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 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
290+ 1.56% |
$36.3K - $47.8K
|
18.9K
$4.58M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
290+ 1.66% |
$36.3K - $47.8K
|
17.8K
$4.32M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
289+ 0.23% |
$36.1K - $47.7K
|
126K
$30.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
288+ 0.61% |
$36K - $47.5K
|
47.8K
$11.6M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
288+ 0.36% |
$36K - $47.5K
|
80.4K
$19.5M
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
287+ 0.19% |
$35.9K - $47.3K
|
152K
$36.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
284+ 1.31% |
$35.5K - $46.8K
|
21.9K
$5.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
284+ 0.2% |
$35.5K - $46.8K
|
142K
$34.4M
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
271+ 0.84% |
$33.9K - $44.7K
|
32.6K
$7.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
269+ 1.19% |
$33.6K - $44.4K
|
22.8K
$5.54M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
269+ 2.37% |
$33.6K - $44.4K
|
11.6K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
269+ 1.23% |
$33.6K - $44.4K
|
22.2K
$5.38M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
269+ 0.17% |
$33.6K - $44.4K
|
162K
$39.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
268+ 2.16% |
$33.5K - $44.2K
|
12.7K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
266+ 0.33% |
$33.3K - $43.9K
|
80.8K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
262+ 0.95% |
$32.8K - $43.2K
|
27.7K
$6.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
261+ 0.99% |
$32.6K - $43K
|
26.7K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
261+ 0.16% |
$32.6K - $43K
|
162K
$39.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
259+ 0.2% |
$32.4K - $42.7K
|
133K
$32.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
258+ 0.79% |
$32.3K - $42.5K
|
32.9K
$7.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
257+ 0.45% |
$32.1K - $42.4K
|
57.4K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
256+ 5.47% |
$32K - $42.2K
|
4.94K
$1.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
255+ 0.98% |
$31.9K - $42K
|
26.1K
$6.35M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
254+ 0.8% |
$31.8K - $41.9K
|
31.8K
$7.73M
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
253+ 0.36% |
$31.6K - $41.7K
|
70.5K
$17.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
251+ 5.09% |
$31.4K - $41.4K
|
5.18K
$1.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
250+ 0.39% |
$31.3K - $41.2K
|
64K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
244+ 0.3% |
$30.5K - $40.2K
|
81.6K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
243+ 0.57% |
$30.4K - $40.1K
|
42.7K
$10.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
242+ 0.35% |
$30.3K - $39.9K
|
69.4K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
241+ 1.97% |
$30.1K - $39.7K
|
12.5K
$3.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
239+ 0.99% |
$29.9K - $39.4K
|
24.4K
$5.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
238+ 2.77% |
$29.8K - $39.2K
|
8.82K
$2.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
237+ 0.08% |
$29.6K - $39.1K
|
313K
$76M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
237+ 0.74% |
$29.6K - $39.1K
|
32.3K
$7.84M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
237+ 0.23% |
$29.6K - $39.1K
|
102K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
237+ 0.41% |
$29.6K - $39.1K
|
58.7K
$14.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
235+ 1.45% |
$29.4K - $38.8K
|
16.4K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
230+ 1.33% |
$28.8K - $37.9K
|
17.5K
$4.26M
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
226+ 0.72% |
$28.3K - $37.3K
|
31.6K
$7.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
226+ 1.05% |
$28.3K - $37.3K
|
21.7K
$5.27M
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
218+ 1.04% |
$27.3K - $35.9K
|
21.2K
$5.14M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
216+ 3.9% |
$27K - $35.6K
|
5.76K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
216+ 0.18% |
$27K - $35.6K
|
119K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
216+ 2.59% |
$27K - $35.6K
|
8.56K
$2.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
213+ 2.11% |
$26.6K - $35.1K
|
10.3K
$2.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
213+ 0.51% |
$26.6K - $35.1K
|
42.2K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
213+ 2.3% |
$26.6K - $35.1K
|
9.45K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
211+ 4.6% |
$26.4K - $34.8K
|
4.8K
$1.17M
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
210+ 11.87% |
$26.3K - $34.6K
|
1.98K
$480K
|