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 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
675+ 2.46% |
$84.4K - $111K
|
28.1K
$6.83M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
670+ 6.32% |
$83.8K - $110K
|
11.3K
$2.74M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
665+ 2.24% |
$83.1K - $110K
|
30.3K
$7.36M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
663+ 15.02% |
$82.9K - $109K
|
5.08K
$1.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
662+ 4.29% |
$82.8K - $109K
|
16.1K
$3.9M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
662+ 10.92% |
$82.8K - $109K
|
6.72K
$1.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
661+ 1.17% |
$82.6K - $109K
|
56.9K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
658+ 3.03% |
$82.3K - $109K
|
22.4K
$5.43M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
657+ 0.37% |
$82.1K - $108K
|
178K
$43.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
656+ 0.81% |
$82K - $108K
|
81.3K
$19.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
653+ 1.22% |
$81.6K - $108K
|
54.1K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
653+ 3.99% |
$81.6K - $108K
|
17K
$4.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
651+ 0.88% |
$81.4K - $107K
|
75K
$18.2M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
650+ 1.04% |
$81.3K - $107K
|
63.4K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
649+ 1.48% |
$81.1K - $107K
|
44.4K
$10.8M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
649+ 12.94% |
$81.1K - $107K
|
5.66K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
645+ 2.31% |
$80.6K - $106K
|
28.6K
$6.93M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
643+ 1.05% |
$80.4K - $106K
|
61.9K
$15M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
641+ 10.33% |
$80.1K - $106K
|
6.85K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
641+ 1.39% |
$80.1K - $106K
|
46.8K
$11.4M
|
|
|
May 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
638+ 0.86% |
$79.8K - $105K
|
75.2K
$18.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
635+ 1.09% |
$79.4K - $105K
|
58.6K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
635+ 0.79% |
$79.4K - $105K
|
80.9K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
634+ 2.99% |
$79.3K - $105K
|
21.8K
$5.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
629+ 7.31% |
$78.6K - $104K
|
9.23K
$2.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
629+ 2.98% |
$78.6K - $104K
|
21.7K
$5.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
627+ 3.17% |
$78.4K - $103K
|
20.4K
$4.96M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
626+ 3.19% |
$78.3K - $103K
|
20.3K
$4.92M
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
620+ 29.23% |
$77.5K - $102K
|
2.74K
$665K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
619+ 0.51% |
$77.4K - $102K
|
122K
$29.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
619+ 1.53% |
$77.4K - $102K
|
41.1K
$9.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Cortland Associates Inc
|
BUY
|
- |
616+ 2.09% |
$77K - $102K
|
30.1K
$7.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
613+ 3.37% |
$76.6K - $101K
|
18.8K
$4.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
612+ 0.01% |
$76.5K - $101K
|
4.14M
$1.01B
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
608+ 0.29% |
$76K - $100K
|
209K
$50.6M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
607+ 1.42% |
$75.9K - $100K
|
43.4K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
604+ 1.47% |
$75.5K - $99.6K
|
41.6K
$10.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
600+ 12.85% |
$75K - $98.9K
|
5.27K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
600+ 4.02% |
$75K - $98.9K
|
15.5K
$3.77M
|
|
|
May 11, 2023
Q1 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
600+ 6.32% |
$75K - $98.9K
|
10.1K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
599+ 1.72% |
$74.9K - $98.8K
|
35.5K
$8.62M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
598+ 4.18% |
$74.8K - $98.6K
|
14.9K
$3.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
597+ 5.74% |
$74.6K - $98.4K
|
11K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
593+ 5.24% |
$74.1K - $97.8K
|
11.9K
$2.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
590+ 0.6% |
$73.8K - $97.3K
|
99.4K
$24.1M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
590+ 0.19% |
$73.8K - $97.3K
|
305K
$74M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
588+ 1.99% |
$73.5K - $97K
|
30.1K
$7.3M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
586+ 2.81% |
$73.3K - $96.6K
|
21.5K
$5.21M
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
584+ 6.76% |
$73K - $96.3K
|
9.22K
$2.24M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
583+ 7.39% |
$72.9K - $96.1K
|
8.47K
$2.06M
|