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 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.36KNew |
$170K - $224K
|
1.36K
$330K
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.35K+ 14.82% |
$169K - $222K
|
10.5K
$2.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.35K+ 3.51% |
$169K - $222K
|
39.7K
$9.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
1.35K+ 1.59% |
$169K - $222K
|
86.1K
$20.9M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 1.16% |
$168K - $222K
|
118K
$28.6M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.35K+ 2.4% |
$168K - $222K
|
57.4K
$13.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.34K+ 2.37% |
$167K - $221K
|
57.9K
$14.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.34K+ 1.82% |
$167K - $220K
|
74.7K
$18.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.33KNew |
$167K - $220K
|
1.33K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.33K+ 3.15% |
$167K - $220K
|
43.6K
$10.6M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.33KNew |
$166K - $219K
|
1.33K
$322K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.33K+ 3.23% |
$166K - $219K
|
42.3K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.32KNew |
$165K - $218K
|
1.32K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.32KNew |
$165K - $218K
|
1.32K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.32KNew |
$165K - $217K
|
1.32K
$320K
|
|
|
May 03, 2023
Q1 2023
|
American Capital Management Inc
New York, NY |
BUY
|
- |
1.32KNew |
$165K - $217K
|
1.32K
$319K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.31K+ 0.74% |
$164K - $216K
|
177K
$43M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.31K+ 26.38% |
$163K - $216K
|
6.26K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.31K+ 0.32% |
$163K - $215K
|
411K
$99.7M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.3K+ 1.38% |
$163K - $215K
|
95.9K
$23.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
1.3KNew |
$163K - $214K
|
1.3K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.3K+ 3.66% |
$162K - $214K
|
36.8K
$8.92M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 2.74% |
$162K - $213K
|
48.4K
$11.8M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.29K+ 2.86% |
$161K - $212K
|
46.2K
$11.2M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.29K+ 2.86% |
$161K - $212K
|
46.2K
$11.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.28K+ 12.75% |
$160K - $211K
|
11.3K
$2.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.28K+ 1.01% |
$159K - $210K
|
127K
$30.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.27K+ 3.0% |
$159K - $210K
|
43.8K
$10.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.27K+ 0.35% |
$159K - $209K
|
365K
$88.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
1.27K+ 1.97% |
$159K - $209K
|
65.6K
$15.9M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.26K+ 5.06% |
$158K - $208K
|
26.2K
$6.35M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.25K+ 31.39% |
$156K - $205K
|
5.21K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.24K+ 1.24% |
$155K - $205K
|
101K
$24.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.24KNew |
$155K - $204K
|
1.24K
$300K
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.23KNew |
$154K - $203K
|
1.23K
$299K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 3.94% |
$154K - $203K
|
32.5K
$7.89M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.23K+ 2.5% |
$154K - $202K
|
50.4K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 0.8% |
$153K - $202K
|
154K
$37.3M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$153K - $202K
|
1.23K
$297K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 3.13% |
$153K - $202K
|
40.3K
$9.79M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
1.22K+ 2.6% |
$153K - $202K
|
48.3K
$11.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 5.95% |
$153K - $202K
|
21.8K
$5.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.22K+ 0.72% |
$152K - $201K
|
170K
$41.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.21K+ 2.43% |
$151K - $199K
|
50.9K
$12.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.2K+ 1.25% |
$150K - $198K
|
97.1K
$23.6M
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.2KNew |
$150K - $198K
|
1.2K
$291K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.19K+ 4.88% |
$148K - $195K
|
25.4K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.18K+ 4.91% |
$147K - $194K
|
25.2K
$6.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.17K+ 3.33% |
$147K - $193K
|
36.4K
$8.83M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.17K+ 0.58% |
$147K - $193K
|
202K
$49M
|