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
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
150+ 3.57% |
$18.8K - $24.7K
|
4.35K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
149+ 0.5% |
$18.6K - $24.6K
|
29.9K
$7.25M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
145+ 0.81% |
$18.1K - $23.9K
|
18.2K
$4.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
141+ 3.61% |
$17.6K - $23.3K
|
4.04K
$981K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
141+ 0.38% |
$17.6K - $23.3K
|
37.6K
$9.11M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
141+ 0.5% |
$17.6K - $23.3K
|
28.6K
$6.93M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
140+ 0.43% |
$17.5K - $23.1K
|
32.6K
$7.91M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
139+ 0.11% |
$17.4K - $22.9K
|
121K
$29.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
139+ 1.11% |
$17.4K - $22.9K
|
12.7K
$3.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
137+ 1.37% |
$17.1K - $22.6K
|
10.1K
$2.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
137+ 1.04% |
$17.1K - $22.6K
|
13.3K
$3.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
137+ 0.21% |
$17.1K - $22.6K
|
65.8K
$16M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
137+ 1.83% |
$17.1K - $22.6K
|
7.61K
$1.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
137+ 0.14% |
$17.1K - $22.6K
|
100K
$24.3M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
137+ 0.45% |
$17.1K - $22.6K
|
30.5K
$7.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
136+ 1.51% |
$17K - $22.4K
|
9.13K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
135+ 0.11% |
$16.9K - $22.3K
|
120K
$29.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
134+ 0.02% |
$16.8K - $22.1K
|
709K
$172M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
134+ 0.11% |
$16.8K - $22.1K
|
125K
$30.4M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
133+ 2.79% |
$16.6K - $21.9K
|
4.9K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
132+ 0.23% |
$16.5K - $21.8K
|
57.9K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
131+ 0.23% |
$16.4K - $21.6K
|
57.2K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
129+ 0.4% |
$16.1K - $21.3K
|
32.4K
$7.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
128+ 0.43% |
$16K - $21.1K
|
30.2K
$7.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
127+ 5.37% |
$15.9K - $20.9K
|
2.49K
$605K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
126+ 0.4% |
$15.8K - $20.8K
|
31.7K
$7.7M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
126+ 0.46% |
$15.8K - $20.8K
|
27.4K
$6.64M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
124+ 2.59% |
$15.5K - $20.4K
|
4.9K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
122+ 0.2% |
$15.3K - $20.1K
|
60.4K
$14.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Sycomore Asset Management
|
BUY
|
- |
120New |
$15K - $19.8K
|
120
$29.1K
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
120+ 0.78% |
$15K - $19.8K
|
15.6K
$3.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
119+ 0.91% |
$14.9K - $19.6K
|
13.1K
$3.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
118+ 0.35% |
$14.8K - $19.5K
|
33.9K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
118+ 0.78% |
$14.8K - $19.5K
|
15.3K
$3.72M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
115+ 0.38% |
$14.4K - $19K
|
30.8K
$7.47M
|
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
115+ 0.32% |
$14.4K - $19K
|
36.5K
$8.87M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
114+ 0.2% |
$14.3K - $18.8K
|
57.8K
$14M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
113+ 0.15% |
$14.1K - $18.6K
|
76.8K
$18.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
111+ 0.12% |
$13.9K - $18.3K
|
95.1K
$23.1M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
107+ 0.49% |
$13.4K - $17.6K
|
21.8K
$5.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
106+ 0.32% |
$13.3K - $17.5K
|
33.7K
$8.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
BUY
|
- |
106+ 1.13% |
$13.3K - $17.5K
|
9.5K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
105+ 0.68% |
$13.1K - $17.3K
|
15.5K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
104+ 2.49% |
$13K - $17.1K
|
4.29K
$1.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
103+ 0.18% |
$12.9K - $17K
|
58.9K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
103+ 0.15% |
$12.9K - $17K
|
70.2K
$17M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
102+ 0.36% |
$12.8K - $16.8K
|
28.3K
$6.88M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
101+ 0.11% |
$12.6K - $16.7K
|
90.1K
$21.9M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
101+ 0.1% |
$12.6K - $16.7K
|
102K
$24.8M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
101+ 0.09% |
$12.6K - $16.7K
|
112K
$27.1M
|