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 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.76K- 1.01% |
$220K - $290K
|
173K
$42.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-1.76K- 6.97% |
$220K - $291K
|
23.5K
$5.78M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.77K- 39.17% |
$221K - $292K
|
2.75K
$675K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.78K- 4.81% |
$222K - $293K
|
35.2K
$8.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.78K- 3.77% |
$222K - $293K
|
45.4K
$11.1M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.78K- 10.69% |
$222K - $293K
|
14.9K
$3.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.79K- 2.46% |
$224K - $295K
|
70.8K
$17.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.79K- 2.24% |
$224K - $295K
|
78.1K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.8K- 0.88% |
$225K - $297K
|
203K
$49.9M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.81K- 2.72% |
$226K - $298K
|
64.7K
$15.9M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.82K- 2.28% |
$227K - $299K
|
77.6K
$19.1M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.82K- 1.67% |
$227K - $300K
|
107K
$26.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.82K- 8.27% |
$228K - $300K
|
20.2K
$4.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.82K- 6.81% |
$228K - $300K
|
24.9K
$6.12M
|
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.82K- 42.16% |
$228K - $301K
|
2.5K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.82K- 0.72% |
$228K - $301K
|
251K
$61.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.82K- 15.44% |
$228K - $301K
|
9.99K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.83K- 0.62% |
$228K - $301K
|
293K
$71.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.83K- 1.17% |
$228K - $301K
|
154K
$37.9M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.83K- 5.82% |
$229K - $301K
|
29.6K
$7.26M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.83K- 3.78% |
$229K - $302K
|
46.6K
$11.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-1.83K- 4.38% |
$229K - $302K
|
40K
$9.82M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.84K- 0.67% |
$230K - $303K
|
274K
$67.3M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.84K- 16.73% |
$231K - $304K
|
9.18K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.85K- 2.99% |
$231K - $305K
|
60K
$14.7M
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.85K- 1.21% |
$231K - $305K
|
151K
$37.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.86K- 2.62% |
$232K - $306K
|
69K
$16.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.86K- 3.96% |
$232K - $306K
|
45.1K
$11.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.86K- 7.83% |
$233K - $307K
|
21.9K
$5.38M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.87K- 12.35% |
$234K - $308K
|
13.3K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.87K- 1.82% |
$234K - $309K
|
101K
$24.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-1.87K- 4.07% |
$234K - $309K
|
44.2K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.88K- 3.03% |
$235K - $310K
|
60.2K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.89K- 5.76% |
$237K - $312K
|
31K
$7.61M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.9K- 9.23% |
$238K - $314K
|
18.7K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.91K- 3.99% |
$238K - $314K
|
45.9K
$11.3M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.91K- 0.4% |
$239K - $315K
|
475K
$117M
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 0.9% |
$239K - $315K
|
212K
$51.9M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.92K- 0.83% |
$240K - $316K
|
228K
$56M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.92K- 2.12% |
$240K - $317K
|
88.7K
$21.8M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.92K- 1.44% |
$240K - $317K
|
132K
$32.3M
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-1.92K- 1.09% |
$240K - $317K
|
175K
$43M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.93K- 0.98% |
$241K - $318K
|
195K
$47.8M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.94K- 2.19% |
$242K - $319K
|
86.4K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.94K- 0.99% |
$242K - $319K
|
194K
$47.6M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.95K- 9.13% |
$243K - $321K
|
19.4K
$4.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.96K- 10.38% |
$245K - $323K
|
16.9K
$4.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.96K- 1.16% |
$245K - $323K
|
167K
$41M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.96K- 5.85% |
$245K - $323K
|
31.5K
$7.74M
|
|
|
May 12, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-1.96K- 2.62% |
$245K - $324K
|
72.9K
$17.9M
|