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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.06% |
$6.3K - $7.79K
|
86.7K
$21.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
49+ 1.31% |
$6.18K - $7.63K
|
3.79K
$931K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
49+ 0.8% |
$6.18K - $7.63K
|
6.17K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
48+ 0.32% |
$6.05K - $7.48K
|
15K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
47+ 0.68% |
$5.92K - $7.32K
|
7K
$1.72M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
46+ 0.79% |
$5.8K - $7.16K
|
5.87K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
46+ 0.82% |
$5.8K - $7.16K
|
5.66K
$1.39M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
45+ 0.16% |
$5.67K - $7.01K
|
28.9K
$7.1M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
45+ 0.08% |
$5.67K - $7.01K
|
56.7K
$13.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
45+ 0.12% |
$5.67K - $7.01K
|
37.9K
$9.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
44+ 0.1% |
$5.55K - $6.85K
|
43.9K
$10.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
42+ 1.18% |
$5.29K - $6.54K
|
3.61K
$887K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
41+ 0.17% |
$5.17K - $6.39K
|
24.3K
$5.97M
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
39+ 0.23% |
$4.92K - $6.07K
|
17.3K
$4.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
39+ 0.07% |
$4.92K - $6.07K
|
53.6K
$13.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
38+ 0.22% |
$4.79K - $5.92K
|
17.5K
$4.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
38+ 1.25% |
$4.79K - $5.92K
|
3.08K
$757K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
38+ 0.07% |
$4.79K - $5.92K
|
55.5K
$13.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
37+ 1.17% |
$4.66K - $5.76K
|
3.2K
$785K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
37+ 0.23% |
$4.66K - $5.76K
|
16.3K
$4.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
37+ 0.37% |
$4.66K - $5.76K
|
9.94K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36+ 0.76% |
$4.54K - $5.61K
|
4.76K
$1.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
34+ 1.48% |
$4.29K - $5.3K
|
2.33K
$573K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
33+ 0.07% |
$4.16K - $5.14K
|
46.5K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
33+ 0.27% |
$4.16K - $5.14K
|
12.4K
$3.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
32+ 0.1% |
$4.03K - $4.98K
|
30.8K
$7.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
32+ 0.48% |
$4.03K - $4.98K
|
6.65K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
32+ 0.31% |
$4.03K - $4.98K
|
10.4K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
32+ 0.1% |
$4.03K - $4.98K
|
33.5K
$8.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
31+ 0.15% |
$3.91K - $4.83K
|
21K
$5.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
30+ 0.06% |
$3.78K - $4.67K
|
50K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
30+ 0.03% |
$3.78K - $4.67K
|
85.9K
$21.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
29+ 0.38% |
$3.66K - $4.52K
|
7.7K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
28+ 0.1% |
$3.53K - $4.36K
|
27K
$6.64M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
28New |
$3.53K - $4.36K
|
28
$6.88K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
27+ 0.12% |
$3.4K - $4.2K
|
22.8K
$5.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
26+ 0.06% |
$3.28K - $4.05K
|
40.5K
$9.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
26+ 0.02% |
$3.28K - $4.05K
|
107K
$26.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
25+ 0.02% |
$3.15K - $3.89K
|
138K
$34M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
25+ 0.05% |
$3.15K - $3.89K
|
53.9K
$13.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
24+ 0.39% |
$3.02K - $3.74K
|
6.2K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
24+ 0.77% |
$3.02K - $3.74K
|
3.16K
$776K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
22+ 0.23% |
$2.77K - $3.43K
|
9.7K
$2.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
22+ 0.57% |
$2.77K - $3.43K
|
3.91K
$961K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21+ 0.31% |
$2.65K - $3.27K
|
6.86K
$1.68M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.07% |
$2.52K - $3.11K
|
30.5K
$7.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
20+ 0.02% |
$2.52K - $3.11K
|
101K
$24.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
18+ 0.15% |
$2.27K - $2.8K
|
11.6K
$2.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.06% |
$2.27K - $2.8K
|
28.8K
$7.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
18+ 0.14% |
$2.27K - $2.8K
|
12.7K
$3.12M
|