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
|
American National Bank
|
BUY
|
- |
17K+ 12.44% |
$2.14M - $2.64M
|
153K
$34.3M
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16.8K+ 3.11% |
$2.12M - $2.62M
|
557K
$125M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
16.7KNew |
$2.11M - $2.61M
|
16.7K
$3.74M
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
16.7K+ 73.29% |
$2.11M - $2.61M
|
39.5K
$8.85M
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
16.7KNew |
$2.1M - $2.6M
|
16.7K
$3.73M
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
16.6K+ 40.04% |
$2.09M - $2.58M
|
58K
$13M
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
16.4K+ 5.42% |
$2.07M - $2.55M
|
319K
$71.3M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.4K+ 2.99% |
$2.06M - $2.55M
|
563K
$126M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 4.28% |
$2.05M - $2.53M
|
396K
$88.7M
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
16.2K+ 7.99% |
$2.05M - $2.53M
|
219K
$49.1M
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
16.2K+ 19.05% |
$2.05M - $2.53M
|
101K
$22.7M
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
16KNew |
$2.02M - $2.5M
|
16K
$3.58M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
16KNew |
$2.02M - $2.5M
|
16K
$3.58M
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
16K+ 338.41% |
$2.02M - $2.49M
|
20.7K
$4.64M
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
16KNew |
$2.01M - $2.48M
|
16K
$3.57M
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15.9KNew |
$2.01M - $2.48M
|
15.9K
$3.56M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
15.9K+ 5.92% |
$2M - $2.47M
|
284K
$63.6M
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
15.9KNew |
$2M - $2.47M
|
15.9K
$3.55M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15.8K+ 11.95% |
$1.99M - $2.46M
|
148K
$33.1M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.6K+ 0.64% |
$1.97M - $2.43M
|
2.45M
$548M
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
15.6K+ 25.41% |
$1.97M - $2.43M
|
77K
$17.2M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
15.6K+ 3.93% |
$1.96M - $2.42M
|
411K
$92M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
15.2K+ 5.65% |
$1.92M - $2.37M
|
284K
$63.6M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 1.76% |
$1.92M - $2.37M
|
879K
$197M
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
15.2K+ 7.17% |
$1.91M - $2.36M
|
227K
$50.7M
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
15.1K+ 45.51% |
$1.91M - $2.36M
|
48.4K
$10.8M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
15.1K+ 0.81% |
$1.9M - $2.35M
|
1.88M
$421M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
15.1K+ 8.01% |
$1.9M - $2.35M
|
203K
$45.5M
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$1.9M - $2.34M
|
15K
$3.36M
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$1.89M - $2.34M
|
15K
$3.36M
|
|
Feb 10, 2023
Q4 2022
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
15K+ 17.65% |
$1.89M - $2.34M
|
100K
$22.4M
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
14.9K+ 26.98% |
$1.87M - $2.32M
|
70K
$15.7M
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
14.9K+ 14.15% |
$1.87M - $2.32M
|
120K
$26.8M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
14.8KNew |
$1.87M - $2.31M
|
14.8K
$3.32M
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
14.7K+ 7.46% |
$1.86M - $2.29M
|
212K
$47.4M
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
14.7KNew |
$1.85M - $2.29M
|
14.7K
$3.29M
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
14.7K+ 28.56% |
$1.85M - $2.29M
|
66.2K
$14.8M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
14.7K+ 9.92% |
$1.85M - $2.28M
|
163K
$36.4M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
14.7K+ 18.05% |
$1.85M - $2.28M
|
95.9K
$21.5M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 57.44% |
$1.83M - $2.27M
|
39.9K
$8.92M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14.4KNew |
$1.82M - $2.25M
|
14.4K
$3.23M
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
14.4KNew |
$1.82M - $2.25M
|
14.4K
$3.23M
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
14.4KNew |
$1.81M - $2.24M
|
14.4K
$3.22M
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
14.3KNew |
$1.8M - $2.22M
|
14.3K
$3.2M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
14.2K+ 2.01% |
$1.79M - $2.21M
|
720K
$161M
|
|
Feb 10, 2023
Q4 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
14.1K+ 10.68% |
$1.77M - $2.19M
|
146K
$32.6M
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
14K+ 39.24% |
$1.76M - $2.17M
|
49.5K
$11.1M
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
13.9KNew |
$1.75M - $2.17M
|
13.9K
$3.11M
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
13.8K+ 6.17% |
$1.74M - $2.16M
|
238K
$53.3M
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
13.8KNew |
$1.74M - $2.15M
|
13.8K
$3.08M
|