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 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
824+ 0.56% |
$103K - $136K
|
147K
$35.8M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
824+ 0.68% |
$103K - $136K
|
121K
$29.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
822+ 1.84% |
$103K - $136K
|
45.5K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
822+ 36.79% |
$103K - $136K
|
3.06K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
818+ 2.37% |
$102K - $135K
|
35.4K
$8.58M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
817+ 13.25% |
$102K - $135K
|
6.98K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
809+ 16.07% |
$101K - $133K
|
5.84K
$1.42M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
809+ 3.35% |
$101K - $133K
|
24.9K
$6.05M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
804+ 0.66% |
$101K - $133K
|
122K
$29.5M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
803+ 3.23% |
$100K - $132K
|
25.6K
$6.22M
|
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
BUY
|
- |
799+ 0.63% |
$99.9K - $132K
|
129K
$31.2M
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
797+ 1.99% |
$99.6K - $131K
|
40.9K
$9.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
795+ 2.57% |
$99.4K - $131K
|
31.7K
$7.7M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
794+ 0.45% |
$99.3K - $131K
|
175K
$42.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
790+ 1.58% |
$98.8K - $130K
|
50.6K
$12.3M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
789+ 3.45% |
$98.6K - $130K
|
23.7K
$5.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
786+ 0.71% |
$98.3K - $130K
|
111K
$26.9M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
782+ 8.31% |
$97.8K - $129K
|
10.2K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
777+ 2.65% |
$97.1K - $128K
|
30.1K
$7.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
774+ 8.01% |
$96.8K - $128K
|
10.4K
$2.53M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
774+ 3.25% |
$96.8K - $128K
|
24.6K
$5.96M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
772+ 0.75% |
$96.5K - $127K
|
104K
$25.3M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
770+ 1.21% |
$96.3K - $127K
|
64.2K
$15.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
768+ 3.19% |
$96K - $127K
|
24.8K
$6.03M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
751+ 20.06% |
$93.9K - $124K
|
4.49K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
750+ 38.25% |
$93.8K - $124K
|
2.71K
$658K
|
|
|
May 08, 2023
Q1 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
750+ 12.0% |
$93.8K - $124K
|
7K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
748+ 5.77% |
$93.5K - $123K
|
13.7K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
748+ 2.9% |
$93.5K - $123K
|
26.6K
$6.45M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
748+ 5.77% |
$93.5K - $123K
|
13.7K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
747+ 5.54% |
$93.4K - $123K
|
14.2K
$3.46M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
746+ 0.77% |
$93.3K - $123K
|
97.9K
$23.8M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
739+ 0.8% |
$92.4K - $122K
|
92.7K
$22.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
733+ 1.19% |
$91.6K - $121K
|
62.1K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
732+ 2.25% |
$91.5K - $121K
|
33.3K
$8.09M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
731+ 0.55% |
$91.4K - $121K
|
135K
$32.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
731+ 3.85% |
$91.4K - $121K
|
19.7K
$4.79M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
725+ 0.43% |
$90.6K - $120K
|
170K
$41.3M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
723+ 1.01% |
$90.4K - $119K
|
72K
$17.5M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
723+ 1.63% |
$90.4K - $119K
|
45.1K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
714+ 1.48% |
$89.3K - $118K
|
48.8K
$11.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
712+ 30.53% |
$89K - $117K
|
3.04K
$739K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
707+ 1.5% |
$88.4K - $117K
|
47.8K
$11.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
701+ 1.18% |
$87.6K - $116K
|
59.9K
$14.5M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
696+ 3.25% |
$87K - $115K
|
22.1K
$5.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
692+ 1.14% |
$86.5K - $114K
|
61.6K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
692+ 2.91% |
$86.5K - $114K
|
24.4K
$5.93M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
679+ 12.69% |
$84.9K - $112K
|
6.03K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
678+ 15.1% |
$84.8K - $112K
|
5.17K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
676+ 2.05% |
$84.5K - $111K
|
33.6K
$8.17M
|