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 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.2K+ 10.08% |
$151K - $186K
|
13.1K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.19K+ 3.56% |
$150K - $185K
|
34.6K
$7.7M
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.19K+ 3.56% |
$149K - $185K
|
34.5K
$7.69M
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.18K+ 1.98% |
$148K - $183K
|
60.6K
$13.5M
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.18K+ 1.44% |
$148K - $183K
|
83.1K
$18.5M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.17K+ 1.85% |
$148K - $183K
|
64.7K
$14.4M
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.17K+ 9.46% |
$148K - $183K
|
13.6K
$3.02M
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
1.17K+ 3.19% |
$148K - $183K
|
37.9K
$8.44M
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.16K+ 3.37% |
$147K - $181K
|
35.7K
$7.96M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.16K+ 1.12% |
$146K - $181K
|
105K
$23.4M
|
|
Feb 14, 2023
Q4 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
1.16K+ 0.32% |
$146K - $180K
|
362K
$80.6M
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.15K+ 10.14% |
$145K - $179K
|
12.5K
$2.78M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
1.15K+ 1.22% |
$145K - $179K
|
95K
$21.2M
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.15K+ 3.06% |
$145K - $179K
|
38.6K
$8.6M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.14K+ 4.92% |
$144K - $178K
|
24.4K
$5.44M
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
1.14K+ 10.43% |
$144K - $178K
|
12.1K
$2.7M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.14K+ 2.13% |
$144K - $178K
|
54.8K
$12.2M
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.12K+ 8.72% |
$142K - $175K
|
14K
$3.12M
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.12K+ 1.07% |
$142K - $175K
|
106K
$23.6M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 5.56% |
$141K - $175K
|
21.3K
$4.74M
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.12K+ 2.45% |
$141K - $174K
|
46.8K
$10.4M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.11K+ 8.4% |
$140K - $173K
|
14.4K
$3.2M
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.11K+ 1.68% |
$140K - $172K
|
67.2K
$15M
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.1K+ 3.22% |
$139K - $172K
|
35.4K
$7.89M
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.1K+ 3.47% |
$139K - $171K
|
32.8K
$7.31M
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.09K+ 1.95% |
$138K - $170K
|
57.1K
$12.7M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.09K+ 0.82% |
$137K - $169K
|
133K
$29.7M
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 5.49% |
$137K - $169K
|
20.9K
$4.65M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.09K+ 1.48% |
$137K - $169K
|
74.4K
$16.6M
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.08K+ 0.75% |
$137K - $169K
|
145K
$32.3M
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.08K+ 3.53% |
$136K - $168K
|
31.7K
$7.07M
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.08K+ 10.92% |
$136K - $168K
|
11K
$2.44M
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.08KNew |
$135K - $167K
|
1.08K
$239K
|
|
Feb 06, 2023
Q4 2022
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.07K+ 0.21% |
$134K - $166K
|
517K
$115M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.06K+ 27.17% |
$133K - $165K
|
4.95K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 6.29% |
$133K - $164K
|
17.8K
$3.97M
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.04K+ 1.42% |
$131K - $162K
|
74.6K
$16.6M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
1.04K+ 2.34% |
$131K - $162K
|
45.6K
$10.2M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.04K+ 0.7% |
$131K - $161K
|
149K
$33.3M
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.04K+ 1.46% |
$130K - $161K
|
71.9K
$16M
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.03K+ 31.79% |
$130K - $161K
|
4.29K
$955K
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.03K+ 3.61% |
$130K - $161K
|
29.6K
$6.6M
|
|
Feb 09, 2023
Q4 2022
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.03K+ 3.09% |
$130K - $161K
|
34.5K
$7.69M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.03K+ 40.72% |
$130K - $161K
|
3.56K
$794K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.03K+ 1.53% |
$129K - $160K
|
68K
$15.1M
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 0.97% |
$128K - $159K
|
106K
$23.6M
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.02K+ 17.44% |
$128K - $158K
|
6.84K
$1.52M
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.02K+ 4.06% |
$128K - $158K
|
26K
$5.8M
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
1K+ 2.71% |
$127K - $156K
|
38.1K
$8.48M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
1K+ 1.05% |
$126K - $156K
|
96.7K
$21.5M
|