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 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.35K- 10.06% |
$293K - $387K
|
21K
$4.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.36K- 13.61% |
$295K - $389K
|
15K
$3.15M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.36K- 13.42% |
$295K - $389K
|
15.2K
$3.2M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.36K- 5.15% |
$296K - $390K
|
43.5K
$9.14M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.37K- 1.26% |
$296K - $390K
|
186K
$39.1M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-2.37K- 10.88% |
$297K - $391K
|
19.4K
$4.08M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.37K- 4.04% |
$297K - $391K
|
56.4K
$11.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 3.03% |
$298K - $392K
|
76.2K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-2.38K- 5.14% |
$298K - $393K
|
43.9K
$9.23M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.38K- 2.01% |
$298K - $393K
|
116K
$24.3M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.38K- 1.77% |
$298K - $393K
|
132K
$27.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-2.39K- 2.44% |
$299K - $394K
|
95.5K
$20M
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-2.4K- 4.16% |
$300K - $396K
|
55.4K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.4K- 1.35% |
$300K - $396K
|
175K
$36.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.41K- 1.68% |
$301K - $397K
|
141K
$29.6M
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-2.41K- 1.24% |
$301K - $397K
|
193K
$40.5M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.42K- 6.44% |
$302K - $398K
|
35.1K
$7.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.43K- 1.96% |
$303K - $400K
|
121K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 1.78% |
$304K - $401K
|
134K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.44K- 4.29% |
$306K - $403K
|
54.5K
$11.4M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.44K- 0.79% |
$306K - $403K
|
307K
$64.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.45K- 1.86% |
$306K - $404K
|
129K
$27.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-2.45K- 0.79% |
$307K - $404K
|
307K
$64.6M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-2.46K- 3.95% |
$307K - $405K
|
59.7K
$12.5M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.46K- 8.77% |
$308K - $406K
|
25.6K
$5.38M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.46K- 1.11% |
$308K - $406K
|
219K
$46.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.47K- 1.51% |
$308K - $407K
|
161K
$33.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.49K- 3.41% |
$311K - $411K
|
70.6K
$14.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.51K- 4.25% |
$314K - $414K
|
56.6K
$11.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-2.51K- 1.08% |
$314K - $415K
|
230K
$48.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.52K- 2.7% |
$314K - $415K
|
90.5K
$19M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.52K- 2.59% |
$315K - $415K
|
94.8K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.52K- 1.89% |
$315K - $416K
|
131K
$27.4M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.52K- 4.98% |
$315K - $416K
|
48.1K
$10.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.52K- 56.87% |
$316K - $416K
|
1.91K
$402K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 5.83% |
$317K - $418K
|
40.9K
$8.59M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.55K- 1.91% |
$319K - $421K
|
131K
$27.5M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.55K- 6.4% |
$319K - $421K
|
37.3K
$7.84M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.56K- 0.71% |
$320K - $422K
|
359K
$75.3M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2.56K- 4.57% |
$320K - $422K
|
53.5K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.57K- 0.71% |
$322K - $424K
|
361K
$75.9M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.58K- 14.16% |
$322K - $425K
|
15.6K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.58K- 15.06% |
$323K - $426K
|
14.6K
$3.06M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.6K- 15.75% |
$325K - $428K
|
13.9K
$2.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.61K- 1.89% |
$326K - $430K
|
135K
$28.4M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.61K- 1.87% |
$326K - $430K
|
137K
$28.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.62K- 1.99% |
$327K - $432K
|
129K
$27M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.63K- 4.8% |
$329K - $434K
|
52.3K
$11M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.63K- 0.52% |
$329K - $434K
|
504K
$106M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.64K- 1.93% |
$330K - $436K
|
135K
$28.3M
|