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 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-133- 1.03% |
$16.8K - $20.7K
|
12.8K
$2.93M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
SELL
|
- |
-133- 0.72% |
$16.8K - $20.7K
|
18.2K
$4.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-133- 1.43% |
$16.8K - $20.7K
|
9.2K
$2.1M
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-135- 0.97% |
$17K - $21K
|
13.8K
$3.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-138- 2.22% |
$17.4K - $21.5K
|
6.09K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-139- 0.44% |
$17.5K - $21.6K
|
31.6K
$7.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
SELL
|
- |
-140- 0.25% |
$17.6K - $21.8K
|
55.4K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-140- 0.55% |
$17.6K - $21.8K
|
25.1K
$5.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-141- 0.73% |
$17.8K - $22K
|
19.2K
$4.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-141- 2.39% |
$17.8K - $22K
|
5.76K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-142- 2.38% |
$17.9K - $22.1K
|
5.83K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-143- 0.86% |
$18K - $22.3K
|
16.4K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-144- 0.08% |
$18.1K - $22.4K
|
174K
$39.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-144- 2.42% |
$18.1K - $22.4K
|
5.81K
$1.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-145- 0.53% |
$18.3K - $22.6K
|
27.3K
$6.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
SELL
|
- |
-147- 2.41% |
$18.5K - $22.9K
|
5.95K
$1.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-148- 7.14% |
$18.7K - $23K
|
1.93K
$439K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-150- 1.74% |
$18.9K - $23.4K
|
8.45K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-150- 1.24% |
$18.9K - $23.4K
|
12K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-150- 3.14% |
$18.9K - $23.4K
|
4.63K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 0.39% |
$18.9K - $23.4K
|
38.2K
$8.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-151- 1.68% |
$19K - $23.5K
|
8.85K
$2.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-156- 2.04% |
$19.7K - $24.3K
|
7.48K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-157- 1.41% |
$19.8K - $24.5K
|
11K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-159- 0.52% |
$20K - $24.8K
|
30.6K
$6.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 1.34% |
$20.2K - $24.9K
|
11.8K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-160- 1.98% |
$20.2K - $24.9K
|
7.93K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-160- 0.51% |
$20.2K - $24.9K
|
31K
$7.07M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-161- 2.83% |
$20.3K - $25.1K
|
5.53K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-161- 10.91% |
$20.3K - $25.1K
|
1.32K
$300K
|
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-164- 0.2% |
$20.7K - $25.5K
|
83.9K
$19.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-164- 0.74% |
$20.7K - $25.5K
|
21.9K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-164- 0.62% |
$20.7K - $25.5K
|
26.4K
$6.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-167- 0.89% |
$21K - $26K
|
18.7K
$4.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-168- 0.16% |
$21.2K - $26.2K
|
104K
$23.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-170- 0.37% |
$21.4K - $26.5K
|
46.3K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-171- 1.69% |
$21.6K - $26.6K
|
9.95K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-173- 0.12% |
$21.8K - $26.9K
|
144K
$32.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-174- 2.23% |
$21.9K - $27.1K
|
7.62K
$1.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-174- 0.84% |
$21.9K - $27.1K
|
20.6K
$4.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-175- 0.87% |
$22.1K - $27.3K
|
19.9K
$4.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-175- 0.23% |
$22.1K - $27.3K
|
74.4K
$17M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-175- 0.23% |
$22.1K - $27.3K
|
75.9K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-176- 2.46% |
$22.2K - $27.4K
|
6.98K
$1.59M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-177- 0.13% |
$22.3K - $27.6K
|
137K
$31.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-177- 1.26% |
$22.3K - $27.6K
|
13.9K
$3.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-179- 0.07% |
$22.6K - $27.9K
|
241K
$54.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-181- 3.24% |
$22.8K - $28.2K
|
5.41K
$1.23M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-183- 4.75% |
$23.1K - $28.5K
|
3.67K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-184- 0.62% |
$23.2K - $28.7K
|
29.5K
$6.72M
|