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 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.82K+ 1.59% |
$352K - $465K
|
180K
$43.6M
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.81K+ 138.79% |
$351K - $463K
|
4.83K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
2.8K+ 2.0% |
$350K - $462K
|
143K
$34.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 16.5% |
$350K - $462K
|
19.8K
$4.8M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.78K+ 10.81% |
$347K - $458K
|
28.5K
$6.91M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 1.63% |
$347K - $457K
|
173K
$41.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.77K+ 19.96% |
$346K - $456K
|
16.6K
$4.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
2.76K+ 35.69% |
$345K - $455K
|
10.5K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.76KNew |
$344K - $454K
|
2.76K
$669K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.75K+ 0.96% |
$344K - $454K
|
289K
$70.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.75K+ 8.14% |
$343K - $453K
|
36.5K
$8.85M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.73K+ 2.13% |
$341K - $450K
|
131K
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.72K+ 2.65% |
$340K - $449K
|
105K
$25.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.71K+ 27.84% |
$338K - $446K
|
12.4K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.68KNew |
$335K - $441K
|
2.68K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.65K+ 5.05% |
$332K - $438K
|
55.2K
$13.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.63K+ 2.14% |
$329K - $434K
|
126K
$30.5M
|
|
|
May 11, 2023
Q1 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
2.62K+ 156.89% |
$328K - $432K
|
4.29K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.61K+ 2.16% |
$327K - $431K
|
124K
$30M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.61K+ 4.12% |
$326K - $430K
|
65.8K
$16M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.6K+ 14.67% |
$325K - $429K
|
20.3K
$4.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.59K+ 0.66% |
$324K - $427K
|
395K
$95.9M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.56K+ 1.16% |
$320K - $422K
|
223K
$54.1M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.55K+ 634.83% |
$319K - $421K
|
2.95K
$717K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.55K+ 1.25% |
$319K - $421K
|
206K
$50M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.55K+ 7.04% |
$319K - $420K
|
38.8K
$9.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.55K+ 69.78% |
$319K - $420K
|
6.2K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
2.55K+ 0.28% |
$318K - $420K
|
899K
$218M
|
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
2.54KNew |
$317K - $419K
|
2.54K
$616K
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.53K+ 11.65% |
$316K - $417K
|
24.3K
$5.89M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.53K+ 0.93% |
$316K - $417K
|
274K
$66.5M
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.52K+ 6.7% |
$315K - $416K
|
40.2K
$9.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
2.52K+ 0.77% |
$315K - $416K
|
331K
$80.3M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
2.52K+ 0.77% |
$315K - $415K
|
327K
$79.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
2.5K+ 78.26% |
$313K - $413K
|
5.7K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.5K+ 9.59% |
$312K - $412K
|
28.5K
$6.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.49K+ 2.47% |
$312K - $411K
|
103K
$25.1M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.46K+ 10.39% |
$308K - $406K
|
26.2K
$6.35M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.46K+ 1.09% |
$308K - $406K
|
229K
$55.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.46K+ 5.4% |
$307K - $405K
|
47.9K
$11.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.45K+ 5.61% |
$306K - $404K
|
46.1K
$11.2M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.44K+ 0.7% |
$305K - $403K
|
352K
$85.4M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.44KNew |
$305K - $402K
|
2.44K
$592K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 0.79% |
$305K - $402K
|
312K
$75.8M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.44K+ 1.49% |
$305K - $402K
|
166K
$40.2M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.43K+ 13.1% |
$304K - $401K
|
21K
$5.1M
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.42K+ 26.68% |
$302K - $398K
|
11.5K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.42K+ 0.92% |
$302K - $398K
|
265K
$64.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.4K+ 2.03% |
$300K - $396K
|
120K
$29.2M
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.4K+ 13.19% |
$300K - $396K
|
20.6K
$5M
|