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 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-587- 1.92% |
$73.4K - $96.8K
|
29.9K
$7.33M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-587- 6.0% |
$73.4K - $96.8K
|
9.2K
$2.25M
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-588- 0.47% |
$73.5K - $97K
|
124K
$30.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-589- 2.4% |
$73.6K - $97.1K
|
24K
$5.88M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-589- 7.5% |
$73.6K - $97.1K
|
7.26K
$1.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-590- 1.39% |
$73.8K - $97.3K
|
41.9K
$10.3M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-590- 2.04% |
$73.8K - $97.3K
|
28.4K
$6.96M
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
SELL
|
- |
-590- 4.31% |
$73.8K - $97.3K
|
13.1K
$3.21M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-591- 3.29% |
$73.9K - $97.5K
|
17.4K
$4.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-592- 2.1% |
$74K - $97.6K
|
27.6K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-593- 8.38% |
$74.1K - $97.8K
|
6.48K
$1.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-596- 0.88% |
$74.5K - $98.3K
|
67.1K
$16.4M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-596- 0.34% |
$74.5K - $98.3K
|
176K
$43.1M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-596- 2.49% |
$74.5K - $98.3K
|
23.4K
$5.72M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-597- 0.52% |
$74.6K - $98.4K
|
115K
$28.1M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-600- 0.62% |
$75K - $98.9K
|
95.8K
$23.5M
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-604- 8.47% |
$75.5K - $99.6K
|
6.53K
$1.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-605- 0.3% |
$75.6K - $99.8K
|
199K
$48.7M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-605- 8.35% |
$75.6K - $99.8K
|
6.64K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-605- 7.91% |
$75.6K - $99.8K
|
7.05K
$1.73M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-607- 0.31% |
$75.9K - $100K
|
197K
$48.3M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-607- 1.1% |
$75.9K - $100K
|
54.4K
$13.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-608- 0.86% |
$76K - $100K
|
69.7K
$17.1M
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
SELL
|
- |
-611- 0.85% |
$76.4K - $101K
|
71.1K
$17.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-612- 0.44% |
$76.5K - $101K
|
138K
$33.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-612- 0.67% |
$76.5K - $101K
|
90.3K
$22.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-616- 1.33% |
$77K - $102K
|
45.7K
$11.2M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-616- 5.4% |
$77K - $102K
|
10.8K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-618- 1.05% |
$77.3K - $102K
|
58.2K
$14.3M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-620- 1.8% |
$77.5K - $102K
|
33.9K
$8.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-621- 0.34% |
$77.6K - $102K
|
180K
$44M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-627- 0.89% |
$78.4K - $103K
|
69.6K
$17M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-628- 1.0% |
$78.5K - $104K
|
62K
$15.2M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-629- 2.01% |
$78.6K - $104K
|
30.6K
$7.5M
|
|
|
May 08, 2023
Q1 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-631- 0.88% |
$78.9K - $104K
|
71.4K
$17.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-632- 6.27% |
$79K - $104K
|
9.45K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-633- 3.15% |
$79.1K - $104K
|
19.5K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-634- 1.75% |
$79.3K - $105K
|
35.7K
$8.74M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-635- 1.04% |
$79.4K - $105K
|
60.6K
$14.9M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-636- 2.61% |
$79.5K - $105K
|
23.7K
$5.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-638- 1.07% |
$79.8K - $105K
|
59K
$14.4M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-638- 1.66% |
$79.8K - $105K
|
37.9K
$9.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-639- 6.12% |
$79.9K - $105K
|
9.8K
$2.4M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-639- 0.93% |
$79.9K - $105K
|
67.8K
$16.6M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-640- 1.2% |
$80K - $106K
|
52.6K
$12.9M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-642- 0.36% |
$80.3K - $106K
|
177K
$43.5M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-642- 1.79% |
$80.3K - $106K
|
35.2K
$8.61M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-642- 1.91% |
$80.3K - $106K
|
33K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-643- 1.05% |
$80.4K - $106K
|
60.6K
$14.8M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-644- 1.06% |
$80.5K - $106K
|
60.1K
$14.7M
|