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 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.48K- 19.65% |
$560K - $738K
|
18.3K
$3.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.49K- 9.93% |
$561K - $740K
|
40.7K
$8.55M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-4.5K- 2.74% |
$562K - $741K
|
159K
$33.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.5K- 8.36% |
$563K - $742K
|
49.3K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.51K- 29.96% |
$563K - $743K
|
10.5K
$2.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.51K- 1.05% |
$563K - $743K
|
423K
$88.8M
|
|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-4.53K- 1.18% |
$566K - $746K
|
378K
$79.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.53K- 3.75% |
$567K - $747K
|
116K
$24.4M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.58K- 6.36% |
$572K - $754K
|
67.3K
$14.1M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.59K- 4.32% |
$574K - $757K
|
102K
$21.3M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.65K- 1.42% |
$581K - $766K
|
321K
$67.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.65K- 3.7% |
$581K - $767K
|
121K
$25.4M
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-4.65K- 75.0% |
$581K - $767K
|
1.55K
$326K
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-4.66K- 86.36% |
$583K - $768K
|
736
$155K
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.68K- 19.07% |
$584K - $771K
|
19.8K
$4.17M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.68K- 21.97% |
$585K - $772K
|
16.6K
$3.49M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.69K- 2.46% |
$586K - $773K
|
186K
$39M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.7K- 2.72% |
$588K - $775K
|
168K
$35.3M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-4.71K- 8.95% |
$588K - $776K
|
47.9K
$10.1M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-4.74K- 2.43% |
$593K - $782K
|
191K
$40.1M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.75K- 17.68% |
$594K - $783K
|
22.1K
$4.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.77K- 2.58% |
$596K - $786K
|
180K
$37.7M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.78K- 7.89% |
$598K - $788K
|
55.8K
$11.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.78K- 5.05% |
$598K - $789K
|
90K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.8K- 1.41% |
$599K - $791K
|
336K
$70.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-4.8K- 7.49% |
$600K - $791K
|
59.2K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-4.82K- 1.33% |
$602K - $794K
|
357K
$75M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.83K- 55.99% |
$604K - $797K
|
3.8K
$798K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.84K- 5.54% |
$604K - $797K
|
82.4K
$17.3M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.84K- 1.23% |
$605K - $798K
|
388K
$81.5M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.85K- 46.96% |
$606K - $800K
|
5.48K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-4.89K- 9.41% |
$611K - $806K
|
47K
$9.87M
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-4.9K- 32.27% |
$613K - $808K
|
10.3K
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-4.92K- 1.67% |
$615K - $811K
|
289K
$60.7M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.93K- 6.33% |
$616K - $813K
|
73K
$15.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.95K- 15.23% |
$618K - $816K
|
27.5K
$5.78M
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-4.95K- 12.86% |
$619K - $816K
|
33.6K
$7.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.97K- 7.33% |
$621K - $819K
|
62.8K
$13.2M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.98K- 13.11% |
$622K - $821K
|
33K
$6.93M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-4.98K- 13.11% |
$622K - $821K
|
33K
$6.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-5K- 1.84% |
$625K - $825K
|
267K
$56.1M
|
|
|
May 12, 2023
Q1 2023
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-5K- 5.0% |
$625K - $825K
|
95K
$20M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.02K- 8.19% |
$627K - $827K
|
56.2K
$11.8M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-5.02K- 7.31% |
$627K - $827K
|
63.6K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.02K- 1.24% |
$628K - $828K
|
400K
$83.9M
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.03K- 1.06% |
$629K - $830K
|
469K
$98.4M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-5.06K- 13.37% |
$632K - $834K
|
32.8K
$6.88M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-5.09K- 5.52% |
$637K - $840K
|
87.2K
$18.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.1K- 3.08% |
$637K - $840K
|
160K
$33.6M
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-5.1K- 2.24% |
$638K - $841K
|
223K
$46.7M
|