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 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 18.76% |
$369K - $486K
|
12.8K
$2.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.96K- 6.01% |
$370K - $488K
|
46.3K
$9.72M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.98K- 17.06% |
$373K - $492K
|
14.5K
$3.04M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 17.65% |
$375K - $495K
|
14K
$2.94M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-3.01K- 4.44% |
$376K - $496K
|
64.7K
$13.6M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.01K- 2.13% |
$377K - $497K
|
139K
$29.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3.03K- 2.73% |
$378K - $499K
|
108K
$22.6M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.03K- 15.15% |
$379K - $500K
|
17K
$3.56M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.05K- 0.75% |
$381K - $502K
|
405K
$85.1M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-3.05K- 0.82% |
$382K - $504K
|
368K
$77.3M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.06K- 1.48% |
$382K - $504K
|
204K
$42.8M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.06K- 7.8% |
$383K - $505K
|
36.2K
$7.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-3.07K- 1.9% |
$383K - $506K
|
159K
$33.3M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.07K- 0.72% |
$384K - $506K
|
423K
$88.8M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-3.08K- 1.86% |
$385K - $507K
|
163K
$34.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-3.08K- 4.26% |
$385K - $508K
|
69.3K
$14.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-3.08K- 6.8% |
$386K - $509K
|
42.3K
$8.88M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-3.09K- 3.14% |
$386K - $510K
|
95.3K
$20M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-3.1K- 22.11% |
$388K - $511K
|
10.9K
$2.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-3.12K- 6.23% |
$390K - $515K
|
47K
$9.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.12K- 2.13% |
$391K - $515K
|
143K
$30.1M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 2.47% |
$392K - $517K
|
124K
$26M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.14K- 9.7% |
$393K - $518K
|
29.3K
$6.15M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-3.17K- 19.94% |
$396K - $523K
|
12.7K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-3.19K- 1.02% |
$398K - $525K
|
309K
$65M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.19K- 3.92% |
$399K - $526K
|
78.1K
$16.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.2K- 14.89% |
$400K - $527K
|
18.3K
$3.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.21K- 10.5% |
$402K - $530K
|
27.4K
$5.75M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.23K- 2.92% |
$403K - $532K
|
107K
$22.5M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.23K- 4.79% |
$403K - $532K
|
64.2K
$13.5M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-3.24K- 2.98% |
$405K - $534K
|
105K
$22.1M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-3.25K- 5.66% |
$407K - $537K
|
54.2K
$11.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-3.26K- 22.17% |
$407K - $537K
|
11.4K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.26K- 1.62% |
$408K - $538K
|
198K
$41.5M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.28K- 1.05% |
$410K - $540K
|
310K
$65.1M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.28K- 4.26% |
$410K - $540K
|
73.7K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.28K- 1.14% |
$410K - $541K
|
284K
$59.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-3.29K- 2.44% |
$411K - $542K
|
132K
$27.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.29K- 5.52% |
$411K - $543K
|
56.3K
$11.8M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 1.53% |
$411K - $543K
|
211K
$44.3M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.3K- 1.72% |
$412K - $544K
|
189K
$39.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.31K- 3.26% |
$414K - $545K
|
98.2K
$20.6M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.31K- 2.2% |
$414K - $546K
|
147K
$30.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.34K- 1.34% |
$417K - $550K
|
247K
$51.8M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.34K- 5.15% |
$417K - $550K
|
61.5K
$12.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-3.34K- 3.22% |
$418K - $551K
|
100K
$21.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.34K- 20.34% |
$418K - $551K
|
13.1K
$2.75M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.37K- 0.41% |
$421K - $556K
|
814K
$171M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.39K- 3.12% |
$424K - $560K
|
105K
$22.1M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.4K- 2.97% |
$425K - $560K
|
111K
$23.3M
|