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
|
Nat West Group PLC
|
SELL
|
- |
-9.03K- 8.5% |
$1.13M - $1.49M
|
97.3K
$23.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.06K- 2.36% |
$1.13M - $1.49M
|
375K
$91.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-9.1K- 0.81% |
$1.14M - $1.5M
|
1.11M
$271M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-9.1K- 5.82% |
$1.14M - $1.5M
|
147K
$36M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.18K- 4.85% |
$1.15M - $1.51M
|
180K
$44.1M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-9.2K- 0.6% |
$1.15M - $1.52M
|
1.51M
$370M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-9.29K- 21.69% |
$1.16M - $1.53M
|
33.5K
$8.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-9.31K- 10.3% |
$1.16M - $1.54M
|
81.1K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.35K- 2.65% |
$1.17M - $1.54M
|
344K
$84.1M
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-9.37K- 20.36% |
$1.17M - $1.54M
|
36.6K
$8.96M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-9.39K- 10.2% |
$1.17M - $1.55M
|
82.6K
$20.2M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-9.43K- 7.31% |
$1.18M - $1.55M
|
119K
$29.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-9.48K- 4.1% |
$1.18M - $1.56M
|
222K
$54.2M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-9.48K- 2.3% |
$1.19M - $1.56M
|
402K
$98.3M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-9.51K- 2.25% |
$1.19M - $1.57M
|
413K
$101M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-9.52K- 8.36% |
$1.19M - $1.57M
|
104K
$25.5M
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-9.57K- 10.81% |
$1.2M - $1.58M
|
79K
$19.3M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-9.61K- 3.46% |
$1.2M - $1.58M
|
268K
$65.6M
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-9.63K- 2.8% |
$1.2M - $1.59M
|
335K
$81.9M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9.66K- 5.53% |
$1.21M - $1.59M
|
165K
$40.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-9.67K- 5.95% |
$1.21M - $1.6M
|
153K
$37.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-9.69K- 7.91% |
$1.21M - $1.6M
|
113K
$27.6M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-9.77K- 3.03% |
$1.22M - $1.61M
|
313K
$76.5M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.77K- 0.44% |
$1.22M - $1.61M
|
2.19M
$535M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-9.81K- 4.91% |
$1.23M - $1.62M
|
190K
$46.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9.82K- 4.71% |
$1.23M - $1.62M
|
199K
$48.6M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-9.84K- 16.8% |
$1.23M - $1.62M
|
48.8K
$11.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-9.87K- 4.27% |
$1.23M - $1.63M
|
221K
$54.1M
|
|
|
May 12, 2023
Q1 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-9.89K- 26.63% |
$1.24M - $1.63M
|
27.3K
$6.67M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.95K- 21.74% |
$1.24M - $1.64M
|
35.8K
$8.76M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.97K- 7.86% |
$1.25M - $1.64M
|
117K
$28.6M
|
|
|
May 09, 2023
Q1 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-10K- 3.35% |
$1.25M - $1.65M
|
289K
$70.6M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-10K- 6.84% |
$1.25M - $1.65M
|
136K
$33.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-10K- 2.3% |
$1.25M - $1.65M
|
426K
$104M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10K- 2.23% |
$1.26M - $1.66M
|
440K
$108M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-10.2K- 1.54% |
$1.27M - $1.68M
|
652K
$159M
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-10.2K- 34.75% |
$1.27M - $1.68M
|
19.1K
$4.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-10.2K- 26.73% |
$1.28M - $1.69M
|
28K
$6.86M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.3K- 2.79% |
$1.28M - $1.69M
|
357K
$87.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-10.3K- 22.7% |
$1.29M - $1.7M
|
35.1K
$8.57M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-10.4K- 19.1% |
$1.31M - $1.72M
|
44.2K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-10.4K- 10.27% |
$1.31M - $1.72M
|
91.3K
$22.3M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-10.5K- 15.74% |
$1.31M - $1.73M
|
56.1K
$13.7M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-10.6K- 6.27% |
$1.32M - $1.74M
|
158K
$38.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-10.6K- 17.68% |
$1.32M - $1.74M
|
49.2K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10.6K- 5.9% |
$1.32M - $1.74M
|
169K
$41.3M
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-10.6K- 94.55% |
$1.32M - $1.75M
|
611
$149K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.7K- 6.15% |
$1.34M - $1.76M
|
163K
$39.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-10.7K- 19.73% |
$1.34M - $1.76M
|
43.5K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 1.67% |
$1.34M - $1.77M
|
633K
$155M
|