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 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91.2K+ 0.76% |
$11.4M - $15M
|
12M
$2.76B
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
89.6K+ 2.34% |
$11.2M - $14.8M
|
3.92M
$898M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
88.8K+ 454.19% |
$11.1M - $14.6M
|
108K
$24.8M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
88.8K+ 20.08% |
$11.1M - $14.6M
|
531K
$122M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
86.3K+ 2.11% |
$10.8M - $14.2M
|
4.18M
$958M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
85.8K+ 6.11% |
$10.7M - $14.1M
|
1.49M
$341M
|
|
|
May 04, 2023
Q1 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
85KNew |
$10.6M - $14M
|
85K
$19.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
81.7K+ 5.94% |
$10.2M - $13.5M
|
1.46M
$334M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
79.1K+ 47950.3% |
$9.89M - $13M
|
79.3K
$18.2M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
75.7KNew |
$9.46M - $12.5M
|
75.7K
$17.3M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
75.2K+ 15.72% |
$9.4M - $12.4M
|
554K
$127M
|
|
|
May 15, 2023
Q1 2023
|
Center Lake Capital Management, LLC
New York, NY |
BUY
|
- |
75KNew |
$9.38M - $12.4M
|
75K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
74.8KNew |
$9.35M - $12.3M
|
74.8K
$17.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
74.7K+ 13804.44% |
$9.34M - $12.3M
|
75.2K
$17.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
73K+ 12.44% |
$9.13M - $12M
|
660K
$151M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
72.8KNew |
$9.1M - $12M
|
72.8K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
72.6KNew |
$9.07M - $12M
|
72.6K
$16.6M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
72.1KNew |
$9.01M - $11.9M
|
72.1K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
71.7K+ 11.28% |
$8.96M - $11.8M
|
707K
$162M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
70.2K+ 11.56% |
$8.78M - $11.6M
|
678K
$155M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
68.9K+ 194.59% |
$8.61M - $11.4M
|
104K
$23.9M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
68.1K+ 4.69% |
$8.51M - $11.2M
|
1.52M
$348M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
67.4KNew |
$8.42M - $11.1M
|
67.4K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
65.9KNew |
$8.24M - $10.9M
|
65.9K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65.1K+ 12.9% |
$8.14M - $10.7M
|
570K
$130M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
64.3K+ 16.83% |
$8.04M - $10.6M
|
447K
$102M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.2K+ 0.6% |
$8.03M - $10.6M
|
10.8M
$2.47B
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
64.2KNew |
$8.02M - $10.6M
|
64.2K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
63.9K+ 33.44% |
$7.99M - $10.5M
|
255K
$58.4M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
63.8K+ 2.2% |
$7.98M - $10.5M
|
2.97M
$680M
|
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
63.7K+ 35.6% |
$7.96M - $10.5M
|
243K
$55.5M
|
|
|
May 04, 2023
Q1 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
63KNew |
$7.88M - $10.4M
|
63K
$14.4M
|
|
|
Jul 22, 2024
Q1 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
63KNew |
$7.88M - $10.4M
|
63K
$14.4M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
62.1K+ 21.24% |
$7.76M - $10.2M
|
354K
$81.1M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
60.5KNew |
$7.56M - $9.98M
|
60.5K
$13.9M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
60K+ 8.28% |
$7.5M - $9.89M
|
785K
$180M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
59.7K+ 71.38% |
$7.47M - $9.85M
|
143K
$32.8M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
59.5K+ 14.76% |
$7.44M - $9.81M
|
463K
$106M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
58.1K+ 33.17% |
$7.26M - $9.58M
|
233K
$53.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
58K+ 224.39% |
$7.25M - $9.57M
|
83.9K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
57.9KNew |
$7.24M - $9.55M
|
57.9K
$13.3M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57.9KNew |
$7.24M - $9.55M
|
57.9K
$13.3M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
57K+ 17.18% |
$7.12M - $9.39M
|
388K
$89M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
56.9K+ 94.9% |
$7.11M - $9.38M
|
117K
$26.7M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
56.7K+ 0.51% |
$7.09M - $9.36M
|
11.3M
$2.59B
|
|
|
May 15, 2023
Q1 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
56KNew |
$7M - $9.24M
|
56K
$12.8M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
55.8K+ 100.39% |
$6.97M - $9.2M
|
111K
$25.5M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
55.1K+ 57.46% |
$6.89M - $9.09M
|
151K
$34.6M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
54.8K+ 27.3% |
$6.85M - $9.04M
|
256K
$58.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
54.5KNew |
$6.81M - $8.99M
|
54.5K
$12.5M
|