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 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.45K- 6.29% |
$182K - $239K
|
21.6K
$5.31M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.45K- 1.3% |
$182K - $239K
|
110K
$27.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.45K- 1.22% |
$182K - $240K
|
118K
$28.9M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.46K- 4.37% |
$182K - $240K
|
31.9K
$7.83M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.46K- 1.34% |
$183K - $241K
|
108K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.47K- 13.26% |
$184K - $243K
|
9.64K
$2.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.48K- 1.0% |
$184K - $243K
|
146K
$35.7M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.48K- 4.9% |
$185K - $244K
|
28.6K
$7.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.48K- 0.37% |
$185K - $245K
|
398K
$97.7M
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.49K- 2.65% |
$186K - $245K
|
54.5K
$13.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 0.31% |
$186K - $246K
|
480K
$118M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.49K- 12.04% |
$186K - $246K
|
10.9K
$2.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.49K- 0.98% |
$186K - $246K
|
151K
$37M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-1.49K- 6.69% |
$186K - $246K
|
20.8K
$5.1M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-1.49K- 6.62% |
$187K - $246K
|
21.1K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-1.5K- 4.84% |
$188K - $247K
|
29.5K
$7.24M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 8.99% |
$188K - $248K
|
15.2K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.51K- 1.75% |
$188K - $249K
|
84.4K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-1.51K- 0.78% |
$189K - $249K
|
192K
$47.2M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.51K- 8.86% |
$189K - $249K
|
15.5K
$3.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.52K- 0.91% |
$190K - $250K
|
165K
$40.5M
|
|
|
May 15, 2023
Q1 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-1.53K- 1.01% |
$191K - $252K
|
150K
$36.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.53K- 0.22% |
$192K - $253K
|
709K
$174M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.54K- 5.59% |
$193K - $254K
|
26K
$6.38M
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.54K- 1.78% |
$193K - $254K
|
85.1K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.54K- 15.67% |
$193K - $254K
|
8.29K
$2.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.54K- 1.59% |
$193K - $255K
|
95.7K
$23.5M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.55K- 1.17% |
$194K - $256K
|
131K
$32.1M
|
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-1.55K- 12.25% |
$194K - $256K
|
11.1K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.56K- 1.09% |
$195K - $258K
|
142K
$34.8M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.57K- 1.64% |
$196K - $259K
|
94.1K
$23.1M
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.58K- 1.01% |
$197K - $260K
|
154K
$37.8M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.58K- 53.82% |
$197K - $260K
|
1.36K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.59K- 30.39% |
$198K - $261K
|
3.63K
$891K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.59K- 30.39% |
$198K - $261K
|
3.63K
$891K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.59K- 0.69% |
$198K - $262K
|
228K
$56.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-1.59K- 2.43% |
$198K - $262K
|
63.8K
$15.7M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.59K- 0.88% |
$199K - $262K
|
180K
$44.2M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.59K- 3.26% |
$199K - $262K
|
47.2K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.59K- 2.01% |
$199K - $262K
|
77.4K
$19M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.59K- 8.97% |
$199K - $263K
|
16.2K
$3.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.6K- 5.49% |
$200K - $264K
|
27.5K
$6.76M
|
|
|
Feb 10, 2025
Q1 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.6K- 14.49% |
$200K - $264K
|
9.43K
$2.32M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.6K- 1.21% |
$200K - $264K
|
130K
$32M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.6K- 14.6% |
$200K - $264K
|
9.38K
$2.3M
|
|
|
Dec 02, 2024
Q1 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-1.61K- 0.92% |
$201K - $265K
|
172K
$42.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.61K- 17.86% |
$201K - $265K
|
7.39K
$1.81M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.61K- 1.5% |
$201K - $265K
|
106K
$26M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.61K- 2.24% |
$201K - $265K
|
70.2K
$17.2M
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
SELL
|
- |
-1.61K- 0.57% |
$201K - $265K
|
281K
$69.1M
|