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 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
8.37K+ 93000.0% |
$1.05M - $1.3M
|
8.38K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
8.36K+ 358.89% |
$1.05M - $1.3M
|
10.7K
$2.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8.2KNew |
$1.03M - $1.28M
|
8.2K
$1.83M
|
|
|
Feb 21, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
8.18KNew |
$1.03M - $1.27M
|
8.18K
$1.83M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
8.18K+ 16.95% |
$1.03M - $1.27M
|
56.4K
$12.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
8.11K+ 10.85% |
$1.02M - $1.26M
|
82.8K
$18.5M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
8.1K+ 3.14% |
$1.02M - $1.26M
|
266K
$59.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
8.04K+ 6.76% |
$1.01M - $1.25M
|
127K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
BUY
|
- |
8KNew |
$1.01M - $1.25M
|
8K
$1.79M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.99KNew |
$1.01M - $1.24M
|
7.99K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
7.98K+ 9.56% |
$1.01M - $1.24M
|
91.5K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
7.97K+ 2.1% |
$1M - $1.24M
|
388K
$86.7M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
7.9KNew |
$995K - $1.23M
|
7.9K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.89KNew |
$995K - $1.23M
|
7.89K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.85KNew |
$989K - $1.22M
|
7.85K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
7.8KNew |
$983K - $1.21M
|
7.8K
$1.74M
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
7.78K+ 3.01% |
$981K - $1.21M
|
266K
$59.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.76K+ 2.02% |
$977K - $1.21M
|
393K
$87.8M
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
7.74K+ 15.89% |
$975K - $1.2M
|
56.4K
$12.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.73K+ 2.08% |
$975K - $1.2M
|
380K
$85M
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
7.73K+ 88.09% |
$974K - $1.2M
|
16.5K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
7.7K+ 8.66% |
$970K - $1.2M
|
96.5K
$21.6M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.68K+ 4.65% |
$968K - $1.2M
|
173K
$38.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.66K+ 541.13% |
$965K - $1.19M
|
9.07K
$2.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
7.63KNew |
$962K - $1.19M
|
7.63K
$1.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.62K+ 13.08% |
$961K - $1.19M
|
65.9K
$14.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
7.62KNew |
$960K - $1.19M
|
7.62K
$1.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.61KNew |
$959K - $1.19M
|
7.61K
$1.7M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.54K+ 2.09% |
$951K - $1.17M
|
369K
$82.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
7.48KNew |
$943K - $1.17M
|
7.48K
$1.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7.42K+ 55.18% |
$935K - $1.15M
|
20.9K
$4.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.4K+ 29.96% |
$933K - $1.15M
|
32.1K
$7.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
7.36K+ 14.15% |
$928K - $1.15M
|
59.4K
$13.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
7.3K+ 5.69% |
$920K - $1.14M
|
136K
$30.3M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7.25KNew |
$914K - $1.13M
|
7.25K
$1.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
7.23K+ 3.11% |
$911K - $1.13M
|
240K
$53.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.21K+ 2.82% |
$908K - $1.12M
|
263K
$58.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.19K+ 3.46% |
$907K - $1.12M
|
215K
$48M
|
|
|
Feb 14, 2023
Q4 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
7.17K+ 8.81% |
$903K - $1.12M
|
88.5K
$19.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
7.12K+ 12.23% |
$897K - $1.11M
|
65.3K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.08K+ 4.35% |
$892K - $1.1M
|
170K
$37.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.07KNew |
$891K - $1.1M
|
7.07K
$1.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.06K+ 19.75% |
$890K - $1.1M
|
42.8K
$9.57M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.03K+ 10.05% |
$886K - $1.09M
|
77K
$17.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Nwi Management LP
New York, NY |
BUY
|
- |
7K+ 7.14% |
$882K - $1.09M
|
105K
$23.5M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7K+ 0.44% |
$882K - $1.09M
|
1.59M
$356M
|
|
|
Feb 07, 2023
Q4 2022
|
Parametrica Management LTD
|
BUY
|
- |
7KNew |
$882K - $1.09M
|
7K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
6.92KNew |
$872K - $1.08M
|
6.92K
$1.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
6.9K+ 54.81% |
$869K - $1.07M
|
19.5K
$4.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
6.78K+ 3.41% |
$855K - $1.06M
|
206K
$46M
|