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 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
28+ 0.67% |
$3.5K - $4.62K
|
4.21K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
28+ 0.29% |
$3.5K - $4.62K
|
9.74K
$2.36M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
28+ 0.02% |
$3.5K - $4.62K
|
148K
$36M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
27+ 0.47% |
$3.38K - $4.45K
|
5.78K
$1.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26+ 0.42% |
$3.25K - $4.29K
|
6.17K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
26+ 0.14% |
$3.25K - $4.29K
|
18.7K
$4.53M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26+ 0.42% |
$3.25K - $4.29K
|
6.17K
$1.5M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25+ 0.26% |
$3.13K - $4.12K
|
9.6K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 0.15% |
$3K - $3.96K
|
15.6K
$3.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23+ 0.12% |
$2.88K - $3.79K
|
19.4K
$4.72M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
23+ 1.01% |
$2.88K - $3.79K
|
2.3K
$558K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 0.11% |
$2.75K - $3.63K
|
20.2K
$4.9M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
22+ 0.17% |
$2.75K - $3.63K
|
13.4K
$3.24M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
22+ 0.08% |
$2.75K - $3.63K
|
27.3K
$6.64M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
22+ 0.28% |
$2.75K - $3.63K
|
7.77K
$1.89M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
22+ 0.16% |
$2.75K - $3.63K
|
14K
$3.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21+ 0.0% |
$2.63K - $3.46K
|
437K
$106M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
21+ 0.03% |
$2.63K - $3.46K
|
67.6K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
21+ 0.11% |
$2.63K - $3.46K
|
18.7K
$4.54M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
20+ 0.08% |
$2.5K - $3.3K
|
25.9K
$6.28M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
19+ 0.02% |
$2.38K - $3.13K
|
105K
$25.5M
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
19+ 0.26% |
$2.38K - $3.13K
|
7.21K
$1.75M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
18+ 0.05% |
$2.25K - $2.97K
|
34.9K
$8.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17+ 0.13% |
$2.13K - $2.8K
|
13K
$3.14M
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
16+ 0.1% |
$2K - $2.64K
|
16.7K
$4.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
16+ 0.06% |
$2K - $2.64K
|
27K
$6.55M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.13% |
$2K - $2.64K
|
12.7K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
16+ 0.12% |
$2K - $2.64K
|
13.1K
$3.17M
|
|
|
Mar 11, 2024
Q1 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
16+ 0.15% |
$2K - $2.64K
|
10.8K
$2.63M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
15+ 0.13% |
$1.88K - $2.47K
|
11.4K
$2.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
15+ 0.02% |
$1.88K - $2.47K
|
86.2K
$20.9M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
15+ 0.03% |
$1.88K - $2.47K
|
48.2K
$11.7M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
15+ 0.19% |
$1.88K - $2.47K
|
8K
$1.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14+ 0.06% |
$1.75K - $2.31K
|
22.1K
$5.35M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.04% |
$1.75K - $2.31K
|
37K
$8.98M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
13+ 0.19% |
$1.63K - $2.14K
|
6.75K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
13+ 0.08% |
$1.63K - $2.14K
|
16.5K
$3.99M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.02% |
$1.63K - $2.14K
|
61.5K
$14.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
10+ 0.1% |
$1.25K - $1.65K
|
10.3K
$2.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
10+ 0.08% |
$1.25K - $1.65K
|
11.9K
$2.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.25K - $1.65K
|
5.77K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.06% |
$1.25K - $1.65K
|
16K
$3.89M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
10+ 0.07% |
$1.25K - $1.65K
|
15.4K
$3.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
9+ 0.01% |
$1.13K - $1.48K
|
84.1K
$20.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
9+ 0.01% |
$1.13K - $1.48K
|
66.8K
$16.2M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9+ 0.03% |
$1.13K - $1.48K
|
35K
$8.5M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
9+ 0.04% |
$1.13K - $1.48K
|
20.6K
$4.99M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9+ 0.09% |
$1.13K - $1.48K
|
10.4K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
BUY
|
- |
9+ 0.03% |
$1.13K - $1.48K
|
35.2K
$8.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
8+ 0.04% |
$1K - $1.32K
|
19.4K
$4.7M
|