Purchases and Sales Made in Q1 2023 in Apple Inc. (AAPL)

AAPL Quotes by TradingView

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 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
26.8K
New
$3.35M - $4.42M
26.8K $6.14M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
26.5K
+ 2.39%
$3.32M - $4.38M
1.13M $260M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
26.5K
+ 3.02%
$3.32M - $4.37M
905K $207M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
26.5K
+ 3.35%
$3.31M - $4.36M
816K $187M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
26.3K
+ 10.39%
$3.29M - $4.34M
280K $64.1M
May 02, 2023 Q1 2023
Davidson Investment Advisors

BUY
 -
26.3K
+ 7.37%
$3.29M - $4.34M
383K $87.7M
May 12, 2023 Q1 2023
Elo Mutual Pension Insurance CO

BUY
 -
26.3K
+ 2.11%
$3.28M - $4.33M
1.27M $291M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
26.2K
+ 2.07%
$3.28M - $4.32M
1.29M $296M
May 15, 2023 Q1 2023
Vontobel Asset Management Inc

New York, NY
BUY
 -
26.1K
+ 21.37%
$3.26M - $4.3M
148K $33.9M
Apr 26, 2023 Q1 2023
Dorchester Wealth Management CO

BUY
 -
26K
+ 10.97%
$3.25M - $4.28M
263K $60.2M
May 12, 2023 Q1 2023
Norinchukin Bank, The

Tokyo, M0
BUY
 -
25.1K
+ 2.34%
$3.14M - $4.14M
1.1M $252M
Jun 21, 2023 Q1 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
25K
+ 134.59%
$3.13M - $4.13M
43.6K $9.99M
May 15, 2023 Q1 2023
Alight Capital Management LP

New York, NY
BUY
 -
25K
New
$3.13M - $4.12M
25K $5.73M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
25K
+ 3.77%
$3.12M - $4.12M
687K $157M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
24.4K
+ 9.21%
$3.05M - $4.02M
289K $66.2M
May 03, 2023 Q1 2023
Flossbach Von Storch Ag

Cologne, 2M
BUY
 -
24.2K
+ 0.5%
$3.03M - $4M
4.89M $1.12B
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
24.2K
+ 305.42%
$3.02M - $3.99M
32.1K $7.35M
May 15, 2023 Q1 2023
Hbk Investments L P

Dallas, TX
BUY
 -
23.8K
+ 1510.47%
$2.98M - $3.93M
25.4K $5.81M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
23.8K
New
$2.97M - $3.92M
23.8K $5.45M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
23.5K
+ 3.25%
$2.94M - $3.88M
747K $171M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
23.3K
+ 1219.51%
$2.92M - $3.84M
25.2K $5.78M
May 01, 2023 Q1 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
23.1K
+ 2.21%
$2.89M - $3.81M
1.07M $244M
Apr 24, 2023 Q1 2023
K.J. Harrison & Partners Inc

BUY
 -
22.9K
+ 11.96%
$2.86M - $3.78M
214K $49.1M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
22.9K
+ 15.45%
$2.86M - $3.78M
171K $39.2M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
22.7K
New
$2.83M - $3.73M
22.7K $5.19M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
22.6K
+ 2.28%
$2.83M - $3.73M
1.01M $232M
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
22.5K
+ 5.18%
$2.82M - $3.72M
458K $105M
Aug 22, 2023 Q1 2023
Davidson Investment Advisors

BUY
 -
22.5K
+ 6.23%
$2.81M - $3.71M
383K $87.7M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
22.4K
New
$2.8M - $3.69M
22.4K $5.13M
Apr 20, 2023 Q1 2023
Pettinga Financial Advisors, LLC

BUY
 -
22.2K
+ 91.2%
$2.77M - $3.66M
46.5K $10.6M
May 15, 2023 Q1 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
22.2K
+ 23.79%
$2.77M - $3.66M
115K $26.4M
Apr 19, 2023 Q1 2023
Gratus Capital LLC

BUY
 -
22.1K
+ 35.2%
$2.77M - $3.65M
85K $19.5M
May 10, 2023 Q1 2023
Spouting Rock Asset Management, LLC

Bryn Mawr, PA
BUY
 -
22.1K
+ 93.32%
$2.77M - $3.65M
45.9K $10.5M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
22.1K
New
$2.77M - $3.65M
22.1K $5.07M
May 22, 2023 Q1 2023
Ctc LLC

BUY
 -
22.1K
New
$2.76M - $3.64M
22.1K $5.06M
May 15, 2023 Q1 2023
Analog Century Management LP

New York, NY
BUY
 -
22.1K
+ 189.6%
$2.76M - $3.64M
33.7K $7.71M
May 01, 2023 Q1 2023
Dillon & Associates Inc

BUY
 -
21.9K
+ 6.29%
$2.74M - $3.62M
371K $84.9M
May 15, 2023 Q1 2023
Sassicaia Capital Advisers LLC

Jericho, NY
BUY
 -
21.9K
+ 123.84%
$2.74M - $3.61M
39.6K $9.07M
Apr 26, 2023 Q1 2023
Maryland Capital Advisors Inc.

BUY
 -
21.6K
+ 528.45%
$2.7M - $3.57M
25.7K $5.89M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
21.5K
New
$2.69M - $3.55M
21.5K $4.93M
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
21.3K
+ 11.18%
$2.67M - $3.52M
212K $48.6M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
21.1K
+ 3.25%
$2.64M - $3.48M
670K $153M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
21K
+ 19.75%
$2.63M - $3.47M
127K $29.2M
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
20.8K
+ 52.68%
$2.6M - $3.44M
60.4K $13.8M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
20.8K
+ 6.54%
$2.59M - $3.42M
338K $77.4M
Apr 20, 2023 Q1 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
20.7K
+ 2.0%
$2.59M - $3.42M
1.06M $242M
Apr 20, 2023 Q1 2023
Howard Capital Management Group, LLC

BUY
 -
20.7K
+ 4.55%
$2.59M - $3.41M
476K $109M
Apr 26, 2023 Q1 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
20.7K
New
$2.58M - $3.41M
20.7K $4.73M
May 11, 2023 Q1 2023
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
20.6K
+ 5.78%
$2.58M - $3.4M
378K $86.5M

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