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
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-4.82K- 1.33% |
$602K - $794K
|
357K
$88M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.83K- 55.99% |
$604K - $797K
|
3.8K
$936K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.84K- 5.54% |
$604K - $797K
|
82.4K
$20.3M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.84K- 1.23% |
$605K - $798K
|
388K
$95.7M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.85K- 46.96% |
$606K - $800K
|
5.48K
$1.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-4.89K- 9.41% |
$611K - $806K
|
47K
$11.6M
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-4.9K- 32.27% |
$613K - $808K
|
10.3K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-4.92K- 1.67% |
$615K - $811K
|
289K
$71.2M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.93K- 6.33% |
$616K - $813K
|
73K
$18M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.95K- 15.23% |
$618K - $816K
|
27.5K
$6.79M
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-4.95K- 12.86% |
$619K - $816K
|
33.6K
$8.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.97K- 7.33% |
$621K - $819K
|
62.8K
$15.5M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.98K- 13.11% |
$622K - $821K
|
33K
$8.13M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-4.98K- 13.11% |
$622K - $821K
|
33K
$8.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-5K- 1.84% |
$625K - $825K
|
267K
$65.9M
|
|
|
May 12, 2023
Q1 2023
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-5K- 5.0% |
$625K - $825K
|
95K
$23.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.02K- 8.19% |
$627K - $827K
|
56.2K
$13.8M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-5.02K- 7.31% |
$627K - $827K
|
63.6K
$15.7M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.02K- 1.24% |
$628K - $828K
|
400K
$98.5M
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.03K- 1.06% |
$629K - $830K
|
469K
$116M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-5.06K- 13.37% |
$632K - $834K
|
32.8K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-5.09K- 5.52% |
$637K - $840K
|
87.2K
$21.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.1K- 3.08% |
$637K - $840K
|
160K
$39.5M
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-5.1K- 2.24% |
$638K - $841K
|
223K
$54.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-5.14K- 4.45% |
$642K - $847K
|
110K
$27.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.15K- 1.08% |
$644K - $849K
|
473K
$117M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-5.16K- 1.68% |
$645K - $851K
|
302K
$74.5M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.17K- 10.02% |
$646K - $852K
|
46.4K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.19K- 6.25% |
$648K - $855K
|
77.8K
$19.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-5.21K- 5.57% |
$651K - $859K
|
88.3K
$21.8M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.21K- 0.5% |
$651K - $859K
|
1.03M
$253M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.22K- 5.09% |
$653K - $861K
|
97.4K
$24M
|
|
|
May 12, 2023
Q1 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-5.24K- 2.07% |
$655K - $864K
|
248K
$61.2M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.29K- 1.58% |
$662K - $873K
|
329K
$81.1M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-5.3K- 11.22% |
$662K - $873K
|
41.9K
$10.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.3K- 8.13% |
$663K - $874K
|
59.9K
$14.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5.32K- 5.1% |
$664K - $876K
|
98.8K
$24.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.32K- 6.82% |
$665K - $877K
|
72.6K
$17.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-5.33K- 1.72% |
$666K - $878K
|
304K
$74.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-5.33K- 1.65% |
$666K - $879K
|
318K
$78.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.34K- 9.19% |
$668K - $881K
|
52.8K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.37K- 39.16% |
$671K - $885K
|
8.34K
$2.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.37K- 1.9% |
$671K - $886K
|
277K
$68.4M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.38K- 4.35% |
$672K - $886K
|
118K
$29.2M
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-5.38K- 3.82% |
$672K - $887K
|
135K
$33.4M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.42K- 5.47% |
$678K - $894K
|
93.7K
$23.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.43K- 2.66% |
$679K - $896K
|
199K
$49.1M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.47K- 6.63% |
$683K - $901K
|
77K
$19M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.48K- 6.04% |
$685K - $904K
|
85.2K
$21M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5.48K- 1.11% |
$685K - $904K
|
490K
$121M
|