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 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
1.01K+ 1.91% |
$126K - $167K
|
53.9K
$11.3M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.01K+ 1.03% |
$126K - $166K
|
98.5K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.01K+ 28.35% |
$126K - $166K
|
4.56K
$959K
|
|
|
Aug 14, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
1.01K+ 0.75% |
$126K - $166K
|
134K
$28.2M
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1K+ 1.22% |
$126K - $166K
|
83.5K
$17.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1K+ 5.02% |
$125K - $165K
|
21K
$4.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1K+ 3.78% |
$125K - $165K
|
27.5K
$5.78M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1K+ 17.14% |
$125K - $165K
|
6.84K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1K+ 2.13% |
$125K - $165K
|
48K
$10.1M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
996+ 17.45% |
$125K - $164K
|
6.7K
$1.41M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
995+ 0.89% |
$124K - $164K
|
113K
$23.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
994+ 0.8% |
$124K - $164K
|
125K
$26.3M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
991+ 3.67% |
$124K - $163K
|
28K
$5.88M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
985+ 1.05% |
$123K - $162K
|
95K
$19.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
984+ 3.16% |
$123K - $162K
|
32.1K
$6.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
978+ 0.36% |
$122K - $161K
|
271K
$56.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
978+ 2.34% |
$122K - $161K
|
42.8K
$9M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
975+ 0.51% |
$122K - $161K
|
192K
$40.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
970+ 1.57% |
$121K - $160K
|
62.7K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
967+ 1.68% |
$121K - $159K
|
58.6K
$12.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
951+ 1.71% |
$119K - $157K
|
56.7K
$11.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
949+ 1.42% |
$119K - $156K
|
67.7K
$14.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
939+ 9.4% |
$117K - $155K
|
10.9K
$2.3M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
938+ 3.33% |
$117K - $155K
|
29.1K
$6.11M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
934+ 2.67% |
$117K - $154K
|
36K
$7.55M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
932+ 0.58% |
$117K - $154K
|
161K
$33.8M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
930+ 3.01% |
$116K - $153K
|
31.8K
$6.69M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
927+ 1.96% |
$116K - $153K
|
48.3K
$10.1M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
921+ 8.4% |
$115K - $152K
|
11.9K
$2.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
918+ 8.72% |
$115K - $151K
|
11.4K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
915+ 1.5% |
$114K - $151K
|
62K
$13M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
912+ 2.2% |
$114K - $150K
|
42.5K
$8.92M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
901+ 0.78% |
$113K - $149K
|
116K
$24.4M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
900+ 1.72% |
$113K - $148K
|
53.4K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
890+ 6.38% |
$111K - $147K
|
14.8K
$3.12M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
884+ 9.63% |
$111K - $146K
|
10.1K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
883+ 4.4% |
$110K - $146K
|
20.9K
$4.4M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
883+ 3.9% |
$110K - $146K
|
23.5K
$4.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
880+ 10.27% |
$110K - $145K
|
9.45K
$1.98M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
880+ 28.11% |
$110K - $145K
|
4.01K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
878+ 1.82% |
$110K - $145K
|
49.2K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
875+ 7.63% |
$109K - $144K
|
12.3K
$2.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
871+ 0.05% |
$109K - $144K
|
1.75M
$368M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
870+ 0.72% |
$109K - $143K
|
122K
$25.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
869+ 3.72% |
$109K - $143K
|
24.2K
$5.09M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
868+ 2.31% |
$109K - $143K
|
38.4K
$8.07M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
864+ 1.5% |
$108K - $142K
|
58.5K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
862+ 5.46% |
$108K - $142K
|
16.6K
$3.49M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
862+ 0.54% |
$108K - $142K
|
161K
$33.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
860+ 1.92% |
$108K - $142K
|
45.6K
$9.58M
|