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 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-37.8K- 6.68% |
$4.73M - $6.24M
|
529K
$130M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-38.2K- 0.49% |
$4.77M - $6.29M
|
7.73M
$1.9B
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-38.9K- 42.75% |
$4.87M - $6.42M
|
52.2K
$12.8M
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-39K- 11.4% |
$4.88M - $6.44M
|
303K
$74.5M
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-39.5K- 10.64% |
$4.93M - $6.51M
|
331K
$81.4M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.6K- 1.52% |
$4.95M - $6.52M
|
2.56M
$630M
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-39.8K- 6.85% |
$4.97M - $6.56M
|
541K
$133M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-40.2K- 12.47% |
$5.03M - $6.63M
|
282K
$69.3M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-40.2K- 25.45% |
$5.03M - $6.64M
|
118K
$29M
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-40.3K- 40.26% |
$5.03M - $6.64M
|
59.7K
$14.7M
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-40.3K- 63.8% |
$5.04M - $6.65M
|
22.9K
$5.62M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-40.8K- 4.2% |
$5.1M - $6.73M
|
929K
$228M
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-40.8K- 3.58% |
$5.1M - $6.73M
|
1.1M
$270M
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-40.9K- 10.75% |
$5.11M - $6.74M
|
339K
$83.3M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-41K- 2.03% |
$5.12M - $6.76M
|
1.98M
$485M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-41.1K- 1.79% |
$5.14M - $6.78M
|
2.25M
$553M
|
|
Apr 13, 2023
Q1 2023
|
Clarity Financial LLC
|
SELL
|
- |
-41.7K- 93.4% |
$5.21M - $6.87M
|
2.95K
$723K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-41.8K- 8.72% |
$5.22M - $6.89M
|
438K
$107M
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-42.3K- 1.66% |
$5.28M - $6.97M
|
2.5M
$615M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-42.5K- 5.2% |
$5.31M - $7M
|
774K
$190M
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-42.5K- 2.18% |
$5.31M - $7.01M
|
1.91M
$469M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-42.6K- 3.45% |
$5.33M - $7.03M
|
1.19M
$293M
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-42.9K- 5.33% |
$5.37M - $7.08M
|
762K
$187M
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-43.2K- 3.4% |
$5.4M - $7.13M
|
1.23M
$302M
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-43.2K- 0.98% |
$5.41M - $7.13M
|
4.36M
$1.07B
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-43.4K- 3.46% |
$5.42M - $7.15M
|
1.21M
$297M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-43.6K- 37.69% |
$5.45M - $7.18M
|
72K
$17.7M
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-43.8K- 7.85% |
$5.47M - $7.22M
|
514K
$126M
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-46.6K- 5.51% |
$5.83M - $7.69M
|
799K
$196M
|
|
May 15, 2023
Q1 2023
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-48.5K- 49.34% |
$6.06M - $7.99M
|
49.8K
$12.2M
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-49.5K- 9.17% |
$6.19M - $8.16M
|
491K
$120M
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-50.2K- 40.43% |
$6.27M - $8.27M
|
73.9K
$18.2M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-50.2K- 5.08% |
$6.28M - $8.28M
|
937K
$230M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-50.5K- 9.28% |
$6.32M - $8.33M
|
494K
$121M
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-51.2K- 82.74% |
$6.4M - $8.44M
|
10.7K
$2.62M
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-51.4K- 1.13% |
$6.43M - $8.48M
|
4.52M
$1.11B
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-51.6K- 22.21% |
$6.45M - $8.51M
|
181K
$44.4M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-52.1K- 49.77% |
$6.51M - $8.59M
|
52.6K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-52.3K- 47.69% |
$6.53M - $8.62M
|
57.3K
$14.1M
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-53.1K- 19.51% |
$6.64M - $8.76M
|
219K
$53.8M
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-53.3K- 1.14% |
$6.66M - $8.79M
|
4.62M
$1.13B
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-54K- 15.0% |
$6.75M - $8.91M
|
306K
$75.2M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-54.6K- 2.14% |
$6.82M - $9M
|
2.5M
$614M
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-55.1K- 51.66% |
$6.89M - $9.09M
|
51.6K
$12.7M
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-55.2K- 56.68% |
$6.9M - $9.1M
|
42.2K
$10.4M
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-55.5K- 3.67% |
$6.94M - $9.15M
|
1.46M
$358M
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-55.9K- 75.84% |
$6.99M - $9.21M
|
17.8K
$4.37M
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-55.9K- 84.5% |
$6.99M - $9.22M
|
10.3K
$2.52M
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-56.4K- 23.85% |
$7.05M - $9.3M
|
180K
$44.2M
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-56.4K- 4.0% |
$7.06M - $9.31M
|
1.35M
$333M
|