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 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.97K- 4.13% |
$246K - $324K
|
45.6K
$11.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.97K- 1.48% |
$246K - $325K
|
131K
$32.2M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.98K- 0.35% |
$247K - $326K
|
563K
$138M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.98K- 2.84% |
$248K - $327K
|
67.9K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.99K- 5.42% |
$249K - $328K
|
34.8K
$8.55M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.99K- 3.73% |
$249K - $329K
|
51.4K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2K- 1.18% |
$250K - $329K
|
167K
$40.9M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-2K- 1.43% |
$250K - $329K
|
137K
$33.8M
|
|
|
May 16, 2023
Q1 2023
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2K- 2.8% |
$250K - $330K
|
69.5K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2K- 9.61% |
$250K - $330K
|
18.8K
$4.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2K- 11.09% |
$250K - $330K
|
16K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2K- 1.62% |
$250K - $330K
|
122K
$30M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.01K- 0.98% |
$251K - $331K
|
202K
$49.7M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.01K- 0.89% |
$251K - $331K
|
224K
$54.9M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2.01K- 18.74% |
$251K - $331K
|
8.72K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-2.01K- 0.35% |
$252K - $332K
|
582K
$143M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.02K- 1.43% |
$252K - $332K
|
139K
$34.1M
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.02K- 17.68% |
$253K - $333K
|
9.4K
$2.31M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.02K- 2.86% |
$253K - $334K
|
68.7K
$16.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.02K- 0.85% |
$253K - $334K
|
236K
$58.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.03K- 4.58% |
$253K - $334K
|
42.2K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.04K- 1.04% |
$254K - $336K
|
194K
$47.7M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.04K- 1.04% |
$254K - $336K
|
194K
$47.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-2.05K- 2.01% |
$256K - $338K
|
100K
$24.6M
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-2.05K- 8.46% |
$256K - $338K
|
22.2K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-2.05K- 5.65% |
$256K - $338K
|
34.3K
$8.42M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.05K- 2.22% |
$256K - $338K
|
90.1K
$22.1M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-2.05K- 20.48% |
$257K - $338K
|
7.97K
$1.96M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.08K- 3.18% |
$260K - $342K
|
63.3K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.08K- 0.88% |
$260K - $342K
|
234K
$57.5M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.08K- 1.49% |
$260K - $343K
|
137K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.09K- 1.64% |
$261K - $344K
|
125K
$30.8M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.09K- 0.91% |
$261K - $345K
|
228K
$56.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.1K- 1.56% |
$262K - $345K
|
132K
$32.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-2.1K- 10.76% |
$262K - $346K
|
17.4K
$4.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-2.1K- 2.42% |
$262K - $346K
|
84.4K
$20.7M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.1K- 0.34% |
$262K - $346K
|
612K
$151M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.1K- 7.44% |
$263K - $346K
|
26.1K
$6.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.11K- 1.25% |
$263K - $347K
|
166K
$40.8M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.11K- 2.15% |
$263K - $347K
|
95.8K
$23.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.11K- 4.54% |
$264K - $348K
|
44.3K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.11K- 2.99% |
$264K - $348K
|
68.5K
$16.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-2.12K- 5.57% |
$264K - $349K
|
35.9K
$8.82M
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 2.02% |
$265K - $350K
|
103K
$25.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-2.12K- 1.89% |
$265K - $350K
|
110K
$27.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
SELL
|
- |
-2.13K- 16.15% |
$266K - $351K
|
11.1K
$2.72M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.13K- 1.63% |
$267K - $352K
|
129K
$31.6M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.14K- 5.04% |
$267K - $352K
|
40.2K
$9.89M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.14K- 1.37% |
$267K - $352K
|
154K
$37.8M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-2.14K- 11.28% |
$267K - $353K
|
16.8K
$4.13M
|