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 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16.4K+ 3.96% |
$2.05M - $2.71M
|
431K
$106M
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
16.3K+ 0.36% |
$2.04M - $2.69M
|
4.53M
$1.11B
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.2K+ 4.82% |
$2.02M - $2.67M
|
352K
$86.5M
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
16K+ 58.71% |
$2M - $2.64M
|
43.3K
$10.6M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16K+ 0.01% |
$2M - $2.63M
|
128M
$31.5B
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16K+ 5.23% |
$2M - $2.63M
|
321K
$78.9M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15.9K+ 54.2% |
$1.99M - $2.63M
|
45.3K
$11.1M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
15.8K+ 223.2% |
$1.98M - $2.61M
|
22.9K
$5.63M
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
15.8KNew |
$1.97M - $2.6M
|
15.8K
$3.87M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 9.58% |
$1.97M - $2.6M
|
180K
$44.3M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.7K+ 3.85% |
$1.97M - $2.6M
|
424K
$104M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$1.97M - $2.59M
|
15.7K
$3.86M
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
15.7K+ 6.32% |
$1.96M - $2.59M
|
264K
$64.8M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
15.5K+ 3.56% |
$1.94M - $2.56M
|
451K
$111M
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
15.3K+ 40.97% |
$1.92M - $2.53M
|
52.8K
$13M
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
15.3K+ 479.06% |
$1.92M - $2.53M
|
18.5K
$4.55M
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
15.3K+ 14.32% |
$1.91M - $2.52M
|
122K
$30M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
15.2K+ 0.47% |
$1.9M - $2.51M
|
3.23M
$793M
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.2K+ 20.96% |
$1.9M - $2.5M
|
87.6K
$21.5M
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
15K+ 105.24% |
$1.88M - $2.48M
|
29.3K
$7.2M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.9K+ 1.82% |
$1.86M - $2.45M
|
832K
$204M
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
14.8K+ 83.37% |
$1.85M - $2.44M
|
32.5K
$7.98M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 3.73% |
$1.84M - $2.43M
|
409K
$100M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
14.7K+ 1.34% |
$1.84M - $2.42M
|
1.11M
$273M
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
14.7K+ 13.06% |
$1.83M - $2.42M
|
127K
$31.2M
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
14.4K+ 76.59% |
$1.8M - $2.37M
|
33.1K
$8.14M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.4K+ 76.59% |
$1.8M - $2.37M
|
33.1K
$8.14M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14.4K+ 760.47% |
$1.79M - $2.37M
|
16.2K
$3.99M
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
14.3K+ 327.05% |
$1.79M - $2.36M
|
18.7K
$4.59M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.3K+ 8.17% |
$1.79M - $2.36M
|
189K
$46.5M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.2K+ 110.71% |
$1.78M - $2.34M
|
27K
$6.64M
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
14.1KNew |
$1.77M - $2.33M
|
14.1K
$3.47M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14K+ 0.99% |
$1.75M - $2.31M
|
1.43M
$352M
|
|
Apr 25, 2023
Q1 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
14K+ 4.47% |
$1.75M - $2.31M
|
327K
$80.4M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
14K+ 2.29% |
$1.75M - $2.31M
|
625K
$153M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14K+ 1.93% |
$1.75M - $2.31M
|
740K
$182M
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.9K+ 4.42% |
$1.74M - $2.3M
|
329K
$80.8M
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13.9K+ 10.14% |
$1.73M - $2.29M
|
151K
$37M
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
13.8K+ 13.03% |
$1.73M - $2.28M
|
120K
$29.4M
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
13.8K+ 7.74% |
$1.72M - $2.27M
|
191K
$47M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13.8KNew |
$1.72M - $2.27M
|
13.8K
$3.38M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13.6K+ 38.4% |
$1.7M - $2.24M
|
48.9K
$12M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
13.6K+ 8.05% |
$1.7M - $2.24M
|
182K
$44.7M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
13.5K+ 25.26% |
$1.69M - $2.23M
|
67.1K
$16.5M
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
13.4K+ 11.29% |
$1.67M - $2.21M
|
132K
$32.4M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 1.71% |
$1.67M - $2.2M
|
793K
$195M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
13.3K+ 19.23% |
$1.66M - $2.2M
|
82.6K
$20.3M
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
13.3K+ 10.09% |
$1.66M - $2.19M
|
145K
$35.6M
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
13.3K+ 26.81% |
$1.66M - $2.19M
|
62.8K
$15.4M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
13.1K+ 28.83% |
$1.64M - $2.17M
|
58.7K
$14.4M
|