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 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
37.3K+ 41.2% |
$4.66M - $6.15M
|
128K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
37.2K+ 25.94% |
$4.65M - $6.14M
|
181K
$41.4M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
37.2KNew |
$4.65M - $6.13M
|
37.2K
$8.51M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
37K+ 56.33% |
$4.63M - $6.11M
|
103K
$23.5M
|
|
|
Aug 02, 2023
Q1 2023
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
37KNew |
$4.63M - $6.1M
|
37K
$8.47M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
36.9K+ 0.55% |
$4.61M - $6.08M
|
6.75M
$1.54B
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
36.4K+ 8.1% |
$4.55M - $6M
|
486K
$111M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36.4K+ 7.77% |
$4.55M - $6M
|
504K
$116M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
36.2KNew |
$4.52M - $5.96M
|
36.2K
$8.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
36.1K+ 55.59% |
$4.52M - $5.96M
|
101K
$23.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
35.9K+ 139.35% |
$4.49M - $5.93M
|
61.7K
$14.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
35.9KNew |
$4.49M - $5.93M
|
35.9K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.8KNew |
$4.48M - $5.9M
|
35.8K
$8.2M
|
|
|
May 15, 2023
Q1 2023
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
35.6K+ 48.8% |
$4.45M - $5.87M
|
108K
$24.8M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
34.6K+ 9.87% |
$4.32M - $5.7M
|
385K
$88.1M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34.3K+ 38.12% |
$4.29M - $5.66M
|
124K
$28.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
34.1K+ 3.45% |
$4.26M - $5.62M
|
1.02M
$234M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
33.9KNew |
$4.24M - $5.6M
|
33.9K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.7K+ 34.03% |
$4.21M - $5.56M
|
133K
$30.4M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
33.5K+ 598.25% |
$4.19M - $5.52M
|
39.1K
$8.95M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
33.4K+ 18.19% |
$4.18M - $5.51M
|
217K
$49.7M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
33.4K+ 8.17% |
$4.18M - $5.51M
|
442K
$101M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33.3K+ 6.33% |
$4.17M - $5.5M
|
560K
$128M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
33.3K+ 11.62% |
$4.16M - $5.49M
|
320K
$73.3M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
32.4K+ 78.73% |
$4.05M - $5.34M
|
73.6K
$16.8M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
32.3K+ 37.56% |
$4.04M - $5.32M
|
118K
$27.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
32.1K+ 199.96% |
$4.02M - $5.3M
|
48.2K
$11M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
31.8K+ 19.78% |
$3.98M - $5.25M
|
193K
$44.1M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31.7K+ 21.86% |
$3.96M - $5.22M
|
177K
$40.5M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
31.5K+ 3.45% |
$3.94M - $5.19M
|
945K
$216M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
31.4K+ 221.6% |
$3.93M - $5.18M
|
45.6K
$10.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
30.9K+ 7.67% |
$3.86M - $5.1M
|
434K
$99.3M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
30.8K+ 4.42% |
$3.85M - $5.08M
|
727K
$167M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
30.7K+ 12.93% |
$3.84M - $5.07M
|
268K
$61.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
30.7K+ 9.13% |
$3.84M - $5.06M
|
367K
$84M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
30.5K+ 33.84% |
$3.82M - $5.03M
|
121K
$27.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30.4K+ 36.97% |
$3.8M - $5.01M
|
113K
$25.8M
|
|
|
May 12, 2023
Q1 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
30KNew |
$3.75M - $4.95M
|
30K
$6.87M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
29.9K+ 56.8% |
$3.74M - $4.93M
|
82.5K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
29.5K+ 52.67% |
$3.69M - $4.86M
|
85.5K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
29.1K+ 18.51% |
$3.63M - $4.79M
|
186K
$42.6M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
28.7K+ 23.95% |
$3.58M - $4.73M
|
148K
$34M
|
|
|
May 12, 2023
Q1 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
28.1K+ 86.66% |
$3.52M - $4.64M
|
60.6K
$13.9M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28K+ 6.55% |
$3.5M - $4.61M
|
455K
$104M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28K+ 12.23% |
$3.49M - $4.61M
|
257K
$58.8M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.9K+ 7.75% |
$3.48M - $4.59M
|
387K
$88.7M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27.8K+ 15.99% |
$3.48M - $4.59M
|
202K
$46.2M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
27.4K+ 3.92% |
$3.43M - $4.52M
|
728K
$167M
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
27.1K+ 52.48% |
$3.39M - $4.47M
|
78.8K
$18M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
27.1K+ 8.53% |
$3.39M - $4.47M
|
345K
$79M
|