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 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-7- 0.05% |
$882 - $1.09K
|
14.1K
$3.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-8- 0.06% |
$1.01K - $1.25K
|
13K
$2.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-9- 0.02% |
$1.13K - $1.4K
|
46.9K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-9- 0.17% |
$1.13K - $1.4K
|
5.22K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-10- 0.02% |
$1.26K - $1.56K
|
45.5K
$10.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-10- -0.0% |
$1.26K - $1.56K
|
299K
$68.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-10- 0.47% |
$1.26K - $1.56K
|
2.11K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-11- 0.06% |
$1.39K - $1.71K
|
19.7K
$4.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Palmer Knight CO
|
SELL
|
- |
-12- 0.03% |
$1.51K - $1.87K
|
37.7K
$8.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-14- 0.05% |
$1.76K - $2.18K
|
30K
$6.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.38% |
$1.89K - $2.34K
|
3.89K
$888K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-15- 0.02% |
$1.89K - $2.34K
|
64.8K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-15- 0.09% |
$1.89K - $2.34K
|
16K
$3.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-16- 0.16% |
$2.02K - $2.49K
|
10.1K
$2.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-16- 0.03% |
$2.02K - $2.49K
|
50.8K
$11.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-19- 0.21% |
$2.39K - $2.96K
|
8.9K
$2.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-20- 0.04% |
$2.52K - $3.11K
|
45.8K
$10.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-20- 0.08% |
$2.52K - $3.11K
|
25.7K
$5.86M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
SELL
|
- |
-20- 0.25% |
$2.52K - $3.11K
|
7.91K
$1.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
SELL
|
- |
-21- 0.18% |
$2.65K - $3.27K
|
11.5K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.1% |
$2.65K - $3.27K
|
21.3K
$4.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-22- 0.09% |
$2.77K - $3.43K
|
25.2K
$5.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-23- 0.06% |
$2.9K - $3.58K
|
35.7K
$8.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-23- 0.11% |
$2.9K - $3.58K
|
21.5K
$4.89M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-24- 0.08% |
$3.02K - $3.74K
|
29.7K
$6.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-25- 0.07% |
$3.15K - $3.89K
|
35.7K
$8.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
SELL
|
- |
-28- 0.27% |
$3.53K - $4.36K
|
10.5K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-29- 0.11% |
$3.66K - $4.52K
|
27.5K
$6.26M
|
|
|
Feb 16, 2023
Q4 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-29- 0.23% |
$3.66K - $4.52K
|
12.4K
$2.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-30- 0.13% |
$3.78K - $4.67K
|
23.1K
$5.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-30- 0.08% |
$3.78K - $4.67K
|
37.8K
$8.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-30- 0.09% |
$3.78K - $4.67K
|
32K
$7.3M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-31- 0.22% |
$3.91K - $4.83K
|
14K
$3.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-32- 0.85% |
$4.03K - $4.98K
|
3.74K
$852K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-32- 0.09% |
$4.03K - $4.98K
|
34.5K
$7.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.73% |
$4.16K - $5.14K
|
4.5K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-33- 0.27% |
$4.16K - $5.14K
|
12K
$2.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-34- 0.23% |
$4.29K - $5.3K
|
14.7K
$3.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-34- 0.13% |
$4.29K - $5.3K
|
26.8K
$6.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-35- 0.7% |
$4.41K - $5.45K
|
4.93K
$1.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-35- 0.06% |
$4.41K - $5.45K
|
62.2K
$14.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-35- 0.09% |
$4.41K - $5.45K
|
40.9K
$9.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-35- 0.57% |
$4.41K - $5.45K
|
6.14K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-35- 1.25% |
$4.41K - $5.45K
|
2.76K
$628K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-35- 0.23% |
$4.41K - $5.45K
|
15.3K
$3.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-36- 0.49% |
$4.54K - $5.61K
|
7.25K
$1.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.09% |
$4.66K - $5.76K
|
41.6K
$9.48M
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-37- 0.35% |
$4.66K - $5.76K
|
10.4K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-38- 0.04% |
$4.79K - $5.92K
|
100K
$22.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-39- 0.08% |
$4.92K - $6.07K
|
49.3K
$11.2M
|