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 |
|---|---|---|---|---|---|---|---|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-212- 0.39% |
$26.5K - $35K
|
53.7K
$13M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-216- 0.17% |
$27K - $35.6K
|
125K
$30.3M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-217- 1.83% |
$27.1K - $35.8K
|
11.7K
$2.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-219- 0.15% |
$27.4K - $36.1K
|
147K
$35.6M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-219- 5.77% |
$27.4K - $36.1K
|
3.58K
$866K
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-220- 0.42% |
$27.5K - $36.3K
|
52.7K
$12.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-221- 0.19% |
$27.6K - $36.4K
|
116K
$28M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-221- 1.18% |
$27.6K - $36.4K
|
18.5K
$4.49M
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-221- 1.14% |
$27.6K - $36.4K
|
19.2K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-221- 1.1% |
$27.6K - $36.4K
|
19.8K
$4.79M
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-222- 0.59% |
$27.8K - $36.6K
|
37.2K
$9M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-224- 0.98% |
$28K - $36.9K
|
22.6K
$5.47M
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-225- 1.4% |
$28.1K - $37.1K
|
15.9K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-225- 0.22% |
$28.1K - $37.1K
|
102K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-225- 1.18% |
$28.1K - $37.1K
|
18.9K
$4.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-226- 0.35% |
$28.3K - $37.3K
|
64.6K
$15.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-228- 0.5% |
$28.5K - $37.6K
|
45.6K
$11M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-229- 1.09% |
$28.6K - $37.8K
|
20.7K
$5.02M
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-230- 1.48% |
$28.8K - $37.9K
|
15.3K
$3.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-230- 0.34% |
$28.8K - $37.9K
|
67.1K
$16.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-232- 5.96% |
$29K - $38.3K
|
3.66K
$887K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-232- 0.61% |
$29K - $38.3K
|
37.7K
$9.13M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-232- 0.56% |
$29K - $38.3K
|
41.5K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-233- 0.2% |
$29.1K - $38.4K
|
118K
$28.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-234- 0.57% |
$29.3K - $38.6K
|
40.8K
$9.88M
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-235- 0.14% |
$29.4K - $38.8K
|
170K
$41.3M
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-235- 1.37% |
$29.4K - $38.8K
|
17K
$4.11M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-237- 0.76% |
$29.6K - $39.1K
|
30.8K
$7.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-238- 0.82% |
$29.8K - $39.2K
|
28.9K
$7M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-238- 2.16% |
$29.8K - $39.2K
|
10.8K
$2.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-238- 3.68% |
$29.8K - $39.2K
|
6.23K
$1.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-241- 0.5% |
$30.1K - $39.7K
|
47.8K
$11.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-241- 1.1% |
$30.1K - $39.7K
|
21.6K
$5.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-242- 0.69% |
$30.3K - $39.9K
|
35K
$8.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-246- 1.82% |
$30.8K - $40.6K
|
13.3K
$3.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-246- 1.67% |
$30.8K - $40.6K
|
14.5K
$3.51M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-246- 0.32% |
$30.8K - $40.6K
|
75.5K
$18.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-247- 0.95% |
$30.9K - $40.7K
|
25.7K
$6.22M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-248- 0.04% |
$31K - $40.9K
|
554K
$134M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-249- 3.04% |
$31.1K - $41.1K
|
7.95K
$1.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-249- 0.44% |
$31.1K - $41.1K
|
55.8K
$13.5M
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-249- 0.41% |
$31.1K - $41.1K
|
59.9K
$14.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-250- 1.89% |
$31.3K - $41.2K
|
13K
$3.14M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-252- 1.65% |
$31.5K - $41.6K
|
15.1K
$3.65M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-252- 0.82% |
$31.5K - $41.6K
|
30.6K
$7.41M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-254- 0.88% |
$31.8K - $41.9K
|
28.7K
$6.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-255- 68.18% |
$31.9K - $42K
|
119
$28.8K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-256- 0.53% |
$32K - $42.2K
|
47.9K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-257- 3.26% |
$32.1K - $42.4K
|
7.64K
$1.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-259- 2.17% |
$32.4K - $42.7K
|
11.7K
$2.83M
|