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 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-629- 2.01% |
$78.6K - $104K
|
30.6K
$6.43M
|
|
|
May 08, 2023
Q1 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-631- 0.88% |
$78.9K - $104K
|
71.4K
$15M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-632- 6.27% |
$79K - $104K
|
9.45K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-633- 3.15% |
$79.1K - $104K
|
19.5K
$4.09M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-634- 1.75% |
$79.3K - $105K
|
35.7K
$7.49M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-635- 1.04% |
$79.4K - $105K
|
60.6K
$12.7M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-636- 2.61% |
$79.5K - $105K
|
23.7K
$4.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-638- 1.07% |
$79.8K - $105K
|
59K
$12.4M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-638- 1.66% |
$79.8K - $105K
|
37.9K
$7.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-639- 6.12% |
$79.9K - $105K
|
9.8K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-639- 0.93% |
$79.9K - $105K
|
67.8K
$14.2M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-640- 1.2% |
$80K - $106K
|
52.6K
$11M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-642- 0.36% |
$80.3K - $106K
|
177K
$37.3M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-642- 1.79% |
$80.3K - $106K
|
35.2K
$7.38M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-642- 1.91% |
$80.3K - $106K
|
33K
$6.93M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-643- 1.05% |
$80.4K - $106K
|
60.6K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-644- 1.06% |
$80.5K - $106K
|
60.1K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-644- 3.51% |
$80.5K - $106K
|
17.7K
$3.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-650- 2.05% |
$81.3K - $107K
|
31.1K
$6.52M
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-650- 4.04% |
$81.3K - $107K
|
15.5K
$3.24M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-654- 0.59% |
$81.8K - $108K
|
110K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-656- 0.46% |
$82K - $108K
|
143K
$30.1M
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-659- 0.65% |
$82.4K - $109K
|
100K
$21.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-661- 2.07% |
$82.6K - $109K
|
31.2K
$6.55M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-668- 29.01% |
$83.5K - $110K
|
1.64K
$343K
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-669- 0.91% |
$83.6K - $110K
|
73K
$15.3M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-669- 14.77% |
$83.6K - $110K
|
3.86K
$810K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-669- 1.54% |
$83.6K - $110K
|
42.6K
$8.95M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-670- 2.5% |
$83.8K - $110K
|
26.2K
$5.5M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-671- 2.2% |
$83.9K - $111K
|
29.9K
$6.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-672- 3.84% |
$84K - $111K
|
16.8K
$3.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-675- 0.81% |
$84.4K - $111K
|
82.2K
$17.3M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-675- 2.09% |
$84.4K - $111K
|
31.7K
$6.65M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-681- 2.99% |
$85.1K - $112K
|
22.1K
$4.65M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-681- 1.07% |
$85.1K - $112K
|
63.1K
$13.3M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-681- 2.08% |
$85.1K - $112K
|
32K
$6.73M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-681- 1.1% |
$85.1K - $112K
|
61.2K
$12.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-682- 0.88% |
$85.3K - $112K
|
76.6K
$16.1M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-682- 13.12% |
$85.3K - $112K
|
4.52K
$949K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-682- 7.6% |
$85.3K - $112K
|
8.29K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-685- 1.34% |
$85.6K - $113K
|
50.5K
$10.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-689- 3.03% |
$86.1K - $114K
|
22K
$4.63M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-690- 0.4% |
$86.3K - $114K
|
172K
$36.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-691- 0.92% |
$86.4K - $114K
|
74.5K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-699- 3.34% |
$87.4K - $115K
|
20.2K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-699- 1.08% |
$87.4K - $115K
|
63.8K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-702- 1.67% |
$87.8K - $116K
|
41.5K
$8.71M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-703- 0.51% |
$87.9K - $116K
|
138K
$29M
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
SELL
|
- |
-704- 17.41% |
$88K - $116K
|
3.34K
$701K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-704- 2.73% |
$88K - $116K
|
25.1K
$5.27M
|