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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.14K- 3.52% |
$268K - $353K
|
58.7K
$14.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.14K- 0.87% |
$268K - $353K
|
244K
$59.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.15K- 2.23% |
$269K - $355K
|
94.4K
$23.2M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 0.26% |
$270K - $356K
|
819K
$201M
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-2.16K- 1.11% |
$270K - $356K
|
193K
$47.4M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 11.67% |
$270K - $356K
|
16.3K
$4.02M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.16K- 1.0% |
$271K - $357K
|
214K
$52.7M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.17K- 1.05% |
$271K - $357K
|
205K
$50.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 1.58% |
$271K - $358K
|
135K
$33.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.17K- 10.27% |
$272K - $358K
|
19K
$4.67M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.18K- 7.64% |
$272K - $359K
|
26.3K
$6.47M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 0.96% |
$272K - $359K
|
225K
$55.2M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.19K- 2.0% |
$273K - $360K
|
107K
$26.3M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.19K- 2.33% |
$274K - $361K
|
91.8K
$22.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-2.21K- 3.6% |
$276K - $364K
|
59K
$14.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 8.1% |
$278K - $367K
|
25.3K
$6.21M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-2.23K- 13.53% |
$279K - $367K
|
14.2K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.24K- 3.21% |
$280K - $369K
|
67.5K
$16.6M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 6.36% |
$281K - $371K
|
33.1K
$8.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.26K- 0.56% |
$282K - $372K
|
403K
$99.1M
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-2.26K- 9.21% |
$283K - $373K
|
22.3K
$5.48M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.27K- 0.91% |
$283K - $374K
|
248K
$60.8M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.27K- 1.02% |
$283K - $374K
|
221K
$54.3M
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-2.27K- 0.85% |
$284K - $375K
|
264K
$64.9M
|
|
|
May 15, 2023
Q1 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-2.28K- 14.24% |
$285K - $375K
|
13.7K
$3.37M
|
|
|
May 03, 2023
Q1 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-2.29K- 12.22% |
$287K - $378K
|
16.5K
$4.05M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.3K- 1.1% |
$287K - $378K
|
206K
$50.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.3K- 23.13% |
$288K - $379K
|
7.64K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.3K- 14.65% |
$288K - $379K
|
13.4K
$3.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.31K- 15.68% |
$288K - $380K
|
12.4K
$3.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 0.86% |
$290K - $382K
|
266K
$65.4M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-2.32K- 2.62% |
$290K - $383K
|
86.2K
$21.2M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-2.32K- 1.8% |
$290K - $383K
|
127K
$31.1M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.32K- 16.36% |
$290K - $383K
|
11.9K
$2.92M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-2.32K- 13.09% |
$290K - $383K
|
15.4K
$3.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.33K- 1.89% |
$291K - $383K
|
121K
$29.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.34K- 5.29% |
$292K - $385K
|
41.8K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.35K- 0.94% |
$293K - $387K
|
247K
$60.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.35K- 0.95% |
$293K - $387K
|
245K
$60.3M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.35K- 10.06% |
$293K - $387K
|
21K
$5.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.36K- 13.61% |
$295K - $389K
|
15K
$3.68M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.36K- 13.42% |
$295K - $389K
|
15.2K
$3.74M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.36K- 5.15% |
$296K - $390K
|
43.5K
$10.7M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.37K- 1.26% |
$296K - $390K
|
186K
$45.8M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-2.37K- 10.88% |
$297K - $391K
|
19.4K
$4.78M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.37K- 4.04% |
$297K - $391K
|
56.4K
$13.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 3.03% |
$298K - $392K
|
76.2K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-2.38K- 5.14% |
$298K - $393K
|
43.9K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.38K- 2.01% |
$298K - $393K
|
116K
$28.5M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.38K- 1.77% |
$298K - $393K
|
132K
$32.4M
|