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 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1K+ 1.49% |
$126K - $156K
|
68.3K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1K+ 9.7% |
$126K - $156K
|
11.3K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
1K+ 0.38% |
$126K - $156K
|
263K
$58.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
987+ 7.38% |
$124K - $154K
|
14.4K
$3.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
987+ 36.26% |
$124K - $154K
|
3.71K
$826K
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
979+ 24.29% |
$123K - $152K
|
5.01K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
978+ 2.6% |
$123K - $152K
|
38.6K
$8.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
976+ 4.16% |
$123K - $152K
|
24.4K
$5.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
976+ 7.92% |
$123K - $152K
|
13.3K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
976+ 7.4% |
$123K - $152K
|
14.2K
$3.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
962+ 3.63% |
$121K - $150K
|
27.5K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
958+ 16.0% |
$121K - $149K
|
6.95K
$1.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
953+ 2.6% |
$120K - $148K
|
37.6K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
952+ 6.98% |
$120K - $148K
|
14.6K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
951+ 0.88% |
$120K - $148K
|
110K
$24.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
947+ 0.74% |
$119K - $147K
|
128K
$28.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
945+ 0.44% |
$119K - $147K
|
217K
$48.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
941+ 0.56% |
$119K - $147K
|
169K
$37.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
941+ 27.64% |
$119K - $147K
|
4.35K
$968K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
940+ 0.06% |
$118K - $146K
|
1.68M
$374M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
933+ 4.92% |
$118K - $145K
|
19.9K
$4.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
933+ 1.42% |
$118K - $145K
|
66.6K
$14.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
930+ 6.17% |
$117K - $145K
|
16K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
923+ 28.3% |
$116K - $144K
|
4.18K
$932K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
920+ 32.86% |
$116K - $143K
|
3.72K
$829K
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
916+ 7.31% |
$115K - $143K
|
13.5K
$3M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
908+ 5.85% |
$114K - $141K
|
16.4K
$3.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
907+ 0.97% |
$114K - $141K
|
94.4K
$21M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
906+ 1.36% |
$114K - $141K
|
67.4K
$15M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
901+ 3.44% |
$114K - $140K
|
27.1K
$6.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
901+ 8.05% |
$114K - $140K
|
12.1K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
901+ 0.27% |
$114K - $140K
|
330K
$73.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
898+ 2.05% |
$113K - $140K
|
44.7K
$9.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
896+ 2.14% |
$113K - $140K
|
42.8K
$9.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
890+ 4.61% |
$112K - $139K
|
20.2K
$4.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
887+ 4.9% |
$112K - $138K
|
19K
$4.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
887+ 1.2% |
$112K - $138K
|
75K
$16.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
886+ 2.69% |
$112K - $138K
|
33.8K
$7.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
883+ 1.21% |
$111K - $138K
|
74K
$16.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
880+ 0.43% |
$111K - $137K
|
208K
$46.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
879+ 0.55% |
$111K - $137K
|
162K
$36.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
878+ 4.05% |
$111K - $137K
|
22.6K
$5.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
873+ 19.96% |
$110K - $136K
|
5.25K
$1.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
872+ 0.6% |
$110K - $136K
|
146K
$32.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
870+ 0.99% |
$110K - $135K
|
88.4K
$19.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
868+ 2.9% |
$109K - $135K
|
30.8K
$6.87M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
865+ 0.31% |
$109K - $135K
|
283K
$63M
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
863+ 15.59% |
$109K - $134K
|
6.4K
$1.43M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
861+ 0.86% |
$109K - $134K
|
101K
$22.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
860+ 0.9% |
$108K - $134K
|
96K
$21.4M
|