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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.91KNew |
$1.25M - $1.54M
|
9.91K
$2.22M
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.87K+ 4.26% |
$1.24M - $1.54M
|
241K
$54M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.87K+ 125.39% |
$1.24M - $1.54M
|
17.7K
$3.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
9.83K+ 113.24% |
$1.24M - $1.53M
|
18.5K
$4.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.74K+ 1.35% |
$1.23M - $1.52M
|
731K
$164M
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
9.73K+ 18.56% |
$1.23M - $1.52M
|
62.1K
$13.9M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
9.67K+ 1.48% |
$1.22M - $1.51M
|
661K
$148M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9.66KNew |
$1.22M - $1.5M
|
9.66K
$2.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
9.64K+ 31.09% |
$1.22M - $1.5M
|
40.7K
$9.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.62K+ 14.14% |
$1.21M - $1.5M
|
77.7K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
9.53KNew |
$1.2M - $1.48M
|
9.53K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.51K+ 9.79% |
$1.2M - $1.48M
|
107K
$23.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.47K+ 5.14% |
$1.19M - $1.47M
|
194K
$43.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
9.38KNew |
$1.18M - $1.46M
|
9.38K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.37K+ 4.88% |
$1.18M - $1.46M
|
201K
$45M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.34K+ 7.72% |
$1.18M - $1.45M
|
130K
$29.1M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
9.31K+ 78.81% |
$1.17M - $1.45M
|
21.1K
$4.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
9.26K+ 68.13% |
$1.17M - $1.44M
|
22.9K
$5.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.24KNew |
$1.16M - $1.44M
|
9.24K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
9.24KNew |
$1.16M - $1.44M
|
9.24K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
9.19K+ 1.89% |
$1.16M - $1.43M
|
497K
$111M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.12K+ 1.88% |
$1.15M - $1.42M
|
493K
$110M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
9.11K+ 16.95% |
$1.15M - $1.42M
|
62.9K
$14.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
9.1K+ 1.97% |
$1.15M - $1.42M
|
470K
$105M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.08K+ 17.61% |
$1.14M - $1.41M
|
60.6K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.05KNew |
$1.14M - $1.41M
|
9.05K
$2.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.99KNew |
$1.13M - $1.4M
|
8.99K
$2.01M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8.97KNew |
$1.13M - $1.4M
|
8.97K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
8.92K+ 51.64% |
$1.12M - $1.39M
|
26.2K
$5.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.89K+ 6.53% |
$1.12M - $1.38M
|
145K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
8.89K+ 457.86% |
$1.12M - $1.38M
|
10.8K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
8.88KNew |
$1.12M - $1.38M
|
8.88K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8.87K+ 19.04% |
$1.12M - $1.38M
|
55.5K
$12.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.82KNew |
$1.11M - $1.37M
|
8.82K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
8.71K+ 23.19% |
$1.1M - $1.36M
|
46.2K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8.7K+ 7.48% |
$1.1M - $1.35M
|
125K
$28M
|
|
|
Jan 24, 2023
Q4 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
8.69K+ 2.1% |
$1.09M - $1.35M
|
422K
$94.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
8.68K+ 1.23% |
$1.09M - $1.35M
|
713K
$159M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
8.66KNew |
$1.09M - $1.35M
|
8.66K
$1.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
8.62K+ 62.51% |
$1.09M - $1.34M
|
22.4K
$5.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
8.61K+ 36.09% |
$1.08M - $1.34M
|
32.5K
$7.26M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.6KNew |
$1.08M - $1.34M
|
8.6K
$1.92M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.58KNew |
$1.08M - $1.34M
|
8.58K
$1.92M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
8.58K+ 2.98% |
$1.08M - $1.34M
|
296K
$66.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8.57KNew |
$1.08M - $1.33M
|
8.57K
$1.92M
|
|
|
Jan 19, 2023
Q4 2022
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
8.56K+ 24.18% |
$1.08M - $1.33M
|
43.9K
$9.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.51K+ 86.38% |
$1.07M - $1.33M
|
18.4K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
8.47K+ 17.21% |
$1.07M - $1.32M
|
57.7K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.43K+ 0.81% |
$1.06M - $1.31M
|
1.05M
$234M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
8.41K+ 16.68% |
$1.06M - $1.31M
|
58.8K
$13.2M
|