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 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-43.6K- 37.69% |
$5.45M - $7.18M
|
72K
$18.9M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-43.8K- 7.85% |
$5.47M - $7.22M
|
514K
$135M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-46.6K- 5.51% |
$5.83M - $7.69M
|
799K
$210M
|
|
|
May 15, 2023
Q1 2023
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-48.5K- 49.34% |
$6.06M - $7.99M
|
49.8K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-49.5K- 9.17% |
$6.19M - $8.16M
|
491K
$129M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-50.2K- 40.43% |
$6.27M - $8.27M
|
73.9K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-50.2K- 5.08% |
$6.28M - $8.28M
|
937K
$246M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-50.5K- 9.28% |
$6.32M - $8.33M
|
494K
$130M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-51.2K- 82.74% |
$6.4M - $8.44M
|
10.7K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-51.4K- 1.13% |
$6.43M - $8.48M
|
4.52M
$1.19B
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-51.6K- 22.21% |
$6.45M - $8.51M
|
181K
$47.5M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-52.1K- 49.77% |
$6.51M - $8.59M
|
52.6K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-52.3K- 47.69% |
$6.53M - $8.62M
|
57.3K
$15.1M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-53.1K- 19.51% |
$6.64M - $8.76M
|
219K
$57.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-53.3K- 1.14% |
$6.66M - $8.79M
|
4.62M
$1.21B
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-54K- 15.0% |
$6.75M - $8.91M
|
306K
$80.4M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-54.6K- 2.14% |
$6.82M - $9M
|
2.5M
$657M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-55.1K- 51.66% |
$6.89M - $9.09M
|
51.6K
$13.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-55.2K- 56.68% |
$6.9M - $9.1M
|
42.2K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-55.5K- 3.67% |
$6.94M - $9.15M
|
1.46M
$383M
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-55.9K- 75.84% |
$6.99M - $9.21M
|
17.8K
$4.68M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-55.9K- 84.5% |
$6.99M - $9.22M
|
10.3K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-56.4K- 23.85% |
$7.05M - $9.3M
|
180K
$47.3M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-56.4K- 4.0% |
$7.06M - $9.31M
|
1.35M
$356M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-57K- 22.92% |
$7.13M - $9.41M
|
192K
$50.4M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-57.6K- 8.64% |
$7.2M - $9.49M
|
608K
$160M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-58.1K- 3.16% |
$7.26M - $9.58M
|
1.78M
$468M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-58.6K- 23.73% |
$7.33M - $9.66M
|
188K
$49.5M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-58.7K- 0.62% |
$7.33M - $9.67M
|
9.36M
$2.46B
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-59K- 10.16% |
$7.37M - $9.72M
|
521K
$137M
|
|
|
May 11, 2023
Q1 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-59.3K- 32.61% |
$7.41M - $9.78M
|
123K
$32.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-59.7K- 11.99% |
$7.46M - $9.85M
|
438K
$115M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-59.8K- 3.3% |
$7.48M - $9.87M
|
1.75M
$460M
|
|
|
May 09, 2023
Q1 2023
|
Cypress Funds LLC
|
SELL
|
- |
-60K- 16.16% |
$7.5M - $9.89M
|
311K
$81.8M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-61.2K- 14.35% |
$7.65M - $10.1M
|
365K
$96M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-61.4K- 20.88% |
$7.67M - $10.1M
|
233K
$61.1M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-61.6K- 46.16% |
$7.7M - $10.2M
|
71.8K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-61.6K- 8.08% |
$7.7M - $10.2M
|
701K
$184M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-61.6K- 8.08% |
$7.7M - $10.2M
|
701K
$184M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-62.7K- 3.94% |
$7.83M - $10.3M
|
1.53M
$402M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-63.3K- 17.5% |
$7.92M - $10.4M
|
299K
$78.5M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-64K- 1.42% |
$8M - $10.6M
|
4.44M
$1.17B
|
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-65.2K- 2.25% |
$8.15M - $10.7M
|
2.84M
$745M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-65.5K- 6.88% |
$8.18M - $10.8M
|
887K
$233M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-65.7K- 15.42% |
$8.21M - $10.8M
|
360K
$94.6M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-65.8K- 0.21% |
$8.22M - $10.8M
|
31.2M
$8.2B
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-66K- 7.95% |
$8.25M - $10.9M
|
764K
$201M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-66.1K- 19.98% |
$8.26M - $10.9M
|
265K
$69.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-66.3K- 51.88% |
$8.29M - $10.9M
|
61.5K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-67K- 2.22% |
$8.38M - $11M
|
2.95M
$775M
|