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
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.28K- 0.91% |
$535K - $706K
|
466K
$115M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 22.78% |
$535K - $706K
|
14.5K
$3.58M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.3K- 2.38% |
$537K - $708K
|
176K
$43.5M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-4.3K- 38.28% |
$537K - $709K
|
6.93K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.3K- 8.51% |
$538K - $710K
|
46.3K
$11.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.32K- 5.77% |
$540K - $713K
|
70.6K
$17.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.32K- 6.57% |
$540K - $713K
|
61.5K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-4.33K- 2.77% |
$541K - $714K
|
152K
$37.4M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-4.34K- 1.56% |
$543K - $716K
|
274K
$67.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.37K- 12.45% |
$546K - $720K
|
30.7K
$7.58M
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4.38K- 2.87% |
$548K - $722K
|
148K
$36.6M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4.38K- 21.02% |
$548K - $723K
|
16.5K
$4.06M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.39K- 3.63% |
$549K - $724K
|
117K
$28.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-4.39K- 1.42% |
$549K - $724K
|
305K
$75.1M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.4K- 7.3% |
$550K - $725K
|
55.8K
$13.8M
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-4.4K- 14.68% |
$550K - $726K
|
25.6K
$6.31M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-4.42K- 1.87% |
$552K - $729K
|
231K
$57M
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-4.42K- 0.69% |
$553K - $730K
|
633K
$156M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-4.43K- 2.11% |
$553K - $730K
|
205K
$50.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.43K- 0.26% |
$554K - $731K
|
1.69M
$416M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.44K- 4.21% |
$555K - $732K
|
101K
$24.9M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.45K- 2.04% |
$557K - $734K
|
214K
$52.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-4.47K- 11.36% |
$558K - $736K
|
34.9K
$8.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.47K- 1.67% |
$559K - $737K
|
264K
$65M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.48K- 19.65% |
$560K - $738K
|
18.3K
$4.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.49K- 9.93% |
$561K - $740K
|
40.7K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-4.5K- 2.74% |
$562K - $741K
|
159K
$39.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.5K- 8.36% |
$563K - $742K
|
49.3K
$12.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.51K- 29.96% |
$563K - $743K
|
10.5K
$2.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.51K- 1.05% |
$563K - $743K
|
423K
$104M
|
|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-4.53K- 1.18% |
$566K - $746K
|
378K
$93.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.53K- 3.75% |
$567K - $747K
|
116K
$28.6M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.58K- 6.36% |
$572K - $754K
|
67.3K
$16.6M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.59K- 4.32% |
$574K - $757K
|
102K
$25M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.65K- 1.42% |
$581K - $766K
|
321K
$79.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.65K- 3.7% |
$581K - $767K
|
121K
$29.8M
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-4.65K- 75.0% |
$581K - $767K
|
1.55K
$382K
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-4.66K- 86.36% |
$583K - $768K
|
736
$181K
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.68K- 19.07% |
$584K - $771K
|
19.8K
$4.89M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.68K- 21.97% |
$585K - $772K
|
16.6K
$4.1M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.69K- 2.46% |
$586K - $773K
|
186K
$45.8M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.7K- 2.72% |
$588K - $775K
|
168K
$41.4M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-4.71K- 8.95% |
$588K - $776K
|
47.9K
$11.8M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-4.74K- 2.43% |
$593K - $782K
|
191K
$47M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.75K- 17.68% |
$594K - $783K
|
22.1K
$5.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.77K- 2.58% |
$596K - $786K
|
180K
$44.3M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.78K- 7.89% |
$598K - $788K
|
55.8K
$13.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.78K- 5.05% |
$598K - $789K
|
90K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.8K- 1.41% |
$599K - $791K
|
336K
$82.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-4.8K- 7.49% |
$600K - $791K
|
59.2K
$14.6M
|