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 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
3+ 0.03% |
$378 - $467
|
9.15K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3+ 0.07% |
$378 - $467
|
4.16K
$947K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
3+ 0.11% |
$378 - $467
|
2.69K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$378 - $467
|
4.18K
$952K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2+ 0.01% |
$252 - $311
|
16.1K
$3.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$252 - $311
|
6.17K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2+ 0.02% |
$252 - $311
|
9.63K
$2.19M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2+ 0.01% |
$252 - $311
|
14.7K
$3.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.03% |
$252 - $311
|
6.23K
$1.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.37% |
$252 - $311
|
541
$123K
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$252 - $311
|
13.7K
$3.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$252 - $311
|
4.28K
$973K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$252 - $311
|
39.1K
$8.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$252 - $311
|
32.3K
$7.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
2+ 0.03% |
$252 - $311
|
6.69K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$252 - $311
|
4.56K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2+ 0.01% |
$252 - $311
|
30.2K
$6.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$252 - $311
|
1.87K
$425K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2+ 0.0% |
$252 - $311
|
60.3K
$13.7M
|
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2+ 0.12% |
$252 - $311
|
1.7K
$387K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$126 - $156
|
9.85K
$2.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.0% |
$126 - $156
|
31.5K
$7.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1+ 0.0% |
$126 - $156
|
35.6K
$8.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$126 - $156
|
1.42K
$323K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$126 - $156
|
9.08K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.02% |
$126 - $156
|
6.23K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1+ 0.0% |
$126 - $156
|
541K
$123M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$126 - $156
|
1.7K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1+ 0.03% |
$126 - $156
|
3.72K
$846K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.19% |
$126 - $156
|
514
$117K
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
1+ 0.01% |
$126 - $156
|
8.27K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.01% |
$126 - $156
|
12.7K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.25% |
$126 - $156
|
402
$91.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$126 - $156
|
2.71K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1+ 0.02% |
$126 - $156
|
5.48K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.01% |
$126 - $156
|
8.92K
$2.03M
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1+ 0.02% |
$126 - $156
|
6.26K
$1.42M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.36% |
$126 - $156
|
278
$63.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Astrantus Investment Management Srl
Milano, L6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1- 0.02% |
$126 - $156
|
4.65K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2- -0.0% |
$252 - $311
|
46.3K
$10.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-2- 0.01% |
$252 - $311
|
16.2K
$3.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2- 0.01% |
$252 - $311
|
27.4K
$6.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3- 0.02% |
$378 - $467
|
17.6K
$4.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-3- 0.01% |
$378 - $467
|
22.4K
$5.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4- 0.03% |
$504 - $623
|
12.4K
$2.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-5- 0.09% |
$630 - $779
|
5.46K
$1.24M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5- 0.11% |
$630 - $779
|
4.64K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-6- 0.11% |
$756 - $934
|
5.58K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-6- 0.04% |
$756 - $934
|
16.7K
$3.81M
|