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 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.27K+ 65.92% |
$1.03M - $1.36M
|
20.8K
$4.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.21K+ 1.37% |
$1.03M - $1.35M
|
607K
$143M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8.2K+ 8.11% |
$1.03M - $1.35M
|
109K
$25.8M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.18K+ 5.09% |
$1.02M - $1.35M
|
169K
$39.9M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.17K+ 51.35% |
$1.02M - $1.35M
|
24.1K
$5.68M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
8.12K+ 4.01% |
$1.02M - $1.34M
|
211K
$49.8M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.12K+ 0.96% |
$1.01M - $1.34M
|
850K
$201M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
8.11KNew |
$1.01M - $1.34M
|
8.11K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.09K+ 7.44% |
$1.01M - $1.33M
|
117K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8.02K+ 2.32% |
$1M - $1.32M
|
354K
$83.5M
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
8KNew |
$1M - $1.32M
|
8K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7.98K+ 23.74% |
$998K - $1.32M
|
41.6K
$9.82M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
7.97K+ 84.95% |
$996K - $1.31M
|
17.3K
$4.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
7.91KNew |
$989K - $1.3M
|
7.91K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.87K+ 3.23% |
$984K - $1.3M
|
251K
$59.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.85K+ 15.7% |
$982K - $1.29M
|
57.9K
$13.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
7.8K+ 1.99% |
$975K - $1.29M
|
399K
$94.2M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
7.73K+ 3.72% |
$966K - $1.27M
|
215K
$50.8M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.68K+ 31.32% |
$960K - $1.27M
|
32.2K
$7.6M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7.61K+ 1.36% |
$951K - $1.25M
|
568K
$134M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
7.6K+ 0.28% |
$950K - $1.25M
|
2.68M
$632M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
7.6K+ 8.54% |
$950K - $1.25M
|
96.6K
$22.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.6K+ 11.59% |
$950K - $1.25M
|
73.1K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.59KNew |
$948K - $1.25M
|
7.59K
$1.79M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.53K+ 28.51% |
$941K - $1.24M
|
33.9K
$8.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
7.52K+ 4.09% |
$940K - $1.24M
|
191K
$45.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.48K+ 339.4% |
$935K - $1.23M
|
9.68K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
7.45K+ 14.18% |
$932K - $1.23M
|
60K
$14.2M
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
7.38K+ 9.81% |
$922K - $1.22M
|
82.5K
$19.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
7.34K+ 5.28% |
$918K - $1.21M
|
146K
$34.5M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
7.27K+ 69.65% |
$909K - $1.2M
|
17.7K
$4.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.26K+ 4.25% |
$908K - $1.2M
|
178K
$42.1M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.26K+ 20.36% |
$907K - $1.2M
|
42.9K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.17K+ 10.15% |
$897K - $1.18M
|
77.9K
$18.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
7.14K+ 29.75% |
$892K - $1.18M
|
31.1K
$7.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.13K+ 4.58% |
$891K - $1.18M
|
163K
$38.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.11K+ 155.88% |
$888K - $1.17M
|
11.7K
$2.75M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
7.11K+ 89.44% |
$888K - $1.17M
|
15K
$3.55M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
7.08K+ 1.68% |
$885K - $1.17M
|
428K
$101M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
7.06K+ 26.58% |
$882K - $1.16M
|
33.6K
$7.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.02K+ 1.61% |
$878K - $1.16M
|
444K
$105M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.01K+ 19.78% |
$877K - $1.16M
|
42.4K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
7KNew |
$875K - $1.15M
|
7K
$1.65M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
6.93K+ 1.25% |
$866K - $1.14M
|
560K
$132M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.88K+ 1.53% |
$860K - $1.13M
|
458K
$108M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
6.87K+ 84.26% |
$859K - $1.13M
|
15K
$3.55M
|
|
|
May 03, 2023
Q1 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
6.85K+ 122.2% |
$857K - $1.13M
|
12.5K
$2.94M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.85K+ 12.21% |
$856K - $1.13M
|
62.9K
$14.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.83K+ 12.84% |
$854K - $1.13M
|
60.1K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.78K+ 4.38% |
$847K - $1.12M
|
162K
$38.1M
|