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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.81K+ 0.64% |
$476K - $628K
|
600K
$146M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.77K+ 6.75% |
$471K - $621K
|
59.6K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.76K+ 6.21% |
$471K - $621K
|
64.4K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.75K+ 1.82% |
$469K - $619K
|
210K
$50.9M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.74K+ 11.64% |
$467K - $616K
|
35.8K
$8.69M
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.73K+ 12.09% |
$466K - $615K
|
34.6K
$8.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
3.69K+ 0.4% |
$462K - $609K
|
922K
$224M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
3.69K+ 0.68% |
$461K - $608K
|
546K
$133M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.68K+ 0.73% |
$460K - $607K
|
509K
$124M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.67K+ 4.96% |
$459K - $606K
|
77.7K
$18.9M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.66K+ 45.55% |
$458K - $604K
|
11.7K
$2.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.66K+ 2.13% |
$457K - $603K
|
175K
$42.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.64K+ 12.08% |
$455K - $600K
|
33.8K
$8.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
3.64K+ 66.59% |
$455K - $600K
|
9.1K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.64K+ 0.34% |
$455K - $600K
|
1.07M
$259M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
3.63K+ 0.35% |
$454K - $599K
|
1.04M
$252M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.62K+ 16.49% |
$452K - $597K
|
25.6K
$6.21M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.6K+ 2.22% |
$450K - $593K
|
166K
$40.2M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.59K+ 1.26% |
$449K - $592K
|
288K
$69.8M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.54K+ 10.58% |
$443K - $584K
|
37K
$8.98M
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
3.53K+ 9.33% |
$441K - $581K
|
41.3K
$10M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.5K+ 60.89% |
$438K - $578K
|
9.26K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Gruss & Co., LLC
|
BUY
|
- |
3.5K+ 83.33% |
$438K - $577K
|
7.7K
$1.87M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.5K+ 33.08% |
$437K - $577K
|
14.1K
$3.42M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.49K+ 4.1% |
$436K - $575K
|
88.6K
$21.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.48K+ 3.22% |
$435K - $574K
|
112K
$27.1M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.48K+ 97.37% |
$435K - $573K
|
7.05K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
3.44K+ 8.43% |
$430K - $567K
|
44.2K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.42K+ 3.19% |
$428K - $564K
|
111K
$26.8M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.42K+ 0.93% |
$427K - $563K
|
373K
$90.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.42K+ 2.35% |
$427K - $563K
|
149K
$36.1M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.41K+ 6.62% |
$426K - $562K
|
54.9K
$13.3M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.39K+ 5.5% |
$424K - $559K
|
65K
$15.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.37K+ 1.18% |
$421K - $555K
|
288K
$69.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
3.36K+ 7.68% |
$420K - $554K
|
47.1K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.35K+ 1.69% |
$419K - $553K
|
202K
$49M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
3.34K+ 3.67% |
$418K - $551K
|
94.4K
$22.9M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.33K+ 1.75% |
$417K - $550K
|
194K
$47.1M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
3.32K+ 1.09% |
$415K - $548K
|
308K
$74.8M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.31K+ 0.7% |
$413K - $545K
|
476K
$115M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.25K+ 9.31% |
$407K - $536K
|
38.2K
$9.27M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.25K+ 0.97% |
$406K - $535K
|
338K
$81.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.24K+ 25.74% |
$405K - $535K
|
15.8K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.24K+ 1.19% |
$405K - $534K
|
275K
$66.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.23K+ 5.86% |
$404K - $533K
|
58.4K
$14.2M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.22K+ 1.28% |
$402K - $531K
|
256K
$62M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
3.21K+ 3.06% |
$402K - $530K
|
108K
$26.2M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.21K+ 14.55% |
$402K - $530K
|
25.3K
$6.14M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
3.2KNew |
$400K - $527K
|
3.2K
$776K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.18K+ 28.08% |
$397K - $524K
|
14.5K
$3.52M
|