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 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-16.4K- 1.1% |
$2.06M - $2.55M
|
1.47M
$295M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-16.4K- 7.12% |
$2.07M - $2.56M
|
214K
$42.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-16.4K- 3.24% |
$2.07M - $2.56M
|
491K
$98.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16.5K- 9.32% |
$2.08M - $2.57M
|
161K
$32.2M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-16.6K- 13.8% |
$2.09M - $2.58M
|
103K
$20.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-16.6K- 1.57% |
$2.1M - $2.59M
|
1.04M
$209M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-16.9K- 36.96% |
$2.13M - $2.63M
|
28.8K
$5.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-17K- 13.85% |
$2.14M - $2.64M
|
106K
$21.1M
|
|
|
Feb 10, 2023
Q4 2022
|
General American Investors CO Inc
|
SELL
|
- |
-17K- 5.03% |
$2.14M - $2.65M
|
321K
$64.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-17.1K- 3.84% |
$2.15M - $2.66M
|
428K
$85.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.2K- 5.91% |
$2.17M - $2.68M
|
274K
$54.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-17.2K- 13.83% |
$2.17M - $2.68M
|
107K
$21.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-17.2K- 40.01% |
$2.17M - $2.68M
|
25.8K
$5.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-17.4K- 8.98% |
$2.2M - $2.71M
|
176K
$35.3M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-17.5K- 7.76% |
$2.2M - $2.72M
|
208K
$41.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 4.25% |
$2.21M - $2.73M
|
394K
$78.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-17.5K- 9.01% |
$2.21M - $2.73M
|
177K
$35.5M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.6K- 0.94% |
$2.21M - $2.74M
|
1.85M
$371M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-17.6K- 1.79% |
$2.22M - $2.75M
|
970K
$194M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-17.7K- 7.24% |
$2.23M - $2.75M
|
226K
$45.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-17.7K- 7.46% |
$2.23M - $2.76M
|
220K
$44M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-17.7K- 0.67% |
$2.24M - $2.76M
|
2.63M
$528M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-17.8K- 3.6% |
$2.24M - $2.77M
|
476K
$95.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-17.8K- 10.87% |
$2.25M - $2.78M
|
146K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17.8K- 9.16% |
$2.25M - $2.78M
|
177K
$35.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-17.9K- 18.28% |
$2.25M - $2.78M
|
79.9K
$16M
|
|
|
Jan 20, 2023
Q4 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-17.9K- 59.4% |
$2.26M - $2.79M
|
12.2K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-18.2K- 90.82% |
$2.3M - $2.84M
|
1.84K
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-18.2K- 27.86% |
$2.3M - $2.84M
|
47.2K
$9.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.2K- 4.1% |
$2.3M - $2.84M
|
426K
$85.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-18.3K- 16.08% |
$2.31M - $2.86M
|
95.7K
$19.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-18.6K- 6.53% |
$2.34M - $2.89M
|
266K
$53.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-18.6K- 1.67% |
$2.34M - $2.89M
|
1.09M
$219M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-18.6K- 4.9% |
$2.34M - $2.89M
|
360K
$72.2M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-18.9K- 29.31% |
$2.38M - $2.94M
|
45.5K
$9.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-18.9K- 25.38% |
$2.38M - $2.94M
|
55.6K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-18.9K- 51.98% |
$2.38M - $2.94M
|
17.5K
$3.5M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-18.9K- 9.45% |
$2.38M - $2.95M
|
181K
$36.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-19K- 21.35% |
$2.39M - $2.96M
|
70K
$14M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-19.1K- 1.49% |
$2.4M - $2.97M
|
1.26M
$253M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-19.2K- 41.99% |
$2.42M - $2.99M
|
26.5K
$5.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.3K- 3.86% |
$2.43M - $3M
|
479K
$96M
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-19.3K- 21.28% |
$2.43M - $3M
|
71.4K
$14.3M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-19.4K- 1.04% |
$2.44M - $3.02M
|
1.85M
$370M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-19.4K- 9.28% |
$2.44M - $3.02M
|
189K
$38M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-19.4K- 0.6% |
$2.45M - $3.02M
|
3.21M
$644M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-19.6K- 3.83% |
$2.47M - $3.05M
|
492K
$98.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
SELL
|
- |
-19.6K- 0.28% |
$2.47M - $3.05M
|
6.99M
$1.4B
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-19.6K- 7.28% |
$2.47M - $3.05M
|
250K
$50M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-19.6K- 0.1% |
$2.48M - $3.06M
|
20.4M
$4.1B
|