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 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.36K+ 6.02% |
$423K - $523K
|
59.1K
$13.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.35K+ 2.81% |
$422K - $522K
|
122K
$27.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.34K+ 2.21% |
$421K - $521K
|
155K
$34.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.34K+ 3.52% |
$421K - $520K
|
98.2K
$22M
|
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
3.33K+ 4.05% |
$420K - $518K
|
85.5K
$19.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
3.33K+ 35.36% |
$419K - $518K
|
12.7K
$2.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.32K+ 10.67% |
$418K - $516K
|
34.4K
$7.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
3.3K+ 1.42% |
$416K - $514K
|
236K
$52.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.3K+ 4.33% |
$416K - $514K
|
79.5K
$17.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.29K+ 1.06% |
$415K - $513K
|
315K
$70.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.29K+ 11.9% |
$414K - $512K
|
30.9K
$6.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.28KNew |
$413K - $510K
|
3.28K
$733K
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.26KNew |
$411K - $508K
|
3.26K
$730K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.26K+ 2.13% |
$411K - $507K
|
156K
$34.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
3.25K+ 3.25% |
$410K - $507K
|
103K
$23.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.25K+ 64.14% |
$409K - $505K
|
8.3K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.23K+ 13.31% |
$407K - $503K
|
27.5K
$6.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
3.21K+ 1.07% |
$405K - $500K
|
304K
$68.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.19K+ 22.9% |
$402K - $497K
|
17.1K
$3.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.17K+ 20.51% |
$399K - $493K
|
18.6K
$4.16M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.13KNew |
$395K - $488K
|
3.13K
$700K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
3.13K+ 3.84% |
$394K - $487K
|
84.7K
$18.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
3.13K+ 11.11% |
$394K - $487K
|
31.3K
$6.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.11K+ 1.21% |
$392K - $484K
|
260K
$58.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.11K+ 10.9% |
$392K - $484K
|
31.6K
$7.07M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.11KNew |
$391K - $484K
|
3.11K
$695K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.1K+ 8.15% |
$391K - $483K
|
41.2K
$9.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 5.65% |
$389K - $481K
|
57.7K
$12.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 10.78% |
$389K - $480K
|
31.7K
$7.09M
|
|
|
Jul 10, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
3.08K+ 4.45% |
$388K - $480K
|
72.4K
$16.2M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.06K+ 0.96% |
$385K - $476K
|
321K
$71.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.06K+ 1.91% |
$385K - $476K
|
163K
$36.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
3.05K+ 21.64% |
$384K - $475K
|
17.1K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3.03K+ 61.92% |
$382K - $472K
|
7.92K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.03K+ 1.41% |
$381K - $471K
|
217K
$48.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.02K+ 0.91% |
$381K - $470K
|
336K
$75.2M
|
|
|
Feb 10, 2023
Q4 2022
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
3.02K+ 4.88% |
$381K - $470K
|
64.9K
$14.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.02KNew |
$381K - $470K
|
3.02K
$675K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.02K+ 27.49% |
$380K - $470K
|
14K
$3.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.01KNew |
$380K - $469K
|
3.01K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3K+ 5.96% |
$378K - $467K
|
53.3K
$11.9M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.99K+ 2.28% |
$377K - $466K
|
134K
$30M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 14.25% |
$375K - $463K
|
23.8K
$5.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.97K+ 8.51% |
$374K - $462K
|
37.8K
$8.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
2.96KNew |
$374K - $462K
|
2.96K
$663K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
2.96K+ 0.36% |
$373K - $461K
|
834K
$187M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.96K+ 22.92% |
$373K - $461K
|
15.9K
$3.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 1.63% |
$371K - $459K
|
183K
$41M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.94K+ 2.04% |
$371K - $458K
|
147K
$32.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.94K+ 2.14% |
$370K - $457K
|
140K
$31.3M
|