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 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
985+ 1.05% |
$123K - $162K
|
95K
$23.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
984+ 3.16% |
$123K - $162K
|
32.1K
$7.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
978+ 0.36% |
$122K - $161K
|
271K
$65.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
978+ 2.34% |
$122K - $161K
|
42.8K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
975+ 0.51% |
$122K - $161K
|
192K
$46.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
970+ 1.57% |
$121K - $160K
|
62.7K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
967+ 1.68% |
$121K - $159K
|
58.6K
$14.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
951+ 1.71% |
$119K - $157K
|
56.7K
$13.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
949+ 1.42% |
$119K - $156K
|
67.7K
$16.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
939+ 9.4% |
$117K - $155K
|
10.9K
$2.65M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
938+ 3.33% |
$117K - $155K
|
29.1K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
934+ 2.67% |
$117K - $154K
|
36K
$8.73M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
932+ 0.58% |
$117K - $154K
|
161K
$39.1M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
930+ 3.01% |
$116K - $153K
|
31.8K
$7.73M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
927+ 1.96% |
$116K - $153K
|
48.3K
$11.7M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
921+ 8.4% |
$115K - $152K
|
11.9K
$2.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
918+ 8.72% |
$115K - $151K
|
11.4K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
915+ 1.5% |
$114K - $151K
|
62K
$15M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
912+ 2.2% |
$114K - $150K
|
42.5K
$10.3M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
901+ 0.78% |
$113K - $149K
|
116K
$28.1M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
900+ 1.72% |
$113K - $148K
|
53.4K
$12.9M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
890+ 6.38% |
$111K - $147K
|
14.8K
$3.6M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
884+ 9.63% |
$111K - $146K
|
10.1K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
883+ 4.4% |
$110K - $146K
|
20.9K
$5.08M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
883+ 3.9% |
$110K - $146K
|
23.5K
$5.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
880+ 10.27% |
$110K - $145K
|
9.45K
$2.29M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
880+ 28.11% |
$110K - $145K
|
4.01K
$973K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
878+ 1.82% |
$110K - $145K
|
49.2K
$11.9M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
875+ 7.63% |
$109K - $144K
|
12.3K
$3M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
871+ 0.05% |
$109K - $144K
|
1.75M
$425M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
870+ 0.72% |
$109K - $143K
|
122K
$29.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
869+ 3.72% |
$109K - $143K
|
24.2K
$5.88M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
868+ 2.31% |
$109K - $143K
|
38.4K
$9.32M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
864+ 1.5% |
$108K - $142K
|
58.5K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
862+ 5.46% |
$108K - $142K
|
16.6K
$4.04M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
862+ 0.54% |
$108K - $142K
|
161K
$39M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
860+ 1.92% |
$108K - $142K
|
45.6K
$11.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
857+ 1.3% |
$107K - $141K
|
66.9K
$16.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
855+ 3.01% |
$107K - $141K
|
29.2K
$7.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
853+ 1.75% |
$107K - $141K
|
49.7K
$12.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
853+ 1.76% |
$107K - $141K
|
49.3K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
853+ 0.58% |
$107K - $141K
|
147K
$35.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
846+ 2.46% |
$106K - $140K
|
35.2K
$8.55M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
840+ 1.51% |
$105K - $139K
|
56.4K
$13.7M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
837+ 2.38% |
$105K - $138K
|
36K
$8.73M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
836+ 3.9% |
$105K - $138K
|
22.3K
$5.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
833+ 0.45% |
$104K - $137K
|
187K
$45.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
829+ 13.05% |
$104K - $137K
|
7.18K
$1.74M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
826+ 7.54% |
$103K - $136K
|
11.8K
$2.86M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
824+ 3.2% |
$103K - $136K
|
26.6K
$6.45M
|