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 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.47K- 1.51% |
$308K - $407K
|
161K
$39.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.49K- 3.41% |
$311K - $411K
|
70.6K
$17.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.51K- 4.25% |
$314K - $414K
|
56.6K
$13.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-2.51K- 1.08% |
$314K - $415K
|
230K
$56.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.52K- 2.7% |
$314K - $415K
|
90.5K
$22.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.52K- 2.59% |
$315K - $415K
|
94.8K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.52K- 1.89% |
$315K - $416K
|
131K
$32.2M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.52K- 4.98% |
$315K - $416K
|
48.1K
$11.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.52K- 56.87% |
$316K - $416K
|
1.91K
$472K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 5.83% |
$317K - $418K
|
40.9K
$10.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.55K- 1.91% |
$319K - $421K
|
131K
$32.2M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.55K- 6.4% |
$319K - $421K
|
37.3K
$9.2M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.56K- 0.71% |
$320K - $422K
|
359K
$88.4M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2.56K- 4.57% |
$320K - $422K
|
53.5K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.57K- 0.71% |
$322K - $424K
|
361K
$89.1M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.58K- 14.16% |
$322K - $425K
|
15.6K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.58K- 15.06% |
$323K - $426K
|
14.6K
$3.59M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.6K- 15.75% |
$325K - $428K
|
13.9K
$3.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.61K- 1.89% |
$326K - $430K
|
135K
$33.3M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.61K- 1.87% |
$326K - $430K
|
137K
$33.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.62K- 1.99% |
$327K - $432K
|
129K
$31.7M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.63K- 4.8% |
$329K - $434K
|
52.3K
$12.9M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.63K- 0.52% |
$329K - $434K
|
504K
$124M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.64K- 1.93% |
$330K - $436K
|
135K
$33.2M
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.64K- 7.54% |
$331K - $436K
|
32.4K
$7.99M
|
|
|
May 09, 2023
Q1 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-2.65K- 17.22% |
$331K - $436K
|
12.7K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.67K- 0.47% |
$333K - $439K
|
568K
$140M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.67K- 3.99% |
$334K - $441K
|
64.3K
$15.9M
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-2.68K- 2.85% |
$335K - $442K
|
91.3K
$22.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.69K- 2.62% |
$336K - $443K
|
99.8K
$24.6M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.69K- 3.19% |
$337K - $444K
|
81.6K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.69K- 29.38% |
$337K - $444K
|
6.48K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-2.7K- 8.44% |
$338K - $445K
|
29.3K
$7.22M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.72K- 1.54% |
$340K - $449K
|
174K
$42.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.73K- 3.19% |
$341K - $450K
|
82.8K
$20.4M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.74K- 4.67% |
$342K - $451K
|
55.8K
$13.8M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.75K- 21.34% |
$343K - $453K
|
10.1K
$2.49M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.75K- 1.75% |
$343K - $453K
|
154K
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.75K- 20.1% |
$344K - $454K
|
10.9K
$2.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.76K- 4.01% |
$345K - $455K
|
66K
$16.3M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.77K- 4.23% |
$346K - $457K
|
62.7K
$15.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.77K- 0.91% |
$347K - $457K
|
302K
$74.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-2.78K- 14.9% |
$347K - $458K
|
15.9K
$3.91M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.78K- 2.27% |
$348K - $459K
|
119K
$29.5M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.78K- 0.76% |
$348K - $459K
|
365K
$90M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.78K- 1.65% |
$348K - $459K
|
166K
$40.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2.8K- 1.19% |
$350K - $461K
|
233K
$57.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-2.8K- 0.48% |
$350K - $462K
|
584K
$144M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.8K- 96.15% |
$350K - $462K
|
112
$27.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.8K- 3.57% |
$350K - $462K
|
75.7K
$18.7M
|