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
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.44K+ 4.22% |
$182K - $225K
|
35.6K
$7.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
1.43K+ 4.26% |
$180K - $222K
|
34.9K
$7.78M
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
1.42K+ 0.41% |
$179K - $221K
|
351K
$78.2M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.42K+ 6.59% |
$179K - $221K
|
22.9K
$5.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.42K+ 14.71% |
$179K - $221K
|
11.1K
$2.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.42K+ 5.16% |
$178K - $221K
|
28.8K
$6.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.41K+ 10.11% |
$178K - $220K
|
15.4K
$3.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
1.4K+ 6.72% |
$177K - $219K
|
22.3K
$4.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.4KNew |
$177K - $218K
|
1.4K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.4K+ 62.0% |
$176K - $218K
|
3.66K
$815K
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.4K+ 30.13% |
$176K - $218K
|
6.05K
$1.35M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.39K+ 5.17% |
$175K - $216K
|
28.2K
$6.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.38K+ 4.72% |
$174K - $216K
|
30.7K
$6.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.37K+ 6.0% |
$173K - $214K
|
24.3K
$5.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.37K+ 0.61% |
$173K - $214K
|
225K
$50M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.37K+ 12.75% |
$173K - $214K
|
12.1K
$2.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
- |
1.37K+ 19.91% |
$173K - $213K
|
8.25K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35K+ 8.18% |
$170K - $210K
|
17.8K
$3.97M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.35K+ 1.88% |
$170K - $210K
|
73K
$16.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.35K+ 0.92% |
$170K - $210K
|
147K
$32.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.35K+ 11.33% |
$170K - $209K
|
13.2K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.34K+ 3.95% |
$169K - $209K
|
35.4K
$7.88M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.33K+ 2.06% |
$168K - $208K
|
66.1K
$14.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.33K+ 3.84% |
$168K - $207K
|
36K
$8.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
1.33K+ 7.46% |
$167K - $207K
|
19.1K
$4.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
1.33K+ 1.38% |
$167K - $207K
|
97.4K
$21.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.33K+ 1.11% |
$167K - $206K
|
121K
$26.9M
|
|
|
Jun 14, 2024
Q4 2022
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 53.54% |
$167K - $206K
|
3.8K
$846K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.32K+ 41.28% |
$166K - $206K
|
4.52K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.32K+ 0.11% |
$166K - $206K
|
1.17M
$260M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.32K+ 1.31% |
$166K - $205K
|
102K
$22.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
1.32K+ 1.09% |
$166K - $205K
|
122K
$27.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.31K+ 5.85% |
$166K - $205K
|
23.8K
$5.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.31K+ 5.63% |
$165K - $204K
|
24.6K
$5.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
1.31K+ 5.72% |
$165K - $203K
|
24.2K
$5.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
1.3K+ 1.89% |
$164K - $203K
|
70.3K
$15.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.3K+ 7.78% |
$164K - $202K
|
18K
$4.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.3K+ 0.05% |
$164K - $202K
|
2.7M
$601M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3K+ 4.86% |
$163K - $202K
|
28K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.29K+ 40.24% |
$162K - $201K
|
4.49K
$1M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.29K+ 52.77% |
$162K - $200K
|
3.73K
$830K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.29K+ 1.24% |
$162K - $200K
|
105K
$23.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 1.41% |
$160K - $198K
|
91.6K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.26K+ 1.47% |
$159K - $196K
|
86.9K
$19.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.25K+ 0.6% |
$158K - $195K
|
212K
$47.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.24K+ 0.92% |
$156K - $193K
|
136K
$30.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.23K+ 0.8% |
$155K - $191K
|
155K
$34.6M
|
|
|
Feb 09, 2023
Q4 2022
|
La Financiere De L'Echiquier
|
BUY
|
- |
1.21K+ 27.58% |
$153K - $189K
|
5.61K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.21K+ 1.36% |
$152K - $188K
|
90K
$20M
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
1.2K+ 5.83% |
$151K - $187K
|
21.7K
$4.84M
|