Purchases and Sales Made in Q1 2023 in Apple Inc. (AAPL)

AAPL Quotes by TradingView

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 17, 2023 Q1 2023
Wealth Advisors Of Tampa Bay, LLC

BUY
 -
209
+ 0.39%
$26.1K - $34.5K
53.5K $13M
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
209
+ 1.99%
$26.1K - $34.5K
10.7K $2.59M
May 02, 2023 Q1 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
209
+ 0.58%
$26.1K - $34.5K
36.1K $8.76M
May 02, 2023 Q1 2023
Easterly Investment Partners LLC

BUY
 -
208
+ 2.52%
$26K - $34.3K
8.48K $2.06M
Apr 20, 2023 Q1 2023
Well Done, LLC

BUY
 -
207
+ 0.66%
$25.9K - $34.1K
31.5K $7.64M
Aug 08, 2024 Q1 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
207
+ 3.02%
$25.9K - $34.1K
7.06K $1.71M
Apr 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
204
+ 0.14%
$25.5K - $33.6K
146K $35.4M
Sep 15, 2023 Q1 2023
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
203
+ 1.13%
$25.4K - $33.5K
18.2K $4.41M
Apr 07, 2023 Q1 2023
Hall Laurie J Trustee

BUY
 -
202
+ 0.34%
$25.3K - $33.3K
60.1K $14.6M
Oct 23, 2024 Q1 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
201
+ 8.8%
$25.1K - $33.1K
2.49K $603K
Jan 08, 2025 Q1 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
200
New
$25K - $33K
200 $48.5K
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
198
+ 0.45%
$24.8K - $32.7K
44.6K $10.8M
Apr 20, 2023 Q1 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
197
+ 2.5%
$24.6K - $32.5K
8.09K $1.96M
May 05, 2023 Q1 2023
Arlington Financial Advisors, LLC

BUY
 -
192
+ 0.15%
$24K - $31.7K
130K $31.6M
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
192
+ 1.76%
$24K - $31.7K
11.1K $2.69M
May 15, 2023 Q1 2023
Angeles Investment Advisors, LLC

BUY
 -
192
+ 2.57%
$24K - $31.7K
7.67K $1.86M
May 04, 2023 Q1 2023
Patron Partners, LLC

BUY
 -
189
+ 0.39%
$23.6K - $31.2K
49.2K $11.9M
Apr 18, 2023 Q1 2023
Domani Wealth, LLC

BUY
 -
186
+ 0.14%
$23.3K - $30.7K
130K $31.5M
May 12, 2023 Q1 2023
Banco De Sabadell, S.A

Miami, FL
BUY
 -
185
+ 0.48%
$23.1K - $30.5K
38.9K $9.43M
Apr 28, 2023 Q1 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
183
+ 0.47%
$22.9K - $30.2K
39.1K $9.48M
May 04, 2023 Q1 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
183
+ 0.84%
$22.9K - $30.2K
22K $5.34M
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
183
New
$22.9K - $30.2K
183 $44.4K
May 08, 2023 Q1 2023
Investment Partners, Ltd.

BUY
 -
182
+ 0.47%
$22.8K - $30K
38.8K $9.41M
May 03, 2023 Q1 2023
Nia Impact Advisors, LLC

BUY
 -
181
+ 0.52%
$22.6K - $29.8K
34.7K $8.42M
Apr 06, 2023 Q1 2023
Consilio Wealth Advisors, LLC

BUY
 -
180
+ 1.94%
$22.5K - $29.7K
9.45K $2.29M
Apr 06, 2023 Q1 2023
Sterling Manor Financial, LLC

BUY
 -
180
+ 1.05%
$22.5K - $29.7K
17.3K $4.21M
May 02, 2023 Q1 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
180
+ 0.8%
$22.5K - $29.7K
22.6K $5.5M
May 15, 2023 Q1 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
180
+ 2.27%
$22.5K - $29.7K
8.11K $1.97M
Jun 25, 2024 Q1 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
179
+ 1.32%
$22.4K - $29.5K
13.7K $3.33M
Apr 06, 2023 Q1 2023
Peterson Wealth Advisors, LLC

BUY
 -
176
+ 1.36%
$22K - $29K
13.1K $3.19M
May 03, 2023 Q1 2023
Mainstay Capital Management LLC

BUY
 -
175
+ 1.2%
$21.9K - $28.9K
14.8K $3.58M
May 04, 2023 Q1 2023
Lakeside Advisors, Inc.

Seattle, WA
BUY
 -
175
+ 1.5%
$21.9K - $28.9K
11.8K $2.87M
May 12, 2023 Q1 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
174
+ 0.37%
$21.8K - $28.7K
46.8K $11.4M
Apr 12, 2023 Q1 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
172
+ 0.31%
$21.5K - $28.4K
55.2K $13.4M
May 02, 2023 Q1 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
172
+ 3.18%
$21.5K - $28.4K
5.58K $1.36M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
170
+ 0.87%
$21.3K - $28K
19.7K $4.77M
May 01, 2023 Q1 2023
Value Partners Investments Inc.

BUY
 -
169
+ 5.48%
$21.1K - $27.9K
3.25K $789K
Apr 14, 2023 Q1 2023
Gleason Group, Inc.

BUY
 -
167
+ 3.72%
$20.9K - $27.5K
4.65K $1.13M
May 09, 2023 Q1 2023
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
BUY
 -
166
+ 2.52%
$20.8K - $27.4K
6.77K $1.64M
Apr 21, 2023 Q1 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
160
+ 0.74%
$20K - $26.4K
21.8K $5.28M
Apr 26, 2023 Q1 2023
Ulrich Consultants & Investment Group, LLC

Albuquerque, NM
BUY
 -
160
+ 8.69%
$20K - $26.4K
2K $486K
May 09, 2023 Q1 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
160
+ 1.81%
$20K - $26.4K
8.99K $2.18M
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
159
+ 0.2%
$19.9K - $26.2K
78.5K $19M
May 02, 2023 Q1 2023
Heritage Investment Group, Inc.

BUY
 -
159
+ 1.53%
$19.9K - $26.2K
10.5K $2.56M
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
159
+ 1.17%
$19.9K - $26.2K
13.7K $3.34M
Apr 13, 2023 Q1 2023
Bridge Creek Capital Management LLC

BUY
 -
158
+ 0.23%
$19.8K - $26.1K
67.9K $16.5M
Apr 18, 2023 Q1 2023
Marshall Financial Group LLC

BUY
 -
158
+ 0.3%
$19.8K - $26.1K
52.9K $12.8M
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
152
+ 1.03%
$19K - $25.1K
14.9K $3.62M
Apr 26, 2023 Q1 2023
Compton Wealth Advisory Group, LLC

BUY
 -
150
+ 0.24%
$18.8K - $24.7K
62.8K $15.2M

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