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 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-827- 0.9% |
$103K - $136K
|
90.7K
$19.1M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-831- 0.33% |
$104K - $137K
|
255K
$53.5M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-831- 0.9% |
$104K - $137K
|
91.1K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-842- 0.27% |
$105K - $139K
|
316K
$66.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-843- 0.35% |
$105K - $139K
|
240K
$50.4M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-851- 0.4% |
$106K - $140K
|
214K
$44.9M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-852- 1.08% |
$107K - $140K
|
78K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-853- 0.83% |
$107K - $141K
|
102K
$21.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-854- 4.93% |
$107K - $141K
|
16.5K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-854- 0.59% |
$107K - $141K
|
143K
$30M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-855- 2.11% |
$107K - $141K
|
39.7K
$8.35M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-856- 5.26% |
$107K - $141K
|
15.4K
$3.24M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-861- 4.03% |
$108K - $142K
|
20.5K
$4.31M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-861- 0.85% |
$108K - $142K
|
101K
$21.1M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-861- 0.85% |
$108K - $142K
|
101K
$21.1M
|
|
|
May 19, 2025
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-861- 4.03% |
$108K - $142K
|
20.5K
$4.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-862- 10.7% |
$108K - $142K
|
7.2K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-867- 0.83% |
$108K - $143K
|
103K
$21.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-868- 0.79% |
$109K - $143K
|
109K
$22.9M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-874- 0.57% |
$109K - $144K
|
152K
$31.8M
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-875- 3.65% |
$109K - $144K
|
23.1K
$4.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-877- 1.58% |
$110K - $145K
|
54.5K
$11.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-878- 4.26% |
$110K - $145K
|
19.7K
$4.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-880- 2.63% |
$110K - $145K
|
32.6K
$6.86M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-880- 1.57% |
$110K - $145K
|
55.2K
$11.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-882- 0.75% |
$110K - $145K
|
116K
$24.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-886- 6.75% |
$111K - $146K
|
12.2K
$2.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-887- 3.57% |
$111K - $146K
|
23.9K
$5.03M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-887- 3.31% |
$111K - $146K
|
25.9K
$5.44M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-891- 0.67% |
$111K - $147K
|
132K
$27.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-896- 2.97% |
$112K - $148K
|
29.2K
$6.14M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-896- 2.46% |
$112K - $148K
|
35.6K
$7.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-900- 3.68% |
$113K - $148K
|
23.6K
$4.95M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-900- 7.2% |
$113K - $148K
|
11.6K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-900- 0.57% |
$113K - $148K
|
158K
$33.2M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-903- 1.42% |
$113K - $149K
|
62.8K
$13.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-909- 1.27% |
$114K - $150K
|
70.7K
$14.8M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-910- 1.39% |
$114K - $150K
|
64.8K
$13.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-915- 2.17% |
$114K - $151K
|
41.3K
$8.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-916- 9.37% |
$115K - $151K
|
8.86K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-921- 0.83% |
$115K - $152K
|
110K
$23M
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-923- 0.43% |
$115K - $152K
|
216K
$45.4M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-924- 13.81% |
$116K - $152K
|
5.77K
$1.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-926- 1.23% |
$116K - $153K
|
74.2K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-926- 7.58% |
$116K - $153K
|
11.3K
$2.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-928- 5.45% |
$116K - $153K
|
16.1K
$3.38M
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-930- 33.16% |
$116K - $153K
|
1.88K
$394K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-930- 4.14% |
$116K - $153K
|
21.5K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-932- 3.67% |
$117K - $154K
|
24.4K
$5.13M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-934- 38.14% |
$117K - $154K
|
1.52K
$318K
|