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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-70- 2.25% |
$8.75K - $11.5K
|
3.04K
$679K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-71- 0.87% |
$8.88K - $11.7K
|
8.11K
$1.81M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-71- 0.37% |
$8.88K - $11.7K
|
19.1K
$4.27M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-71- 0.11% |
$8.88K - $11.7K
|
66.2K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-71- 0.57% |
$8.88K - $11.7K
|
12.3K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-72- 0.9% |
$9K - $11.9K
|
7.89K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-74- 0.14% |
$9.25K - $12.2K
|
54.3K
$12.1M
|
|
|
Dec 12, 2024
Q1 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-75- 0.1% |
$9.38K - $12.4K
|
71.4K
$16M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-76- 0.26% |
$9.5K - $12.5K
|
29.6K
$6.61M
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-76- 4.1% |
$9.5K - $12.5K
|
1.78K
$398K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-77- 0.15% |
$9.63K - $12.7K
|
52K
$11.6M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-77- 0.61% |
$9.63K - $12.7K
|
12.6K
$2.81M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-78- 1.12% |
$9.75K - $12.9K
|
6.88K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-78- 0.17% |
$9.75K - $12.9K
|
45.1K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-78- 0.64% |
$9.75K - $12.9K
|
12.2K
$2.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-79- 0.15% |
$9.88K - $13K
|
53.1K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-79- 0.88% |
$9.88K - $13K
|
8.85K
$1.98M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-79- 0.13% |
$9.88K - $13K
|
61.7K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Akuna Securities LLC
Chicago, IL |
SELL
|
- |
-79- 7.27% |
$9.88K - $13K
|
1.01K
$225K
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-80- 1.73% |
$10K - $13.2K
|
4.54K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-80- 0.22% |
$10K - $13.2K
|
37K
$8.27M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-80- 0.08% |
$10K - $13.2K
|
94.1K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Kanen Wealth Management LLC
Coral Springs, FL |
SELL
|
- |
-80- 1.11% |
$10K - $13.2K
|
7.1K
$1.59M
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-80- 1.12% |
$10K - $13.2K
|
7.09K
$1.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-82- 0.31% |
$10.3K - $13.5K
|
26.5K
$5.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-83- 0.4% |
$10.4K - $13.7K
|
20.5K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-83- 0.34% |
$10.4K - $13.7K
|
24.3K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-83- 0.09% |
$10.4K - $13.7K
|
93.2K
$20.8M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-85- 0.33% |
$10.6K - $14K
|
25.9K
$5.79M
|
|
|
May 12, 2023
Q1 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-85- 0.18% |
$10.6K - $14K
|
46.2K
$10.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-87- 3.32% |
$10.9K - $14.3K
|
2.53K
$566K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-87- 2.44% |
$10.9K - $14.3K
|
3.48K
$777K
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-87- 0.28% |
$10.9K - $14.3K
|
31K
$6.93M
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
SELL
|
- |
-88- 0.16% |
$11K - $14.5K
|
56.3K
$12.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-89- 0.02% |
$11.1K - $14.7K
|
360K
$80.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-90- 0.22% |
$11.3K - $14.8K
|
41K
$9.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-91- 0.88% |
$11.4K - $15K
|
10.3K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-91- 1.17% |
$11.4K - $15K
|
7.67K
$1.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-92- 1.0% |
$11.5K - $15.2K
|
9.15K
$2.05M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-92- 1.58% |
$11.5K - $15.2K
|
5.74K
$1.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-93- 0.71% |
$11.6K - $15.3K
|
13K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-93- 0.28% |
$11.6K - $15.3K
|
33.4K
$7.46M
|
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-93- 1.86% |
$11.6K - $15.3K
|
4.9K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-94- 0.62% |
$11.8K - $15.5K
|
15.1K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-94- 1.18% |
$11.8K - $15.5K
|
7.89K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-94- 1.1% |
$11.8K - $15.5K
|
8.42K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-95- 0.98% |
$11.9K - $15.7K
|
9.61K
$2.15M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-95- 0.26% |
$11.9K - $15.7K
|
36.2K
$8.1M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-96- 0.78% |
$12K - $15.8K
|
12.2K
$2.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-97- 3.52% |
$12.1K - $16K
|
2.66K
$595K
|