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 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-953- 9.47% |
$119K - $157K
|
9.11K
$2.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-954- 9.91% |
$119K - $157K
|
8.67K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-962- 5.06% |
$120K - $159K
|
18K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-963- 0.91% |
$120K - $159K
|
104K
$25.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-966- 12.87% |
$121K - $159K
|
6.54K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-972- 2.26% |
$122K - $160K
|
42K
$10.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-973- 1.16% |
$122K - $160K
|
82.9K
$20.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-974- 1.45% |
$122K - $161K
|
66.2K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-976- 2.11% |
$122K - $161K
|
45.3K
$11.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-979- 3.17% |
$122K - $161K
|
29.9K
$7.33M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-982- 6.58% |
$123K - $162K
|
14K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-982- 2.14% |
$123K - $162K
|
44.8K
$11M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-985- 2.35% |
$123K - $162K
|
40.9K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-986- 2.91% |
$123K - $163K
|
32.9K
$8.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-990- 2.46% |
$124K - $163K
|
39.2K
$9.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-996- 1.68% |
$125K - $164K
|
58.4K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-1K- 1.96% |
$125K - $165K
|
50K
$12.3M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1K- 2.56% |
$125K - $165K
|
38.3K
$9.39M
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1K- 0.96% |
$125K - $165K
|
103K
$25.3M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1K- 0.21% |
$126K - $166K
|
473K
$116M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.01K- 0.8% |
$126K - $166K
|
124K
$30.6M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.01K- 1.25% |
$126K - $167K
|
79.8K
$19.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-1.01K- 4.16% |
$127K - $167K
|
23.3K
$5.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.02K- 5.63% |
$127K - $167K
|
17K
$4.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-1.02K- 8.83% |
$127K - $167K
|
10.5K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 5.11% |
$127K - $168K
|
18.9K
$4.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.02K- 4.59% |
$127K - $168K
|
21.1K
$5.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.02K- 4.36% |
$128K - $168K
|
22.4K
$5.49M
|
|
|
May 11, 2023
Q1 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-1.02K- 1.4% |
$128K - $169K
|
72.2K
$17.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.02K- 3.45% |
$128K - $169K
|
28.6K
$7.03M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.84% |
$128K - $169K
|
54.7K
$13.4M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.02K- 0.74% |
$128K - $169K
|
138K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.03K- 0.17% |
$128K - $169K
|
603K
$148M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.03K- 17.1% |
$129K - $170K
|
4.98K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.03K- 2.19% |
$129K - $170K
|
46.1K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 12.08% |
$129K - $170K
|
7.5K
$1.84M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.03K- 2.81% |
$129K - $170K
|
35.7K
$8.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.03K- 8.99% |
$129K - $170K
|
10.5K
$2.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.04K- 0.18% |
$130K - $171K
|
568K
$139M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.04K- 2.1% |
$130K - $171K
|
48.3K
$11.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.05K- 1.58% |
$131K - $172K
|
65.1K
$16M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.05K- 0.95% |
$131K - $172K
|
109K
$26.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 5.24% |
$131K - $173K
|
19K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.05K- 10.33% |
$131K - $173K
|
9.11K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.05K- 2.23% |
$131K - $173K
|
46K
$11.3M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.05K- 1.75% |
$132K - $173K
|
59.1K
$14.5M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.06K- 2.0% |
$132K - $174K
|
51.7K
$12.7M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.06K- 16.98% |
$133K - $175K
|
5.19K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.06K- 1.66% |
$133K - $175K
|
63K
$15.5M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.07K- 9.73% |
$133K - $176K
|
9.89K
$2.43M
|