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
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
20.5K+ 13.55% |
$2.57M - $3.39M
|
172K
$39.4M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
20.4KNew |
$2.56M - $3.37M
|
20.4K
$4.68M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20.4K+ 14.29% |
$2.55M - $3.37M
|
163K
$37.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
20.3KNew |
$2.54M - $3.35M
|
20.3K
$4.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
20.2K+ 120.33% |
$2.53M - $3.34M
|
37.1K
$8.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
20K+ 66.67% |
$2.5M - $3.3M
|
50K
$11.5M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
19.8KNew |
$2.48M - $3.27M
|
19.8K
$4.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
19.7K+ 43.88% |
$2.47M - $3.25M
|
64.7K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 16.85% |
$2.46M - $3.25M
|
137K
$31.3M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
19.7K+ 9.91% |
$2.46M - $3.25M
|
218K
$50M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
19.6K+ 15.31% |
$2.45M - $3.24M
|
148K
$33.9M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
19.5KNew |
$2.43M - $3.21M
|
19.5K
$4.45M
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
19.4K+ 3.12% |
$2.43M - $3.2M
|
641K
$147M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19.4K+ 98.65% |
$2.42M - $3.19M
|
39K
$8.93M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.3K+ 5.13% |
$2.42M - $3.19M
|
396K
$90.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
19.3K+ 138.29% |
$2.41M - $3.18M
|
33.2K
$7.61M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
19.3KNew |
$2.41M - $3.17M
|
19.3K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
19K+ 191.94% |
$2.38M - $3.14M
|
28.9K
$6.63M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
19K+ 17.88% |
$2.37M - $3.13M
|
125K
$28.6M
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
19K+ 26.58% |
$2.37M - $3.13M
|
90.3K
$20.7M
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
18.7K+ 18.11% |
$2.34M - $3.08M
|
122K
$27.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.6K+ 2.25% |
$2.33M - $3.07M
|
846K
$194M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
18.4KNew |
$2.3M - $3.04M
|
18.4K
$4.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
18.4K+ 3.84% |
$2.3M - $3.03M
|
497K
$114M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18.3KNew |
$2.29M - $3.02M
|
18.3K
$4.19M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18K+ 8.89% |
$2.25M - $2.97M
|
220K
$50.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
18K+ 43.49% |
$2.25M - $2.96M
|
59.3K
$13.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
18K+ 4.34% |
$2.24M - $2.96M
|
432K
$98.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
17.9K+ 18.61% |
$2.24M - $2.96M
|
114K
$26.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
17.8K+ 26.44% |
$2.23M - $2.94M
|
85.3K
$19.5M
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
17.7KNew |
$2.22M - $2.92M
|
17.7K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
17.6K+ 14.88% |
$2.2M - $2.9M
|
136K
$31.1M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
17.6K+ 28.33% |
$2.2M - $2.9M
|
79.7K
$18.3M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17.4KNew |
$2.18M - $2.88M
|
17.4K
$3.99M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
17.4K+ 1.58% |
$2.17M - $2.87M
|
1.12M
$256M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
17.3K+ 5.0% |
$2.17M - $2.86M
|
364K
$83.3M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
17.3K+ 9.09% |
$2.16M - $2.85M
|
207K
$47.4M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
17.2K+ 23.22% |
$2.15M - $2.84M
|
91.4K
$20.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
17.2K+ 25.8% |
$2.15M - $2.84M
|
83.9K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.1K+ 5.25% |
$2.14M - $2.83M
|
343K
$78.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
17.1K+ 1.67% |
$2.14M - $2.82M
|
1.04M
$239M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
17K+ 12.45% |
$2.13M - $2.81M
|
154K
$35.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.9K+ 8.31% |
$2.12M - $2.79M
|
221K
$50.6M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
16.9K+ 14.09% |
$2.11M - $2.79M
|
137K
$31.3M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.8K+ 10.89% |
$2.1M - $2.78M
|
171K
$39.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
16.8K+ 11.53% |
$2.1M - $2.77M
|
163K
$37.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16.4K+ 3.96% |
$2.05M - $2.71M
|
431K
$98.7M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
16.3K+ 0.36% |
$2.04M - $2.69M
|
4.53M
$1.04B
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.2K+ 4.82% |
$2.02M - $2.67M
|
352K
$80.6M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
16K+ 58.71% |
$2M - $2.64M
|
43.3K
$9.93M
|