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 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
577+ 4.54% |
$72.1K - $95.1K
|
13.3K
$3.22M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
574+ 1.53% |
$71.8K - $94.7K
|
38.2K
$9.27M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
569+ 10.06% |
$71.1K - $93.8K
|
6.23K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
569+ 1.98% |
$71.1K - $93.8K
|
29.3K
$7.11M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
565+ 3.93% |
$70.6K - $93.2K
|
15K
$3.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
564+ 1.0% |
$70.5K - $93K
|
56.8K
$13.8M
|
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
560+ 12.0% |
$70K - $92.3K
|
5.23K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
551+ 5.17% |
$68.9K - $90.9K
|
11.2K
$2.72M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
551+ 1.12% |
$68.9K - $90.9K
|
49.8K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
542+ 1.45% |
$67.8K - $89.4K
|
37.8K
$9.18M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
539+ 2.17% |
$67.4K - $88.9K
|
25.4K
$6.16M
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
537+ 2.95% |
$67.1K - $88.6K
|
18.7K
$4.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
536+ 1.83% |
$67K - $88.4K
|
29.9K
$7.25M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
534+ 2.79% |
$66.8K - $88.1K
|
19.7K
$4.78M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
534+ 2.79% |
$66.8K - $88.1K
|
19.7K
$4.78M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
532+ 2.66% |
$66.5K - $87.7K
|
20.5K
$4.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
530+ 5.91% |
$66.3K - $87.4K
|
9.49K
$2.3M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
525+ 2.34% |
$65.6K - $86.6K
|
22.9K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
525+ 3.57% |
$65.6K - $86.6K
|
15.2K
$3.7M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
525+ 3.22% |
$65.6K - $86.6K
|
16.8K
$4.08M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
524+ 0.78% |
$65.5K - $86.4K
|
67.7K
$16.4M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
523+ 3.98% |
$65.4K - $86.2K
|
13.7K
$3.32M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
520+ 0.83% |
$65K - $85.7K
|
63.1K
$15.3M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
517+ 1.38% |
$64.6K - $85.3K
|
37.9K
$9.2M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
508+ 1.72% |
$63.5K - $83.8K
|
30.1K
$7.31M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
496+ 1.11% |
$62K - $81.8K
|
45.2K
$11M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
495+ 0.36% |
$61.9K - $81.6K
|
137K
$33.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
488+ 1.01% |
$61K - $80.5K
|
48.8K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
488+ 0.31% |
$61K - $80.5K
|
156K
$38M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
485+ 0.36% |
$60.6K - $80K
|
134K
$32.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
484+ 0.46% |
$60.5K - $79.8K
|
105K
$25.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
482+ 0.39% |
$60.3K - $79.5K
|
125K
$30.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
476+ 3.36% |
$59.5K - $78.5K
|
14.6K
$3.55M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
473+ 0.13% |
$59.1K - $78K
|
351K
$85.2M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
472+ 1.89% |
$59K - $77.8K
|
25.4K
$6.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
469+ 0.4% |
$58.6K - $77.3K
|
117K
$28.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
465+ 5.23% |
$58.1K - $76.7K
|
9.36K
$2.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
464+ 3.2% |
$58K - $76.5K
|
15K
$3.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
463+ 4.47% |
$57.9K - $76.3K
|
10.8K
$2.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
462+ 0.45% |
$57.8K - $76.2K
|
103K
$25M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
462+ 9.06% |
$57.8K - $76.2K
|
5.56K
$1.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
460+ 2.14% |
$57.5K - $75.9K
|
22K
$5.34M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
460+ 0.71% |
$57.5K - $75.9K
|
65.1K
$15.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
459+ 9.01% |
$57.4K - $75.7K
|
5.55K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
458+ 3.86% |
$57.3K - $75.5K
|
12.3K
$2.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
455+ 2.48% |
$56.9K - $75K
|
18.8K
$4.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
455+ 10.91% |
$56.9K - $75K
|
4.63K
$1.12M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
455+ 2.75% |
$56.9K - $75K
|
17K
$4.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
454+ 0.76% |
$56.8K - $74.9K
|
60.2K
$14.6M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
453+ 2.31% |
$56.6K - $74.7K
|
20.1K
$4.87M
|