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 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
464+ 3.2% |
$58K - $76.5K
|
15K
$3.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
463+ 4.47% |
$57.9K - $76.3K
|
10.8K
$2.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
462+ 0.45% |
$57.8K - $76.2K
|
103K
$21.6M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
462+ 9.06% |
$57.8K - $76.2K
|
5.56K
$1.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
460+ 2.14% |
$57.5K - $75.9K
|
22K
$4.62M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
460+ 0.71% |
$57.5K - $75.9K
|
65.1K
$13.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
459+ 9.01% |
$57.4K - $75.7K
|
5.55K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
458+ 3.86% |
$57.3K - $75.5K
|
12.3K
$2.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
455+ 2.48% |
$56.9K - $75K
|
18.8K
$3.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
455+ 10.91% |
$56.9K - $75K
|
4.63K
$971K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
455+ 2.75% |
$56.9K - $75K
|
17K
$3.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
454+ 0.76% |
$56.8K - $74.9K
|
60.2K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
453+ 2.31% |
$56.6K - $74.7K
|
20.1K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
453+ 0.34% |
$56.6K - $74.7K
|
134K
$28.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
450+ 3.45% |
$56.3K - $74.2K
|
13.5K
$2.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
448+ 0.79% |
$56K - $73.9K
|
57.3K
$12M
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
445+ 9.61% |
$55.6K - $73.4K
|
5.08K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
443+ 0.37% |
$55.4K - $73.1K
|
120K
$25.3M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
440+ 5.72% |
$55K - $72.6K
|
8.14K
$1.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
431+ 0.2% |
$53.9K - $71.1K
|
212K
$44.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
427+ 0.73% |
$53.4K - $70.4K
|
59.2K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
426+ 1.76% |
$53.3K - $70.2K
|
24.7K
$5.18M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
426+ 19.08% |
$53.3K - $70.2K
|
2.66K
$558K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
425+ 1.07% |
$53.1K - $70.1K
|
40.2K
$8.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
420+ 5.18% |
$52.5K - $69.3K
|
8.53K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
420+ 20.52% |
$52.5K - $69.3K
|
2.47K
$518K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
419+ 7.51% |
$52.4K - $69.1K
|
6K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
419+ 1.62% |
$52.4K - $69.1K
|
26.2K
$5.51M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
416+ 2.08% |
$52K - $68.6K
|
20.4K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
416+ 0.74% |
$52K - $68.6K
|
56.9K
$12M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
410+ 0.24% |
$51.3K - $67.6K
|
169K
$35.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
405+ 1.0% |
$50.6K - $66.8K
|
41.1K
$8.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
403+ 1.06% |
$50.4K - $66.5K
|
38.5K
$8.08M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
400+ 6.94% |
$50K - $66K
|
6.16K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
398+ 13.93% |
$49.8K - $65.6K
|
3.26K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
397+ 0.27% |
$49.6K - $65.5K
|
149K
$31.4M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
397+ 4.43% |
$49.6K - $65.5K
|
9.35K
$1.96M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
397+ 0.91% |
$49.6K - $65.5K
|
44.2K
$9.28M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
396+ 0.27% |
$49.5K - $65.3K
|
150K
$31.4M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
391+ 0.13% |
$48.9K - $64.5K
|
291K
$61.1M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
391+ 0.62% |
$48.9K - $64.5K
|
63.8K
$13.4M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
387+ 1.61% |
$48.4K - $63.8K
|
24.4K
$5.13M
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
387+ 1.36% |
$48.4K - $63.8K
|
28.9K
$6.07M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
387+ 2.82% |
$48.4K - $63.8K
|
14.1K
$2.97M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
386+ 0.13% |
$48.3K - $63.7K
|
293K
$61.5M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
385+ 2.13% |
$48.1K - $63.5K
|
18.5K
$3.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
382+ 1.13% |
$47.8K - $63K
|
34.2K
$7.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
381+ 0.96% |
$47.6K - $62.8K
|
40.1K
$8.42M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
380+ 2.71% |
$47.5K - $62.7K
|
14.4K
$3.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
376+ 1.31% |
$47K - $62K
|
29.2K
$6.13M
|