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
|
Merit Financial Group, LLC
|
SELL
|
- |
-59.7K- 11.99% |
$7.46M - $9.85M
|
438K
$99.8M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-59.8K- 3.3% |
$7.48M - $9.87M
|
1.75M
$399M
|
|
|
May 09, 2023
Q1 2023
|
Cypress Funds LLC
|
SELL
|
- |
-60K- 16.16% |
$7.5M - $9.89M
|
311K
$70.9M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-61.2K- 14.35% |
$7.65M - $10.1M
|
365K
$83.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-61.4K- 20.88% |
$7.67M - $10.1M
|
233K
$52.9M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-61.6K- 46.16% |
$7.7M - $10.2M
|
71.8K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-61.6K- 8.08% |
$7.7M - $10.2M
|
701K
$160M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-61.6K- 8.08% |
$7.7M - $10.2M
|
701K
$160M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-62.7K- 3.94% |
$7.83M - $10.3M
|
1.53M
$348M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-63.3K- 17.5% |
$7.92M - $10.4M
|
299K
$68M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-64K- 1.42% |
$8M - $10.6M
|
4.44M
$1.01B
|
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-65.2K- 2.25% |
$8.15M - $10.7M
|
2.84M
$646M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-65.5K- 6.88% |
$8.18M - $10.8M
|
887K
$202M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-65.7K- 15.42% |
$8.21M - $10.8M
|
360K
$82M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-65.8K- 0.21% |
$8.22M - $10.8M
|
31.2M
$7.11B
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-66K- 7.95% |
$8.25M - $10.9M
|
764K
$174M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-66.1K- 19.98% |
$8.26M - $10.9M
|
265K
$60.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-66.3K- 51.88% |
$8.29M - $10.9M
|
61.5K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-67K- 2.22% |
$8.38M - $11M
|
2.95M
$671M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-67.4K- 2.1% |
$8.42M - $11.1M
|
3.14M
$715M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-69.8K- 87.56% |
$8.73M - $11.5M
|
9.92K
$2.26M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-70K- 56.01% |
$8.75M - $11.5M
|
55K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70.4K- 0.6% |
$8.8M - $11.6M
|
11.6M
$2.65B
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-70.4K- 1.06% |
$8.8M - $11.6M
|
6.58M
$1.5B
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-71.9K- 6.15% |
$8.98M - $11.8M
|
1.1M
$250M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-72.2K- 13.67% |
$9.02M - $11.9M
|
456K
$104M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-72.2K- 12.26% |
$9.03M - $11.9M
|
517K
$118M
|
|
|
May 15, 2023
Q1 2023
|
Novo Holdings
Hellerup, G7 |
SELL
|
- |
-73.8K- 20.0% |
$9.23M - $12.2M
|
295K
$67.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Amf Tjanstepension Ab
|
SELL
|
- |
-74.7K- 24.23% |
$9.34M - $12.3M
|
234K
$53.2M
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-74.9K- 20.19% |
$9.36M - $12.3M
|
296K
$67.4M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-76.4K- 32.68% |
$9.55M - $12.6M
|
157K
$35.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-77.7K- 42.51% |
$9.71M - $12.8M
|
105K
$23.9M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-80.8K- 99.8% |
$10.1M - $13.3M
|
165
$37.6K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-80.9K- 1.25% |
$10.1M - $13.3M
|
6.4M
$1.46B
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-81.2K- 64.2% |
$10.2M - $13.4M
|
45.3K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-82.2K- 5.45% |
$10.3M - $13.6M
|
1.43M
$324M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-82.3K- 3.47% |
$10.3M - $13.6M
|
2.29M
$521M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-82.3K- 9.53% |
$10.3M - $13.6M
|
781K
$178M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-82.9K- 13.18% |
$10.4M - $13.7M
|
547K
$124M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.1K- 0.9% |
$10.4M - $13.7M
|
9.14M
$2.08B
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-83.2K- 94.16% |
$10.4M - $13.7M
|
5.16K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-84.9K- 2.43% |
$10.6M - $14M
|
3.4M
$775M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-85.2K- 2.02% |
$10.7M - $14.1M
|
4.14M
$943M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-87.2K- 11.52% |
$10.9M - $14.4M
|
670K
$152M
|
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-87.2K- 8.65% |
$10.9M - $14.4M
|
921K
$210M
|
|
|
May 15, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-87.7K- 39.65% |
$11M - $14.5M
|
133K
$30.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-89K- 17.08% |
$11.1M - $14.7M
|
432K
$98.4M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-90.6K- 1.38% |
$11.3M - $14.9M
|
6.45M
$1.47B
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-91.2K- 27.42% |
$11.4M - $15M
|
242K
$55M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-91.7K- 71.84% |
$11.5M - $15.1M
|
36K
$8.18M
|