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 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20.6K+ 67.01% |
$2.6M - $3.21M
|
51.3K
$11.5M
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
20.5KNew |
$2.59M - $3.2M
|
20.5K
$4.6M
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
20.4KNew |
$2.57M - $3.18M
|
20.4K
$4.56M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.2K+ 1.43% |
$2.55M - $3.15M
|
1.43M
$321M
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
20.1K+ 183.31% |
$2.54M - $3.14M
|
31.1K
$6.96M
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20.1KNew |
$2.54M - $3.13M
|
20.1K
$4.5M
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
20K+ 20.06% |
$2.52M - $3.12M
|
120K
$26.8M
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
19.8KNew |
$2.5M - $3.09M
|
19.8K
$4.44M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.8K+ 4.75% |
$2.5M - $3.09M
|
437K
$97.8M
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
19.7K+ 3.0% |
$2.48M - $3.07M
|
676K
$151M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
19.7K+ 11.5% |
$2.48M - $3.07M
|
191K
$42.7M
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
19.6K+ 121.64% |
$2.47M - $3.05M
|
35.7K
$7.99M
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
19.4K+ 13.33% |
$2.44M - $3.01M
|
165K
$36.8M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19.2K+ 3.19% |
$2.42M - $3M
|
623K
$139M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.2K+ 16.3% |
$2.42M - $2.99M
|
137K
$30.6M
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
19K+ 29.15% |
$2.4M - $2.96M
|
84.3K
$18.9M
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
19KNew |
$2.39M - $2.96M
|
19K
$4.25M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.9K+ 9.09% |
$2.38M - $2.94M
|
227K
$50.7M
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.8KNew |
$2.37M - $2.93M
|
18.8K
$4.21M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18.8KNew |
$2.37M - $2.92M
|
18.8K
$4.2M
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
18.8KNew |
$2.36M - $2.92M
|
18.8K
$4.19M
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
18.7KNew |
$2.36M - $2.91M
|
18.7K
$4.18M
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
18.6K+ 10.64% |
$2.35M - $2.9M
|
194K
$43.3M
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
18.6KNew |
$2.35M - $2.9M
|
18.6K
$4.17M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.6K+ 0.38% |
$2.35M - $2.9M
|
4.96M
$1.11B
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
18.6K+ 4.05% |
$2.34M - $2.89M
|
477K
$107M
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
18.5K+ 79.44% |
$2.33M - $2.87M
|
41.7K
$9.33M
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
18.4KNew |
$2.32M - $2.87M
|
18.4K
$4.12M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 18.72% |
$2.32M - $2.87M
|
117K
$26.1M
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.3K+ 10.67% |
$2.31M - $2.85M
|
190K
$42.4M
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
18.3K+ 5.18% |
$2.3M - $2.85M
|
371K
$82.9M
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
18.2KNew |
$2.29M - $2.84M
|
18.2K
$4.07M
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
18.2KNew |
$2.29M - $2.83M
|
18.2K
$4.07M
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
18.1KNew |
$2.28M - $2.82M
|
18.1K
$4.05M
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
18KNew |
$2.27M - $2.81M
|
18K
$4.03M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17.9K+ 24.56% |
$2.26M - $2.79M
|
90.9K
$20.3M
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17.8K+ 983.39% |
$2.25M - $2.78M
|
19.6K
$4.39M
|
|
Feb 14, 2023
Q4 2022
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
17.7KNew |
$2.23M - $2.76M
|
17.7K
$3.96M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
17.7K+ 2.98% |
$2.23M - $2.75M
|
611K
$137M
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
17.5KNew |
$2.21M - $2.73M
|
17.5K
$3.91M
|
|
Feb 14, 2023
Q4 2022
|
Rayliant Investment Research
Santa Monica, CA |
BUY
|
- |
17.3KNew |
$2.19M - $2.7M
|
17.3K
$3.88M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
17.3KNew |
$2.19M - $2.7M
|
17.3K
$3.88M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.3K+ 10.38% |
$2.19M - $2.7M
|
184K
$41.2M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
17.2K+ 2.73% |
$2.17M - $2.69M
|
649K
$145M
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
17.2K+ 47.39% |
$2.17M - $2.69M
|
53.6K
$12M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.2K+ 3.37% |
$2.17M - $2.68M
|
527K
$118M
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
17.1K+ 27.15% |
$2.15M - $2.66M
|
80K
$17.9M
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$2.14M - $2.65M
|
17K
$3.81M
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
17KNew |
$2.14M - $2.65M
|
17K
$3.8M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17K+ 3.68% |
$2.14M - $2.65M
|
478K
$107M
|