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 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.48K- 0.85% |
$187K - $231K
|
174K
$34.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-1.49K- 2.2% |
$187K - $231K
|
65.9K
$13.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.49K- 1.35% |
$188K - $232K
|
109K
$21.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.5K- 5.03% |
$189K - $233K
|
28.2K
$5.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.5K- 20.0% |
$189K - $234K
|
6K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.5K- 2.27% |
$189K - $234K
|
64.5K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.5K- 0.63% |
$190K - $234K
|
236K
$47.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.51K- 3.81% |
$190K - $234K
|
38K
$7.61M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.51K- 1.12% |
$190K - $235K
|
133K
$26.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
SELL
|
- |
-1.51K- 6.48% |
$190K - $235K
|
21.8K
$4.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.51K- 7.06% |
$190K - $235K
|
19.9K
$3.99M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.51K- 10.45% |
$191K - $236K
|
13K
$2.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-1.52K- 2.07% |
$191K - $236K
|
71.7K
$14.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-1.52K- 3.45% |
$191K - $236K
|
42.3K
$8.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-1.52K- 4.44% |
$192K - $237K
|
32.8K
$6.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-1.53K- 2.47% |
$192K - $238K
|
60.2K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.53K- 2.78% |
$192K - $238K
|
53.5K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-1.53K- 1.26% |
$192K - $238K
|
120K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.53K- 10.73% |
$192K - $238K
|
12.7K
$2.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.53K- 1.86% |
$193K - $239K
|
80.8K
$16.2M
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
SELL
|
- |
-1.54K- 2.88% |
$194K - $239K
|
51.8K
$10.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-1.54K- 14.7% |
$194K - $240K
|
8.93K
$1.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 4.04% |
$195K - $241K
|
36.7K
$7.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1.55K- 6.71% |
$195K - $241K
|
21.5K
$4.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 1.46% |
$195K - $241K
|
105K
$21M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.55K- 2.47% |
$195K - $242K
|
61.3K
$12.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-1.55K- 5.09% |
$196K - $242K
|
28.9K
$5.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.56K- 2.6% |
$197K - $243K
|
58.4K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.57K- 0.12% |
$197K - $244K
|
1.25M
$251M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.57K- 1.7% |
$198K - $245K
|
90.7K
$18.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.57K- 1.21% |
$198K - $245K
|
128K
$25.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.58K- 2.53% |
$199K - $246K
|
60.9K
$12.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.59K- 1.73% |
$200K - $247K
|
90.1K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.59K- 2.07% |
$200K - $247K
|
74.9K
$15M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.59K- 1.29% |
$200K - $247K
|
122K
$24.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.59K- 4.09% |
$200K - $247K
|
37.2K
$7.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-1.59K- 4.32% |
$200K - $248K
|
35.3K
$7.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.59K- 2.09% |
$200K - $248K
|
74.6K
$14.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 0.7% |
$201K - $248K
|
227K
$45.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.59K- 1.6% |
$201K - $248K
|
97.7K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.59K- 0.7% |
$201K - $248K
|
226K
$45.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.6K- 4.78% |
$202K - $249K
|
31.9K
$6.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.6K- 13.69% |
$202K - $250K
|
10.1K
$2.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.62K- 5.84% |
$204K - $252K
|
26.1K
$5.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.63K- 9.35% |
$205K - $253K
|
15.8K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-1.63K- 3.81% |
$205K - $253K
|
41K
$8.22M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.63K- 17.56% |
$206K - $254K
|
7.66K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.64K- 0.78% |
$206K - $255K
|
208K
$41.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.64K- 0.81% |
$206K - $255K
|
202K
$40.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1.64K- 13.47% |
$207K - $255K
|
10.5K
$2.11M
|