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 11, 2023
Q1 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 1.67% |
$1.34M - $1.77M
|
633K
$155M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-10.8K- 2.89% |
$1.35M - $1.78M
|
363K
$89.2M
|
|
|
May 15, 2023
Q1 2023
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-10.8K- 17.03% |
$1.35M - $1.79M
|
52.8K
$13M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-10.8K- 3.41% |
$1.35M - $1.79M
|
307K
$75.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-10.8K- 4.92% |
$1.35M - $1.79M
|
210K
$51.5M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-11K- 10.47% |
$1.37M - $1.81M
|
93.7K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-11K- 39.63% |
$1.38M - $1.82M
|
16.8K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-11.1K- 2.09% |
$1.39M - $1.84M
|
521K
$128M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-11.2K- 3.01% |
$1.4M - $1.85M
|
361K
$88.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-11.2K- 1.53% |
$1.4M - $1.85M
|
720K
$177M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-11.3K- 76.73% |
$1.41M - $1.86M
|
3.43K
$841K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-11.4K- 6.38% |
$1.42M - $1.87M
|
167K
$40.9M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-11.4K- 3.89% |
$1.43M - $1.88M
|
282K
$69.2M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-11.5K- 3.21% |
$1.43M - $1.89M
|
345K
$84.8M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-11.5K- 20.91% |
$1.43M - $1.89M
|
43.4K
$10.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-11.5K- 11.89% |
$1.44M - $1.9M
|
85.2K
$20.9M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-11.5K- 7.23% |
$1.44M - $1.9M
|
148K
$36.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.5K- 1.93% |
$1.44M - $1.9M
|
586K
$144M
|
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-11.6K- 1.86% |
$1.45M - $1.91M
|
611K
$150M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-11.6K- 2.33% |
$1.45M - $1.91M
|
485K
$119M
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-11.6K- 2.12% |
$1.45M - $1.91M
|
536K
$132M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-11.6K- 69.39% |
$1.45M - $1.92M
|
5.13K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.7K- 0.55% |
$1.46M - $1.93M
|
2.13M
$522M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-11.8K- 0.99% |
$1.47M - $1.94M
|
1.18M
$289M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-11.8K- 2.75% |
$1.47M - $1.94M
|
416K
$102M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11.8K- 3.27% |
$1.48M - $1.95M
|
349K
$85.8M
|
|
|
May 08, 2023
Q1 2023
|
Brooktree Capital Management
|
SELL
|
- |
-11.8K- 22.85% |
$1.48M - $1.95M
|
40K
$9.82M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-11.9K- 8.78% |
$1.48M - $1.95M
|
123K
$30.2M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-11.9K- 6.23% |
$1.48M - $1.96M
|
178K
$43.8M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-11.9K- 26.29% |
$1.49M - $1.96M
|
33.4K
$8.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-12K- 11.33% |
$1.5M - $1.98M
|
93.8K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12K- 3.39% |
$1.5M - $1.98M
|
343K
$84.1M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12K- 16.15% |
$1.5M - $1.98M
|
62.4K
$15.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.1K- 12.08% |
$1.51M - $1.99M
|
87.8K
$21.6M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.1K- 32.51% |
$1.51M - $1.99M
|
25.1K
$6.15M
|
|
|
May 08, 2023
Q1 2023
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-12.1K- 24.17% |
$1.51M - $2M
|
38K
$9.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.1K- 4.43% |
$1.52M - $2M
|
262K
$64.3M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-12.2K- 15.8% |
$1.52M - $2M
|
64.8K
$15.9M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-12.2K- 2.25% |
$1.52M - $2.01M
|
529K
$130M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.3K- 6.48% |
$1.53M - $2.02M
|
177K
$43.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12.3K- 11.87% |
$1.53M - $2.02M
|
91.1K
$22.4M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-12.3K- 14.76% |
$1.54M - $2.03M
|
71K
$17.4M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-12.3K- 0.26% |
$1.54M - $2.03M
|
4.68M
$1.15B
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-12.4K- 18.73% |
$1.54M - $2.04M
|
53.6K
$13.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-12.4K- 18.21% |
$1.55M - $2.05M
|
55.7K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12.4K- 6.42% |
$1.55M - $2.05M
|
181K
$44.5M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.5K- 0.38% |
$1.56M - $2.06M
|
3.3M
$810M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-12.5K- 52.27% |
$1.56M - $2.06M
|
11.4K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-12.8K- 21.68% |
$1.6M - $2.11M
|
46.3K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13K- 2.11% |
$1.62M - $2.14M
|
603K
$148M
|