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 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.37K+ 12.26% |
$671K - $885K
|
49.1K
$11.9M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
5.31K+ 0.78% |
$664K - $875K
|
682K
$165M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.31K+ 17.12% |
$663K - $875K
|
36.3K
$8.81M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.3K+ 0.63% |
$663K - $875K
|
853K
$207M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
5.29KNew |
$662K - $873K
|
5.29K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.29K+ 1.99% |
$661K - $872K
|
271K
$65.7M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.28KNew |
$661K - $871K
|
5.28K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.26K+ 1.79% |
$657K - $867K
|
298K
$72.4M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.25KNew |
$656K - $866K
|
5.25K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.21K+ 86750.0% |
$651K - $858K
|
5.21K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
5.2K+ 11.22% |
$650K - $858K
|
51.6K
$12.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
5.2K+ 9.42% |
$650K - $857K
|
60.4K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
5.17K+ 1.82% |
$646K - $852K
|
289K
$70.1M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
5.13KNew |
$642K - $846K
|
5.13K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
5.09K+ 3.73% |
$636K - $839K
|
142K
$34.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.07K+ 3.66% |
$633K - $835K
|
144K
$34.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
5.06K+ 6.25% |
$633K - $835K
|
86.1K
$20.9M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.05K+ 0.42% |
$631K - $832K
|
1.21M
$294M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
5.05K+ 3.95% |
$631K - $832K
|
133K
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.03K+ 7.85% |
$628K - $829K
|
69K
$16.8M
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
5.03K+ 110.1% |
$628K - $829K
|
9.59K
$2.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
5.02K+ 1.28% |
$628K - $828K
|
398K
$96.5M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 5.56% |
$627K - $827K
|
95.2K
$23.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.99KNew |
$623K - $822K
|
4.99K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.97K+ 41.88% |
$622K - $820K
|
16.9K
$4.09M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.97K+ 123.03% |
$622K - $820K
|
9.02K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.95K+ 14.0% |
$619K - $816K
|
40.3K
$9.79M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.95K+ 9.99% |
$619K - $816K
|
54.5K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
4.94K+ 4.43% |
$618K - $815K
|
117K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.9K+ 32.05% |
$612K - $808K
|
20.2K
$4.9M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.89K+ 8.58% |
$611K - $806K
|
61.9K
$15M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.83K+ 0.69% |
$604K - $796K
|
707K
$171M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
4.77KNew |
$596K - $786K
|
4.77K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.76K+ 251.8% |
$596K - $786K
|
6.66K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
4.72K+ 6.65% |
$590K - $778K
|
75.6K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.7K+ 32.19% |
$587K - $775K
|
19.3K
$4.68M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.66K+ 4.2% |
$582K - $768K
|
116K
$28.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
4.63K+ 4.07% |
$579K - $764K
|
118K
$28.7M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.6K+ 0.36% |
$575K - $758K
|
1.28M
$312M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.59K+ 3.17% |
$574K - $757K
|
149K
$36.2M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.57K+ 0.69% |
$572K - $754K
|
666K
$162M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.57K+ 11.89% |
$572K - $754K
|
43K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.57K+ 0.67% |
$572K - $754K
|
692K
$168M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.57K+ 1.5% |
$571K - $754K
|
310K
$75.2M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.53K+ 1.85% |
$566K - $746K
|
249K
$60.4M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
4.49K+ 6.08% |
$561K - $741K
|
78.4K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.48K+ 0.24% |
$559K - $738K
|
1.86M
$451M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.46K+ 2.07% |
$557K - $735K
|
220K
$53.4M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.43K+ 7.67% |
$554K - $730K
|
62.1K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.4K+ 2.28% |
$549K - $725K
|
197K
$47.9M
|