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
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
370+ 1.42% |
$46.3K - $61K
|
26.5K
$6.5M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
370+ 5.37% |
$46.3K - $61K
|
7.26K
$1.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
369+ 1.5% |
$46.1K - $60.8K
|
25K
$6.13M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
366+ 0.47% |
$45.8K - $60.4K
|
78.6K
$19.3M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
364+ 23.64% |
$45.5K - $60K
|
1.9K
$468K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
362+ 0.64% |
$45.3K - $59.7K
|
56.5K
$13.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
358+ 0.48% |
$44.8K - $59K
|
75.6K
$18.6M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
354+ 0.31% |
$44.3K - $58.4K
|
114K
$27.9M
|
|
|
May 11, 2023
Q1 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
350+ 0.81% |
$43.8K - $57.7K
|
43.8K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
350+ 0.18% |
$43.8K - $57.7K
|
192K
$47.2M
|
|
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
350+ 0.18% |
$43.8K - $57.7K
|
192K
$47.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
344+ 1.53% |
$43K - $56.7K
|
22.8K
$5.59M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
342+ 2.31% |
$42.8K - $56.4K
|
15.2K
$3.72M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
342+ 0.77% |
$42.8K - $56.4K
|
44.9K
$11M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
341+ 4.73% |
$42.6K - $56.2K
|
7.54K
$1.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
340+ 1.43% |
$42.5K - $56.1K
|
24.1K
$5.92M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
337+ 2.82% |
$42.1K - $55.6K
|
12.3K
$3.02M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
337+ 0.19% |
$42.1K - $55.6K
|
174K
$42.8M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
336+ 2.17% |
$42K - $55.4K
|
15.8K
$3.89M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
334+ 0.62% |
$41.8K - $55.1K
|
54.2K
$13.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
333+ 0.93% |
$41.6K - $54.9K
|
36.1K
$8.87M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
332+ 1.14% |
$41.5K - $54.7K
|
29.4K
$7.23M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
330+ 1.11% |
$41.3K - $54.4K
|
30.2K
$7.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
328+ 2.97% |
$41K - $54.1K
|
11.4K
$2.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
327+ 7.3% |
$40.9K - $53.9K
|
4.81K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
326+ 1.53% |
$40.8K - $53.8K
|
21.6K
$5.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
323+ 0.22% |
$40.4K - $53.3K
|
145K
$35.6M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
322+ 6.81% |
$40.3K - $53.1K
|
5.05K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
322+ 0.38% |
$40.3K - $53.1K
|
85.4K
$21M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
320+ 2.63% |
$40K - $52.8K
|
12.5K
$3.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
318+ 1.19% |
$39.8K - $52.4K
|
27.1K
$6.65M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
318+ 1.27% |
$39.8K - $52.4K
|
25.4K
$6.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
316+ 0.96% |
$39.5K - $52.1K
|
33.3K
$8.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
315+ 1.97% |
$39.4K - $51.9K
|
16.3K
$4.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
312+ 1.11% |
$39K - $51.4K
|
28.4K
$6.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
312+ 7.97% |
$39K - $51.4K
|
4.23K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
311+ 0.73% |
$38.9K - $51.3K
|
43.1K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
310+ 1.29% |
$38.8K - $51.1K
|
24.4K
$6M
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
309+ 4.04% |
$38.6K - $51K
|
7.96K
$1.95M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
308+ 0.41% |
$38.5K - $50.8K
|
75.1K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
308+ 11.37% |
$38.5K - $50.8K
|
3.02K
$741K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
307+ 3.74% |
$38.4K - $50.6K
|
8.52K
$2.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
306+ 0.23% |
$38.3K - $50.5K
|
136K
$33.3M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
306+ 3.63% |
$38.3K - $50.5K
|
8.73K
$2.14M
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
302+ 18.37% |
$37.8K - $49.8K
|
1.95K
$478K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
302+ 0.35% |
$37.8K - $49.8K
|
86.9K
$21.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Refined Wealth Management
|
BUY
|
- |
301+ 2.49% |
$37.6K - $49.6K
|
12.4K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
301+ 3.91% |
$37.6K - $49.6K
|
8K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
301+ 0.56% |
$37.6K - $49.6K
|
54K
$13.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
300+ 4.8% |
$37.5K - $49.5K
|
6.55K
$1.61M
|