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 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.17K+ 1.05% |
$397K - $523K
|
306K
$74.4M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
3.16K+ 4.0% |
$395K - $521K
|
82.2K
$20M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.15K+ 0.67% |
$394K - $520K
|
475K
$115M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
3.15K+ 2.3% |
$393K - $519K
|
140K
$33.9M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.13KNew |
$391K - $516K
|
3.13K
$760K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.13K+ 7.0% |
$391K - $516K
|
47.8K
$11.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
BUY
|
- |
3.12K+ 16.69% |
$390K - $514K
|
21.8K
$5.29M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 4.33% |
$389K - $513K
|
75K
$18.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
3.11K+ 2.76% |
$389K - $513K
|
116K
$28.1M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.11KNew |
$389K - $513K
|
3.11K
$755K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.11K+ 4.72% |
$388K - $512K
|
69K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.1K+ 3.0% |
$388K - $511K
|
106K
$25.8M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
3.1K+ 11.95% |
$388K - $511K
|
29K
$7.05M
|
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3.1KNew |
$388K - $511K
|
3.1K
$752K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.1K+ 8.19% |
$387K - $511K
|
40.9K
$9.94M
|
|
|
May 02, 2023
Q1 2023
|
Palmer Knight CO
|
BUY
|
- |
3.1K+ 8.22% |
$387K - $510K
|
40.8K
$9.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.09K+ 8.32% |
$387K - $510K
|
40.3K
$9.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
3.09K+ 2.26% |
$386K - $509K
|
140K
$33.9M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.09K+ 11.04% |
$386K - $509K
|
31K
$7.53M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.08K+ 2.85% |
$385K - $507K
|
111K
$26.9M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.07K+ 4.2% |
$383K - $505K
|
76.1K
$18.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
3.06K+ 3.89% |
$382K - $504K
|
81.6K
$19.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.05K+ 5.72% |
$381K - $503K
|
56.4K
$13.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
3.04K+ 40.64% |
$380K - $501K
|
10.5K
$2.55M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.02K+ 0.51% |
$378K - $498K
|
596K
$145M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3.02K+ 11.78% |
$377K - $497K
|
28.6K
$6.94M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
3.01K+ 0.37% |
$376K - $496K
|
825K
$200M
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
3K+ 21.73% |
$376K - $495K
|
16.8K
$4.08M
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
3K+ 24.88% |
$375K - $495K
|
15.1K
$3.65M
|
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
3K+ 26.59% |
$375K - $495K
|
14.3K
$3.47M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.99K+ 8.98% |
$374K - $494K
|
36.3K
$8.82M
|
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.99K+ 2.3% |
$373K - $492K
|
133K
$32.3M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
2.97KNew |
$371K - $489K
|
2.97K
$720K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.96K+ 3.34% |
$371K - $489K
|
91.7K
$22.3M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.96K+ 7.09% |
$371K - $489K
|
44.7K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.94K+ 2.8% |
$367K - $484K
|
108K
$26.2M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.94K+ 0.78% |
$367K - $484K
|
380K
$92.2M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.93K+ 0.98% |
$366K - $483K
|
301K
$73M
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.92K+ 33.46% |
$365K - $482K
|
11.7K
$2.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
2.91K+ 1.45% |
$364K - $480K
|
203K
$49.3M
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.9K+ 269.77% |
$363K - $478K
|
3.98K
$965K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.89K+ 12.75% |
$362K - $477K
|
25.6K
$6.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.89K+ 20.78% |
$362K - $477K
|
16.8K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.89K+ 1.36% |
$361K - $476K
|
215K
$52.1M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.89K+ 5.89% |
$361K - $476K
|
51.9K
$12.6M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
2.88K+ 4.11% |
$360K - $475K
|
72.9K
$17.7M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.88K+ 9.13% |
$360K - $475K
|
34.4K
$8.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
2.83K+ 3.33% |
$354K - $467K
|
87.9K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.83K+ 3.72% |
$354K - $467K
|
78.9K
$19.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83K+ 3.63% |
$353K - $466K
|
80.6K
$19.6M
|