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 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-259- 0.86% |
$32.4K - $42.7K
|
30K
$7.27M
|
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-261- 0.82% |
$32.6K - $43K
|
31.4K
$7.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-263- 2.39% |
$32.9K - $43.4K
|
10.8K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-263- 0.27% |
$32.9K - $43.4K
|
95.4K
$23.1M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-264- 0.81% |
$33K - $43.5K
|
32.5K
$7.87M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-264- 0.81% |
$33K - $43.5K
|
32.5K
$7.87M
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-265- 2.26% |
$33.1K - $43.7K
|
11.5K
$2.77M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-265- 0.62% |
$33.1K - $43.7K
|
42.4K
$10.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
SELL
|
- |
-266- 1.17% |
$33.3K - $43.9K
|
22.5K
$5.44M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-266- 3.07% |
$33.3K - $43.9K
|
8.4K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-268- 1.02% |
$33.5K - $44.2K
|
25.9K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-272- 10.12% |
$34K - $44.9K
|
2.42K
$585K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-274- 1.97% |
$34.3K - $45.2K
|
13.7K
$3.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-274- 0.51% |
$34.3K - $45.2K
|
53.5K
$13M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-274- 5.97% |
$34.3K - $45.2K
|
4.31K
$1.04M
|
|
|
Jun 21, 2024
Q1 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-274- 5.76% |
$34.3K - $45.2K
|
4.48K
$1.09M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-275- 0.41% |
$34.4K - $45.3K
|
66.1K
$16M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-276- 5.79% |
$34.5K - $45.5K
|
4.49K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-278- 8.49% |
$34.8K - $45.8K
|
3K
$726K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-280- 0.1% |
$35K - $46.2K
|
280K
$67.9M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-283- 0.48% |
$35.4K - $46.7K
|
58.5K
$14.2M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-284- 0.42% |
$35.5K - $46.8K
|
67.7K
$16.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Barton Investment Management
|
SELL
|
- |
-285- 0.84% |
$35.6K - $47K
|
33.6K
$8.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-285- 0.54% |
$35.6K - $47K
|
53K
$12.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-286- 2.06% |
$35.8K - $47.2K
|
13.6K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-286- 1.23% |
$35.8K - $47.2K
|
22.9K
$5.54M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-287- 0.28% |
$35.9K - $47.3K
|
102K
$24.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-288- 0.36% |
$36K - $47.5K
|
79.8K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-288- 0.79% |
$36K - $47.5K
|
36.1K
$8.74M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-289- 0.75% |
$36.1K - $47.7K
|
38.3K
$9.27M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-289- 2.17% |
$36.1K - $47.7K
|
13K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-289- 0.62% |
$36.1K - $47.7K
|
46.5K
$11.3M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-290- 1.65% |
$36.3K - $47.8K
|
17.3K
$4.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-291- 0.17% |
$36.4K - $48K
|
175K
$42.4M
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-294- 0.48% |
$36.8K - $48.5K
|
61.1K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-295- 8.31% |
$36.9K - $48.6K
|
3.25K
$788K
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-296- 6.02% |
$37K - $48.8K
|
4.62K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-297- 0.84% |
$37.1K - $49K
|
35.2K
$8.52M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-299- 0.32% |
$37.4K - $49.3K
|
94.1K
$22.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-300- 2.56% |
$37.5K - $49.5K
|
11.4K
$2.77M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-301- 7.11% |
$37.6K - $49.6K
|
3.93K
$952K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-302- 1.83% |
$37.8K - $49.8K
|
16.2K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-303- 0.42% |
$37.9K - $50K
|
72.1K
$17.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-304- 0.32% |
$38K - $50.1K
|
96.2K
$23.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-304- 0.51% |
$38K - $50.1K
|
59.1K
$14.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-304- 0.25% |
$38K - $50.1K
|
124K
$29.9M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-305- 1.8% |
$38.1K - $50.3K
|
16.6K
$4.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-306- 0.28% |
$38.3K - $50.5K
|
108K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-306- 18.37% |
$38.3K - $50.5K
|
1.36K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-308- 0.53% |
$38.5K - $50.8K
|
57.5K
$13.9M
|