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 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-7.01K- 1.5% |
$876K - $1.16M
|
460K
$113M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-7.02K- 12.16% |
$877K - $1.16M
|
50.7K
$12.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-7.02K- 17.18% |
$878K - $1.16M
|
33.8K
$8.34M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-7.03K- 1.0% |
$878K - $1.16M
|
697K
$172M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.04K- 2.19% |
$880K - $1.16M
|
314K
$77.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-7.04K- 5.08% |
$880K - $1.16M
|
131K
$32.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-7.07K- 2.73% |
$883K - $1.17M
|
251K
$62M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-7.08K- 94.6% |
$885K - $1.17M
|
404
$99.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7.1K- 64.46% |
$888K - $1.17M
|
3.92K
$965K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-7.11K- 3.24% |
$889K - $1.17M
|
212K
$52.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-7.15K- 5.2% |
$893K - $1.18M
|
130K
$32.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-7.15K- 38.77% |
$894K - $1.18M
|
11.3K
$2.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-7.2K- 12.91% |
$900K - $1.19M
|
48.6K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-7.2K- 0.36% |
$900K - $1.19M
|
1.98M
$489M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-7.22K- 4.71% |
$903K - $1.19M
|
146K
$36M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.23K- 3.98% |
$904K - $1.19M
|
175K
$43M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-7.23K- 0.67% |
$904K - $1.19M
|
1.08M
$266M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-7.25K- 5.3% |
$906K - $1.19M
|
129K
$31.9M
|
|
|
Jan 17, 2024
Q1 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-7.25K- 3.08% |
$906K - $1.19M
|
228K
$56.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7.29K- 2.93% |
$911K - $1.2M
|
241K
$59.4M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.29K- 1.18% |
$912K - $1.2M
|
608K
$150M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.41K- 1.77% |
$927K - $1.22M
|
413K
$102M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7.42K- 11.78% |
$928K - $1.22M
|
55.5K
$13.7M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.46K- 2.99% |
$933K - $1.23M
|
242K
$59.7M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.49K- 9.59% |
$936K - $1.23M
|
70.6K
$17.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-7.51K- 9.32% |
$938K - $1.24M
|
73K
$18M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-7.59K- 2.97% |
$948K - $1.25M
|
248K
$61M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.6K- 0.69% |
$950K - $1.25M
|
1.09M
$269M
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-7.62K- 29.95% |
$953K - $1.26M
|
17.8K
$4.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
SELL
|
- |
-7.63K- 18.05% |
$954K - $1.26M
|
34.6K
$8.53M
|
|
|
May 05, 2023
Q1 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-7.65K- 2.58% |
$957K - $1.26M
|
289K
$71.2M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-7.67K- 3.51% |
$959K - $1.27M
|
211K
$52M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-7.68K- 3.53% |
$960K - $1.27M
|
210K
$51.7M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7.73K- 8.0% |
$966K - $1.27M
|
88.8K
$21.9M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.75K- 1.84% |
$969K - $1.28M
|
414K
$102M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-7.78K- 29.81% |
$972K - $1.28M
|
18.3K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.79K- 7.86% |
$974K - $1.29M
|
91.4K
$22.5M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-7.81K- 14.17% |
$976K - $1.29M
|
47.3K
$11.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
SELL
|
- |
-7.83K- 4.25% |
$978K - $1.29M
|
176K
$43.4M
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-7.83K- 7.3% |
$979K - $1.29M
|
99.5K
$24.5M
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-7.84K- 2.01% |
$980K - $1.29M
|
382K
$94.2M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-7.86K- 1.02% |
$982K - $1.3M
|
762K
$188M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-7.98K- 12.08% |
$997K - $1.32M
|
58.1K
$14.3M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8K- 0.43% |
$1M - $1.32M
|
1.84M
$454M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-8.06K- 1.83% |
$1.01M - $1.33M
|
431K
$106M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.16K- 15.97% |
$1.02M - $1.35M
|
43K
$10.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-8.18K- 3.7% |
$1.02M - $1.35M
|
213K
$52.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.2K- 2.34% |
$1.03M - $1.35M
|
343K
$84.5M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-8.22K- 9.99% |
$1.03M - $1.36M
|
74K
$18.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-8.27K- 8.9% |
$1.03M - $1.36M
|
84.7K
$20.9M
|