Purchases and Sales Made in Q4 2022 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
719+ 1.1% |
$90.6K - $112K
|
65.9K
$16.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
717+ 1.14% |
$90.4K - $112K
|
63.7K
$15.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
715New |
$90.1K - $111K
|
715
$176K
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
714+ 0.64% |
$90K - $111K
|
112K
$27.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
713+ 12.73% |
$89.9K - $111K
|
6.31K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
712+ 8.72% |
$89.7K - $111K
|
8.88K
$2.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
708+ 0.88% |
$89.2K - $110K
|
81K
$19.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
705+ 8.45% |
$88.9K - $110K
|
9.05K
$2.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
702+ 17.43% |
$88.5K - $109K
|
4.73K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
702+ 0.99% |
$88.5K - $109K
|
71.9K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
701+ 1.36% |
$88.4K - $109K
|
52.4K
$12.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
700+ 5.12% |
$88.2K - $109K
|
14.4K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
700+ 6.62% |
$88.2K - $109K
|
11.3K
$2.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
695+ 1.45% |
$87.6K - $108K
|
48.5K
$11.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
690+ 0.1% |
$87K - $107K
|
702K
$172M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
688+ 2.28% |
$86.7K - $107K
|
30.9K
$7.59M
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
684+ 0.91% |
$86.2K - $107K
|
75.5K
$18.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
682+ 1.3% |
$86K - $106K
|
53.2K
$13.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
678+ 6.28% |
$85.5K - $106K
|
11.5K
$2.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Check Capital Management Inc
|
BUY
|
- |
673+ 1.98% |
$84.8K - $105K
|
34.6K
$8.49M
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
670+ 14.18% |
$84.4K - $104K
|
5.4K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
663+ 5.64% |
$83.6K - $103K
|
12.4K
$3.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
660+ 1.65% |
$83.2K - $103K
|
40.7K
$10M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
659+ 2.08% |
$83.1K - $103K
|
32.4K
$7.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
656+ 1.63% |
$82.7K - $102K
|
40.8K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
652+ 1.37% |
$82.2K - $102K
|
48.4K
$11.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
651+ 1.08% |
$82.1K - $101K
|
61.1K
$15M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
651+ 1.19% |
$82.1K - $101K
|
55.2K
$13.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
649+ 4.72% |
$81.8K - $101K
|
14.4K
$3.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
641+ 0.25% |
$80.8K - $99.8K
|
255K
$62.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
639+ 2.08% |
$80.5K - $99.5K
|
31.3K
$7.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
638+ 5.44% |
$80.4K - $99.4K
|
12.4K
$3.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
634+ 1.04% |
$79.9K - $98.7K
|
61.7K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
632+ 2.32% |
$79.7K - $98.4K
|
27.9K
$6.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
630+ 0.21% |
$79.4K - $98.1K
|
294K
$72.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
628+ 1.6% |
$79.2K - $97.8K
|
39.9K
$9.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
628+ 0.45% |
$79.2K - $97.8K
|
139K
$34.1M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
625+ 0.34% |
$78.8K - $97.3K
|
183K
$44.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
624+ 0.15% |
$78.6K - $97.2K
|
421K
$103M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
624+ 7.51% |
$78.6K - $97.2K
|
8.93K
$2.19M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
623+ 0.51% |
$78.5K - $97K
|
123K
$30.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
612+ 1.92% |
$77.1K - $95.3K
|
32.5K
$7.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
606+ 0.78% |
$76.4K - $94.4K
|
78.1K
$19.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
602+ 0.9% |
$75.9K - $93.8K
|
67.8K
$16.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
600+ 11.27% |
$75.6K - $93.4K
|
5.92K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
597+ 6.3% |
$75.2K - $93K
|
10.1K
$2.47M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
592+ 34.6% |
$74.6K - $92.2K
|
2.3K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
586+ 0.38% |
$73.9K - $91.3K
|
155K
$38M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
582+ 1.77% |
$73.4K - $90.6K
|
33.5K
$8.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
575+ 5.09% |
$72.5K - $89.6K
|
11.9K
$2.91M
|