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 05, 2023
Q1 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.5KNew |
$188K - $248K
|
1.5K
$365K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.5KNew |
$188K - $247K
|
1.5K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.5K+ 25.0% |
$188K - $247K
|
7.5K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.5K+ 3.3% |
$187K - $247K
|
46.9K
$11.4M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1.53% |
$187K - $247K
|
99.2K
$24.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.49K+ 0.97% |
$187K - $246K
|
156K
$37.8M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.49K+ 4.26% |
$187K - $246K
|
36.6K
$8.88M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.49K+ 3.32% |
$187K - $246K
|
46.4K
$11.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Platt Investment Counsel, LLC
|
BUY
|
- |
1.49KNew |
$186K - $245K
|
1.49K
$361K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.49K+ 15.56% |
$186K - $245K
|
11K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.48K+ 5.73% |
$185K - $244K
|
27.3K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
1.48K+ 5.22% |
$185K - $244K
|
29.8K
$7.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.4% |
$185K - $244K
|
63K
$15.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.48K+ 5.38% |
$184K - $243K
|
28.9K
$7.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.47K+ 8.43% |
$184K - $243K
|
18.9K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.47K+ 4.97% |
$183K - $242K
|
31K
$7.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.46K+ 31.18% |
$183K - $241K
|
6.15K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.46K+ 4.87% |
$182K - $241K
|
31.4K
$7.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.46K+ 0.67% |
$182K - $240K
|
218K
$52.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.45KNew |
$182K - $240K
|
1.45K
$353K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.45K+ 2.28% |
$181K - $239K
|
65.1K
$15.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.45KNew |
$181K - $239K
|
1.45K
$351K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.44K+ 1.11% |
$181K - $238K
|
132K
$32M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.44K+ 2.59% |
$180K - $237K
|
56.9K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.44K+ 7.63% |
$180K - $237K
|
20.3K
$4.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.44KNew |
$179K - $237K
|
1.44K
$348K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.44K+ 1.87% |
$179K - $237K
|
78K
$18.9M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.43K+ 1.55% |
$179K - $236K
|
93.9K
$22.8M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.43K+ 8.77% |
$179K - $236K
|
17.8K
$4.31M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.43K+ 6.23% |
$179K - $235K
|
24.3K
$5.91M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.43K+ 4.02% |
$178K - $235K
|
36.9K
$8.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 0.78% |
$178K - $235K
|
185K
$44.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
1.42K+ 12.32% |
$177K - $233K
|
12.9K
$3.13M
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.41K+ 10.21% |
$176K - $233K
|
15.2K
$3.7M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.41K+ 14.0% |
$176K - $233K
|
11.5K
$2.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
BUY
|
- |
1.41KNew |
$176K - $232K
|
1.41K
$341K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.4K+ 0.82% |
$176K - $232K
|
172K
$41.8M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.4K+ 2.78% |
$176K - $232K
|
51.9K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.4K+ 9.52% |
$175K - $231K
|
16.1K
$3.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.4K+ 4.75% |
$175K - $231K
|
30.9K
$7.5M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.4K+ 2.74% |
$175K - $231K
|
52.5K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$175K - $231K
|
1.4K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 1.36% |
$175K - $231K
|
104K
$25.3M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.39K+ 10.55% |
$174K - $230K
|
14.6K
$3.55M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.38K+ 2.37% |
$173K - $228K
|
59.8K
$14.5M
|
|
|
May 02, 2023
Q1 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
1.38KNew |
$173K - $228K
|
1.38K
$335K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.37K+ 4.53% |
$172K - $227K
|
31.7K
$7.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.37K+ 7.68% |
$171K - $226K
|
19.2K
$4.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.36K+ 4.07% |
$170K - $224K
|
34.8K
$8.44M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.36K+ 4.12% |
$170K - $224K
|
34.3K
$8.33M
|