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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.02K- 3.45% |
$128K - $169K
|
28.6K
$7.52M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.84% |
$128K - $169K
|
54.7K
$14.4M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.02K- 0.74% |
$128K - $169K
|
138K
$36.3M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.03K- 0.17% |
$128K - $169K
|
603K
$158M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.03K- 17.1% |
$129K - $170K
|
4.98K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.03K- 2.19% |
$129K - $170K
|
46.1K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 12.08% |
$129K - $170K
|
7.5K
$1.97M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.03K- 2.81% |
$129K - $170K
|
35.7K
$9.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.03K- 8.99% |
$129K - $170K
|
10.5K
$2.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.04K- 0.18% |
$130K - $171K
|
568K
$149M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.04K- 2.1% |
$130K - $171K
|
48.3K
$12.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.05K- 1.58% |
$131K - $172K
|
65.1K
$17.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.05K- 0.95% |
$131K - $172K
|
109K
$28.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 5.24% |
$131K - $173K
|
19K
$4.98M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.05K- 10.33% |
$131K - $173K
|
9.11K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.05K- 2.23% |
$131K - $173K
|
46K
$12.1M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.05K- 1.75% |
$132K - $173K
|
59.1K
$15.5M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.06K- 2.0% |
$132K - $174K
|
51.7K
$13.6M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.06K- 16.98% |
$133K - $175K
|
5.19K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.06K- 1.66% |
$133K - $175K
|
63K
$16.6M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.07K- 9.73% |
$133K - $176K
|
9.89K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.07K- 1.14% |
$133K - $176K
|
92.3K
$24.3M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.07K- 1.43% |
$134K - $177K
|
74.1K
$19.5M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.07K- 0.65% |
$134K - $177K
|
163K
$42.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.08K- 1.46% |
$135K - $178K
|
72.8K
$19.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-1.09K- 3.41% |
$136K - $180K
|
30.9K
$8.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.09K- 1.39% |
$137K - $180K
|
77.7K
$20.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.1K- 2.48% |
$137K - $181K
|
43K
$11.3M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.1K- 1.59% |
$137K - $181K
|
67.6K
$17.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.1K- 3.01% |
$137K - $181K
|
35.4K
$9.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-1.1K- 4.62% |
$138K - $181K
|
22.7K
$5.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.1K- 0.74% |
$138K - $182K
|
148K
$38.8M
|
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-1.11K- 1.12% |
$138K - $182K
|
97.7K
$25.7M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-1.11K- 4.39% |
$138K - $183K
|
24.1K
$6.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.11K- 17.53% |
$139K - $183K
|
5.22K
$1.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.11K- 4.94% |
$139K - $183K
|
21.4K
$5.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.11K- 2.14% |
$139K - $183K
|
50.8K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 0.96% |
$139K - $183K
|
115K
$30.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-1.12K- 1.43% |
$139K - $184K
|
76.8K
$20.2M
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.12K- 1.84% |
$139K - $184K
|
59.5K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.12K- 5.1% |
$140K - $184K
|
20.8K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.12K- 3.69% |
$140K - $184K
|
29.2K
$7.66M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.12K- 2.24% |
$140K - $184K
|
48.7K
$12.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.12K- 3.65% |
$140K - $184K
|
29.5K
$7.75M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.12K- 4.02% |
$140K - $185K
|
26.7K
$7.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.12K- 4.42% |
$140K - $185K
|
24.2K
$6.36M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.12K- 1.05% |
$140K - $185K
|
106K
$27.9M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.13K- 0.52% |
$141K - $186K
|
214K
$56.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.13K- 5.09% |
$142K - $187K
|
21.1K
$5.56M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-1.13K- 0.48% |
$142K - $187K
|
237K
$62.2M
|