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 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.74K- 4.67% |
$342K - $451K
|
55.8K
$13.7M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.75K- 21.34% |
$343K - $453K
|
10.1K
$2.49M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.75K- 1.75% |
$343K - $453K
|
154K
$37.8M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.75K- 20.1% |
$344K - $454K
|
10.9K
$2.69M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.76K- 4.01% |
$345K - $455K
|
66K
$16.2M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.77K- 4.23% |
$346K - $457K
|
62.7K
$15.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.77K- 0.91% |
$347K - $457K
|
302K
$74.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-2.78K- 14.9% |
$347K - $458K
|
15.9K
$3.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.78K- 2.27% |
$348K - $459K
|
119K
$29.4M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.78K- 0.76% |
$348K - $459K
|
365K
$89.7M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.78K- 1.65% |
$348K - $459K
|
166K
$40.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2.8K- 1.19% |
$350K - $461K
|
233K
$57.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-2.8K- 0.48% |
$350K - $462K
|
584K
$143M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.8K- 96.15% |
$350K - $462K
|
112
$27.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.8K- 3.57% |
$350K - $462K
|
75.7K
$18.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.84K- 1.49% |
$355K - $469K
|
188K
$46.3M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-2.84K- 7.13% |
$355K - $469K
|
37K
$9.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.85K- 6.0% |
$356K - $470K
|
44.6K
$11M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.85K- 0.8% |
$357K - $470K
|
353K
$86.7M
|
|
|
May 10, 2023
Q1 2023
|
Reik & Co., LLC
|
SELL
|
- |
-2.87K- 10.7% |
$358K - $472K
|
23.9K
$5.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.87K- 3.14% |
$358K - $473K
|
88.4K
$21.7M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.89K- 4.17% |
$361K - $476K
|
66.3K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.89K- 0.91% |
$361K - $476K
|
316K
$77.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-2.89K- 3.56% |
$362K - $477K
|
78.3K
$19.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-2.89K- 0.96% |
$362K - $477K
|
300K
$73.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.9K- 4.67% |
$362K - $478K
|
59.1K
$14.5M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.9K- 29.93% |
$363K - $479K
|
6.79K
$1.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-2.91K- 1.99% |
$364K - $480K
|
143K
$35.2M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2.92K- 5.15% |
$365K - $481K
|
53.8K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.92K- 1.25% |
$365K - $482K
|
230K
$56.6M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.92K- 3.19% |
$366K - $482K
|
88.9K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-2.93K- 1.34% |
$366K - $482K
|
215K
$52.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.93K- 1.6% |
$366K - $483K
|
180K
$44.3M
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.93K- 6.58% |
$366K - $483K
|
41.6K
$10.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.93K- 5.59% |
$366K - $483K
|
49.5K
$12.2M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.93K- 1.63% |
$367K - $484K
|
177K
$43.5M
|
|
|
May 12, 2023
Q1 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-2.94K- 0.81% |
$368K - $485K
|
362K
$89.1M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.95K- 0.41% |
$368K - $486K
|
711K
$175M
|
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.95K- 7.45% |
$368K - $486K
|
36.6K
$9M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 18.76% |
$369K - $486K
|
12.8K
$3.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.96K- 6.01% |
$370K - $488K
|
46.3K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.98K- 17.06% |
$373K - $492K
|
14.5K
$3.56M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 17.65% |
$375K - $495K
|
14K
$3.44M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-3.01K- 4.44% |
$376K - $496K
|
64.7K
$15.9M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.01K- 2.13% |
$377K - $497K
|
139K
$34M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3.03K- 2.73% |
$378K - $499K
|
108K
$26.5M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.03K- 15.15% |
$379K - $500K
|
17K
$4.17M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.05K- 0.75% |
$381K - $502K
|
405K
$99.6M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-3.05K- 0.82% |
$382K - $504K
|
368K
$90.4M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.06K- 1.48% |
$382K - $504K
|
204K
$50M
|