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 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
858+ 1.55% |
$108K - $134K
|
56.3K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
853+ 2.33% |
$108K - $133K
|
37.4K
$8.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
850New |
$107K - $132K
|
850
$189K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
848+ 0.62% |
$107K - $132K
|
137K
$30.4M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
847+ 0.23% |
$107K - $132K
|
364K
$81.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
842+ 14.46% |
$106K - $131K
|
6.66K
$1.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Grace & White Inc
|
BUY
|
- |
840+ 7.49% |
$106K - $131K
|
12.1K
$2.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
838+ 17.58% |
$106K - $131K
|
5.6K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
835+ 1.51% |
$105K - $130K
|
56K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
821+ 2.5% |
$103K - $128K
|
33.7K
$7.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
818+ 4.63% |
$103K - $127K
|
18.5K
$4.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
813+ 3.16% |
$102K - $127K
|
26.5K
$5.91M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
809+ 2.99% |
$102K - $126K
|
27.8K
$6.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
808+ 5.13% |
$102K - $126K
|
16.5K
$3.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
806+ 2.87% |
$102K - $126K
|
28.9K
$6.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
802New |
$101K - $125K
|
802
$179K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
792+ 0.49% |
$99.8K - $123K
|
162K
$36.2M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
791+ 9.03% |
$99.7K - $123K
|
9.55K
$2.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
788+ 3.78% |
$99.3K - $123K
|
21.6K
$4.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
785+ 0.75% |
$98.9K - $122K
|
105K
$23.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
785+ 3.63% |
$98.9K - $122K
|
22.4K
$5M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
782+ 5.21% |
$98.6K - $122K
|
15.8K
$3.52M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
778+ 4.17% |
$98.1K - $121K
|
19.4K
$4.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
776+ 1.71% |
$97.8K - $121K
|
46.1K
$10.3M
|
|
|
Jan 17, 2023
Q4 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
775+ 38.18% |
$97.7K - $121K
|
2.81K
$625K
|
|
|
Jan 31, 2024
Q4 2022
|
Check Capital Management Inc
|
BUY
|
- |
766+ 2.27% |
$96.5K - $119K
|
34.6K
$7.7M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
765+ 2.51% |
$96.4K - $119K
|
31.2K
$6.96M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
762+ 50.07% |
$96K - $119K
|
2.28K
$509K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
760+ 1.16% |
$95.8K - $118K
|
66K
$14.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
754+ 1.53% |
$95K - $117K
|
50.2K
$11.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
752+ 4.24% |
$94.8K - $117K
|
18.5K
$4.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
750+ 5.16% |
$94.5K - $117K
|
15.3K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
747+ 3.01% |
$94.2K - $116K
|
25.5K
$5.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
744+ 3.39% |
$93.8K - $116K
|
22.7K
$5.06M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
743+ 0.56% |
$93.6K - $116K
|
135K
$30M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
740+ 2.16% |
$93.3K - $115K
|
35.1K
$7.81M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
734+ 1.57% |
$92.5K - $114K
|
47.6K
$10.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
733+ 0.17% |
$92.4K - $114K
|
423K
$94.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
732+ 1.58% |
$92.3K - $114K
|
47.1K
$10.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
731+ 7.14% |
$92.1K - $114K
|
11K
$2.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
730+ 1.7% |
$92K - $114K
|
43.7K
$9.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
729+ 4.21% |
$91.9K - $114K
|
18K
$4.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
728+ 8.01% |
$91.8K - $113K
|
9.82K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
726+ 2.47% |
$91.5K - $113K
|
30.1K
$6.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
726+ 8.15% |
$91.5K - $113K
|
9.63K
$2.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
719+ 1.1% |
$90.6K - $112K
|
65.9K
$14.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
717+ 1.14% |
$90.4K - $112K
|
63.7K
$14.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
715New |
$90.1K - $111K
|
715
$159K
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
714+ 0.64% |
$90K - $111K
|
112K
$24.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
713+ 12.73% |
$89.9K - $111K
|
6.31K
$1.41M
|