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 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-171- 1.69% |
$21.6K - $26.6K
|
9.95K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-173- 0.12% |
$21.8K - $26.9K
|
144K
$28.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-174- 2.23% |
$21.9K - $27.1K
|
7.62K
$1.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-174- 0.84% |
$21.9K - $27.1K
|
20.6K
$4.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-175- 0.87% |
$22.1K - $27.3K
|
19.9K
$3.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-175- 0.23% |
$22.1K - $27.3K
|
74.4K
$14.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-175- 0.23% |
$22.1K - $27.3K
|
75.9K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-176- 2.46% |
$22.2K - $27.4K
|
6.98K
$1.4M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-177- 0.13% |
$22.3K - $27.6K
|
137K
$27.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-177- 1.26% |
$22.3K - $27.6K
|
13.9K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-179- 0.07% |
$22.6K - $27.9K
|
241K
$48.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-181- 3.24% |
$22.8K - $28.2K
|
5.41K
$1.08M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-183- 4.75% |
$23.1K - $28.5K
|
3.67K
$734K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-184- 0.62% |
$23.2K - $28.7K
|
29.5K
$5.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-185- 2.1% |
$23.3K - $28.8K
|
8.63K
$1.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-185- 1.72% |
$23.3K - $28.8K
|
10.6K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-186- 0.32% |
$23.4K - $29K
|
57.2K
$11.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-188- 2.13% |
$23.7K - $29.3K
|
8.63K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-189- 0.05% |
$23.8K - $29.4K
|
352K
$70.4M
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-190- 2.69% |
$23.9K - $29.6K
|
6.89K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-190- 1.66% |
$23.9K - $29.6K
|
11.3K
$2.25M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
SELL
|
- |
-192- 0.26% |
$24.2K - $29.9K
|
73.6K
$14.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-192- 0.21% |
$24.2K - $29.9K
|
91.8K
$18.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-194- 0.57% |
$24.5K - $30.2K
|
33.7K
$6.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-194- 0.09% |
$24.5K - $30.2K
|
226K
$45.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-194- 0.57% |
$24.5K - $30.2K
|
33.6K
$6.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-194- 0.09% |
$24.5K - $30.2K
|
222K
$44.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-195- 0.3% |
$24.6K - $30.4K
|
65.4K
$13.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-196- 0.46% |
$24.7K - $30.5K
|
42K
$8.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-196- 0.51% |
$24.7K - $30.5K
|
38.4K
$7.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-196- 1.47% |
$24.7K - $30.5K
|
13.1K
$2.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-196- 1.8% |
$24.7K - $30.5K
|
10.7K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-196- 11.16% |
$24.7K - $30.5K
|
1.56K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-197- 0.52% |
$24.8K - $30.7K
|
37.9K
$7.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-197- 0.2% |
$24.8K - $30.7K
|
97.3K
$19.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-198- 1.01% |
$25K - $30.8K
|
19.5K
$3.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-198- 2.83% |
$25K - $30.8K
|
6.79K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-198- 1.46% |
$25K - $30.8K
|
13.4K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-199- 3.51% |
$25.1K - $31K
|
5.46K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-200- 2.58% |
$25.2K - $31.1K
|
7.54K
$1.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-200- 4.09% |
$25.2K - $31.1K
|
4.69K
$939K
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-200- 11.49% |
$25.2K - $31.1K
|
1.54K
$308K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-200- 0.27% |
$25.2K - $31.1K
|
75.2K
$15.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-200- 0.32% |
$25.2K - $31.1K
|
61.9K
$12.4M
|
|
|
Nov 13, 2023
Q4 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-200- 1.15% |
$25.2K - $31.1K
|
17.2K
$3.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-201- 1.22% |
$25.3K - $31.3K
|
16.3K
$3.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-202- 0.33% |
$25.5K - $31.5K
|
61.6K
$12.3M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-203- 0.61% |
$25.6K - $31.6K
|
33K
$6.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-204- 2.04% |
$25.7K - $31.8K
|
9.78K
$1.96M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-204- 80.0% |
$25.7K - $31.8K
|
51
$10.2K
|