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 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
13.1K+ 27.46% |
$1.64M - $2.16M
|
60.9K
$13.9M
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
13.1K+ 18.11% |
$1.64M - $2.16M
|
85.4K
$19.4M
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
13.1K+ 97.41% |
$1.63M - $2.16M
|
26.5K
$6.03M
|
|
Apr 28, 2023
Q1 2023
|
Fosun International LTD
|
BUY
|
- |
13K+ 64.28% |
$1.63M - $2.15M
|
33.3K
$7.57M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13KNew |
$1.62M - $2.14M
|
13K
$2.96M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13K+ 12.59% |
$1.62M - $2.14M
|
116K
$26.4M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
12.8K+ 8.33% |
$1.6M - $2.1M
|
166K
$37.8M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12.6K+ 19.58% |
$1.58M - $2.08M
|
77.1K
$17.5M
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12.5K+ 16.0% |
$1.57M - $2.07M
|
91K
$20.7M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
12.5K+ 300.27% |
$1.56M - $2.05M
|
16.6K
$3.78M
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
12.4K+ 14.4% |
$1.55M - $2.05M
|
98.6K
$22.5M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.3K+ 5.62% |
$1.54M - $2.03M
|
231K
$52.6M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
12.2K+ 25.72% |
$1.53M - $2.02M
|
59.8K
$13.6M
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
12.2K+ 2.58% |
$1.52M - $2.01M
|
485K
$110M
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
12.2K+ 44.46% |
$1.52M - $2.01M
|
39.6K
$9.01M
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
12.1K+ 758.06% |
$1.52M - $2M
|
13.7K
$3.13M
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.1K+ 75.98% |
$1.51M - $1.99M
|
27.9K
$6.35M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 0.54% |
$1.5M - $1.98M
|
2.21M
$504M
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
12K+ 3.27% |
$1.5M - $1.98M
|
378K
$86M
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
12K+ 10.02% |
$1.5M - $1.97M
|
131K
$29.9M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11.9K+ 5.02% |
$1.49M - $1.97M
|
250K
$56.9M
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.9K+ 7.25% |
$1.49M - $1.96M
|
176K
$40.1M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.9K+ 1.83% |
$1.48M - $1.95M
|
661K
$150M
|
|
May 03, 2023
Q1 2023
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
11.8K+ 26.82% |
$1.48M - $1.95M
|
55.8K
$12.7M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11.7KNew |
$1.47M - $1.94M
|
11.7K
$2.67M
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11.7K+ 9.68% |
$1.47M - $1.93M
|
133K
$30.3M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.7K+ 2.98% |
$1.46M - $1.93M
|
404K
$91.9M
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
11.7K+ 34.8% |
$1.46M - $1.93M
|
45.3K
$10.3M
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
11.4K+ 154.12% |
$1.42M - $1.88M
|
18.8K
$4.28M
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
11.4K+ 1.07% |
$1.42M - $1.88M
|
1.07M
$244M
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
11.3K+ 7.49% |
$1.42M - $1.87M
|
162K
$37M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 2.39% |
$1.41M - $1.86M
|
484K
$110M
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
11.2K+ 216.26% |
$1.4M - $1.84M
|
16.3K
$3.72M
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
11.1K+ 0.76% |
$1.39M - $1.83M
|
1.47M
$335M
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
11K+ 10.7% |
$1.38M - $1.82M
|
114K
$26M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11K+ 4.68% |
$1.38M - $1.82M
|
246K
$56.1M
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
11K+ 34.81% |
$1.38M - $1.81M
|
42.6K
$9.7M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10.9K+ 5.99% |
$1.37M - $1.8M
|
193K
$44M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.9K+ 1.0% |
$1.37M - $1.8M
|
1.1M
$250M
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.9K+ 7.42% |
$1.37M - $1.8M
|
158K
$36M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10.9KNew |
$1.36M - $1.79M
|
10.9K
$2.48M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.8K+ 1.14% |
$1.35M - $1.78M
|
964K
$219M
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
10.8K+ 20.07% |
$1.34M - $1.77M
|
64.3K
$14.6M
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
10.7K+ 16.62% |
$1.34M - $1.76M
|
74.9K
$17.1M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.7K+ 5.69% |
$1.33M - $1.76M
|
198K
$45.1M
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
10.6KNew |
$1.33M - $1.75M
|
10.6K
$2.41M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.6K+ 0.25% |
$1.32M - $1.74M
|
4.3M
$978M
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10.5K+ 0.54% |
$1.31M - $1.73M
|
1.95M
$445M
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10.5KNew |
$1.31M - $1.73M
|
10.5K
$2.39M
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
10.3K+ 5.26% |
$1.29M - $1.7M
|
206K
$47M
|