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
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.3K- 6.48% |
$1.53M - $2.02M
|
177K
$37.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12.3K- 11.87% |
$1.53M - $2.02M
|
91.1K
$19.1M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-12.3K- 14.76% |
$1.54M - $2.03M
|
71K
$14.9M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-12.3K- 0.26% |
$1.54M - $2.03M
|
4.68M
$983M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-12.4K- 18.73% |
$1.54M - $2.04M
|
53.6K
$11.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-12.4K- 18.21% |
$1.55M - $2.05M
|
55.7K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12.4K- 6.42% |
$1.55M - $2.05M
|
181K
$38M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.5K- 0.38% |
$1.56M - $2.06M
|
3.3M
$692M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-12.5K- 52.27% |
$1.56M - $2.06M
|
11.4K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-12.8K- 21.68% |
$1.6M - $2.11M
|
46.3K
$9.72M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13K- 2.11% |
$1.62M - $2.14M
|
603K
$127M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-13K- 5.87% |
$1.62M - $2.14M
|
209K
$43.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-13K- 24.32% |
$1.63M - $2.14M
|
40.4K
$8.49M
|
|
|
May 02, 2023
Q1 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-13K- 26.53% |
$1.63M - $2.14M
|
36K
$7.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-13K- 5.53% |
$1.63M - $2.15M
|
222K
$46.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-13K- 30.41% |
$1.63M - $2.15M
|
29.8K
$6.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-13.1K- 38.62% |
$1.64M - $2.17M
|
20.9K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13.2K- 1.45% |
$1.65M - $2.17M
|
894K
$188M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13.2K- 6.3% |
$1.65M - $2.18M
|
196K
$41.2M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-13.2K- 25.87% |
$1.65M - $2.18M
|
37.9K
$7.95M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-13.2K- 4.66% |
$1.65M - $2.18M
|
270K
$56.8M
|
|
|
May 01, 2023
Q1 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-13.3K- 61.63% |
$1.66M - $2.19M
|
8.25K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-13.5K- 0.57% |
$1.69M - $2.23M
|
2.36M
$496M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.6K- 2.42% |
$1.7M - $2.25M
|
549K
$115M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-13.7K- 4.07% |
$1.71M - $2.26M
|
323K
$67.8M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-13.7K- 86.33% |
$1.71M - $2.26M
|
2.17K
$455K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-13.8K- 11.06% |
$1.72M - $2.27M
|
111K
$23.3M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-13.8K- 1.9% |
$1.73M - $2.28M
|
716K
$150M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.9K- 8.68% |
$1.74M - $2.3M
|
146K
$30.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.1K- 9.89% |
$1.76M - $2.33M
|
129K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-14.1K- 12.81% |
$1.77M - $2.33M
|
96.1K
$20.2M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14.2K- 6.45% |
$1.77M - $2.33M
|
205K
$43.1M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-14.2K- 3.11% |
$1.78M - $2.35M
|
444K
$93.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-14.3K- 2.5% |
$1.78M - $2.35M
|
558K
$117M
|
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
SELL
|
- |
-14.3K- 1.09% |
$1.79M - $2.36M
|
1.3M
$273M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-14.5K- 9.84% |
$1.81M - $2.39M
|
133K
$27.9M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-14.6K- 3.9% |
$1.83M - $2.41M
|
360K
$75.6M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-14.7K- 80.76% |
$1.84M - $2.42M
|
3.5K
$735K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14.8K- 3.77% |
$1.85M - $2.44M
|
378K
$79.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-14.8K- 41.11% |
$1.85M - $2.44M
|
21.2K
$4.46M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-14.9K- 13.73% |
$1.87M - $2.46M
|
93.9K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-15K- 5.57% |
$1.88M - $2.48M
|
255K
$53.5M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15K- 9.2% |
$1.88M - $2.48M
|
149K
$31.2M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-15.5K- 2.11% |
$1.93M - $2.55M
|
718K
$151M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15.5K- 24.11% |
$1.94M - $2.56M
|
48.8K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
SELL
|
- |
-15.5K- 11.28% |
$1.94M - $2.56M
|
122K
$25.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Eos Management, L.P.
|
SELL
|
- |
-15.6K- 13.78% |
$1.96M - $2.58M
|
97.9K
$20.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-15.7K- 84.16% |
$1.96M - $2.58M
|
2.95K
$619K
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-15.7K- 6.35% |
$1.96M - $2.59M
|
232K
$48.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 6.14% |
$1.97M - $2.6M
|
241K
$50.5M
|