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 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-40- 0.11% |
$5K - $6.6K
|
35.7K
$8.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-43- 0.26% |
$5.38K - $7.09K
|
16.4K
$3.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-45- 0.96% |
$5.63K - $7.42K
|
4.64K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-45- 0.36% |
$5.63K - $7.42K
|
12.4K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-45- 0.3% |
$5.63K - $7.42K
|
14.9K
$3.62M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-45- 73.77% |
$5.63K - $7.42K
|
16
$3.88K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-46- 0.23% |
$5.75K - $7.59K
|
19.9K
$4.82M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-46- 0.04% |
$5.75K - $7.59K
|
106K
$25.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-47- 0.5% |
$5.88K - $7.75K
|
9.37K
$2.28M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-47- 0.13% |
$5.88K - $7.75K
|
35.7K
$8.66M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-48- 0.21% |
$6K - $7.92K
|
23.2K
$5.62M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-49- 0.08% |
$6.13K - $8.08K
|
61.1K
$14.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
SELL
|
- |
-49- 1.29% |
$6.13K - $8.08K
|
3.74K
$908K
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-50- 0.12% |
$6.25K - $8.25K
|
40.7K
$9.87M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.54% |
$6.25K - $8.25K
|
9.29K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 0.09% |
$6.25K - $8.25K
|
53.2K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.26% |
$6.25K - $8.25K
|
19.6K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-50- 0.2% |
$6.25K - $8.25K
|
25K
$6.08M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-52- 0.2% |
$6.5K - $8.57K
|
25.8K
$6.26M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-52- 2.53% |
$6.5K - $8.57K
|
2.01K
$487K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-53- 0.77% |
$6.63K - $8.74K
|
6.81K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-53- 0.28% |
$6.63K - $8.74K
|
19.1K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
Af Advisors, Inc.
|
SELL
|
- |
-53- 2.89% |
$6.63K - $8.74K
|
1.78K
$432K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-54- 0.19% |
$6.75K - $8.9K
|
28.1K
$6.81M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-54- 0.15% |
$6.75K - $8.9K
|
37K
$8.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-56- 0.55% |
$7K - $9.23K
|
10K
$2.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-56- 0.08% |
$7K - $9.23K
|
69.8K
$16.9M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-56- 0.97% |
$7K - $9.23K
|
5.74K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-57- 1.19% |
$7.13K - $9.4K
|
4.73K
$1.15M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-57- 1.16% |
$7.13K - $9.4K
|
4.85K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-58- 0.11% |
$7.25K - $9.56K
|
51.7K
$12.6M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-60- 1.11% |
$7.5K - $9.89K
|
5.35K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-60- 0.04% |
$7.5K - $9.89K
|
136K
$32.9M
|
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-60- 0.56% |
$7.5K - $9.89K
|
10.7K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-62- 1.18% |
$7.75K - $10.2K
|
5.19K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-62- 0.22% |
$7.75K - $10.2K
|
27.7K
$6.72M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-63- 0.14% |
$7.88K - $10.4K
|
44.5K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-64- 2.46% |
$8K - $10.6K
|
2.54K
$617K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-65- 0.21% |
$8.13K - $10.7K
|
31.1K
$7.55M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-65- 0.17% |
$8.13K - $10.7K
|
38.2K
$9.28M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-65- 0.85% |
$8.13K - $10.7K
|
7.57K
$1.84M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.16% |
$8.13K - $10.7K
|
41.3K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-66- 8.92% |
$8.25K - $10.9K
|
674
$164K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-67- 2.04% |
$8.38K - $11K
|
3.21K
$780K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-68- 0.95% |
$8.5K - $11.2K
|
7.07K
$1.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-68- 0.31% |
$8.5K - $11.2K
|
21.6K
$5.23M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-68- 0.14% |
$8.5K - $11.2K
|
49.8K
$12.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-69- 1.61% |
$8.63K - $11.4K
|
4.22K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-70- 5.32% |
$8.75K - $11.5K
|
1.25K
$302K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-70- 2.25% |
$8.75K - $11.5K
|
3.04K
$737K
|