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 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
54.5KNew |
$6.81M - $8.99M
|
54.5K
$13.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
54.5KNew |
$6.81M - $8.98M
|
54.5K
$13.1M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
54.2KNew |
$6.77M - $8.93M
|
54.2K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
53.9K+ 15.88% |
$6.74M - $8.89M
|
393K
$94.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
53.2K+ 8.59% |
$6.65M - $8.78M
|
673K
$161M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
53.2KNew |
$6.65M - $8.77M
|
53.2K
$12.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
53K+ 400.08% |
$6.62M - $8.73M
|
66.2K
$15.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
52.9K+ 1.58% |
$6.61M - $8.72M
|
3.4M
$815M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
52.6K+ 15.04% |
$6.58M - $8.67M
|
402K
$96.4M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
52.1K+ 4.98% |
$6.51M - $8.58M
|
1.1M
$263M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.7K+ 12.5% |
$6.46M - $8.52M
|
465K
$111M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51.4K+ 0.59% |
$6.42M - $8.47M
|
8.82M
$2.11B
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
50.8K+ 9.69% |
$6.36M - $8.38M
|
575K
$138M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
50.4K+ 684.72% |
$6.31M - $8.32M
|
57.8K
$13.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
50.4K+ 1260.9% |
$6.31M - $8.32M
|
54.4K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
49.6K+ 17.63% |
$6.2M - $8.18M
|
331K
$79.3M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
49.5K+ 47.84% |
$6.19M - $8.16M
|
153K
$36.7M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
49.4K+ 8.09% |
$6.18M - $8.15M
|
660K
$158M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
48.9K+ 43.39% |
$6.11M - $8.06M
|
162K
$38.7M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.8K+ 3.08% |
$6.11M - $8.05M
|
1.64M
$392M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
48.6K+ 18.44% |
$6.08M - $8.02M
|
312K
$74.8M
|
|
|
May 05, 2023
Q1 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
48K+ 8.86% |
$6M - $7.92M
|
590K
$141M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
47.6K+ 17.88% |
$5.95M - $7.85M
|
314K
$75.2M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
47.4KNew |
$5.93M - $7.82M
|
47.4K
$11.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
47.1K+ 7.16% |
$5.88M - $7.76M
|
705K
$169M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
47K+ 95.1% |
$5.87M - $7.74M
|
96.3K
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
46.5KNew |
$5.82M - $7.67M
|
46.5K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
46.3K+ 70.43% |
$5.79M - $7.64M
|
112K
$26.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
46.2KNew |
$5.78M - $7.62M
|
46.2K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
46.1K+ 1.48% |
$5.76M - $7.6M
|
3.17M
$759M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
45.8K+ 119.88% |
$5.73M - $7.56M
|
84.1K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
45.7K+ 1384.85% |
$5.71M - $7.54M
|
49K
$11.7M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
44.7K+ 11.55% |
$5.59M - $7.38M
|
432K
$104M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
44.1KNew |
$5.51M - $7.27M
|
44.1K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
43.4K+ 12.3% |
$5.43M - $7.16M
|
397K
$95M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
42K+ 0.45% |
$5.25M - $6.92M
|
9.32M
$2.23B
|
|
|
May 11, 2023
Q1 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
41.7KNew |
$5.22M - $6.88M
|
41.7K
$10M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
41.6KNew |
$5.19M - $6.85M
|
41.6K
$9.95M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
41.5K+ 132.86% |
$5.19M - $6.85M
|
72.8K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
41.4K+ 359.85% |
$5.17M - $6.82M
|
52.9K
$12.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
41.4K+ 20.55% |
$5.17M - $6.82M
|
243K
$58.2M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
41.3KNew |
$5.17M - $6.82M
|
41.3K
$9.9M
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
41KNew |
$5.13M - $6.76M
|
41K
$9.82M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
40.6K+ 1869.77% |
$5.07M - $6.69M
|
42.7K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
40.2K+ 108.97% |
$5.03M - $6.63M
|
77.1K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
39.7KNew |
$4.97M - $6.55M
|
39.7K
$9.52M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
39.6K+ 10.69% |
$4.95M - $6.53M
|
410K
$98.3M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
39.6K+ 150.34% |
$4.95M - $6.53M
|
65.9K
$15.8M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
38.9K+ 30.63% |
$4.86M - $6.41M
|
166K
$39.7M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
37.5K+ 148.14% |
$4.68M - $6.18M
|
62.7K
$15M
|