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 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.31K- 1.15% |
$163K - $216K
|
113K
$23.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 1.25% |
$164K - $216K
|
103K
$21.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.31K- 0.92% |
$164K - $217K
|
141K
$29.5M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.31K- 2.94% |
$164K - $217K
|
43.3K
$9.1M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.32K- 1.91% |
$164K - $217K
|
67.4K
$14.2M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.32K- 7.06% |
$165K - $217K
|
17.3K
$3.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.32K- 0.84% |
$165K - $218K
|
157K
$32.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.32K- 2.61% |
$165K - $218K
|
49.5K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.32K- 15.29% |
$166K - $218K
|
7.33K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.33K- 0.71% |
$166K - $218K
|
186K
$39.1M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.33K- 4.46% |
$166K - $219K
|
28.4K
$5.97M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.33K- 2.62% |
$166K - $219K
|
49.4K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-1.33K- 2.13% |
$166K - $219K
|
61K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.33K- 0.76% |
$166K - $219K
|
173K
$36.3M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 1.21% |
$166K - $219K
|
108K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.33K- 9.43% |
$166K - $219K
|
12.8K
$2.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.33K- 4.68% |
$167K - $220K
|
27.1K
$5.7M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.34K- 1.83% |
$167K - $220K
|
71.8K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.34K- 1.26% |
$167K - $221K
|
105K
$22M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.34K- 0.35% |
$167K - $221K
|
378K
$79.3M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.34K- 0.41% |
$168K - $221K
|
323K
$67.9M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.34K- 2.0% |
$168K - $221K
|
65.7K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 1.93% |
$168K - $221K
|
68.4K
$14.4M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.34K- 4.25% |
$168K - $221K
|
30.3K
$6.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.35K- 11.57% |
$168K - $222K
|
10.3K
$2.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.35K- 0.43% |
$169K - $223K
|
314K
$66M
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.35K- 1.24% |
$169K - $223K
|
108K
$22.7M
|
|
|
May 11, 2023
Q1 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-1.36K- 1.46% |
$170K - $224K
|
91.7K
$19.3M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.37K- 13.75% |
$171K - $226K
|
8.58K
$1.8M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.37K- 1.96% |
$171K - $226K
|
68.4K
$14.4M
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-1.37K- 15.32% |
$171K - $226K
|
7.57K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.37K- 2.1% |
$171K - $226K
|
64K
$13.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-1.38K- 2.44% |
$172K - $227K
|
55.2K
$11.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.38K- 19.86% |
$172K - $227K
|
5.56K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 0.73% |
$173K - $228K
|
187K
$39.3M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.39K- 0.86% |
$174K - $229K
|
161K
$33.8M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.39K- 1.35% |
$174K - $229K
|
102K
$21.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.39K- 1.87% |
$174K - $229K
|
72.9K
$15.3M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.39K- 0.97% |
$174K - $230K
|
142K
$29.8M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.4K- 2.79% |
$175K - $230K
|
48.6K
$10.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 2.75% |
$175K - $230K
|
49.5K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.4K- 8.67% |
$175K - $231K
|
14.7K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1.4K- 3.66% |
$175K - $231K
|
36.8K
$7.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.4K- 1.32% |
$175K - $231K
|
105K
$22.1M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.41K- 11.71% |
$176K - $232K
|
10.6K
$2.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.41K- 0.34% |
$176K - $232K
|
414K
$86.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.41K- 10.13% |
$176K - $233K
|
12.5K
$2.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 2.31% |
$177K - $233K
|
59.7K
$12.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.41K- 1.89% |
$177K - $233K
|
73.2K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.42K- 6.41% |
$178K - $234K
|
20.8K
$4.36M
|