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 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 0.92% |
$146K - $193K
|
128K
$31M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.16K+ 0.08% |
$146K - $192K
|
1.52M
$368M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.16K+ 4.03% |
$145K - $191K
|
29.9K
$7.26M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.16K+ 1.54% |
$145K - $191K
|
76.5K
$18.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.16K+ 4.4% |
$144K - $190K
|
27.4K
$6.66M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.15K+ 1.76% |
$144K - $189K
|
66.3K
$16.1M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 25.22% |
$142K - $187K
|
5.63K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.13K+ 3.35% |
$141K - $186K
|
34.8K
$8.45M
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.12K+ 24.83% |
$140K - $185K
|
5.65K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
1.12K+ 10.57% |
$140K - $185K
|
11.7K
$2.85M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.12K+ 2.2% |
$140K - $184K
|
52K
$12.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.12K+ 3.61% |
$140K - $184K
|
32K
$7.78M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11K+ 1.07% |
$139K - $183K
|
105K
$25.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.11K+ 1.08% |
$139K - $183K
|
104K
$25.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 10.01% |
$138K - $181K
|
12.1K
$2.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.1K+ 1.93% |
$137K - $181K
|
57.8K
$14M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.09K+ 3.47% |
$136K - $180K
|
32.5K
$7.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.09K+ 2.77% |
$136K - $179K
|
40.3K
$9.79M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.09K+ 16.58% |
$136K - $179K
|
7.63K
$1.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.09K+ 1.56% |
$136K - $179K
|
70.7K
$17.1M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.09K+ 0.68% |
$136K - $179K
|
161K
$39.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.08K+ 4.28% |
$136K - $179K
|
26.4K
$6.41M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.08K+ 10.14% |
$135K - $178K
|
11.7K
$2.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.08K+ 2.41% |
$134K - $177K
|
45.7K
$11.1M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
1.07K+ 3.5% |
$134K - $177K
|
31.7K
$7.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
1.07K+ 18.03% |
$134K - $176K
|
6.99K
$1.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.06K+ 1.2% |
$132K - $175K
|
89.1K
$21.6M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.06K+ 12.6% |
$132K - $174K
|
9.44K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.05K+ 0.79% |
$132K - $174K
|
135K
$32.8M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.05K+ 0.99% |
$132K - $173K
|
107K
$26M
|
|
|
Apr 19, 2023
Q1 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
1.04K+ 0.74% |
$129K - $171K
|
141K
$34.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.04K+ 1.7% |
$129K - $171K
|
61.7K
$15M
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.02K+ 0.89% |
$127K - $168K
|
115K
$28M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.02K+ 0.4% |
$127K - $167K
|
255K
$61.8M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.01K+ 3.65% |
$127K - $167K
|
28.8K
$6.98M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.01K+ 3.65% |
$127K - $167K
|
28.8K
$6.98M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.01K+ 2.3% |
$127K - $167K
|
45K
$10.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
1.01K+ 1.91% |
$126K - $167K
|
53.9K
$13.1M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.01K+ 1.03% |
$126K - $166K
|
98.5K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.01K+ 28.35% |
$126K - $166K
|
4.56K
$1.11M
|
|
|
Aug 14, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
1.01K+ 0.75% |
$126K - $166K
|
134K
$32.6M
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1K+ 1.22% |
$126K - $166K
|
83.5K
$20.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1K+ 5.02% |
$125K - $165K
|
21K
$5.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1K+ 3.78% |
$125K - $165K
|
27.5K
$6.68M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1K+ 17.14% |
$125K - $165K
|
6.84K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1K+ 2.13% |
$125K - $165K
|
48K
$11.7M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
996+ 17.45% |
$125K - $164K
|
6.7K
$1.63M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
995+ 0.89% |
$124K - $164K
|
113K
$27.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
994+ 0.8% |
$124K - $164K
|
125K
$30.3M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
991+ 3.67% |
$124K - $163K
|
28K
$6.8M
|