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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.18K- 0.39% |
$147K - $194K
|
299K
$73.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.18K- 2.2% |
$147K - $194K
|
52.4K
$12.9M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 30.12% |
$147K - $194K
|
2.74K
$672K
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.18K- 2.17% |
$148K - $195K
|
53.2K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.19K- 3.52% |
$149K - $196K
|
32.6K
$7.99M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.19K- 2.1% |
$149K - $197K
|
55.5K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.2K- 1.42% |
$150K - $197K
|
83.1K
$20.4M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.2K- 4.33% |
$150K - $198K
|
26.5K
$6.5M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 1.9% |
$150K - $198K
|
62K
$15.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.2K- 5.78% |
$150K - $198K
|
19.6K
$4.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 4.9% |
$152K - $201K
|
23.6K
$5.8M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.22K- 18.38% |
$152K - $201K
|
5.41K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.22K- 5.94% |
$153K - $201K
|
19.3K
$4.75M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.22K- 7.3% |
$153K - $202K
|
15.5K
$3.81M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-1.22K- 0.81% |
$153K - $202K
|
149K
$36.6M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.22K- 0.59% |
$153K - $202K
|
207K
$50.8M
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.23K- 2.18% |
$153K - $202K
|
55K
$13.5M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.23K- 0.43% |
$154K - $202K
|
284K
$69.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1.23K- 0.72% |
$154K - $203K
|
170K
$41.8M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-1.23K- 1.02% |
$154K - $203K
|
119K
$29.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.23K- 2.46% |
$154K - $203K
|
48.9K
$12M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.24K- 2.12% |
$154K - $204K
|
57K
$14M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.24K- 1.04% |
$155K - $204K
|
117K
$28.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.24K- 69.49% |
$155K - $204K
|
544
$134K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 4.63% |
$155K - $204K
|
25.6K
$6.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.25K- 2.49% |
$156K - $206K
|
48.9K
$12M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.25K- 4.24% |
$156K - $206K
|
28.2K
$6.93M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.25K- 16.4% |
$156K - $206K
|
6.37K
$1.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 2.21% |
$157K - $207K
|
55.7K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
SELL
|
- |
-1.27K- 15.81% |
$158K - $209K
|
6.74K
$1.65M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.27K- 2.67% |
$159K - $210K
|
46.3K
$11.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.27K- 5.71% |
$159K - $210K
|
21K
$5.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.27K- 1.2% |
$159K - $210K
|
105K
$25.7M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.28K- 1.0% |
$160K - $211K
|
127K
$31.2M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.28K- 0.87% |
$161K - $212K
|
147K
$36.1M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.29K- 3.09% |
$161K - $213K
|
40.4K
$9.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.3K- 1.99% |
$163K - $214K
|
63.9K
$15.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 0.09% |
$163K - $214K
|
1.46M
$357M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.3K- 1.63% |
$163K - $214K
|
78.2K
$19.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.3K- 1.91% |
$163K - $215K
|
66.9K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.31K- 1.15% |
$163K - $216K
|
113K
$27.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 1.25% |
$164K - $216K
|
103K
$25.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.31K- 0.92% |
$164K - $217K
|
141K
$34.5M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.31K- 2.94% |
$164K - $217K
|
43.3K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.32K- 1.91% |
$164K - $217K
|
67.4K
$16.6M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.32K- 7.06% |
$165K - $217K
|
17.3K
$4.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.32K- 0.84% |
$165K - $218K
|
157K
$38.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.32K- 2.61% |
$165K - $218K
|
49.5K
$12.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.32K- 15.29% |
$166K - $218K
|
7.33K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.33K- 0.71% |
$166K - $218K
|
186K
$45.7M
|