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 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.64K- 0.35% |
$205K - $271K
|
465K
$115M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.65K- 0.5% |
$206K - $272K
|
325K
$80.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.66K- 4.65% |
$207K - $273K
|
34K
$8.42M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.66K- 1.39% |
$208K - $274K
|
118K
$29.2M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.66K- 4.96% |
$208K - $274K
|
31.8K
$7.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.66K- 10.4% |
$208K - $274K
|
14.3K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.67K- 1.94% |
$208K - $275K
|
84.3K
$20.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.67K- 2.14% |
$209K - $275K
|
76.4K
$18.9M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.67K- 1.58% |
$209K - $276K
|
104K
$25.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.67K- 2.24% |
$209K - $276K
|
72.9K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.67K- 0.98% |
$209K - $276K
|
169K
$42M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.68K- 9.41% |
$210K - $277K
|
16.2K
$4.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.68K- 1.29% |
$210K - $277K
|
128K
$31.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 4.05% |
$211K - $278K
|
39.9K
$9.9M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-1.69K- 1.96% |
$211K - $278K
|
84.3K
$20.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.69K- 1.17% |
$211K - $279K
|
143K
$35.5M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.7K- 1.88% |
$212K - $280K
|
88.2K
$21.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.7K- 2.24% |
$212K - $280K
|
74.2K
$18.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.71K- 3.05% |
$213K - $281K
|
54.1K
$13.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.71K- 2.57% |
$214K - $282K
|
64.9K
$16.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.71K- 2.08% |
$214K - $282K
|
80.8K
$20M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.71K- 0.98% |
$214K - $283K
|
174K
$43.1M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-1.71K- 2.06% |
$214K - $283K
|
81.3K
$20.2M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.72K- 3.64% |
$215K - $283K
|
45.4K
$11.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.73K- 2.77% |
$216K - $284K
|
60.6K
$15M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.73K- 19.45% |
$217K - $286K
|
7.18K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.74K- 5.68% |
$218K - $287K
|
28.9K
$7.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.74K- 13.3% |
$218K - $288K
|
11.4K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.74K- 4.88% |
$218K - $288K
|
34K
$8.43M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.75K- 1.25% |
$218K - $288K
|
138K
$34.2M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-1.75K- 4.5% |
$219K - $288K
|
37.1K
$9.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.75K- 6.17% |
$219K - $289K
|
26.6K
$6.59M
|
|
|
May 12, 2023
Q1 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-1.75K- 1.8% |
$219K - $289K
|
95.4K
$23.7M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 12.25% |
$219K - $289K
|
12.6K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-1.76K- 3.69% |
$220K - $290K
|
45.8K
$11.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.76K- 1.01% |
$220K - $290K
|
173K
$42.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-1.76K- 6.97% |
$220K - $291K
|
23.5K
$5.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.77K- 39.17% |
$221K - $292K
|
2.75K
$682K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.78K- 4.81% |
$222K - $293K
|
35.2K
$8.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.78K- 3.77% |
$222K - $293K
|
45.4K
$11.3M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.78K- 10.69% |
$222K - $293K
|
14.9K
$3.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.79K- 2.46% |
$224K - $295K
|
70.8K
$17.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.79K- 2.24% |
$224K - $295K
|
78.1K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.8K- 0.88% |
$225K - $297K
|
203K
$50.4M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.81K- 2.72% |
$226K - $298K
|
64.7K
$16M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.82K- 2.28% |
$227K - $299K
|
77.6K
$19.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.82K- 1.67% |
$227K - $300K
|
107K
$26.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.82K- 8.27% |
$228K - $300K
|
20.2K
$5.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.82K- 6.81% |
$228K - $300K
|
24.9K
$6.18M
|
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.82K- 42.16% |
$228K - $301K
|
2.5K
$620K
|