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 03, 2023
Q1 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
100+ 1.16% |
$12.5K - $16.5K
|
8.69K
$2.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100+ 0.74% |
$12.5K - $16.5K
|
13.6K
$3.3M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
100+ 0.95% |
$12.5K - $16.5K
|
10.6K
$2.57M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.46% |
$12.5K - $16.5K
|
21.6K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
100+ 0.19% |
$12.5K - $16.5K
|
52.5K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
98+ 0.45% |
$12.3K - $16.2K
|
22K
$5.33M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
98+ 1.54% |
$12.3K - $16.2K
|
6.48K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
96+ 1.98% |
$12K - $15.8K
|
4.95K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
94+ 0.21% |
$11.8K - $15.5K
|
44K
$10.7M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
93+ 1.95% |
$11.6K - $15.3K
|
4.86K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
91+ 0.24% |
$11.4K - $15K
|
38K
$9.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
90+ 0.66% |
$11.3K - $14.8K
|
13.6K
$3.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
90+ 2.08% |
$11.3K - $14.8K
|
4.42K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
90+ 0.49% |
$11.3K - $14.8K
|
18.5K
$4.48M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
90+ 0.37% |
$11.3K - $14.8K
|
24.3K
$5.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
89+ 1.99% |
$11.1K - $14.7K
|
4.56K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
89+ 0.5% |
$11.1K - $14.7K
|
17.9K
$4.34M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
86+ 1.32% |
$10.8K - $14.2K
|
6.58K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
86+ 0.13% |
$10.8K - $14.2K
|
65.1K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
84+ 0.19% |
$10.5K - $13.9K
|
45.3K
$11M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
83+ 1.03% |
$10.4K - $13.7K
|
8.14K
$1.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
83+ 0.65% |
$10.4K - $13.7K
|
12.8K
$3.11M
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
80+ 0.32% |
$10K - $13.2K
|
25.2K
$6.12M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
80+ 0.15% |
$10K - $13.2K
|
54K
$13.1M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
76+ 1.45% |
$9.5K - $12.5K
|
5.31K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
75+ 0.55% |
$9.38K - $12.4K
|
13.6K
$3.3M
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
75+ 0.18% |
$9.38K - $12.4K
|
41.4K
$10M
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
75+ 0.16% |
$9.38K - $12.4K
|
46.8K
$11.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
74+ 1.08% |
$9.25K - $12.2K
|
6.92K
$1.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
74+ 0.23% |
$9.25K - $12.2K
|
32.9K
$7.98M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
72+ 0.29% |
$9K - $11.9K
|
24.5K
$5.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
72+ 0.03% |
$9K - $11.9K
|
226K
$54.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
71+ 4.39% |
$8.88K - $11.7K
|
1.69K
$410K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
69+ 1.86% |
$8.63K - $11.4K
|
3.78K
$917K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
68+ 0.9% |
$8.5K - $11.2K
|
7.64K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
68+ 0.04% |
$8.5K - $11.2K
|
174K
$42.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
67+ 0.42% |
$8.38K - $11K
|
16.1K
$3.91M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
65+ 0.3% |
$8.13K - $10.7K
|
21.5K
$5.21M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
64+ 0.46% |
$8K - $10.6K
|
14.1K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
64+ 0.15% |
$8K - $10.6K
|
42.3K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
63+ 0.14% |
$7.88K - $10.4K
|
45.2K
$11M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
62+ 0.21% |
$7.75K - $10.2K
|
30.3K
$7.35M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
61+ 0.01% |
$7.63K - $10.1K
|
475K
$115M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
59+ 1.53% |
$7.38K - $9.73K
|
3.91K
$948K
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
59+ 1.08% |
$7.38K - $9.73K
|
5.5K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
59+ 0.04% |
$7.38K - $9.73K
|
143K
$34.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.14% |
$7.25K - $9.56K
|
41.3K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
57+ 0.94% |
$7.13K - $9.4K
|
6.14K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
57+ 0.4% |
$7.13K - $9.4K
|
14.4K
$3.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
56+ 1.45% |
$7K - $9.23K
|
3.93K
$953K
|