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 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-97- 0.29% |
$12.1K - $16K
|
33.7K
$7.53M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-98- 1.26% |
$12.3K - $16.2K
|
7.71K
$1.72M
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-99- 0.51% |
$12.4K - $16.3K
|
19.4K
$4.33M
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-99- 2.02% |
$12.4K - $16.3K
|
4.79K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-99- 0.15% |
$12.4K - $16.3K
|
67.9K
$15.2M
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-100- 2.68% |
$12.5K - $16.5K
|
3.64K
$813K
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
SELL
|
- |
-100- 0.73% |
$12.5K - $16.5K
|
13.5K
$3.03M
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-100- 2.0% |
$12.5K - $16.5K
|
4.91K
$1.1M
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 0.59% |
$12.5K - $16.5K
|
16.8K
$3.76M
|
|
May 01, 2023
Q1 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-100- 0.52% |
$12.5K - $16.5K
|
19K
$4.25M
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-100- 0.07% |
$12.5K - $16.5K
|
151K
$33.7M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 0.03% |
$12.5K - $16.5K
|
329K
$73.7M
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-100- 1.77% |
$12.5K - $16.5K
|
5.54K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-100- 1.13% |
$12.5K - $16.5K
|
8.73K
$1.95M
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-101- 1.21% |
$12.6K - $16.7K
|
8.25K
$1.84M
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-102- 0.52% |
$12.8K - $16.8K
|
19.6K
$4.38M
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-103- 0.62% |
$12.9K - $17K
|
16.6K
$3.71M
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-103- 0.15% |
$12.9K - $17K
|
66.6K
$14.9M
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-103- 0.57% |
$12.9K - $17K
|
17.9K
$4.01M
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-103- 0.06% |
$12.9K - $17K
|
178K
$39.8M
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-103Closed |
$12.9K - $17K
|
0
$0
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-103- 0.14% |
$12.9K - $17K
|
73K
$16.3M
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-104- 0.1% |
$13K - $17.1K
|
99.4K
$22.2M
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-104- 0.16% |
$13K - $17.1K
|
66.8K
$14.9M
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-105- 0.13% |
$13.1K - $17.3K
|
81.1K
$18.1M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-106- 0.3% |
$13.3K - $17.5K
|
34.8K
$7.78M
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-106- 0.18% |
$13.3K - $17.5K
|
59K
$13.2M
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-106- 0.3% |
$13.3K - $17.5K
|
34.8K
$7.79M
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-108- 0.1% |
$13.5K - $17.8K
|
106K
$23.6M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-108- 0.82% |
$13.5K - $17.8K
|
13.1K
$2.92M
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-109- 0.15% |
$13.6K - $18K
|
71.7K
$16M
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-109- 0.63% |
$13.6K - $18K
|
17.3K
$3.87M
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-110- 0.76% |
$13.8K - $18.1K
|
14.3K
$3.2M
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-111- 5.66% |
$13.9K - $18.3K
|
1.85K
$414K
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-113- 0.25% |
$14.1K - $18.6K
|
44.5K
$9.94M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-113- 3.97% |
$14.1K - $18.6K
|
2.74K
$612K
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-113- 2.6% |
$14.1K - $18.6K
|
4.23K
$947K
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-115- 2.89% |
$14.4K - $19K
|
3.86K
$864K
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-116- 0.15% |
$14.5K - $19.1K
|
75.4K
$16.9M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-118- 0.15% |
$14.8K - $19.5K
|
80.8K
$18.1M
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-118- 0.1% |
$14.8K - $19.5K
|
124K
$27.7M
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-118- 1.3% |
$14.8K - $19.5K
|
8.96K
$2M
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-118- 1.13% |
$14.8K - $19.5K
|
10.3K
$2.31M
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-118- 4.67% |
$14.8K - $19.5K
|
2.41K
$539K
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-118- 0.42% |
$14.8K - $19.5K
|
27.8K
$6.21M
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-120- 0.15% |
$15K - $19.8K
|
80.9K
$18.1M
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-121- 0.34% |
$15.1K - $20K
|
35.6K
$7.96M
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-121- 1.02% |
$15.1K - $20K
|
11.7K
$2.62M
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-122- 1.96% |
$15.3K - $20.1K
|
6.1K
$1.36M
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-122- 0.71% |
$15.3K - $20.1K
|
17K
$3.8M
|