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 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.67K- 1.36% |
$834K - $1.1M
|
485K
$119M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-6.69K- 3.96% |
$836K - $1.1M
|
162K
$39.8M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-6.71K- 2.55% |
$838K - $1.11M
|
257K
$63M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-6.71K- 2.0% |
$839K - $1.11M
|
329K
$80.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-6.75K- 8.44% |
$844K - $1.11M
|
73.2K
$18M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-6.75K- 10.01% |
$844K - $1.11M
|
60.7K
$14.9M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.8K- 1.15% |
$851K - $1.12M
|
583K
$143M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-6.81K- 37.68% |
$852K - $1.12M
|
11.3K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-6.84K- 5.44% |
$855K - $1.13M
|
119K
$29.2M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.88K- 3.36% |
$860K - $1.13M
|
198K
$48.5M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.88K- 11.32% |
$861K - $1.14M
|
53.9K
$13.2M
|
|
|
May 16, 2023
Q1 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-6.89K- 2.86% |
$862K - $1.14M
|
234K
$57.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.93K- 9.16% |
$866K - $1.14M
|
68.7K
$16.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Hendley & CO Inc
|
SELL
|
- |
-6.98K- 6.53% |
$872K - $1.15M
|
99.8K
$24.5M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.98K- 8.91% |
$872K - $1.15M
|
71.3K
$17.5M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-7K- 3.55% |
$875K - $1.15M
|
190K
$46.7M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-7.01K- 8.5% |
$876K - $1.16M
|
75.5K
$18.5M
|
|
|
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
$12.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-7.02K- 17.18% |
$878K - $1.16M
|
33.8K
$8.31M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-7.03K- 1.0% |
$878K - $1.16M
|
697K
$171M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.04K- 2.19% |
$880K - $1.16M
|
314K
$77.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-7.04K- 5.08% |
$880K - $1.16M
|
131K
$32.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-7.07K- 2.73% |
$883K - $1.17M
|
251K
$61.7M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-7.08K- 94.6% |
$885K - $1.17M
|
404
$99.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7.1K- 64.46% |
$888K - $1.17M
|
3.92K
$961K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-7.11K- 3.24% |
$889K - $1.17M
|
212K
$52.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-7.15K- 5.2% |
$893K - $1.18M
|
130K
$32M
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-7.15K- 38.77% |
$894K - $1.18M
|
11.3K
$2.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-7.2K- 12.91% |
$900K - $1.19M
|
48.6K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-7.2K- 0.36% |
$900K - $1.19M
|
1.98M
$487M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-7.22K- 4.71% |
$903K - $1.19M
|
146K
$35.9M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.23K- 3.98% |
$904K - $1.19M
|
175K
$42.9M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-7.23K- 0.67% |
$904K - $1.19M
|
1.08M
$265M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-7.25K- 5.3% |
$906K - $1.19M
|
129K
$31.8M
|
|
|
Jan 17, 2024
Q1 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-7.25K- 3.08% |
$906K - $1.19M
|
228K
$56M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7.29K- 2.93% |
$911K - $1.2M
|
241K
$59.2M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.29K- 1.18% |
$912K - $1.2M
|
608K
$149M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-7.4K- 31.11% |
$925K - $1.22M
|
16.4K
$4.02M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.41K- 1.77% |
$927K - $1.22M
|
413K
$101M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7.42K- 11.78% |
$928K - $1.22M
|
55.5K
$13.6M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.46K- 2.99% |
$933K - $1.23M
|
242K
$59.5M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.49K- 9.59% |
$936K - $1.23M
|
70.6K
$17.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-7.51K- 9.32% |
$938K - $1.24M
|
73K
$17.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-7.59K- 2.97% |
$948K - $1.25M
|
248K
$60.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.6K- 0.69% |
$950K - $1.25M
|
1.09M
$268M
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-7.62K- 29.95% |
$953K - $1.26M
|
17.8K
$4.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
SELL
|
- |
-7.63K- 18.05% |
$954K - $1.26M
|
34.6K
$8.5M
|
|
|
May 05, 2023
Q1 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-7.65K- 2.58% |
$957K - $1.26M
|
289K
$71M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-7.67K- 3.51% |
$959K - $1.27M
|
211K
$51.8M
|