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 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6.24K- 7.18% |
$779K - $1.03M
|
80.6K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-6.24K- 0.95% |
$779K - $1.03M
|
653K
$161M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6.27K- 3.63% |
$784K - $1.03M
|
166K
$41M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-6.28K- 4.95% |
$785K - $1.04M
|
121K
$29.7M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-6.3K- 3.38% |
$788K - $1.04M
|
180K
$44.4M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.32K- 3.53% |
$790K - $1.04M
|
173K
$42.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.34K- 5.7% |
$792K - $1.04M
|
105K
$25.8M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-6.34K- 2.24% |
$793K - $1.05M
|
277K
$68.3M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-6.35K- 7.68% |
$794K - $1.05M
|
76.3K
$18.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-6.37K- 1.65% |
$797K - $1.05M
|
381K
$93.9M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-6.39K- 0.25% |
$799K - $1.05M
|
2.52M
$621M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-6.42K- 5.84% |
$802K - $1.06M
|
103K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-6.42K- 9.73% |
$802K - $1.06M
|
59.6K
$14.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.42K- 3.57% |
$803K - $1.06M
|
174K
$42.8M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.42K- 2.01% |
$803K - $1.06M
|
312K
$77M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-6.43K- 21.56% |
$804K - $1.06M
|
23.4K
$5.77M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-6.44K- 2.11% |
$805K - $1.06M
|
299K
$73.7M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.44K- 0.79% |
$805K - $1.06M
|
808K
$199M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-6.45K- 3.22% |
$807K - $1.06M
|
194K
$47.8M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-6.48K- 8.21% |
$811K - $1.07M
|
72.5K
$17.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-6.49K- 6.46% |
$812K - $1.07M
|
94K
$23.2M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-6.52K- 0.94% |
$815K - $1.07M
|
689K
$170M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-6.54K- 5.84% |
$817K - $1.08M
|
105K
$26M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.56K- 50.0% |
$820K - $1.08M
|
6.56K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-6.57K- 3.49% |
$821K - $1.08M
|
182K
$44.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.57K- 3.3% |
$822K - $1.08M
|
192K
$47.4M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.59K- 16.81% |
$824K - $1.09M
|
32.6K
$8.04M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.59K- 10.55% |
$824K - $1.09M
|
55.9K
$13.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.6K- 0.96% |
$825K - $1.09M
|
680K
$168M
|
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-6.63K- 2.01% |
$829K - $1.09M
|
323K
$79.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.64K- 3.55% |
$830K - $1.09M
|
181K
$44.5M
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.64K- 3.08% |
$831K - $1.1M
|
209K
$51.6M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.66K- 2.94% |
$833K - $1.1M
|
220K
$54.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-6.67K- 1.56% |
$834K - $1.1M
|
422K
$104M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.67K- 1.36% |
$834K - $1.1M
|
485K
$120M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-6.69K- 3.96% |
$836K - $1.1M
|
162K
$40M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-6.71K- 2.55% |
$838K - $1.11M
|
257K
$63.3M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-6.71K- 2.0% |
$839K - $1.11M
|
329K
$81M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-6.75K- 8.44% |
$844K - $1.11M
|
73.2K
$18M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-6.75K- 10.01% |
$844K - $1.11M
|
60.7K
$15M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.8K- 1.15% |
$851K - $1.12M
|
583K
$144M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-6.81K- 37.68% |
$852K - $1.12M
|
11.3K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-6.84K- 5.44% |
$855K - $1.13M
|
119K
$29.3M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.88K- 3.36% |
$860K - $1.13M
|
198K
$48.7M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.88K- 11.32% |
$861K - $1.14M
|
53.9K
$13.3M
|
|
|
May 16, 2023
Q1 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-6.89K- 2.86% |
$862K - $1.14M
|
234K
$57.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.93K- 9.16% |
$866K - $1.14M
|
68.7K
$16.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Hendley & CO Inc
|
SELL
|
- |
-6.98K- 6.53% |
$872K - $1.15M
|
99.8K
$24.6M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.98K- 8.91% |
$872K - $1.15M
|
71.3K
$17.6M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-7K- 3.55% |
$875K - $1.15M
|
190K
$46.8M
|