575-100%0$1.79Mlow
AddedCVA Family Office, LLCJun 30, 2026+6,083+10%64,859$1.76Mlow
AddedIndie Asset Partners, LLCJun 30, 2026+5,946+28%27,335$1.72Mlow
TrimmedVariant Private Wealth, LLCJun 30, 2026-5,689-14%34,170$1.65Mlow
AddedVantus Wealth LLCJun 30, 2026+5,216+49%15,906$1.51Mlow
AddedOccidental Asset Management, LLCJun 30, 2026+5,144+2.9%183,367$1.49Mlow
TrimmedWINDWARD CAPITAL MANAGEMENT CO /CAJun 30, 2026-4,572-0.6%759,846$1.32Mlow
AddedBARINGS LLCJun 30, 2026+4,440+33%17,793$1.28Mlow
TrimmedB & T Capital Management DBA Alpha Capital ManagementJun 30, 2026-4,410-8.1%49,931$1.28Mlow
TrimmedCONWAY CAPITAL MANAGEMENT, INC.Jun 30, 2026-4,180-2.8%145,418$1.21Mlow
AddedPRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.Jun 30, 2026+4,081+214%5,989$1.18Mlow
TrimmedHFR Wealth Management, LLCJun 30, 2026-4,007-4.9%77,226$1.16Mlow
TrimmedPanoramic Capital Partners, LLCJun 30, 2026-3,787-18%17,062$1.10Mlow
TrimmedCAPITAL FINANCIAL GROUP INC\CO\ /ADVJun 30, 2026-3,749-20%15,204$1.08Mlow
ExitedAlphaQuest LLCJun 30, 2026-3,894-100%0$1.06Mlow
TrimmedDUMONT & BLAKE INVESTMENT ADVISORS LLCJun 30, 2026-3,425-4.9%66,855$991.1Klow
AddedWIREGRASS INVESTMENT MANAGEMENT LLCJun 30, 2026+3,209+11%31,427$928.6Klow
TrimmedPinnacle Wealth Planning Services, Inc.Jun 30, 2026-3,078-3.3%89,844$890.6Klow
TrimmedAegis Wealth Management LLCJun 30, 2026-3,052-27%8,402$883.1Klow
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