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
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-865- 2.14% |
$109K - $135K
|
39.5K
$9.02M
|
|
Feb 03, 2023
Q4 2022
|
Scharf Investments, LLC
|
SELL
|
- |
-867- 4.26% |
$109K - $135K
|
19.5K
$4.45M
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-867- 1.67% |
$109K - $135K
|
51.1K
$11.6M
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-873- 0.28% |
$110K - $136K
|
307K
$70.1M
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-875- 3.97% |
$110K - $136K
|
21.2K
$4.82M
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-878- 1.52% |
$111K - $137K
|
56.7K
$12.9M
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
SELL
|
- |
-881- 0.82% |
$111K - $137K
|
107K
$24.4M
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-882- 0.58% |
$111K - $137K
|
150K
$34.3M
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-883- 1.32% |
$111K - $138K
|
66.1K
$15.1M
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-884- 1.45% |
$111K - $138K
|
60.2K
$13.7M
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-886- 4.22% |
$112K - $138K
|
20.1K
$4.59M
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-887- 0.66% |
$112K - $138K
|
134K
$30.5M
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-894- 1.83% |
$113K - $139K
|
48K
$11M
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-896- 11.41% |
$113K - $140K
|
6.96K
$1.59M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-900- 2.81% |
$113K - $140K
|
31.2K
$7.1M
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-901- 0.14% |
$114K - $140K
|
637K
$145M
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-901- 1.45% |
$114K - $140K
|
61.2K
$13.9M
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-902- 1.05% |
$114K - $140K
|
85.1K
$19.4M
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-902- 2.1% |
$114K - $140K
|
42.1K
$9.6M
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-902- 0.75% |
$114K - $140K
|
120K
$27.4M
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-904- 10.56% |
$114K - $141K
|
7.65K
$1.74M
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-905- 2.96% |
$114K - $141K
|
29.6K
$6.76M
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-909- 4.23% |
$115K - $142K
|
20.6K
$4.69M
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-909- 4.39% |
$115K - $142K
|
19.8K
$4.51M
|
|
Jan 30, 2023
Q4 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-915- 2.14% |
$115K - $143K
|
41.8K
$9.54M
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-919- 1.4% |
$116K - $143K
|
64.9K
$14.8M
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-920- 1.48% |
$116K - $143K
|
61.3K
$14M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-920- 5.8% |
$116K - $143K
|
14.9K
$3.4M
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-926- 2.89% |
$117K - $144K
|
31.1K
$7.09M
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-928- 12.33% |
$117K - $145K
|
6.6K
$1.5M
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-929- 5.21% |
$117K - $145K
|
16.9K
$3.85M
|
|
Jan 30, 2023
Q4 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-929- 9.91% |
$117K - $145K
|
8.45K
$1.93M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-935- 1.61% |
$118K - $146K
|
57.2K
$13M
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-936- 1.45% |
$118K - $146K
|
63.4K
$14.5M
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-940- 7.85% |
$118K - $146K
|
11K
$2.52M
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-940- 11.21% |
$118K - $146K
|
7.45K
$1.7M
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-946- 1.56% |
$119K - $147K
|
59.6K
$13.6M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-950- 1.3% |
$120K - $148K
|
72K
$16.4M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-950- 0.66% |
$120K - $148K
|
144K
$32.7M
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-950- 1.84% |
$120K - $148K
|
50.6K
$11.5M
|
|
Jan 25, 2023
Q4 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-954- 2.06% |
$120K - $149K
|
45.3K
$10.3M
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-959- 0.77% |
$121K - $149K
|
124K
$28.3M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-961- 0.53% |
$121K - $150K
|
181K
$41.2M
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-961- 0.96% |
$121K - $150K
|
99.4K
$22.7M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-969- 2.91% |
$122K - $151K
|
32.3K
$7.37M
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-969- 1.7% |
$122K - $151K
|
56K
$12.8M
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-971- 0.82% |
$122K - $151K
|
118K
$26.8M
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-972- 3.14% |
$123K - $151K
|
30K
$6.83M
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-972- 14.91% |
$123K - $151K
|
5.55K
$1.26M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-973- 0.97% |
$123K - $152K
|
99.1K
$22.6M
|