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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.05K+ 6.39% |
$510K - $630K
|
67.4K
$15.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
BUY
|
- |
4.04KNew |
$510K - $630K
|
4.04K
$954K
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.04KNew |
$510K - $630K
|
4.04K
$954K
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.04K+ 11.72% |
$509K - $629K
|
38.5K
$9.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.03K+ 15.87% |
$507K - $627K
|
29.4K
$6.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
4.02K+ 32.66% |
$507K - $626K
|
16.3K
$3.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.02K+ 1.99% |
$506K - $625K
|
206K
$48.7M
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.01K+ 4.47% |
$506K - $625K
|
93.9K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4K+ 2.34% |
$504K - $623K
|
175K
$41.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4K+ 2.54% |
$504K - $622K
|
161K
$38.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.99K+ 4.54% |
$502K - $621K
|
91.8K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.95K+ 5.03% |
$498K - $615K
|
82.5K
$19.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.95K+ 3.81% |
$498K - $615K
|
107K
$25.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.94K+ 1.83% |
$496K - $613K
|
218K
$51.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.93K+ 97.59% |
$496K - $613K
|
7.97K
$1.88M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.91KNew |
$493K - $609K
|
3.91K
$923K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.89K+ 8.22% |
$490K - $605K
|
51.2K
$12.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
3.89KNew |
$490K - $605K
|
3.89K
$917K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
3.88K+ 1.33% |
$489K - $604K
|
295K
$69.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.85KNew |
$485K - $599K
|
3.85K
$908K
|
|
|
Jan 30, 2023
Q4 2022
|
Sarasin & Partners LLP
|
BUY
|
- |
3.84K+ 3.52% |
$484K - $599K
|
113K
$26.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.79K+ 2.51% |
$477K - $589K
|
154K
$36.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.77K+ 113.54% |
$476K - $588K
|
7.1K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.77K+ 5.28% |
$475K - $587K
|
75.1K
$17.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.77K+ 44.91% |
$475K - $586K
|
12.1K
$2.87M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.74KNew |
$472K - $583K
|
3.74K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.71K+ 0.47% |
$468K - $578K
|
800K
$189M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.68KNew |
$464K - $574K
|
3.68K
$869K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3.68K+ 10.8% |
$464K - $573K
|
37.8K
$8.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.67K+ 4.32% |
$463K - $572K
|
88.6K
$20.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.66K+ 7.96% |
$462K - $570K
|
49.7K
$11.7M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.65KNew |
$460K - $569K
|
3.65K
$862K
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.61K+ 1.56% |
$455K - $562K
|
235K
$55.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.6KNew |
$454K - $561K
|
3.6K
$850K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.6K+ 86.3% |
$453K - $560K
|
7.77K
$1.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.59K+ 38.75% |
$452K - $558K
|
12.8K
$3.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.55K+ 0.84% |
$448K - $553K
|
426K
$101M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
3.55K+ 9.59% |
$447K - $552K
|
40.5K
$9.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.54K+ 38.26% |
$446K - $551K
|
12.8K
$3.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.51K+ 4.92% |
$442K - $546K
|
74.7K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
3.5K+ 70.73% |
$441K - $544K
|
8.44K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
3.49K+ 1.73% |
$440K - $543K
|
205K
$48.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.49K+ 1.3% |
$440K - $543K
|
271K
$64M
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.48K+ 21.17% |
$439K - $542K
|
19.9K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
3.48KNew |
$438K - $541K
|
3.48K
$820K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.47K+ 14.08% |
$438K - $541K
|
28.1K
$6.64M
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
3.41K+ 14.56% |
$430K - $531K
|
26.9K
$6.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.41K+ 2.97% |
$430K - $531K
|
118K
$27.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.38K+ 24.01% |
$426K - $527K
|
17.5K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.38K+ 3.42% |
$425K - $526K
|
102K
$24.1M
|