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 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.88K- 8.71% |
$615K - $760K
|
51.2K
$10.2M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.89K- 0.79% |
$616K - $761K
|
615K
$123M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.9K- 6.57% |
$617K - $763K
|
69.6K
$13.9M
|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-4.9K- 7.89% |
$618K - $763K
|
57.3K
$11.5M
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.91K- 1.93% |
$619K - $765K
|
249K
$49.9M
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-4.92K- 1.07% |
$620K - $766K
|
455K
$91.1M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.94K- 1.94% |
$622K - $769K
|
250K
$50M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.98K- 6.59% |
$628K - $776K
|
70.7K
$14.2M
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.99K- 4.58% |
$629K - $777K
|
104K
$20.8M
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.01K- 2.8% |
$632K - $781K
|
174K
$34.9M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-5.01K- 0.59% |
$632K - $781K
|
840K
$168M
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-5.02K- 50.31% |
$632K - $781K
|
4.96K
$992K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.02K- 6.06% |
$633K - $782K
|
77.9K
$15.6M
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.12K- 1.87% |
$645K - $797K
|
268K
$53.7M
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.13K- 9.33% |
$646K - $799K
|
49.8K
$9.98M
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5.15K- 37.82% |
$649K - $803K
|
8.47K
$1.7M
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-5.16K- 21.07% |
$650K - $803K
|
19.3K
$3.87M
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-5.16K- 9.8% |
$650K - $804K
|
47.5K
$9.51M
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-5.16K- 1.15% |
$651K - $804K
|
444K
$88.9M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.18K- 4.71% |
$653K - $807K
|
105K
$21M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.19K- 5.64% |
$654K - $809K
|
86.8K
$17.4M
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-5.2K- 2.45% |
$655K - $809K
|
207K
$41.5M
|
|
Jan 26, 2023
Q4 2022
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-5.2K- 1.87% |
$655K - $810K
|
272K
$54.5M
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.22K- 21.46% |
$658K - $813K
|
19.1K
$3.83M
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.24K- 7.34% |
$661K - $817K
|
66.2K
$13.3M
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.26K- 3.36% |
$663K - $820K
|
152K
$30.4M
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.3K- 3.0% |
$668K - $826K
|
171K
$34.3M
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.33K- 3.39% |
$672K - $831K
|
152K
$30.4M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-5.35K- 4.01% |
$674K - $833K
|
128K
$25.6M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-5.36K- 11.75% |
$675K - $834K
|
40.2K
$8.06M
|
|
Feb 07, 2023
Q4 2022
|
Brooktree Capital Management
|
SELL
|
- |
-5.36K- 9.37% |
$676K - $835K
|
51.8K
$10.4M
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.37K- 3.55% |
$677K - $837K
|
146K
$29.3M
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-5.39K- 41.2% |
$679K - $840K
|
7.69K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5.4K- 5.41% |
$681K - $841K
|
94.4K
$18.9M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.41K- 4.13% |
$682K - $843K
|
126K
$25.2M
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-5.42K- 1.47% |
$683K - $844K
|
362K
$72.5M
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-5.42K- 2.97% |
$684K - $845K
|
177K
$35.5M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.43K- 0.45% |
$684K - $845K
|
1.21M
$241M
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.44K- 10.17% |
$686K - $848K
|
48.1K
$9.63M
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-5.45K- 2.42% |
$686K - $848K
|
219K
$43.9M
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-5.45K- 2.7% |
$687K - $848K
|
196K
$39.3M
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-5.48K- 4.16% |
$691K - $854K
|
126K
$25.3M
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.5K- 31.05% |
$694K - $857K
|
12.2K
$2.45M
|
|
Jan 31, 2023
Q4 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-5.52K- 30.14% |
$696K - $860K
|
12.8K
$2.56M
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.52K- 3.1% |
$696K - $860K
|
173K
$34.6M
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.58K- 16.13% |
$703K - $868K
|
29K
$5.81M
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.63K- 59.39% |
$710K - $877K
|
3.85K
$772K
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-5.64K- 5.19% |
$711K - $879K
|
103K
$20.7M
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-5.64K- 1.39% |
$711K - $879K
|
399K
$80M
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-5.66K- 4.84% |
$714K - $882K
|
111K
$22.3M
|