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 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.37K+ 5.4% |
$547K - $721K
|
85.3K
$20.7M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.35K+ 1.5% |
$544K - $717K
|
294K
$71.3M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.34KNew |
$543K - $716K
|
4.34K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.33K+ 11.59% |
$542K - $715K
|
41.7K
$10.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
4.32K+ 154.84% |
$540K - $712K
|
7.11K
$1.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 7.42% |
$540K - $712K
|
62.5K
$15.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.32K+ 2.1% |
$539K - $712K
|
210K
$50.9M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
4.27K+ 7.88% |
$534K - $704K
|
58.5K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.27K+ 2.02% |
$534K - $704K
|
216K
$52.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.25K+ 11.89% |
$531K - $701K
|
40K
$9.7M
|
|
|
May 04, 2023
Q1 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.24K+ 140.33% |
$530K - $699K
|
7.26K
$1.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 50.01% |
$530K - $699K
|
12.7K
$3.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
4.23K+ 12.28% |
$528K - $697K
|
38.6K
$9.38M
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
4.21K+ 0.42% |
$526K - $694K
|
1M
$243M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
4.2K+ 16.05% |
$525K - $693K
|
30.4K
$7.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
4.2K+ 5.23% |
$525K - $692K
|
84.4K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.19K+ 3.35% |
$524K - $691K
|
129K
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.19K+ 118.43% |
$524K - $691K
|
7.73K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.17K+ 11.6% |
$521K - $688K
|
40.1K
$9.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4.16K+ 4.54% |
$520K - $685K
|
95.7K
$23.2M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
4.14K+ 0.66% |
$518K - $683K
|
629K
$153M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.12K+ 2.49% |
$515K - $680K
|
170K
$41.2M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.12K+ 1.35% |
$515K - $679K
|
309K
$74.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
4.12K+ 2.54% |
$515K - $679K
|
166K
$40.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.1K+ 7.84% |
$513K - $677K
|
56.5K
$13.7M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.1K+ 5.56% |
$512K - $675K
|
77.7K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.09KNew |
$511K - $674K
|
4.09K
$992K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.09K+ 21.38% |
$511K - $674K
|
23.2K
$5.63M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.09K+ 12.62% |
$511K - $674K
|
36.5K
$8.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.09K+ 23.44% |
$511K - $674K
|
21.5K
$5.22M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
4.08K+ 2.04% |
$510K - $673K
|
204K
$49.4M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.06K+ 7.36% |
$507K - $669K
|
59.2K
$14.4M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.03K+ 8.96% |
$503K - $664K
|
49K
$11.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
4.02K+ 2.15% |
$503K - $663K
|
191K
$46.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.01K+ 46.15% |
$502K - $662K
|
12.7K
$3.08M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
3.99K+ 3.92% |
$499K - $658K
|
106K
$25.7M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.98K+ 3.69% |
$498K - $657K
|
112K
$27.1M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.94K+ 9.73% |
$493K - $650K
|
44.4K
$10.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.93K+ 20.45% |
$491K - $648K
|
23.2K
$5.62M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.92K+ 1.01% |
$490K - $647K
|
394K
$95.5M
|
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
3.92K+ 5.23% |
$490K - $647K
|
78.9K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.92K+ 0.38% |
$490K - $646K
|
1.04M
$253M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.9K+ 1.4% |
$488K - $644K
|
284K
$68.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.88K+ 5.56% |
$485K - $640K
|
73.7K
$17.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.88K+ 5.3% |
$485K - $640K
|
77.1K
$18.7M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.88K+ 13.88% |
$485K - $639K
|
31.8K
$7.72M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.87K+ 4.39% |
$483K - $637K
|
91.8K
$22.3M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.85K+ 3.29% |
$482K - $635K
|
121K
$29.4M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.85K+ 4.23% |
$481K - $635K
|
94.9K
$23M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.83K+ 8.09% |
$479K - $632K
|
51.2K
$12.4M
|