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 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.2K- 14.89% |
$400K - $527K
|
18.3K
$4.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.21K- 10.5% |
$402K - $530K
|
27.4K
$6.75M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.23K- 2.92% |
$403K - $532K
|
107K
$26.4M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.23K- 4.79% |
$403K - $532K
|
64.2K
$15.8M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-3.24K- 2.98% |
$405K - $534K
|
105K
$26M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-3.25K- 5.66% |
$407K - $537K
|
54.2K
$13.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-3.26K- 22.17% |
$407K - $537K
|
11.4K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.26K- 1.62% |
$408K - $538K
|
198K
$48.7M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.28K- 1.05% |
$410K - $540K
|
310K
$76.4M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.28K- 4.26% |
$410K - $540K
|
73.7K
$18.2M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.28K- 1.14% |
$410K - $541K
|
284K
$70.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-3.29K- 2.44% |
$411K - $542K
|
132K
$32.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.29K- 5.52% |
$411K - $543K
|
56.3K
$13.9M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 1.53% |
$411K - $543K
|
211K
$52M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.3K- 1.72% |
$412K - $544K
|
189K
$46.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.31K- 3.26% |
$414K - $545K
|
98.2K
$24.2M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.31K- 2.2% |
$414K - $546K
|
147K
$36.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.34K- 1.34% |
$417K - $550K
|
247K
$60.8M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.34K- 5.15% |
$417K - $550K
|
61.5K
$15.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-3.34K- 3.22% |
$418K - $551K
|
100K
$24.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.34K- 20.34% |
$418K - $551K
|
13.1K
$3.23M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.37K- 0.41% |
$421K - $556K
|
814K
$201M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.39K- 3.12% |
$424K - $560K
|
105K
$26M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.4K- 2.97% |
$425K - $560K
|
111K
$27.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.41K- 1.69% |
$426K - $561K
|
198K
$48.9M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 1.86% |
$426K - $562K
|
179K
$44.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.43K- 1.53% |
$429K - $566K
|
221K
$54.5M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-3.43K- 5.21% |
$429K - $566K
|
62.4K
$15.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.43K- 1.7% |
$429K - $566K
|
198K
$48.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-3.45K- 1.5% |
$431K - $568K
|
226K
$55.7M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3.46K- 3.64% |
$432K - $570K
|
91.5K
$22.6M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.47K- 0.7% |
$433K - $571K
|
490K
$121M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.49K- 6.66% |
$436K - $576K
|
48.9K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.51K- 6.85% |
$439K - $579K
|
47.7K
$11.8M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.51K- 10.71% |
$439K - $579K
|
29.3K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.52K- 13.64% |
$440K - $580K
|
22.3K
$5.49M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.52K- 1.55% |
$440K - $580K
|
223K
$55M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.55K- 0.21% |
$444K - $585K
|
1.65M
$406M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-3.55K- 14.7% |
$444K - $586K
|
20.6K
$5.08M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.56K- 9.91% |
$445K - $587K
|
32.4K
$7.98M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.57K- 0.08% |
$446K - $588K
|
4.45M
$1.1B
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.57K- 0.98% |
$446K - $589K
|
360K
$88.8M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.57K- 3.82% |
$447K - $589K
|
89.8K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.62K- 3.61% |
$452K - $596K
|
96.6K
$23.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.62K- 2.54% |
$452K - $596K
|
139K
$34.2M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.63K- 1.45% |
$453K - $598K
|
246K
$60.7M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.63K- 55.84% |
$454K - $599K
|
2.87K
$708K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-3.64K- 0.26% |
$456K - $601K
|
1.42M
$351M
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
SELL
|
- |
-3.65K- 2.21% |
$456K - $602K
|
162K
$39.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-3.65K- 0.88% |
$456K - $602K
|
413K
$102M
|