Purchases and Sales Made in Q1 2023 in Apple Inc. (AAPL)

AAPL Quotes by TradingView

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 01, 2023 Q1 2023
Legacy Advisors, LLC

BUY
 -
6.7K
+ 8.09%
$838K - $1.1M
89.5K $21.2M
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
6.69K
+ 135.13%
$836K - $1.1M
11.6K $2.76M
Apr 26, 2023 Q1 2023
Red Cedar Investment Management, LLC

BUY
 -
6.68K
+ 33.54%
$835K - $1.1M
26.6K $6.3M
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
6.59K
New
$823K - $1.09M
6.59K $1.56M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
6.57K
+ 2.79%
$821K - $1.08M
241K $57.2M
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
6.54K
+ 5.39%
$818K - $1.08M
128K $30.3M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
6.52K
New
$815K - $1.07M
6.52K $1.54M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
6.37K
New
$796K - $1.05M
6.37K $1.51M
May 12, 2023 Q1 2023
Hanseatic Management Services Inc

BUY
 -
6.36K
New
$795K - $1.05M
6.36K $1.51M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
6.36K
+ 3.4%
$795K - $1.05M
194K $45.8M
May 09, 2023 Q1 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
6.26K
+ 2.29%
$783K - $1.03M
280K $66.4M
May 09, 2023 Q1 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
6.25K
+ 107.56%
$781K - $1.03M
12.1K $2.86M
Aug 09, 2023 Q1 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
6.25K
+ 37.12%
$781K - $1.03M
23.1K $5.46M
Apr 19, 2023 Q1 2023
O Donnell Financial Services, LLC

BUY
 -
6.24K
+ 20.61%
$780K - $1.03M
36.5K $8.64M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.22K
+ 0.44%
$778K - $1.03M
1.42M $336M
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
6.18K
+ 6.51%
$773K - $1.02M
101K $24M
May 12, 2023 Q1 2023
L2 Asset Management, LLC

Wayland, MA
BUY
 -
6.16K
+ 13.41%
$770K - $1.02M
52.1K $12.3M
Apr 28, 2023 Q1 2023
Copperwynd Financial, LLC

BUY
 -
6.16K
+ 39.14%
$770K - $1.02M
21.9K $5.18M
Apr 21, 2023 Q1 2023
Blb&B Advisors, LLC

BUY
 -
6.1K
+ 2.0%
$763K - $1.01M
312K $73.8M
May 03, 2023 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
6.08K
+ 2.68%
$760K - $1M
233K $55.1M
May 20, 2024 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
6.08K
+ 2.68%
$760K - $1M
233K $55.1M
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
5.98K
+ 15.98%
$748K - $987K
43.4K $10.3M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
5.98K
+ 7.25%
$747K - $985K
88.4K $20.9M
Apr 10, 2023 Q1 2023
Snider Financial Group

Bellevue, WA
BUY
 -
5.96K
+ 34.78%
$745K - $982K
23.1K $5.47M
May 11, 2023 Q1 2023
Balentine LLC

Atlanta, GA
BUY
 -
5.96K
+ 5.34%
$745K - $982K
118K $27.8M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
5.95K
+ 5.94%
$744K - $982K
106K $25.1M
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
5.95K
+ 34.99%
$744K - $981K
23K $5.44M
Apr 24, 2023 Q1 2023
First Bancorp, Inc

BUY
 -
5.93K
+ 18.37%
$741K - $978K
38.2K $9.05M
May 09, 2023 Q1 2023
Gam Holding Ag

BUY
 -
5.92K
+ 6.45%
$740K - $977K
97.7K $23.1M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
5.87K
+ 3.81%
$734K - $968K
160K $37.9M
Jun 26, 2023 Q1 2023
Triton Wealth Management, Pllc

BUY
 -
5.83K
+ 27.58%
$729K - $962K
27K $6.39M
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
5.8K
+ 12.62%
$725K - $956K
51.7K $12.3M
May 03, 2023 Q1 2023
Vista Capital Partners, Inc.

BUY
 -
5.79K
+ 17.65%
$724K - $955K
38.6K $9.15M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
5.77K
+ 4.36%
$721K - $951K
138K $32.7M
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
5.77K
New
$721K - $951K
5.77K $1.37M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
5.76K
+ 1.45%
$720K - $950K
402K $95.3M
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
5.73K
+ 6.07%
$716K - $945K
100K $23.7M
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
5.68K
+ 4.35%
$709K - $936K
136K $32.2M
Jul 18, 2023 Q1 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
5.59K
New
$699K - $922K
5.59K $1.32M
May 04, 2023 Q1 2023
Ninepoint Partners LP

BUY
 -
5.56K
New
$695K - $916K
5.56K $1.32M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
5.5K
+ 9.21%
$688K - $907K
65.2K $15.5M
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
5.48K
+ 2.21%
$685K - $904K
253K $60M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
5.47K
+ 2.04%
$684K - $903K
274K $65M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
5.46K
+ 1.29%
$683K - $901K
428K $101M
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
5.45K
+ 14.35%
$682K - $899K
43.5K $10.3M
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
5.42K
+ 15.49%
$677K - $893K
40.4K $9.57M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
5.42K
+ 6.5%
$677K - $893K
88.7K $21M
Apr 09, 2024 Q1 2023
Morningstar Investment Management LLC

Chicago, IL
BUY
 -
5.38K
+ 4.64%
$673K - $888K
121K $28.8M
Apr 20, 2023 Q1 2023
Wealthpoint, LLC

BUY
 -
5.38K
+ 6.07%
$673K - $887K
94.1K $22.3M

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