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 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-4.07K- 38.67% |
$509K - $672K
|
6.46K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.09K- 2.88% |
$511K - $674K
|
138K
$33.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 6.23% |
$512K - $676K
|
61.7K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-4.1K- 2.09% |
$513K - $676K
|
192K
$46.9M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.11K- 8.0% |
$513K - $677K
|
47.2K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.13K- 2.3% |
$516K - $681K
|
175K
$42.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-4.13K- 5.83% |
$516K - $681K
|
66.7K
$16.3M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.14K- 55.59% |
$517K - $683K
|
3.31K
$810K
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4.15K- 6.37% |
$518K - $684K
|
61K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-4.17K- 5.88% |
$521K - $687K
|
66.7K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-4.18K- 11.06% |
$522K - $689K
|
33.6K
$8.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Covea Finance
|
SELL
|
- |
-4.21K- 1.08% |
$526K - $694K
|
384K
$94M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.24K- 0.51% |
$530K - $699K
|
830K
$203M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-4.25K- 1.94% |
$531K - $701K
|
215K
$52.6M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.26K- 13.27% |
$532K - $702K
|
27.8K
$6.82M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.28K- 0.91% |
$535K - $706K
|
466K
$114M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 22.78% |
$535K - $706K
|
14.5K
$3.55M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.3K- 2.38% |
$537K - $708K
|
176K
$43.2M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-4.3K- 38.28% |
$537K - $709K
|
6.93K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.3K- 8.51% |
$538K - $710K
|
46.3K
$11.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.32K- 5.77% |
$540K - $713K
|
70.6K
$17.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.32K- 6.57% |
$540K - $713K
|
61.5K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-4.33K- 2.77% |
$541K - $714K
|
152K
$37.1M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-4.34K- 1.56% |
$543K - $716K
|
274K
$67.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.37K- 12.45% |
$546K - $720K
|
30.7K
$7.53M
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4.38K- 2.87% |
$548K - $722K
|
148K
$36.4M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4.38K- 21.02% |
$548K - $723K
|
16.5K
$4.03M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.39K- 3.63% |
$549K - $724K
|
117K
$28.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-4.39K- 1.42% |
$549K - $724K
|
305K
$74.6M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.4K- 7.3% |
$550K - $725K
|
55.8K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-4.4K- 14.68% |
$550K - $726K
|
25.6K
$6.26M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-4.42K- 1.87% |
$552K - $729K
|
231K
$56.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-4.42K- 0.69% |
$553K - $730K
|
633K
$155M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-4.43K- 2.11% |
$553K - $730K
|
205K
$50.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.43K- 0.26% |
$554K - $731K
|
1.69M
$413M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.44K- 4.21% |
$555K - $732K
|
101K
$24.8M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.45K- 2.04% |
$557K - $734K
|
214K
$52.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-4.47K- 11.36% |
$558K - $736K
|
34.9K
$8.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.47K- 1.67% |
$559K - $737K
|
264K
$64.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.48K- 19.65% |
$560K - $738K
|
18.3K
$4.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.49K- 9.93% |
$561K - $740K
|
40.7K
$9.97M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-4.5K- 2.74% |
$562K - $741K
|
159K
$39M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.5K- 8.36% |
$563K - $742K
|
49.3K
$12.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.51K- 29.96% |
$563K - $743K
|
10.5K
$2.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.51K- 1.05% |
$563K - $743K
|
423K
$104M
|
|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-4.53K- 1.18% |
$566K - $746K
|
378K
$92.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.53K- 3.75% |
$567K - $747K
|
116K
$28.5M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.58K- 6.36% |
$572K - $754K
|
67.3K
$16.5M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.59K- 4.32% |
$574K - $757K
|
102K
$24.9M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.65K- 1.42% |
$581K - $766K
|
321K
$78.7M
|