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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.61K- 16.39% |
$201K - $265K
|
8.21K
$2.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.61K- 1.54% |
$201K - $266K
|
103K
$25.4M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.61K- 2.12% |
$201K - $266K
|
74.5K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.61K- 1.45% |
$202K - $266K
|
109K
$26.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.61K- 2.69% |
$202K - $266K
|
58.4K
$14.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.61K- 0.46% |
$202K - $266K
|
353K
$86.6M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.61K- 1.31% |
$202K - $266K
|
122K
$30M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.62K- 8.03% |
$202K - $267K
|
18.5K
$4.55M
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.62K- 8.05% |
$203K - $267K
|
18.5K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.63K- 1.4% |
$203K - $268K
|
115K
$28.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.63K- 0.13% |
$203K - $268K
|
1.26M
$310M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.63K- 1.52% |
$203K - $268K
|
106K
$25.9M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 1.82% |
$205K - $270K
|
88.3K
$21.7M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 2.26% |
$205K - $270K
|
71K
$17.4M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-1.64K- 1.26% |
$205K - $270K
|
128K
$31.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.64K- 0.35% |
$205K - $271K
|
465K
$114M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.65K- 0.5% |
$206K - $272K
|
325K
$79.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.66K- 4.65% |
$207K - $273K
|
34K
$8.34M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.66K- 1.39% |
$208K - $274K
|
118K
$28.9M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.66K- 4.96% |
$208K - $274K
|
31.8K
$7.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.66K- 10.4% |
$208K - $274K
|
14.3K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.67K- 1.94% |
$208K - $275K
|
84.3K
$20.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.67K- 2.14% |
$209K - $275K
|
76.4K
$18.8M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.67K- 1.58% |
$209K - $276K
|
104K
$25.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.67K- 2.24% |
$209K - $276K
|
72.9K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.67K- 0.98% |
$209K - $276K
|
169K
$41.6M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.68K- 9.41% |
$210K - $277K
|
16.2K
$3.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.68K- 1.29% |
$210K - $277K
|
128K
$31.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 4.05% |
$211K - $278K
|
39.9K
$9.8M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-1.69K- 1.96% |
$211K - $278K
|
84.3K
$20.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.69K- 1.17% |
$211K - $279K
|
143K
$35.1M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.7K- 1.88% |
$212K - $280K
|
88.2K
$21.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.7K- 2.24% |
$212K - $280K
|
74.2K
$18.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.71K- 3.05% |
$213K - $281K
|
54.1K
$13.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.71K- 2.57% |
$214K - $282K
|
64.9K
$15.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.71K- 2.08% |
$214K - $282K
|
80.8K
$19.8M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.71K- 0.98% |
$214K - $283K
|
174K
$42.7M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-1.71K- 2.06% |
$214K - $283K
|
81.3K
$20M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.72K- 3.64% |
$215K - $283K
|
45.4K
$11.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.73K- 2.77% |
$216K - $284K
|
60.6K
$14.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.73K- 19.45% |
$217K - $286K
|
7.18K
$1.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.74K- 5.68% |
$218K - $287K
|
28.9K
$7.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.74K- 13.3% |
$218K - $288K
|
11.4K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.74K- 4.88% |
$218K - $288K
|
34K
$8.35M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.75K- 1.25% |
$218K - $288K
|
138K
$33.8M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-1.75K- 4.5% |
$219K - $288K
|
37.1K
$9.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.75K- 6.17% |
$219K - $289K
|
26.6K
$6.53M
|
|
|
May 12, 2023
Q1 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-1.75K- 1.8% |
$219K - $289K
|
95.4K
$23.4M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 12.25% |
$219K - $289K
|
12.6K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-1.76K- 3.69% |
$220K - $290K
|
45.8K
$11.3M
|