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
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5.32K- 5.1% |
$664K - $876K
|
98.8K
$24.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.32K- 6.82% |
$665K - $877K
|
72.6K
$17.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-5.33K- 1.72% |
$666K - $878K
|
304K
$74.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-5.33K- 1.65% |
$666K - $879K
|
318K
$77.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.34K- 9.19% |
$668K - $881K
|
52.8K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.37K- 39.16% |
$671K - $885K
|
8.34K
$2.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.37K- 1.9% |
$671K - $886K
|
277K
$67.8M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.38K- 4.35% |
$672K - $886K
|
118K
$28.9M
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-5.38K- 3.82% |
$672K - $887K
|
135K
$33.1M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.42K- 5.47% |
$678K - $894K
|
93.7K
$22.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.43K- 2.66% |
$679K - $896K
|
199K
$48.7M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.47K- 6.63% |
$683K - $901K
|
77K
$18.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.48K- 6.04% |
$685K - $904K
|
85.2K
$20.8M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5.48K- 1.11% |
$685K - $904K
|
490K
$120M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.5K- 10.63% |
$687K - $907K
|
46.2K
$11.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-5.5K- 2.62% |
$688K - $907K
|
204K
$50M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.51K- 21.86% |
$689K - $908K
|
19.7K
$4.81M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-5.51K- 1.53% |
$689K - $909K
|
355K
$86.7M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.52K- 3.57% |
$690K - $910K
|
149K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-5.52K- 2.3% |
$690K - $910K
|
234K
$57.3M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-5.52K- 14.94% |
$691K - $911K
|
31.4K
$7.69M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5.56K- 7.07% |
$695K - $917K
|
73K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.56K- 6.06% |
$695K - $917K
|
86.2K
$21.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.58K- 3.93% |
$698K - $920K
|
136K
$33.3M
|
|
|
May 10, 2023
Q1 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-5.59K- 3.14% |
$699K - $922K
|
173K
$42.2M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-5.6K- 3.57% |
$699K - $923K
|
151K
$36.9M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5.6K- 2.1% |
$700K - $924K
|
261K
$63.7M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-5.61K- 6.7% |
$701K - $924K
|
78K
$19.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-5.64K- 70.98% |
$706K - $931K
|
2.31K
$564K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.65K- 0.38% |
$707K - $932K
|
1.47M
$358M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.65K- 1.55% |
$707K - $932K
|
360K
$88.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.66K- 28.13% |
$707K - $933K
|
14.5K
$3.53M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-5.66K- 5.48% |
$708K - $933K
|
97.7K
$23.9M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.68K- 0.62% |
$710K - $936K
|
909K
$222M
|
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-5.7K- 3.91% |
$712K - $940K
|
140K
$34.3M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-5.7K- 15.46% |
$712K - $940K
|
31.2K
$7.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-5.72K- 5.9% |
$715K - $943K
|
91.1K
$22.3M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5.72K- 0.81% |
$715K - $943K
|
704K
$172M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-5.77K- 1.92% |
$721K - $951K
|
295K
$72.1M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-5.79K- 3.91% |
$724K - $955K
|
143K
$34.8M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.82K- 1.64% |
$728K - $960K
|
349K
$85.4M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-5.9K- 27.39% |
$737K - $973K
|
15.6K
$3.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.91K- 14.62% |
$738K - $974K
|
34.5K
$8.43M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.91K- 2.78% |
$739K - $975K
|
207K
$50.5M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.92K- 1.4% |
$740K - $976K
|
418K
$102M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-5.93K- 7.13% |
$741K - $977K
|
77.1K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-5.94K- 4.94% |
$742K - $979K
|
114K
$27.9M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-5.94K- 9.71% |
$742K - $979K
|
55.2K
$13.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-5.95K- 8.43% |
$743K - $980K
|
64.6K
$15.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6K- 8.62% |
$750K - $989K
|
63.6K
$15.6M
|