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 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.4K+ 57.69% |
$300K - $396K
|
6.56K
$1.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.4K+ 2.29% |
$300K - $395K
|
107K
$26M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.39K+ 7.62% |
$299K - $395K
|
33.8K
$8.2M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.39K+ 1.76% |
$299K - $394K
|
138K
$33.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.39K+ 4.14% |
$298K - $394K
|
60.1K
$14.6M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.38K+ 19.92% |
$297K - $392K
|
14.3K
$3.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.38K+ 1.12% |
$297K - $392K
|
214K
$52M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.33K+ 18.09% |
$292K - $385K
|
15.2K
$3.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.33K+ 3.11% |
$291K - $384K
|
77.1K
$18.7M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.32K+ 1.03% |
$290K - $383K
|
227K
$55.1M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.32K+ 11.55% |
$290K - $383K
|
22.4K
$5.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 7.3% |
$289K - $382K
|
34K
$8.26M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 15.35% |
$288K - $380K
|
17.3K
$4.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
2.31K+ 0.35% |
$288K - $380K
|
664K
$161M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.3K+ 0.96% |
$288K - $380K
|
242K
$58.8M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.3K+ 10.57% |
$287K - $379K
|
24K
$5.83M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.3K+ 1.62% |
$287K - $379K
|
144K
$35M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.29K+ 3.26% |
$287K - $378K
|
72.7K
$17.6M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
2.29K+ 8.52% |
$286K - $377K
|
29.1K
$7.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.28K+ 6.07% |
$286K - $377K
|
39.9K
$9.69M
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.28K+ 4.94% |
$285K - $376K
|
48.5K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.26K+ 7.17% |
$283K - $373K
|
33.8K
$8.2M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.26K+ 1.45% |
$282K - $372K
|
158K
$38.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.26K+ 1.1% |
$282K - $372K
|
208K
$50.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.26K+ 0.22% |
$282K - $372K
|
1.04M
$253M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2.25K+ 9.77% |
$281K - $371K
|
25.3K
$6.13M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.25K+ 0.96% |
$281K - $371K
|
237K
$57.4M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 3.72% |
$280K - $369K
|
62.4K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.24K+ 1.81% |
$279K - $369K
|
126K
$30.5M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.23K+ 12.06% |
$279K - $368K
|
20.7K
$5.03M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22K+ 0.28% |
$278K - $366K
|
803K
$195M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.22K+ 14.85% |
$277K - $366K
|
17.2K
$4.16M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2.22KNew |
$277K - $366K
|
2.22K
$538K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.21K+ 3.48% |
$277K - $365K
|
65.8K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.21K+ 11.04% |
$276K - $364K
|
22.2K
$5.39M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.2K+ 2.77% |
$275K - $363K
|
81.7K
$19.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.2K+ 7.78% |
$275K - $362K
|
30.5K
$7.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.2K+ 14.05% |
$275K - $362K
|
17.8K
$4.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.19K+ 80.46% |
$274K - $361K
|
4.91K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.19K+ 0.65% |
$273K - $360K
|
340K
$82.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.18K+ 0.48% |
$273K - $360K
|
454K
$110M
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.18K+ 29.29% |
$273K - $360K
|
9.63K
$2.34M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.17K+ 4.37% |
$271K - $358K
|
51.9K
$12.6M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.17K+ 4.35% |
$271K - $358K
|
52K
$12.6M
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.17K+ 1.04% |
$271K - $357K
|
211K
$51.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.16K+ 1.29% |
$271K - $357K
|
170K
$41.3M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.16K+ 44.61% |
$270K - $356K
|
6.99K
$1.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
2.15K+ 6.74% |
$269K - $354K
|
34K
$8.26M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.14K+ 17.13% |
$268K - $353K
|
14.6K
$3.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.14K+ 2.97% |
$267K - $352K
|
74.1K
$18M
|