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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.39K+ 1.22% |
$301K - $372K
|
199K
$44.5M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.39K+ 1.42% |
$301K - $372K
|
171K
$38.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.38K+ 1.68% |
$299K - $370K
|
144K
$32.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.37K+ 92.0% |
$299K - $369K
|
4.95K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
2.36K+ 0.44% |
$297K - $368K
|
542K
$121M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.36K+ 3.45% |
$297K - $367K
|
70.7K
$15.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.35K+ 24.51% |
$297K - $366K
|
12K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 5.26% |
$296K - $366K
|
47K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.35K+ 129.92% |
$296K - $365K
|
4.15K
$928K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.34K+ 2.13% |
$295K - $364K
|
112K
$25.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
2.32K+ 2.72% |
$293K - $362K
|
87.7K
$19.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.32K+ 1.23% |
$293K - $361K
|
191K
$42.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
2.31K+ 1.65% |
$291K - $360K
|
142K
$31.8M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.3K+ 4.91% |
$290K - $358K
|
49.2K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 3.31% |
$290K - $358K
|
71.9K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.29K+ 19.55% |
$289K - $357K
|
14K
$3.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.29K+ 19.61% |
$288K - $356K
|
13.9K
$3.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 140.12% |
$288K - $356K
|
3.91K
$875K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
2.27K+ 8.78% |
$286K - $354K
|
28.2K
$6.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
2.27K+ 0.52% |
$286K - $354K
|
439K
$98.1M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
2.26K+ 2.49% |
$284K - $352K
|
93K
$20.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.24K+ 1.46% |
$282K - $349K
|
156K
$34.9M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.23KNew |
$281K - $348K
|
2.23K
$499K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2.23K+ 3.89% |
$281K - $348K
|
59.6K
$13.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.23K+ 10.7% |
$281K - $347K
|
23.1K
$5.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.22K+ 3.36% |
$280K - $346K
|
68.2K
$15.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.21KNew |
$279K - $345K
|
2.21K
$495K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
2.2K+ 124.29% |
$277K - $343K
|
3.97K
$888K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.2K+ 3.27% |
$277K - $343K
|
69.6K
$15.6M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.2K+ 30.76% |
$277K - $342K
|
9.34K
$2.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.18K+ 31.66% |
$275K - $339K
|
9.06K
$2.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.16K+ 7.76% |
$273K - $337K
|
30.1K
$6.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.16K+ 0.15% |
$272K - $336K
|
1.47M
$329M
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.15K+ 7.17% |
$271K - $334K
|
32.1K
$7.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 7.45% |
$267K - $330K
|
30.5K
$6.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 2.09% |
$266K - $329K
|
103K
$23M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.11K+ 6.63% |
$266K - $328K
|
33.9K
$7.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.11K+ 1.14% |
$265K - $328K
|
187K
$41.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
2.1K+ 1.17% |
$265K - $327K
|
182K
$40.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
2.09K+ 0.68% |
$263K - $325K
|
310K
$69.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
2.09K+ 7.94% |
$263K - $325K
|
28.4K
$6.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
2.08K+ 1.09% |
$262K - $324K
|
192K
$43M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
2.08K+ 2.72% |
$262K - $323K
|
78.4K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.07K+ 4.84% |
$261K - $323K
|
44.9K
$10M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.07K+ 0.29% |
$260K - $322K
|
709K
$159M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.06K+ 3.41% |
$259K - $321K
|
62.4K
$14M
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.05K+ 4.06% |
$259K - $319K
|
52.6K
$11.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.04K+ 0.59% |
$257K - $317K
|
349K
$78.1M
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.04KNew |
$257K - $317K
|
2.04K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.03K+ 25.24% |
$256K - $316K
|
10.1K
$2.25M
|