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 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-410- 0.64% |
$51.3K - $67.6K
|
64.1K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-411- 0.57% |
$51.4K - $67.8K
|
72.2K
$15.2M
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-411- 14.69% |
$51.4K - $67.8K
|
2.39K
$501K
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-413- 4.85% |
$51.6K - $68.1K
|
8.1K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-414- 0.88% |
$51.8K - $68.3K
|
46.6K
$9.8M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-415- 2.87% |
$51.9K - $68.4K
|
14K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-415- 2.46% |
$51.9K - $68.4K
|
16.5K
$3.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-417- 1.81% |
$52.1K - $68.8K
|
22.6K
$4.75M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-417- 0.19% |
$52.1K - $68.8K
|
214K
$45M
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
SELL
|
- |
-417- 0.6% |
$52.1K - $68.8K
|
69.5K
$14.6M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
SELL
|
- |
-420- 3.72% |
$52.5K - $69.3K
|
10.9K
$2.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-424- 2.61% |
$53K - $69.9K
|
15.8K
$3.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-424- 1.57% |
$53K - $69.9K
|
26.5K
$5.57M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-424- 0.3% |
$53K - $69.9K
|
143K
$30.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-425- 1.78% |
$53.1K - $70.1K
|
23.5K
$4.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-426- 3.24% |
$53.3K - $70.2K
|
12.7K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-426- 4.73% |
$53.3K - $70.2K
|
8.58K
$1.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-427- 1.14% |
$53.4K - $70.4K
|
37K
$7.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-433- 0.93% |
$54.1K - $71.4K
|
46.1K
$9.69M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-435- 0.91% |
$54.4K - $71.7K
|
47.6K
$10M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-440- 3.62% |
$55K - $72.6K
|
11.7K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-443- 0.69% |
$55.4K - $73.1K
|
63.7K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-444- 0.6% |
$55.5K - $73.2K
|
73.6K
$15.5M
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-448- 2.06% |
$56K - $73.9K
|
21.3K
$4.47M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-450- 1.11% |
$56.3K - $74.2K
|
40.1K
$8.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-455- 0.26% |
$56.9K - $75K
|
173K
$36.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-457- 2.17% |
$57.1K - $75.4K
|
20.6K
$4.32M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-458- 1.75% |
$57.3K - $75.5K
|
25.7K
$5.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-459- 0.85% |
$57.4K - $75.7K
|
53.2K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-459- 0.41% |
$57.4K - $75.7K
|
111K
$23.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-461- 0.89% |
$57.6K - $76K
|
51.2K
$10.8M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-465- 0.37% |
$58.1K - $76.7K
|
126K
$26.5M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-466- 0.21% |
$58.3K - $76.8K
|
227K
$47.6M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-467- 1.24% |
$58.4K - $77K
|
37.1K
$7.79M
|
|
|
May 01, 2023
Q1 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-468- 0.5% |
$58.5K - $77.2K
|
92.2K
$19.4M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-471- 0.78% |
$58.9K - $77.7K
|
60.2K
$12.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-473- 1.54% |
$59.1K - $78K
|
30.2K
$6.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-474- 0.37% |
$59.3K - $78.2K
|
128K
$26.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-476- 1.42% |
$59.5K - $78.5K
|
33K
$6.93M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-478- 0.4% |
$59.8K - $78.8K
|
118K
$24.8M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-478- 0.46% |
$59.8K - $78.8K
|
104K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-478- 1.48% |
$59.8K - $78.8K
|
31.9K
$6.7M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-480- 0.35% |
$60K - $79.2K
|
135K
$28.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-482- 1.15% |
$60.3K - $79.5K
|
41.5K
$8.72M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-483- 0.6% |
$60.4K - $79.6K
|
79.7K
$16.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-483- 2.25% |
$60.4K - $79.6K
|
21K
$4.4M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-483- 2.2% |
$60.4K - $79.6K
|
21.5K
$4.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-485- 0.26% |
$60.6K - $80K
|
187K
$39.3M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-486- 13.2% |
$60.8K - $80.1K
|
3.2K
$671K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-487- 0.91% |
$60.9K - $80.3K
|
52.8K
$11.1M
|