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 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-485- 2.66% |
$61.1K - $75.5K
|
17.7K
$4.05M
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-486- 9.64% |
$61.3K - $75.7K
|
4.55K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-487- 1.83% |
$61.4K - $75.8K
|
26.1K
$5.96M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-488- 0.42% |
$61.5K - $76K
|
116K
$26.3M
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-489- 0.71% |
$61.6K - $76.2K
|
68.4K
$15.6M
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-489- 1.19% |
$61.6K - $76.2K
|
40.5K
$9.23M
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-490- 3.06% |
$61.8K - $76.3K
|
15.5K
$3.54M
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-491- 1.68% |
$61.9K - $76.5K
|
28.7K
$6.55M
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-492- 2.56% |
$62K - $76.6K
|
18.7K
$4.26M
|
|
Feb 09, 2023
Q4 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-493- 1.6% |
$62.1K - $76.8K
|
30.3K
$6.9M
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-495- 2.6% |
$62.4K - $77.1K
|
18.6K
$4.23M
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-495- 2.39% |
$62.4K - $77.1K
|
20.3K
$4.62M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-497- 0.84% |
$62.6K - $77.4K
|
58.8K
$13.4M
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-499- 3.52% |
$62.9K - $77.7K
|
13.7K
$3.12M
|
|
Jan 31, 2023
Q4 2022
|
Reik & Co., LLC
|
SELL
|
- |
-500- 1.83% |
$63K - $77.9K
|
26.8K
$6.1M
|
|
Feb 02, 2023
Q4 2022
|
Beddow Capital Management Inc
|
SELL
|
- |
-500- 15.15% |
$63K - $77.9K
|
2.8K
$638K
|
|
Feb 03, 2023
Q4 2022
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-500- 0.36% |
$63K - $77.9K
|
140K
$32M
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-500- 2.16% |
$63K - $77.9K
|
22.7K
$5.17M
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-503- 0.3% |
$63.4K - $78.3K
|
168K
$38.3M
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-503- 1.11% |
$63.4K - $78.3K
|
44.9K
$10.2M
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-506- 10.15% |
$63.8K - $78.8K
|
4.48K
$1.02M
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-508- 1.52% |
$64K - $79.1K
|
33K
$7.52M
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-509- 4.42% |
$64.2K - $79.3K
|
11K
$2.51M
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
SELL
|
- |
-511- 0.31% |
$64.4K - $79.6K
|
166K
$37.7M
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-512- 0.63% |
$64.5K - $79.7K
|
80.3K
$18.3M
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-512- 5.67% |
$64.5K - $79.7K
|
8.51K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-513- 1.06% |
$64.7K - $79.9K
|
47.8K
$10.9M
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-516- 0.76% |
$65K - $80.4K
|
67.7K
$15.4M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-518- 1.46% |
$65.3K - $80.7K
|
34.9K
$7.95M
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-519- 0.69% |
$65.4K - $80.8K
|
74.8K
$17.1M
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-520- 1.34% |
$65.5K - $81K
|
38.3K
$8.74M
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-520- 0.85% |
$65.5K - $81K
|
60.7K
$13.8M
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-520- 1.05% |
$65.5K - $81K
|
49K
$11.2M
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-521- 9.02% |
$65.7K - $81.1K
|
5.26K
$1.2M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-524- 0.88% |
$66K - $81.6K
|
59.1K
$13.5M
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-525- 11.2% |
$66.2K - $81.8K
|
4.16K
$949K
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-526- 4.49% |
$66.3K - $81.9K
|
11.2K
$2.55M
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-528- 0.49% |
$66.5K - $82.2K
|
107K
$24.4M
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-528- 2.05% |
$66.5K - $82.2K
|
25.3K
$5.76M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-530- 0.41% |
$66.8K - $82.5K
|
128K
$29.2M
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-531- 2.05% |
$66.9K - $82.7K
|
25.3K
$5.78M
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-531- 1.61% |
$66.9K - $82.7K
|
32.4K
$7.4M
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-534- 2.71% |
$67.3K - $83.2K
|
19.1K
$4.36M
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-538- 0.77% |
$67.8K - $83.8K
|
69.1K
$15.8M
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-538- 4.52% |
$67.8K - $83.8K
|
11.4K
$2.59M
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-541- 4.5% |
$68.2K - $84.3K
|
11.5K
$2.62M
|
|
Jan 26, 2023
Q4 2022
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-544- 0.75% |
$68.6K - $84.7K
|
72.1K
$16.4M
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-544- 5.51% |
$68.6K - $84.7K
|
9.32K
$2.13M
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-546- 0.26% |
$68.8K - $85K
|
213K
$48.7M
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-547- 1.51% |
$68.9K - $85.2K
|
35.7K
$8.13M
|