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 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-427- 1.14% |
$53.4K - $70.4K
|
37K
$9.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-433- 0.93% |
$54.1K - $71.4K
|
46.1K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-435- 0.91% |
$54.4K - $71.7K
|
47.6K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-440- 3.62% |
$55K - $72.6K
|
11.7K
$2.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-443- 0.69% |
$55.4K - $73.1K
|
63.7K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-444- 0.6% |
$55.5K - $73.2K
|
73.6K
$18M
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-448- 2.06% |
$56K - $73.9K
|
21.3K
$5.21M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-450- 1.11% |
$56.3K - $74.2K
|
40.1K
$9.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-455- 0.26% |
$56.9K - $75K
|
173K
$42.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-457- 2.17% |
$57.1K - $75.4K
|
20.6K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-458- 1.75% |
$57.3K - $75.5K
|
25.7K
$6.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-459- 0.85% |
$57.4K - $75.7K
|
53.2K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-459- 0.41% |
$57.4K - $75.7K
|
111K
$27.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-461- 0.89% |
$57.6K - $76K
|
51.2K
$12.5M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-465- 0.37% |
$58.1K - $76.7K
|
126K
$30.9M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-466- 0.21% |
$58.3K - $76.8K
|
227K
$55.6M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-467- 1.24% |
$58.4K - $77K
|
37.1K
$9.09M
|
|
|
May 01, 2023
Q1 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-468- 0.5% |
$58.5K - $77.2K
|
92.2K
$22.6M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-471- 0.78% |
$58.9K - $77.7K
|
60.2K
$14.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-473- 1.54% |
$59.1K - $78K
|
30.2K
$7.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-474- 0.37% |
$59.3K - $78.2K
|
128K
$31.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-476- 1.42% |
$59.5K - $78.5K
|
33K
$8.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-478- 0.4% |
$59.8K - $78.8K
|
118K
$28.9M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-478- 0.46% |
$59.8K - $78.8K
|
104K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-478- 1.48% |
$59.8K - $78.8K
|
31.9K
$7.81M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-480- 0.35% |
$60K - $79.2K
|
135K
$33.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-482- 1.15% |
$60.3K - $79.5K
|
41.5K
$10.2M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-483- 0.6% |
$60.4K - $79.6K
|
79.7K
$19.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-483- 2.25% |
$60.4K - $79.6K
|
21K
$5.14M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-483- 2.2% |
$60.4K - $79.6K
|
21.5K
$5.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-485- 0.26% |
$60.6K - $80K
|
187K
$45.8M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-486- 13.2% |
$60.8K - $80.1K
|
3.2K
$783K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-487- 0.91% |
$60.9K - $80.3K
|
52.8K
$12.9M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-488- 0.32% |
$61K - $80.5K
|
152K
$37.3M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-488- 4.1% |
$61K - $80.5K
|
11.4K
$2.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-491- 1.38% |
$61.4K - $81K
|
35.2K
$8.62M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-491- 0.3% |
$61.4K - $81K
|
162K
$39.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-495- 1.39% |
$61.9K - $81.6K
|
35.2K
$8.62M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-496- 10.62% |
$62K - $81.8K
|
4.18K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-496- 11.1% |
$62K - $81.8K
|
3.97K
$973K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-500- 0.6% |
$62.5K - $82.5K
|
82.8K
$20.3M
|
|
|
May 05, 2023
Q1 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-500- 0.19% |
$62.5K - $82.5K
|
264K
$64.7M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 0.63% |
$62.5K - $82.5K
|
79.1K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-500- 1.99% |
$62.5K - $82.5K
|
24.7K
$6.04M
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-500- 3.85% |
$62.5K - $82.5K
|
12.5K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-500- 2.88% |
$62.5K - $82.5K
|
16.9K
$4.14M
|
|
|
May 16, 2023
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-500- 1.45% |
$62.5K - $82.5K
|
34.1K
$8.35M
|
|
|
Jan 31, 2024
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-500- 1.45% |
$62.5K - $82.5K
|
34.1K
$8.35M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-502- 1.45% |
$62.8K - $82.8K
|
34.1K
$8.34M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-502- 2.39% |
$62.8K - $82.8K
|
20.5K
$5.02M
|