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 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.52K- 13.64% |
$440K - $580K
|
22.3K
$5.45M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.52K- 1.55% |
$440K - $580K
|
223K
$54.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.55K- 0.21% |
$444K - $585K
|
1.65M
$404M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-3.55K- 14.7% |
$444K - $586K
|
20.6K
$5.04M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.56K- 9.91% |
$445K - $587K
|
32.4K
$7.93M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.57K- 0.08% |
$446K - $588K
|
4.45M
$1.09B
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.57K- 0.98% |
$446K - $589K
|
360K
$88.3M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.57K- 3.82% |
$447K - $589K
|
89.8K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.62K- 3.61% |
$452K - $596K
|
96.6K
$23.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.62K- 2.54% |
$452K - $596K
|
139K
$34M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.63K- 1.45% |
$453K - $598K
|
246K
$60.3M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.63K- 55.84% |
$454K - $599K
|
2.87K
$703K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-3.64K- 0.26% |
$456K - $601K
|
1.42M
$348M
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
SELL
|
- |
-3.65K- 2.21% |
$456K - $602K
|
162K
$39.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-3.65K- 0.88% |
$456K - $602K
|
413K
$101M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.67K- 0.8% |
$459K - $605K
|
456K
$112M
|
|
|
Apr 10, 2023
Q1 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-3.68K- 6.42% |
$460K - $607K
|
53.6K
$13.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-3.73K- 7.6% |
$466K - $614K
|
45.3K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3.73K- 4.83% |
$466K - $615K
|
73.4K
$18M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-3.73K- 10.77% |
$466K - $615K
|
30.9K
$7.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
SELL
|
- |
-3.73K- 0.8% |
$466K - $615K
|
460K
$113M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.74K- 15.21% |
$467K - $616K
|
20.8K
$5.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-3.77K- 2.27% |
$471K - $621K
|
162K
$39.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.78K- 1.63% |
$472K - $623K
|
228K
$55.7M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-3.78K- 7.39% |
$472K - $623K
|
47.4K
$11.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-3.8K- 1.08% |
$475K - $626K
|
347K
$85.1M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.81K- 2.99% |
$476K - $628K
|
124K
$30.3M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.81K- 2.01% |
$476K - $628K
|
186K
$45.6M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.83K- 3.99% |
$478K - $631K
|
92K
$22.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-3.87K- 3.81% |
$484K - $639K
|
97.9K
$24M
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-3.89K- 12.92% |
$486K - $641K
|
26.2K
$6.41M
|
|
|
May 12, 2023
Q1 2023
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-3.91K- 1.91% |
$489K - $645K
|
201K
$49.2M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-3.92K- 3.22% |
$490K - $646K
|
118K
$28.9M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.93K- 3.34% |
$491K - $647K
|
114K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.96K- 18.22% |
$495K - $653K
|
17.8K
$4.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.97K- 2.5% |
$496K - $654K
|
155K
$37.9M
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.98K- 18.62% |
$497K - $655K
|
17.4K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Unio Capital LLC
|
SELL
|
- |
-3.98K- 9.18% |
$497K - $655K
|
39.3K
$9.63M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.98K- 2.11% |
$497K - $656K
|
184K
$45.1M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-3.98K- 40.83% |
$498K - $656K
|
5.77K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.98K- 1.58% |
$498K - $656K
|
247K
$60.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.98K- 5.22% |
$498K - $657K
|
72.3K
$17.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.99K- 1.32% |
$498K - $657K
|
298K
$73M
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4K- 1.04% |
$500K - $659K
|
382K
$93.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4K- 28.55% |
$500K - $660K
|
10K
$2.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-4K- 0.68% |
$500K - $660K
|
588K
$144M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.02K- 6.46% |
$503K - $663K
|
58.2K
$14.3M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-4.03K- 6.09% |
$504K - $665K
|
62.2K
$15.2M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-4.05K- 32.43% |
$506K - $668K
|
8.44K
$2.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.06K- 4.43% |
$508K - $669K
|
87.6K
$21.4M
|