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
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31.2K+ 5.49% |
$3.93M - $4.85M
|
599K
$147M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
31.1K+ 26.8% |
$3.92M - $4.85M
|
147K
$36.1M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
31.1KNew |
$3.92M - $4.84M
|
31.1K
$7.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
30.9KNew |
$3.9M - $4.82M
|
30.9K
$7.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
30.8KNew |
$3.89M - $4.8M
|
30.8K
$7.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
30.7K+ 835.51% |
$3.87M - $4.79M
|
34.4K
$8.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
30.2K+ 54.91% |
$3.81M - $4.71M
|
85.3K
$20.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
30.2KNew |
$3.81M - $4.71M
|
30.2K
$7.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
30KNew |
$3.79M - $4.68M
|
30K
$7.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
30KNew |
$3.78M - $4.67M
|
30K
$7.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
29.6K+ 0.12% |
$3.73M - $4.6M
|
24.4M
$6B
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
29.5K+ 2.38% |
$3.72M - $4.6M
|
1.27M
$312M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29.1K+ 22.2% |
$3.67M - $4.54M
|
160K
$39.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
29.1K+ 2.36% |
$3.67M - $4.53M
|
1.26M
$310M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
29KNew |
$3.66M - $4.52M
|
29K
$7.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
28.5K+ 7.39% |
$3.59M - $4.44M
|
414K
$102M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
28.3K+ 2.32% |
$3.56M - $4.4M
|
1.24M
$305M
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
28.2KNew |
$3.55M - $4.39M
|
28.2K
$6.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
28.1K+ 9.76% |
$3.54M - $4.37M
|
315K
$77.4M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
28K+ 7.11% |
$3.53M - $4.36M
|
422K
$104M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28KNew |
$3.52M - $4.35M
|
28K
$6.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
27.8KNew |
$3.5M - $4.33M
|
27.8K
$6.82M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.8KNew |
$3.5M - $4.32M
|
27.8K
$6.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
27.7KNew |
$3.49M - $4.31M
|
27.7K
$6.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
27.6K+ 74.06% |
$3.48M - $4.29M
|
64.8K
$15.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
27.5KNew |
$3.47M - $4.28M
|
27.5K
$6.75M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
27.1KNew |
$3.42M - $4.22M
|
27.1K
$6.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
27.1K+ 1.68% |
$3.41M - $4.21M
|
1.64M
$402M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
27K+ 6.07% |
$3.41M - $4.21M
|
472K
$116M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27K+ 6.13% |
$3.4M - $4.21M
|
468K
$115M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26.9KNew |
$3.38M - $4.18M
|
26.9K
$6.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
26.6K+ 11.73% |
$3.36M - $4.15M
|
254K
$62.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26.6K+ 8.97% |
$3.35M - $4.14M
|
323K
$79.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
26.5K+ 47.12% |
$3.34M - $4.12M
|
82.7K
$20.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
26.4KNew |
$3.33M - $4.11M
|
26.4K
$6.49M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$3.33M - $4.11M
|
26.4K
$6.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
26.4K+ 98.34% |
$3.33M - $4.11M
|
53.2K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
26.3K+ 1.76% |
$3.31M - $4.09M
|
1.52M
$374M
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
26KNew |
$3.28M - $4.06M
|
26K
$6.4M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
25.9KNew |
$3.26M - $4.03M
|
25.9K
$6.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
25.8KNew |
$3.25M - $4.02M
|
25.8K
$6.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25.7K+ 55.03% |
$3.24M - $4M
|
72.4K
$17.8M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
25.6KNew |
$3.22M - $3.98M
|
25.6K
$6.28M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
25.5KNew |
$3.22M - $3.97M
|
25.5K
$6.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
25.3K+ 28.63% |
$3.19M - $3.95M
|
114K
$27.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
25.3KNew |
$3.19M - $3.94M
|
25.3K
$6.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
25.3K+ 26.36% |
$3.19M - $3.94M
|
121K
$29.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
25.2K+ 45.62% |
$3.18M - $3.93M
|
80.5K
$19.8M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
25K+ 0.56% |
$3.16M - $3.9M
|
4.47M
$1.1B
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
25KNew |
$3.15M - $3.89M
|
25K
$6.14M
|