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 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
1+ 0.06% |
$125 - $165
|
1.56K
$379K
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1+ 0.0% |
$125 - $165
|
28.7K
$6.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.05% |
$125 - $165
|
1.89K
$458K
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$125 - $165
|
6.17K
$1.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$125 - $165
|
10.1K
$2.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.02% |
$125 - $165
|
6.05K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $165
|
6.23K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $165
|
3.98K
$966K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$125 - $165
|
3.44K
$834K
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.05% |
$125 - $165
|
2.21K
$537K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$125 - $165
|
12.5K
$3.03M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.01% |
$125 - $165
|
18.7K
$4.53M
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$125 - $165
|
4.87K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1+ 0.07% |
$125 - $165
|
1.4K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.01% |
$125 - $165
|
12.7K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 11.11% |
$125 - $165
|
10
$2.43K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1+ 0.0% |
$125 - $165
|
26.2K
$6.36M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1+ 0.01% |
$125 - $165
|
10.5K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1+ 0.04% |
$125 - $165
|
2.35K
$571K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1+ 0.01% |
$125 - $165
|
8.34K
$2.02M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1+ 0.02% |
$125 - $165
|
5.09K
$1.23M
|
|
|
Apr 05, 2023
Q1 2023
|
Astrantus Investment Management Srl
Milano, L6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1- 0.02% |
$125 - $165
|
4.02K
$976K
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1- 0.03% |
$125 - $165
|
3.51K
$851K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1- 0.03% |
$125 - $165
|
3.69K
$895K
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1- 0.02% |
$125 - $165
|
4.04K
$981K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$250 - $330
|
6.79K
$1.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-3- 0.09% |
$375 - $495
|
3.42K
$830K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-3- 0.03% |
$375 - $495
|
9.53K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$500 - $660
|
8.62K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
Salzhauer Michael
|
SELL
|
- |
-5- 0.15% |
$625 - $825
|
3.43K
$832K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-7- 0.03% |
$875 - $1.15K
|
27.1K
$6.58M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-7- 0.18% |
$875 - $1.15K
|
3.99K
$969K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-7- -0.0% |
$875 - $1.15K
|
237K
$57.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-7- 0.11% |
$875 - $1.15K
|
6.41K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-7- 0.01% |
$875 - $1.15K
|
61.9K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-7- 0.04% |
$875 - $1.15K
|
18.1K
$4.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-8- 0.01% |
$1K - $1.32K
|
76.5K
$18.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-8- 0.05% |
$1K - $1.32K
|
16.1K
$3.92M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-9- 0.04% |
$1.13K - $1.48K
|
23.1K
$5.61M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-9- 0.11% |
$1.13K - $1.48K
|
7.84K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-10- 0.01% |
$1.25K - $1.65K
|
78.1K
$19M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-10- 0.33% |
$1.25K - $1.65K
|
3K
$727K
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-10- 0.03% |
$1.25K - $1.65K
|
28.6K
$6.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11- 0.03% |
$1.38K - $1.81K
|
35.8K
$8.69M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-12- 0.04% |
$1.5K - $1.98K
|
31.8K
$7.71M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-13- 0.51% |
$1.63K - $2.14K
|
2.55K
$618K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-14- 0.06% |
$1.75K - $2.31K
|
24.4K
$5.91M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-15- 0.1% |
$1.88K - $2.47K
|
14.9K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-15- 0.14% |
$1.88K - $2.47K
|
10.4K
$2.53M
|