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
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.07K- 1.14% |
$133K - $176K
|
92.3K
$22.7M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.07K- 1.43% |
$134K - $177K
|
74.1K
$18.2M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.07K- 0.65% |
$134K - $177K
|
163K
$40.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.08K- 1.46% |
$135K - $178K
|
72.8K
$17.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-1.09K- 3.41% |
$136K - $180K
|
30.9K
$7.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.09K- 1.39% |
$137K - $180K
|
77.7K
$19.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.1K- 2.48% |
$137K - $181K
|
43K
$10.6M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.1K- 1.59% |
$137K - $181K
|
67.6K
$16.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.1K- 3.01% |
$137K - $181K
|
35.4K
$8.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-1.1K- 4.62% |
$138K - $181K
|
22.7K
$5.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.1K- 0.74% |
$138K - $182K
|
148K
$36.3M
|
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-1.11K- 1.12% |
$138K - $182K
|
97.7K
$24M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-1.11K- 4.39% |
$138K - $183K
|
24.1K
$5.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.11K- 17.53% |
$139K - $183K
|
5.22K
$1.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.11K- 4.94% |
$139K - $183K
|
21.4K
$5.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.11K- 2.14% |
$139K - $183K
|
50.8K
$12.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 0.96% |
$139K - $183K
|
115K
$28.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-1.12K- 1.43% |
$139K - $184K
|
76.8K
$18.8M
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.12K- 1.84% |
$139K - $184K
|
59.5K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.12K- 5.1% |
$140K - $184K
|
20.8K
$5.1M
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.12K- 3.69% |
$140K - $184K
|
29.2K
$7.16M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.12K- 2.24% |
$140K - $184K
|
48.7K
$12M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.12K- 3.65% |
$140K - $184K
|
29.5K
$7.24M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.12K- 4.02% |
$140K - $185K
|
26.7K
$6.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.12K- 4.42% |
$140K - $185K
|
24.2K
$5.94M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.12K- 1.05% |
$140K - $185K
|
106K
$26M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.13K- 0.52% |
$141K - $186K
|
214K
$52.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.13K- 5.09% |
$142K - $187K
|
21.1K
$5.19M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-1.13K- 0.48% |
$142K - $187K
|
237K
$58.1M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.13K- 5.35% |
$142K - $187K
|
20.1K
$4.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.13K- 3.13% |
$142K - $187K
|
35.1K
$8.61M
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
SELL
|
- |
-1.13K- 0.91% |
$142K - $187K
|
123K
$30.3M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.14K- 1.99% |
$142K - $187K
|
56K
$13.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.14K- 1.31% |
$142K - $188K
|
85.7K
$21M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 1.06% |
$143K - $188K
|
107K
$26.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.14K- 6.82% |
$143K - $188K
|
15.6K
$3.83M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.14K- 3.78% |
$143K - $188K
|
29.1K
$7.15M
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-1.15K- 8.31% |
$143K - $189K
|
12.6K
$3.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 2.22% |
$143K - $189K
|
50.5K
$12.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-1.15K- 5.77% |
$144K - $190K
|
18.8K
$4.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-1.15K- 1.39% |
$144K - $190K
|
81.9K
$20.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.15K- 6.43% |
$144K - $190K
|
16.8K
$4.12M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.15K- 10.55% |
$144K - $190K
|
9.78K
$2.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-1.16K- 1.46% |
$144K - $190K
|
78K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.16K- 1.31% |
$146K - $192K
|
87.4K
$21.5M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.17K- 22.21% |
$146K - $192K
|
4.09K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.17K- 2.24% |
$147K - $193K
|
51.1K
$12.5M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.17K- 4.26% |
$147K - $193K
|
26.3K
$6.46M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.17K- 1.46% |
$147K - $193K
|
79K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.17K- 0.25% |
$147K - $193K
|
468K
$115M
|