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 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.08% |
$1K - $1.32K
|
9.78K
$2.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.0% |
$875 - $1.15K
|
221K
$53.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$875 - $1.15K
|
4K
$970K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
7+ 0.01% |
$875 - $1.15K
|
69.5K
$16.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$875 - $1.15K
|
6.09K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.12% |
$875 - $1.15K
|
5.88K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$750 - $989
|
11.2K
$2.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$750 - $989
|
9.85K
$2.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
6+ 0.05% |
$750 - $989
|
13K
$3.15M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6+ 0.06% |
$750 - $989
|
9.33K
$2.26M
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
6+ 0.02% |
$750 - $989
|
26.6K
$6.46M
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6+ 0.0% |
$750 - $989
|
191K
$46.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5+ 0.06% |
$625 - $825
|
7.77K
$1.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
5+ 0.01% |
$625 - $825
|
34.9K
$8.48M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5+ 0.07% |
$625 - $825
|
6.96K
$1.69M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.02% |
$625 - $825
|
25.5K
$6.2M
|
|
|
May 09, 2023
Q1 2023
|
Prospect Hill Management, LLC
|
BUY
|
- |
5+ 0.0% |
$625 - $825
|
517K
$125M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.05% |
$625 - $825
|
9.67K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
5+ 0.07% |
$625 - $825
|
7.68K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
5+ 0.02% |
$625 - $825
|
24.3K
$5.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.02% |
$500 - $660
|
24.6K
$5.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
4+ 0.07% |
$500 - $660
|
5.44K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$500 - $660
|
6.56K
$1.59M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.04% |
$500 - $660
|
9.16K
$2.22M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4+ 0.12% |
$500 - $660
|
3.44K
$836K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.04% |
$500 - $660
|
10K
$2.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.01% |
$375 - $495
|
32.6K
$7.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.05% |
$375 - $495
|
6.24K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3+ 0.04% |
$375 - $495
|
7.47K
$1.81M
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$375 - $495
|
13.7K
$3.32M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.03% |
$375 - $495
|
10.4K
$2.53M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3+ 0.11% |
$375 - $495
|
2.66K
$644K
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$375 - $495
|
4.28K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3+ 0.0% |
$375 - $495
|
182K
$44.1M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
3+ 0.01% |
$375 - $495
|
45.7K
$11.1M
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3+ 0.04% |
$375 - $495
|
7.44K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$375 - $495
|
9.36K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Chico Wealth Ria
|
BUY
|
- |
3+ 0.06% |
$375 - $495
|
4.62K
$1.12M
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3+ 0.08% |
$375 - $495
|
3.92K
$950K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2+ 0.1% |
$250 - $330
|
1.93K
$468K
|
|
|
Apr 13, 2023
Q1 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$250 - $330
|
6.86K
$1.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$250 - $330
|
5.61K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2+ 0.01% |
$250 - $330
|
14.7K
$3.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.02% |
$250 - $330
|
10.3K
$2.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.05% |
$250 - $330
|
4.23K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.05% |
$250 - $330
|
3.66K
$888K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.01% |
$250 - $330
|
28K
$6.8M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2+ 0.09% |
$250 - $330
|
2.23K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$250 - $330
|
1.87K
$453K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2+ 0.05% |
$250 - $330
|
3.67K
$890K
|