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 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
201+ 0.72% |
$25.3K - $31.3K
|
28.1K
$6.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
200+ 1.67% |
$25.2K - $31.1K
|
12.2K
$2.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
199+ 0.41% |
$25.1K - $31K
|
49.3K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
195+ 1.31% |
$24.6K - $30.4K
|
15.1K
$3.37M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
194+ 0.83% |
$24.5K - $30.2K
|
23.5K
$5.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
193+ 0.11% |
$24.3K - $30.1K
|
172K
$38.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
190+ 0.06% |
$23.9K - $29.6K
|
312K
$69.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
190+ 0.79% |
$23.9K - $29.6K
|
24.1K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
189+ 0.55% |
$23.8K - $29.4K
|
34.6K
$7.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
184+ 0.03% |
$23.2K - $28.7K
|
587K
$131M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
183+ 3.35% |
$23.1K - $28.5K
|
5.64K
$1.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
183+ 0.41% |
$23.1K - $28.5K
|
44.7K
$9.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
181+ 0.84% |
$22.8K - $28.2K
|
21.8K
$4.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
180+ 4.34% |
$22.7K - $28K
|
4.33K
$965K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
178+ 2.21% |
$22.4K - $27.7K
|
8.25K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
178+ 0.22% |
$22.4K - $27.7K
|
82.5K
$18.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
177+ 2.31% |
$22.3K - $27.6K
|
7.85K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
177+ 0.28% |
$22.3K - $27.6K
|
63.8K
$14.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
BUY
|
- |
175+ 2.33% |
$22.1K - $27.3K
|
7.68K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
175+ 1.59% |
$22.1K - $27.3K
|
11.2K
$2.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
173+ 0.21% |
$21.8K - $26.9K
|
83.7K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
172New |
$21.7K - $26.8K
|
172
$38.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
171+ 0.3% |
$21.6K - $26.6K
|
57.9K
$12.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
170+ 0.28% |
$21.4K - $26.5K
|
60K
$13.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
168+ 0.89% |
$21.2K - $26.2K
|
19.1K
$4.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
168+ 0.29% |
$21.2K - $26.2K
|
57.7K
$12.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
167+ 1.74% |
$21K - $26K
|
9.77K
$2.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
165+ 0.83% |
$20.8K - $25.7K
|
20.1K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
163+ 4.27% |
$20.5K - $25.4K
|
3.98K
$886K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
162+ 0.09% |
$20.4K - $25.2K
|
173K
$38.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
161+ 0.26% |
$20.3K - $25.1K
|
62.6K
$13.9M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
159+ 0.86% |
$20K - $24.8K
|
18.6K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
158+ 0.11% |
$19.9K - $24.6K
|
149K
$33.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
156+ 0.32% |
$19.7K - $24.3K
|
49.1K
$10.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
155+ 0.52% |
$19.5K - $24.1K
|
30.1K
$6.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
155+ 1.2% |
$19.5K - $24.1K
|
13.1K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
151+ 4.48% |
$19K - $23.5K
|
3.53K
$785K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
150+ 0.87% |
$18.9K - $23.4K
|
17.5K
$3.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
148+ 1.16% |
$18.7K - $23K
|
12.9K
$2.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
148+ 3.87% |
$18.7K - $23K
|
3.97K
$885K
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
146+ 0.54% |
$18.4K - $22.7K
|
27.2K
$6.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
145+ 1.11% |
$18.3K - $22.6K
|
13.2K
$2.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
144+ 0.38% |
$18.1K - $22.4K
|
38.3K
$8.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
142+ 0.38% |
$17.9K - $22.1K
|
37.1K
$8.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
141+ 3.17% |
$17.8K - $22K
|
4.59K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
141+ 1.59% |
$17.8K - $22K
|
9K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
140+ 0.04% |
$17.6K - $21.8K
|
325K
$72.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
138+ 0.1% |
$17.4K - $21.5K
|
145K
$32.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
134+ 0.23% |
$16.9K - $20.9K
|
58.2K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
133+ 3.84% |
$16.8K - $20.7K
|
3.6K
$802K
|