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 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-488- 0.32% |
$61K - $80.5K
|
152K
$32M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-488- 4.1% |
$61K - $80.5K
|
11.4K
$2.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-491- 1.38% |
$61.4K - $81K
|
35.2K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-491- 0.3% |
$61.4K - $81K
|
162K
$33.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-495- 1.39% |
$61.9K - $81.6K
|
35.2K
$7.39M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-496- 10.62% |
$62K - $81.8K
|
4.18K
$877K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-496- 11.1% |
$62K - $81.8K
|
3.97K
$834K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-500- 0.6% |
$62.5K - $82.5K
|
82.8K
$17.4M
|
|
|
May 05, 2023
Q1 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-500- 0.19% |
$62.5K - $82.5K
|
264K
$55.4M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 0.63% |
$62.5K - $82.5K
|
79.1K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-500- 1.99% |
$62.5K - $82.5K
|
24.7K
$5.18M
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-500- 3.85% |
$62.5K - $82.5K
|
12.5K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-500- 2.88% |
$62.5K - $82.5K
|
16.9K
$3.55M
|
|
|
May 16, 2023
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-500- 1.45% |
$62.5K - $82.5K
|
34.1K
$7.16M
|
|
|
Jan 31, 2024
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-500- 1.45% |
$62.5K - $82.5K
|
34.1K
$7.16M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-502- 1.45% |
$62.8K - $82.8K
|
34.1K
$7.15M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-502- 2.39% |
$62.8K - $82.8K
|
20.5K
$4.3M
|
|
|
May 12, 2023
Q1 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-503- 2.07% |
$62.9K - $82.9K
|
23.8K
$4.99M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-507- 2.38% |
$63.4K - $83.6K
|
20.8K
$4.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-509- 0.34% |
$63.6K - $83.9K
|
151K
$31.8M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-509- 14.21% |
$63.6K - $83.9K
|
3.07K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-509- 0.6% |
$63.6K - $83.9K
|
84K
$17.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-513- 0.84% |
$64.1K - $84.6K
|
60.3K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-514- 5.79% |
$64.3K - $84.8K
|
8.36K
$1.76M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-518- 3.99% |
$64.8K - $85.4K
|
12.5K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-520- 4.34% |
$65K - $85.7K
|
11.5K
$2.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-526- 1.61% |
$65.8K - $86.7K
|
32.1K
$6.75M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-526- 4.17% |
$65.8K - $86.7K
|
12.1K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-527- 1.03% |
$65.9K - $86.9K
|
50.5K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-529- 2.09% |
$66.1K - $87.2K
|
24.8K
$5.2M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-530- 0.52% |
$66.3K - $87.4K
|
102K
$21.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-532- 1.44% |
$66.5K - $87.7K
|
36.5K
$7.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-532- 1.2% |
$66.5K - $87.7K
|
43.8K
$9.21M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-535- 1.87% |
$66.9K - $88.2K
|
28.1K
$5.89M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-537- 1.22% |
$67.1K - $88.6K
|
43.6K
$9.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-538- 0.42% |
$67.3K - $88.7K
|
127K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-542- 6.76% |
$67.8K - $89.4K
|
7.47K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-543- 1.2% |
$67.9K - $89.5K
|
44.6K
$9.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-544- 0.46% |
$68K - $89.7K
|
119K
$24.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-545- 11.0% |
$68.1K - $89.9K
|
4.41K
$926K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-546- 3.37% |
$68.3K - $90K
|
15.7K
$3.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-547- 0.86% |
$68.4K - $90.2K
|
63.4K
$13.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-553- 8.31% |
$69.1K - $91.2K
|
6.1K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-555- 1.6% |
$69.4K - $91.5K
|
34.1K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-555- 18.17% |
$69.4K - $91.5K
|
2.5K
$525K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-556- 2.17% |
$69.5K - $91.7K
|
25.1K
$5.26M
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-556- 23.99% |
$69.5K - $91.7K
|
1.76K
$370K
|
|
|
Apr 20, 2023
Q1 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-560- 3.7% |
$70K - $92.3K
|
14.6K
$3.06M
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-565- 0.94% |
$70.6K - $93.2K
|
59.8K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-566- 0.94% |
$70.8K - $93.3K
|
59.7K
$12.5M
|