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 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
2.03K+ 0.39% |
$255K - $315K
|
521K
$117M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.02K+ 2.92% |
$255K - $315K
|
71.2K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.02K+ 1.32% |
$254K - $314K
|
155K
$34.6M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.01K+ 4.73% |
$253K - $313K
|
44.5K
$9.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.99K+ 0.68% |
$250K - $309K
|
293K
$65.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.98K+ 0.96% |
$249K - $308K
|
207K
$46.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 0.39% |
$249K - $308K
|
505K
$113M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.94K+ 2.45% |
$244K - $302K
|
80.9K
$18.1M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.93K+ 3.22% |
$244K - $301K
|
61.9K
$13.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.93K+ 4.73% |
$243K - $301K
|
42.8K
$9.56M
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
1.92K+ 13.6% |
$241K - $298K
|
16K
$3.58M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.9K+ 5.03% |
$240K - $297K
|
39.7K
$8.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.9K+ 2.08% |
$239K - $296K
|
93.2K
$20.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.89KNew |
$238K - $295K
|
1.89K
$423K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.89K+ 1.62% |
$238K - $294K
|
118K
$26.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
1.89KNew |
$238K - $294K
|
1.89K
$422K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.88K+ 0.93% |
$236K - $292K
|
204K
$45.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.88K+ 4.73% |
$236K - $292K
|
41.5K
$9.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.86K+ 1.49% |
$235K - $290K
|
127K
$28.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.86K+ 3.49% |
$235K - $290K
|
55.2K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.86K+ 2.56% |
$234K - $290K
|
74.5K
$16.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.85K+ 5.85% |
$233K - $288K
|
33.5K
$7.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.85K+ 2.46% |
$233K - $287K
|
76.9K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 9.12% |
$232K - $287K
|
22K
$4.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.84K+ 2.91% |
$232K - $286K
|
65.1K
$14.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
1.84K+ 3.38% |
$231K - $286K
|
56.1K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.84K+ 5.55% |
$231K - $286K
|
34.9K
$7.81M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.83K+ 6.21% |
$230K - $285K
|
31.3K
$6.99M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.82K+ 1.11% |
$229K - $283K
|
166K
$37.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
BUY
|
- |
1.81KNew |
$228K - $282K
|
1.81K
$405K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.81K+ 1.8% |
$228K - $282K
|
102K
$22.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.81KNew |
$228K - $282K
|
1.81K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.8K+ 1.0% |
$227K - $281K
|
182K
$40.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.8K+ 6.36% |
$227K - $280K
|
30.1K
$6.74M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
1.8K+ 8.36% |
$227K - $280K
|
23.3K
$5.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 23.98% |
$226K - $279K
|
9.27K
$2.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.78KNew |
$225K - $278K
|
1.78K
$399K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.78K+ 3.77% |
$224K - $277K
|
49K
$11M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
1.76K+ 3.42% |
$222K - $274K
|
53.2K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.76K+ 2.83% |
$222K - $274K
|
64K
$14.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
1.75K+ 0.88% |
$221K - $273K
|
201K
$44.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.75K+ 7.83% |
$220K - $272K
|
24K
$5.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.74K+ 1.11% |
$220K - $271K
|
158K
$35.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
1.72K+ 16.75% |
$217K - $268K
|
12K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.72K+ 6.73% |
$217K - $268K
|
27.3K
$6.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.68% |
$217K - $268K
|
66K
$14.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.72K+ 0.57% |
$217K - $268K
|
305K
$68.3M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.72K+ 6.01% |
$217K - $268K
|
30.3K
$6.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.72K+ 3.38% |
$216K - $267K
|
52.6K
$11.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.71K+ 2.77% |
$216K - $267K
|
63.6K
$14.2M
|