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
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-283- 0.07% |
$35.7K - $44.1K
|
426K
$97.2M
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-283- 0.75% |
$35.7K - $44.1K
|
37.4K
$8.53M
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-284- 1.11% |
$35.8K - $44.2K
|
25.4K
$5.79M
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-285- 0.86% |
$35.9K - $44.4K
|
33K
$7.52M
|
|
Feb 14, 2023
Q4 2022
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-286- 1.78% |
$36K - $44.5K
|
15.8K
$3.6M
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-287- 0.52% |
$36.2K - $44.7K
|
54.4K
$12.4M
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-289- 0.88% |
$36.4K - $45K
|
32.4K
$7.39M
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-290- 0.41% |
$36.6K - $45.2K
|
69.7K
$15.9M
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-294- 5.88% |
$37.1K - $45.8K
|
4.71K
$1.07M
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-294- 2.54% |
$37.1K - $45.8K
|
11.3K
$2.57M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-296- 0.81% |
$37.3K - $46.1K
|
36.5K
$8.32M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-297- 3.2% |
$37.4K - $46.3K
|
9K
$2.05M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-297- 0.47% |
$37.4K - $46.3K
|
62.5K
$14.3M
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-299- 2.15% |
$37.7K - $46.6K
|
13.6K
$3.1M
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-300- 0.78% |
$37.8K - $46.7K
|
38.3K
$8.73M
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
SELL
|
- |
-300- 9.15% |
$37.8K - $46.7K
|
2.98K
$679K
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-300- 1.07% |
$37.8K - $46.7K
|
27.7K
$6.32M
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-300- 1.76% |
$37.8K - $46.7K
|
16.8K
$3.83M
|
|
Oct 19, 2023
Q4 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-300- 0.43% |
$37.8K - $46.7K
|
70.1K
$16M
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-303- 0.34% |
$38.2K - $47.2K
|
90K
$20.5M
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-304- 1.95% |
$38.3K - $47.3K
|
15.3K
$3.48M
|
|
Feb 13, 2023
Q4 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-305- 0.37% |
$38.4K - $47.5K
|
82.5K
$18.8M
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-307- 1.93% |
$38.7K - $47.8K
|
15.6K
$3.55M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-307- 1.11% |
$38.7K - $47.8K
|
27.5K
$6.26M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-307- 2.86% |
$38.7K - $47.8K
|
10.4K
$2.38M
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-307- 0.69% |
$38.7K - $47.8K
|
44.2K
$10.1M
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-308- 0.07% |
$38.8K - $48K
|
415K
$94.7M
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
SELL
|
- |
-310- 0.73% |
$39.1K - $48.3K
|
42.3K
$9.65M
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-310- 2.47% |
$39.1K - $48.3K
|
12.3K
$2.79M
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-311- 1.38% |
$39.2K - $48.4K
|
22.2K
$5.07M
|
|
Feb 14, 2023
Q4 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-311- 0.67% |
$39.2K - $48.4K
|
46.4K
$10.6M
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-313- 14.44% |
$39.5K - $48.7K
|
1.86K
$423K
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-313- 9.11% |
$39.5K - $48.7K
|
3.12K
$712K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-314- 1.28% |
$39.6K - $48.9K
|
24.2K
$5.52M
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-318- 1.52% |
$40.1K - $49.5K
|
20.5K
$4.68M
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-318- 0.31% |
$40.1K - $49.5K
|
101K
$23.1M
|
|
Feb 15, 2023
Q4 2022
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-320- 8.38% |
$40.3K - $49.8K
|
3.5K
$797K
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-321- 6.43% |
$40.5K - $50K
|
4.67K
$1.07M
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-325- 1.41% |
$41K - $50.6K
|
22.7K
$5.17M
|
|
Feb 16, 2023
Q4 2022
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-325- 0.08% |
$41K - $50.6K
|
382K
$87.2M
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-330- 2.93% |
$41.6K - $51.4K
|
10.9K
$2.49M
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-331- 0.51% |
$41.7K - $51.5K
|
64.2K
$14.6M
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-332- 0.63% |
$41.8K - $51.7K
|
52.6K
$12M
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-335- 0.29% |
$42.2K - $52.2K
|
116K
$26.4M
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-336- 0.86% |
$42.3K - $52.3K
|
38.8K
$8.85M
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-337- 2.89% |
$42.5K - $52.5K
|
11.3K
$2.59M
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-338- 0.44% |
$42.6K - $52.6K
|
75.8K
$17.3M
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-338- 1.1% |
$42.6K - $52.6K
|
30.3K
$6.9M
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-339- 2.55% |
$42.7K - $52.8K
|
13K
$2.96M
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-339- 0.33% |
$42.7K - $52.8K
|
103K
$23.4M
|