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 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
56+ 0.44% |
$7K - $9.23K
|
12.8K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.27% |
$7K - $9.23K
|
20.5K
$4.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
55+ 0.09% |
$6.88K - $9.07K
|
58.4K
$14.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
55+ 0.12% |
$6.88K - $9.07K
|
47.3K
$11.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
54+ 0.88% |
$6.75K - $8.9K
|
6.17K
$1.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
53+ 0.18% |
$6.63K - $8.74K
|
30.1K
$7.3M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
53+ 0.41% |
$6.63K - $8.74K
|
12.9K
$3.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
51+ 0.15% |
$6.38K - $8.41K
|
34.4K
$8.35M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
50+ 0.24% |
$6.25K - $8.25K
|
20.8K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
50+ 0.42% |
$6.25K - $8.25K
|
11.9K
$2.9M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
50+ 1.61% |
$6.25K - $8.25K
|
3.15K
$764K
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
49+ 2.88% |
$6.13K - $8.08K
|
1.75K
$424K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
49+ 0.39% |
$6.13K - $8.08K
|
12.5K
$3.03M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
49+ 0.04% |
$6.13K - $8.08K
|
119K
$28.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
48+ 0.65% |
$6K - $7.92K
|
7.42K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
48+ 1.25% |
$6K - $7.92K
|
3.9K
$947K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
47+ 0.16% |
$5.88K - $7.75K
|
28.9K
$7.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
46+ 0.63% |
$5.75K - $7.59K
|
7.3K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
46+ 0.61% |
$5.75K - $7.59K
|
7.62K
$1.85M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
45+ 0.13% |
$5.63K - $7.42K
|
35.1K
$8.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
44+ 0.21% |
$5.5K - $7.26K
|
21.3K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
44+ 0.53% |
$5.5K - $7.26K
|
8.35K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
43+ 0.03% |
$5.38K - $7.09K
|
136K
$33M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
42+ 0.04% |
$5.25K - $6.93K
|
101K
$24.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
41+ 1.03% |
$5.13K - $6.76K
|
4.01K
$973K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
40+ 6.59% |
$5K - $6.6K
|
647
$157K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
40+ 0.1% |
$5K - $6.6K
|
40.9K
$9.93M
|
|
|
May 10, 2023
Q1 2023
|
Pacifica Capital Investments, LLC
|
BUY
|
- |
40+ 0.49% |
$5K - $6.6K
|
8.24K
$2M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
39+ 1.16% |
$4.88K - $6.43K
|
3.39K
$823K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
39+ 0.3% |
$4.88K - $6.43K
|
13.2K
$3.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
39+ 2.74% |
$4.88K - $6.43K
|
1.46K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
39+ 0.4% |
$4.88K - $6.43K
|
9.67K
$2.35M
|
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
38+ 2.0% |
$4.75K - $6.27K
|
1.94K
$470K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
37+ 0.58% |
$4.63K - $6.1K
|
6.38K
$1.55M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
37+ 0.04% |
$4.63K - $6.1K
|
83.7K
$20.3M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
37+ 0.41% |
$4.63K - $6.1K
|
9.01K
$2.19M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
36+ 0.06% |
$4.5K - $5.94K
|
59.1K
$14.3M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
36+ 0.17% |
$4.5K - $5.94K
|
21.8K
$5.3M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
35+ 0.13% |
$4.38K - $5.77K
|
27.7K
$6.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
34+ 0.19% |
$4.25K - $5.61K
|
18.1K
$4.38M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
34+ 0.13% |
$4.25K - $5.61K
|
25.3K
$6.13M
|
|
|
May 15, 2023
Q1 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
34+ 0.49% |
$4.25K - $5.61K
|
7.03K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.12% |
$4.13K - $5.44K
|
27.9K
$6.77M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
32+ 0.77% |
$4K - $5.28K
|
4.17K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
32+ 0.09% |
$4K - $5.28K
|
34.5K
$8.38M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
30+ 0.29% |
$3.75K - $4.95K
|
10.3K
$2.49M
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
30+ 0.08% |
$3.75K - $4.95K
|
37.7K
$9.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
29+ 0.45% |
$3.63K - $4.78K
|
6.42K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
29+ 0.03% |
$3.63K - $4.78K
|
85.3K
$20.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
28+ 0.29% |
$3.5K - $4.62K
|
9.85K
$2.39M
|