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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-309- 0.16% |
$38.6K - $51K
|
189K
$45.8M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-309- 0.12% |
$38.6K - $51K
|
266K
$64.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-310- 0.11% |
$38.8K - $51.1K
|
288K
$69.6M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-310- 1.88% |
$38.8K - $51.1K
|
16.2K
$3.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-314- 2.28% |
$39.3K - $51.8K
|
13.4K
$3.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-314- 0.61% |
$39.3K - $51.8K
|
51K
$12.4M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-314- 0.12% |
$39.3K - $51.8K
|
266K
$64.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-315- 0.45% |
$39.4K - $51.9K
|
70.4K
$17M
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-320- 5.0% |
$40K - $52.8K
|
6.07K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-322- 0.94% |
$40.3K - $53.1K
|
34K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-322- 14.55% |
$40.3K - $53.1K
|
1.89K
$458K
|
|
|
May 04, 2023
Q1 2023
|
Linker Capital Management Inc.
|
SELL
|
- |
-325- 0.76% |
$40.6K - $53.6K
|
42.3K
$10.2M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-329- 1.51% |
$41.1K - $54.3K
|
21.5K
$5.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-330- 1.65% |
$41.3K - $54.4K
|
19.7K
$4.78M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-330- 1.29% |
$41.3K - $54.4K
|
25.3K
$6.12M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-331- 10.98% |
$41.4K - $54.6K
|
2.68K
$650K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-332- 0.47% |
$41.5K - $54.7K
|
70.9K
$17.2M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-333- 2.43% |
$41.6K - $54.9K
|
13.4K
$3.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-334- 0.63% |
$41.8K - $55.1K
|
52.7K
$12.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-335- 0.65% |
$41.9K - $55.2K
|
51K
$12.4M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-335- 0.73% |
$41.9K - $55.2K
|
45.3K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-338- 0.85% |
$42.3K - $55.7K
|
39.6K
$9.58M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-340- 11.46% |
$42.5K - $56.1K
|
2.63K
$637K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-343- 2.51% |
$42.9K - $56.6K
|
13.3K
$3.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-343- 2.37% |
$42.9K - $56.6K
|
14.1K
$3.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-344- 0.57% |
$43K - $56.7K
|
60.5K
$14.6M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-344- 4.95% |
$43K - $56.7K
|
6.6K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-344- 1.09% |
$43K - $56.7K
|
31.4K
$7.59M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-346- 2.02% |
$43.3K - $57.1K
|
16.8K
$4.07M
|
|
|
May 09, 2023
Q1 2023
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-347- 9.92% |
$43.4K - $57.2K
|
3.15K
$763K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-347- 0.78% |
$43.4K - $57.2K
|
43.9K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-348- 3.9% |
$43.5K - $57.4K
|
8.58K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-349- 1.76% |
$43.6K - $57.6K
|
19.5K
$4.72M
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-350- 0.43% |
$43.8K - $57.7K
|
80.8K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-350- 0.39% |
$43.8K - $57.7K
|
90.3K
$21.9M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-351- 2.18% |
$43.9K - $57.9K
|
15.8K
$3.81M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-351- 1.14% |
$43.9K - $57.9K
|
30.4K
$7.37M
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-352- 1.68% |
$44K - $58K
|
20.5K
$4.98M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-353- 0.57% |
$44.1K - $58.2K
|
61.3K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-355- 2.2% |
$44.4K - $58.5K
|
15.8K
$3.82M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-356- 1.0% |
$44.5K - $58.7K
|
35.4K
$8.58M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-358- 12.06% |
$44.8K - $59K
|
2.61K
$632K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-360- 1.5% |
$45K - $59.4K
|
23.7K
$5.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-364- 0.1% |
$45.5K - $60K
|
361K
$87.5M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-364- 1.72% |
$45.5K - $60K
|
20.8K
$5.03M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-364- 1.27% |
$45.5K - $60K
|
28.4K
$6.88M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-365- 0.31% |
$45.6K - $60.2K
|
117K
$28.4M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-367- 0.22% |
$45.9K - $60.5K
|
168K
$40.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-368- 3.22% |
$46K - $60.7K
|
11.1K
$2.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-369- 2.97% |
$46.1K - $60.8K
|
12K
$2.92M
|