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
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-350- 0.43% |
$43.8K - $57.7K
|
80.8K
$17M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-350- 0.39% |
$43.8K - $57.7K
|
90.3K
$19M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-351- 2.18% |
$43.9K - $57.9K
|
15.8K
$3.31M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-351- 1.14% |
$43.9K - $57.9K
|
30.4K
$6.39M
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-352- 1.68% |
$44K - $58K
|
20.5K
$4.31M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-353- 0.57% |
$44.1K - $58.2K
|
61.3K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-355- 2.2% |
$44.4K - $58.5K
|
15.8K
$3.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-356- 1.0% |
$44.5K - $58.7K
|
35.4K
$7.44M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-358- 12.06% |
$44.8K - $59K
|
2.61K
$548K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-360- 1.5% |
$45K - $59.4K
|
23.7K
$4.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-364- 0.1% |
$45.5K - $60K
|
361K
$75.9M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-364- 1.72% |
$45.5K - $60K
|
20.8K
$4.36M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-364- 1.27% |
$45.5K - $60K
|
28.4K
$5.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-365- 0.31% |
$45.6K - $60.2K
|
117K
$24.6M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-367- 0.22% |
$45.9K - $60.5K
|
168K
$35.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-368- 3.22% |
$46K - $60.7K
|
11.1K
$2.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-369- 2.97% |
$46.1K - $60.8K
|
12K
$2.53M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-370- 0.2% |
$46.3K - $61K
|
181K
$38M
|
|
|
May 15, 2023
Q1 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-370- 20.81% |
$46.3K - $61K
|
1.41K
$296K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-370- 0.58% |
$46.3K - $61K
|
63.9K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-371- 0.65% |
$46.4K - $61.2K
|
56.9K
$11.9M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-375- 5.15% |
$46.9K - $61.8K
|
6.91K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-375- 0.57% |
$46.9K - $61.8K
|
65.5K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-375- 0.99% |
$46.9K - $61.8K
|
37.5K
$7.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-377- 1.07% |
$47.1K - $62.2K
|
34.9K
$7.33M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-377- 16.51% |
$47.1K - $62.2K
|
1.91K
$401K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-378- 0.2% |
$47.3K - $62.3K
|
191K
$40.1M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-379- 0.3% |
$47.4K - $62.5K
|
127K
$26.7M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-379- 3.29% |
$47.4K - $62.5K
|
11.1K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-380- 5.72% |
$47.5K - $62.7K
|
6.27K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-385- 0.57% |
$48.1K - $63.5K
|
67.4K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-387- 4.39% |
$48.4K - $63.8K
|
8.43K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-391- 1.28% |
$48.9K - $64.5K
|
30.2K
$6.35M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-391- 1.21% |
$48.9K - $64.5K
|
31.9K
$6.71M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-392- 0.94% |
$49K - $64.6K
|
41.5K
$8.71M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-393- 0.92% |
$49.1K - $64.8K
|
42.1K
$8.85M
|
|
|
Apr 10, 2023
Q1 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-395- 0.65% |
$49.4K - $65.1K
|
60K
$12.6M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-397- 6.42% |
$49.6K - $65.5K
|
5.79K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-398- 5.23% |
$49.8K - $65.6K
|
7.21K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-398- 11.08% |
$49.8K - $65.6K
|
3.19K
$671K
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-398- 6.69% |
$49.8K - $65.6K
|
5.55K
$1.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-399- 0.38% |
$49.9K - $65.8K
|
104K
$21.8M
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-399- 7.88% |
$49.9K - $65.8K
|
4.67K
$980K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-399- 4.4% |
$49.9K - $65.8K
|
8.66K
$1.82M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-400- 3.55% |
$50K - $66K
|
10.9K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-400- 0.55% |
$50K - $66K
|
72K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-400- 2.79% |
$50K - $66K
|
14K
$2.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-401- 0.57% |
$50.1K - $66.1K
|
70K
$14.7M
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
SELL
|
- |
-402- 1.16% |
$50.3K - $66.3K
|
34.3K
$7.21M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-404- 0.4% |
$50.5K - $66.6K
|
101K
$21.1M
|