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 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.13K+ 1.14% |
$266K - $351K
|
189K
$45.9M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.12K+ 0.82% |
$265K - $350K
|
262K
$63.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.12K+ 1.39% |
$265K - $350K
|
154K
$37.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
2.12K+ 2.95% |
$265K - $349K
|
74.1K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2.1KNew |
$263K - $347K
|
2.1K
$510K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
2.1K+ 1.96% |
$263K - $346K
|
109K
$26.5M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.08K+ 0.56% |
$261K - $344K
|
375K
$90.9M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.06K+ 12.97% |
$257K - $340K
|
17.9K
$4.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.05K+ 2.74% |
$256K - $338K
|
76.8K
$18.6M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.03K+ 4.19% |
$254K - $335K
|
50.5K
$12.3M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.02K+ 7.91% |
$252K - $333K
|
27.5K
$6.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.02K+ 3.59% |
$252K - $332K
|
58.1K
$14.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.02K+ 0.06% |
$252K - $332K
|
3.3M
$802M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
2.01K+ 10.89% |
$252K - $332K
|
20.5K
$4.97M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
2.01K+ 4.03% |
$251K - $331K
|
51.8K
$12.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.01K+ 12.48% |
$251K - $331K
|
18.1K
$4.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2K+ 10.99% |
$250K - $330K
|
20.2K
$4.91M
|
|
|
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
2KNew |
$250K - $330K
|
2K
$485K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.99K+ 12.78% |
$249K - $328K
|
17.6K
$4.26M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.99K+ 18.65% |
$248K - $327K
|
12.6K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.98K+ 2.97% |
$247K - $326K
|
68.5K
$16.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.98K+ 16.98% |
$247K - $326K
|
13.6K
$3.31M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
1.97K+ 8.67% |
$247K - $325K
|
24.7K
$6M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 9.54% |
$245K - $324K
|
22.5K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.96K+ 11.81% |
$244K - $322K
|
18.5K
$4.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
1.95K+ 10.03% |
$244K - $322K
|
21.4K
$5.2M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.95K+ 2.11% |
$244K - $322K
|
94.2K
$22.9M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.94K+ 3.05% |
$243K - $321K
|
65.7K
$15.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 1.29% |
$243K - $320K
|
153K
$37.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.94K+ 4.86% |
$243K - $320K
|
41.8K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.94KNew |
$243K - $320K
|
1.94K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.94K+ 4.07% |
$242K - $319K
|
49.5K
$12M
|
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
1.93K+ 2.78% |
$241K - $317K
|
71.3K
$17.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.92K+ 2.51% |
$240K - $317K
|
78.5K
$19.1M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.92K+ 2.28% |
$240K - $316K
|
86.2K
$20.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.91K+ 9.94% |
$238K - $314K
|
21.1K
$5.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
1.89K+ 1.75% |
$236K - $311K
|
110K
$26.7M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.89K+ 8.7% |
$236K - $311K
|
23.6K
$5.72M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 3.25% |
$235K - $311K
|
59.8K
$14.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.88K+ 6.4% |
$235K - $310K
|
31.3K
$7.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.87K+ 1.78% |
$234K - $308K
|
107K
$26M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.86K+ 1.29% |
$232K - $307K
|
146K
$35.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.86K+ 2.63% |
$232K - $307K
|
72.5K
$17.6M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.86K+ 4.97% |
$232K - $307K
|
39.2K
$9.53M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 6.08% |
$232K - $306K
|
32.4K
$7.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.83K+ 4.11% |
$229K - $302K
|
46.4K
$11.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
1.83K+ 0.66% |
$228K - $301K
|
277K
$67.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.82K+ 3.28% |
$228K - $300K
|
57.3K
$13.9M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.8K+ 1.81% |
$225K - $297K
|
101K
$24.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.8K+ 4.47% |
$225K - $296K
|
42K
$10.2M
|