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 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
36+ 0.06% |
$4.5K - $5.94K
|
59.1K
$12.4M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
36+ 0.17% |
$4.5K - $5.94K
|
21.8K
$4.58M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
35+ 0.13% |
$4.38K - $5.77K
|
27.7K
$5.83M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
34+ 0.19% |
$4.25K - $5.61K
|
18.1K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
34+ 0.13% |
$4.25K - $5.61K
|
25.3K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
34+ 0.49% |
$4.25K - $5.61K
|
7.03K
$1.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.12% |
$4.13K - $5.44K
|
27.9K
$5.86M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
32+ 0.77% |
$4K - $5.28K
|
4.17K
$875K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
32+ 0.09% |
$4K - $5.28K
|
34.5K
$7.26M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
30+ 0.29% |
$3.75K - $4.95K
|
10.3K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
30+ 0.08% |
$3.75K - $4.95K
|
37.7K
$7.91M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
29+ 0.45% |
$3.63K - $4.78K
|
6.42K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
29+ 0.03% |
$3.63K - $4.78K
|
85.3K
$17.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
28+ 0.29% |
$3.5K - $4.62K
|
9.85K
$2.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
28+ 0.67% |
$3.5K - $4.62K
|
4.21K
$884K
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
28+ 0.29% |
$3.5K - $4.62K
|
9.74K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
28+ 0.02% |
$3.5K - $4.62K
|
148K
$31.1M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
27+ 0.47% |
$3.38K - $4.45K
|
5.78K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26+ 0.42% |
$3.25K - $4.29K
|
6.17K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
26+ 0.14% |
$3.25K - $4.29K
|
18.7K
$3.92M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26+ 0.42% |
$3.25K - $4.29K
|
6.17K
$1.3M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25+ 0.26% |
$3.13K - $4.12K
|
9.6K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 0.15% |
$3K - $3.96K
|
15.6K
$3.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23+ 0.12% |
$2.88K - $3.79K
|
19.4K
$4.08M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
23+ 1.01% |
$2.88K - $3.79K
|
2.3K
$483K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 0.11% |
$2.75K - $3.63K
|
20.2K
$4.24M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
22+ 0.17% |
$2.75K - $3.63K
|
13.4K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
22+ 0.08% |
$2.75K - $3.63K
|
27.3K
$5.74M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
22+ 0.28% |
$2.75K - $3.63K
|
7.77K
$1.63M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
22+ 0.16% |
$2.75K - $3.63K
|
14K
$2.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21+ 0.0% |
$2.63K - $3.46K
|
437K
$91.8M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
21+ 0.03% |
$2.63K - $3.46K
|
67.6K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
21+ 0.11% |
$2.63K - $3.46K
|
18.7K
$3.93M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
20+ 0.08% |
$2.5K - $3.3K
|
25.9K
$5.44M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
19+ 0.02% |
$2.38K - $3.13K
|
105K
$22.1M
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
19+ 0.26% |
$2.38K - $3.13K
|
7.21K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
18+ 0.05% |
$2.25K - $2.97K
|
34.9K
$7.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17+ 0.13% |
$2.13K - $2.8K
|
13K
$2.72M
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
16+ 0.1% |
$2K - $2.64K
|
16.7K
$3.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
16+ 0.06% |
$2K - $2.64K
|
27K
$5.67M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.13% |
$2K - $2.64K
|
12.7K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
16+ 0.12% |
$2K - $2.64K
|
13.1K
$2.74M
|
|
|
Mar 11, 2024
Q1 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
16+ 0.15% |
$2K - $2.64K
|
10.8K
$2.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
15+ 0.13% |
$1.88K - $2.47K
|
11.4K
$2.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
15+ 0.02% |
$1.88K - $2.47K
|
86.2K
$18.1M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
15+ 0.03% |
$1.88K - $2.47K
|
48.2K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
15+ 0.19% |
$1.88K - $2.47K
|
8K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14+ 0.06% |
$1.75K - $2.31K
|
22.1K
$4.63M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.04% |
$1.75K - $2.31K
|
37K
$7.77M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
13+ 0.19% |
$1.63K - $2.14K
|
6.75K
$1.42M
|