Purchases and Sales Made in Q1 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-733- 10.15% |
$91.6K - $121K
|
6.49K
$1.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-739- 2.28% |
$92.4K - $122K
|
31.7K
$7.77M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-741- 3.63% |
$92.6K - $122K
|
19.7K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-741- 3.14% |
$92.6K - $122K
|
22.9K
$5.62M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-745- 2.58% |
$93.1K - $123K
|
28.2K
$6.92M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-750- 8.4% |
$93.8K - $124K
|
8.17K
$2.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-754- 3.87% |
$94.3K - $124K
|
18.7K
$4.6M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-756- 7.37% |
$94.5K - $125K
|
9.51K
$2.33M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-766- 16.2% |
$95.8K - $126K
|
3.96K
$973K
|
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-767- 12.08% |
$95.9K - $126K
|
5.58K
$1.37M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-768- 14.66% |
$96K - $127K
|
4.47K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-769- 2.91% |
$96.1K - $127K
|
25.6K
$6.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-770- 1.07% |
$96.3K - $127K
|
71.1K
$17.5M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-775- 1.19% |
$96.9K - $128K
|
64.5K
$15.8M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-778- 10.9% |
$97.3K - $128K
|
6.36K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-779- 0.48% |
$97.4K - $128K
|
163K
$40M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-780- 3.24% |
$97.5K - $129K
|
23.3K
$5.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-784- 4.37% |
$98K - $129K
|
17.2K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-784- 5.88% |
$98K - $129K
|
12.6K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-788- 3.22% |
$98.5K - $130K
|
23.7K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-789- 5.25% |
$98.6K - $130K
|
14.2K
$3.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-790- 1.13% |
$98.8K - $130K
|
69.2K
$17M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-790- 0.65% |
$98.8K - $130K
|
121K
$29.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-790- 5.09% |
$98.8K - $130K
|
14.7K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-790- 0.56% |
$98.8K - $130K
|
140K
$34.3M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-791- 2.96% |
$98.9K - $130K
|
25.9K
$6.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-792- 1.54% |
$99K - $131K
|
50.7K
$12.5M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-793- 19.05% |
$99.1K - $131K
|
3.37K
$827K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-795- 0.39% |
$99.4K - $131K
|
203K
$49.9M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-795- 1.9% |
$99.4K - $131K
|
41K
$10.1M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-798- 1.45% |
$99.8K - $132K
|
54.1K
$13.3M
|
|
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-800- 10.51% |
$100K - $132K
|
6.81K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-801- 0.84% |
$100K - $132K
|
95K
$23.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-802- 2.88% |
$100K - $132K
|
27K
$6.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-806- 4.36% |
$101K - $133K
|
17.7K
$4.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-812- 12.18% |
$102K - $134K
|
5.85K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-819- 2.05% |
$102K - $135K
|
39.1K
$9.61M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-822- 6.3% |
$103K - $136K
|
12.2K
$3M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-825- 6.13% |
$103K - $136K
|
12.6K
$3.1M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-825- 5.01% |
$103K - $136K
|
15.7K
$3.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-826- 7.51% |
$103K - $136K
|
10.2K
$2.5M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-827- 0.9% |
$103K - $136K
|
90.7K
$22.3M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-831- 0.33% |
$104K - $137K
|
255K
$62.6M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-831- 0.9% |
$104K - $137K
|
91.1K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-842- 0.27% |
$105K - $139K
|
316K
$77.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-843- 0.35% |
$105K - $139K
|
240K
$58.9M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-851- 0.4% |
$106K - $140K
|
214K
$52.4M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-852- 1.08% |
$107K - $140K
|
78K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-853- 0.83% |
$107K - $141K
|
102K
$25M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-854- 4.93% |
$107K - $141K
|
16.5K
$4.04M
|