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 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
345+ 1.07% |
$43.5K - $53.7K
|
32.7K
$8.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
341+ 0.14% |
$43K - $53.1K
|
244K
$59.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
336+ 21.48% |
$42.3K - $52.3K
|
1.9K
$467K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
334+ 5.78% |
$42.1K - $52K
|
6.12K
$1.5M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
331+ 6.35% |
$41.7K - $51.5K
|
5.54K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
329+ 4.2% |
$41.5K - $51.2K
|
8.16K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
324+ 0.36% |
$40.8K - $50.5K
|
90.9K
$22.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
323+ 0.28% |
$40.7K - $50.3K
|
116K
$28.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
323+ 0.62% |
$40.7K - $50.3K
|
52.7K
$12.9M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
321+ 0.34% |
$40.5K - $50K
|
94K
$23.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
321+ 1.63% |
$40.5K - $50K
|
20K
$4.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
320+ 0.52% |
$40.3K - $49.8K
|
61.6K
$15.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
319+ 1.09% |
$40.2K - $49.7K
|
29.5K
$7.24M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
319+ 0.36% |
$40.2K - $49.7K
|
88K
$21.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
319+ 1.29% |
$40.2K - $49.7K
|
25.1K
$6.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
318+ 3.3% |
$40.1K - $49.5K
|
9.95K
$2.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
317+ 1.24% |
$40K - $49.4K
|
25.9K
$6.35M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
317+ 2.21% |
$40K - $49.4K
|
14.6K
$3.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
316+ 0.15% |
$39.8K - $49.2K
|
209K
$51.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
315+ 0.66% |
$39.7K - $49.1K
|
48.3K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
314+ 0.16% |
$39.6K - $48.9K
|
196K
$48.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
310+ 1.18% |
$39.1K - $48.3K
|
26.6K
$6.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
309+ 1.64% |
$38.9K - $48.1K
|
19.2K
$4.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
305+ 0.48% |
$38.4K - $47.5K
|
64.3K
$15.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
302+ 1.46% |
$38.1K - $47K
|
20.9K
$5.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
302+ 0.18% |
$38.1K - $47K
|
164K
$40.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
302+ 0.57% |
$38.1K - $47K
|
53.4K
$13.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
300+ 1.17% |
$37.8K - $46.7K
|
26K
$6.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
297+ 2.02% |
$37.4K - $46.3K
|
15K
$3.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
296+ 1.51% |
$37.3K - $46.1K
|
19.9K
$4.88M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
295+ 1.17% |
$37.2K - $45.9K
|
25.4K
$6.25M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
294+ 0.16% |
$37.1K - $45.8K
|
188K
$46.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
291+ 0.75% |
$36.7K - $45.3K
|
39.2K
$9.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
291+ 0.05% |
$36.7K - $45.3K
|
622K
$153M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
291+ 0.21% |
$36.7K - $45.3K
|
139K
$34.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
290+ 0.32% |
$36.6K - $45.2K
|
92K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
289+ 0.74% |
$36.4K - $45K
|
39.4K
$9.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
289+ 1.61% |
$36.4K - $45K
|
18.2K
$4.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
287+ 0.61% |
$36.2K - $44.7K
|
47.4K
$11.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
286+ 1.29% |
$36K - $44.5K
|
22.5K
$5.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
285+ 0.77% |
$35.9K - $44.4K
|
37.5K
$9.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
284+ 1.82% |
$35.8K - $44.2K
|
15.9K
$3.89M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
278+ 0.67% |
$35K - $43.3K
|
41.9K
$10.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
277+ 0.56% |
$34.9K - $43.1K
|
49.6K
$12.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
277+ 2.59% |
$34.9K - $43.1K
|
11K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
277+ 1.82% |
$34.9K - $43.1K
|
15.5K
$3.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
276+ 11.12% |
$34.8K - $43K
|
2.76K
$677K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
276+ 5.32% |
$34.8K - $43K
|
5.46K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
276+ 1.45% |
$34.8K - $43K
|
19.3K
$4.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
273+ 1.52% |
$34.4K - $42.5K
|
18.2K
$4.47M
|