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 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-547- 2.0% |
$68.9K - $85.2K
|
26.8K
$6.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-547- 0.01% |
$68.9K - $85.2K
|
4.13M
$942M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-549- 1.63% |
$69.2K - $85.5K
|
33.1K
$7.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-550- 1.06% |
$69.3K - $85.7K
|
51.1K
$11.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-555- 12.38% |
$70K - $86.4K
|
3.93K
$896K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-557- 0.68% |
$70.2K - $86.7K
|
81K
$18.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-558- 0.86% |
$70.3K - $86.9K
|
64K
$14.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-561- 1.86% |
$70.7K - $87.4K
|
29.6K
$6.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-563- 0.69% |
$71K - $87.7K
|
81.3K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-563- 0.75% |
$71K - $87.7K
|
74.2K
$16.9M
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-564- 0.26% |
$71.1K - $87.8K
|
213K
$48.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-564- 3.22% |
$71.1K - $87.8K
|
16.9K
$3.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-565- 1.46% |
$71.2K - $88K
|
38.2K
$8.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-565- 0.65% |
$71.2K - $88K
|
86.1K
$19.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-566- 1.65% |
$71.3K - $88.1K
|
33.8K
$7.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-567- 0.64% |
$71.5K - $88.3K
|
88.5K
$20.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-569- 0.84% |
$71.7K - $88.6K
|
67.4K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-570- 1.68% |
$71.8K - $88.8K
|
33.4K
$7.63M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-571- 0.4% |
$72K - $88.9K
|
142K
$32.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-571- 0.84% |
$72K - $88.9K
|
67.7K
$15.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-572- 0.8% |
$72.1K - $89.1K
|
70.9K
$16.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-573- 1.23% |
$72.2K - $89.2K
|
46.1K
$10.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-577- 0.71% |
$72.7K - $89.9K
|
80.9K
$18.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-581- 4.4% |
$73.2K - $90.5K
|
12.6K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
SELL
|
- |
-581- 1.55% |
$73.2K - $90.5K
|
36.9K
$8.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-585- 3.77% |
$73.7K - $91.1K
|
14.9K
$3.41M
|
|
|
Jun 21, 2024
Q4 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-585- 10.95% |
$73.7K - $91.1K
|
4.76K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-587- 0.31% |
$74K - $91.4K
|
187K
$42.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-590- 0.27% |
$74.4K - $91.9K
|
214K
$48.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-593- 1.03% |
$74.7K - $92.4K
|
57K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-593- 0.57% |
$74.7K - $92.4K
|
103K
$23.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-594- 1.17% |
$74.9K - $92.5K
|
50.1K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-598- 0.29% |
$75.4K - $93.1K
|
204K
$46.6M
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-600- 8.58% |
$75.6K - $93.4K
|
6.39K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Valueworks LLC
New York, NY |
SELL
|
- |
-600- 2.41% |
$75.6K - $93.4K
|
24.3K
$5.53M
|
|
|
Dec 12, 2024
Q4 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-600- 0.83% |
$75.6K - $93.4K
|
71.4K
$16.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
SELL
|
- |
-605- 2.59% |
$76.3K - $94.2K
|
22.7K
$5.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-606- 0.4% |
$76.4K - $94.4K
|
151K
$34.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-607- 6.38% |
$76.5K - $94.5K
|
8.91K
$2.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-608- 3.61% |
$76.6K - $94.7K
|
16.2K
$3.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-610- 1.32% |
$76.9K - $95K
|
45.6K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-614- 0.54% |
$77.4K - $95.6K
|
114K
$26M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-615- 0.25% |
$77.5K - $95.8K
|
248K
$56.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-618- 3.0% |
$77.9K - $96.2K
|
20K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-619- 4.09% |
$78K - $96.4K
|
14.5K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-621- 2.03% |
$78.3K - $96.7K
|
30K
$6.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-623- 1.39% |
$78.5K - $97K
|
44.2K
$10.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-624- 1.53% |
$78.6K - $97.2K
|
40.2K
$9.16M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-627- 13.48% |
$79K - $97.6K
|
4.02K
$918K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-631- 11.31% |
$79.5K - $98.3K
|
4.95K
$1.13M
|