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 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
6.76K+ 93.14% |
$852K - $1.05M
|
14K
$3.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
BUY
|
- |
6.76K+ 82.5% |
$851K - $1.05M
|
14.9K
$3.34M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.71KNew |
$846K - $1.05M
|
6.71K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.71K+ 50.47% |
$845K - $1.04M
|
20K
$4.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
6.7K+ 10.44% |
$844K - $1.04M
|
70.9K
$15.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.68K+ 4.58% |
$841K - $1.04M
|
152K
$34.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
6.66K+ 31.34% |
$840K - $1.04M
|
27.9K
$6.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$839K - $1.04M
|
6.66K
$1.49M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
6.65K+ 3.43% |
$839K - $1.04M
|
201K
$44.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
6.64K+ 2.28% |
$837K - $1.03M
|
298K
$66.6M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
6.64K+ 2.28% |
$837K - $1.03M
|
298K
$66.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
6.63K+ 1.79% |
$836K - $1.03M
|
376K
$84.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.61K+ 5.92% |
$834K - $1.03M
|
118K
$26.4M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.56KNew |
$827K - $1.02M
|
6.56K
$1.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.55KNew |
$825K - $1.02M
|
6.55K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
6.46KNew |
$815K - $1.01M
|
6.46K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.43KNew |
$810K - $1M
|
6.43K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.39K+ 10.25% |
$805K - $995K
|
68.7K
$15.4M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.38K+ 35.09% |
$805K - $994K
|
24.6K
$5.5M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
6.36KNew |
$802K - $991K
|
6.36K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
6.36KNew |
$801K - $990K
|
6.36K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.28K+ 58.79% |
$792K - $979K
|
17K
$3.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.24K+ 3.58% |
$786K - $971K
|
180K
$40.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
6.23K+ 1.2% |
$786K - $971K
|
527K
$118M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
6.23K+ 3.55% |
$785K - $970K
|
181K
$40.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
6.21K+ 4.79% |
$783K - $967K
|
136K
$30.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6.19K+ 6.19% |
$780K - $963K
|
106K
$23.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
6.18K+ 5.38% |
$778K - $962K
|
121K
$27.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6.14KNew |
$774K - $957K
|
6.14K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
6.11K+ 12.71% |
$770K - $952K
|
54.2K
$12.1M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.09K+ 30.72% |
$767K - $948K
|
25.9K
$5.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.08K+ 4.59% |
$767K - $947K
|
139K
$31M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.07K+ 1.49% |
$765K - $945K
|
414K
$92.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.06K+ 15.58% |
$764K - $944K
|
45K
$10.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
6.04K+ 1.59% |
$762K - $941K
|
387K
$86.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
6K+ 24.0% |
$756K - $934K
|
31K
$6.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.98K+ 131.42% |
$754K - $931K
|
10.5K
$2.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 4.1% |
$750K - $926K
|
151K
$33.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
5.92K+ 44.81% |
$746K - $921K
|
19.1K
$4.28M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
5.9KNew |
$743K - $918K
|
5.9K
$1.32M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.89K+ 45.79% |
$743K - $918K
|
18.8K
$4.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.88K+ 5.47% |
$741K - $916K
|
113K
$25.4M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
5.85K+ 29.38% |
$737K - $911K
|
25.7K
$5.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.82K+ 2.59% |
$734K - $907K
|
230K
$51.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.82K+ 17.43% |
$733K - $906K
|
39.2K
$8.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.8K+ 1.68% |
$731K - $904K
|
351K
$78.5M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.79KNew |
$730K - $902K
|
5.79K
$1.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
5.75K+ 12.53% |
$724K - $895K
|
51.6K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.62K+ 3.43% |
$709K - $876K
|
170K
$38M
|
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
BUY
|
- |
5.6K+ 4.68% |
$706K - $872K
|
125K
$28M
|