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 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.09K- 18.55% |
$137K - $170K
|
4.79K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.09K- 0.47% |
$138K - $170K
|
233K
$53.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.1K- 10.54% |
$139K - $171K
|
9.34K
$2.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 4.87% |
$139K - $172K
|
21.5K
$4.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.1K- 0.88% |
$139K - $172K
|
125K
$28.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-1.11K- 1.11% |
$140K - $172K
|
98.4K
$22.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.11K- 3.28% |
$140K - $173K
|
32.8K
$7.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-1.12K- 11.11% |
$141K - $174K
|
8.96K
$2.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.12K- 1.1% |
$141K - $174K
|
101K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.12K- 1.33% |
$141K - $175K
|
83.3K
$19M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.13K- 2.86% |
$142K - $175K
|
38.3K
$8.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.13K- 1.38% |
$142K - $176K
|
80.5K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.13K- 0.72% |
$143K - $176K
|
156K
$35.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.13K- 1.76% |
$143K - $176K
|
63.2K
$14.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 16.14% |
$143K - $177K
|
5.91K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.14K- 4.5% |
$144K - $178K
|
24.2K
$5.52M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.15K- 27.04% |
$145K - $179K
|
3.1K
$706K
|
|
|
Feb 02, 2023
Q4 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.15K- 1.14% |
$145K - $179K
|
99.5K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.15K- 1.84% |
$145K - $180K
|
61.5K
$14M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.16K- 2.09% |
$146K - $181K
|
54.2K
$12.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 1.74% |
$147K - $181K
|
65.8K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.17K- 2.09% |
$148K - $183K
|
54.9K
$12.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 0.31% |
$148K - $183K
|
375K
$85.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-1.18K- 7.04% |
$148K - $183K
|
15.5K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.18K- 2.31% |
$148K - $183K
|
49.7K
$11.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.18K- 2.98% |
$149K - $184K
|
38.5K
$8.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-1.18K- 7.46% |
$149K - $184K
|
14.7K
$3.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-1.19K- 1.65% |
$150K - $185K
|
70.9K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.19K- 5.3% |
$150K - $185K
|
21.2K
$4.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-1.19K- 1.68% |
$150K - $185K
|
69.5K
$15.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.19K- 1.79% |
$150K - $185K
|
65.2K
$14.9M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.2K- 4.09% |
$151K - $187K
|
28.2K
$6.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 3.8% |
$152K - $188K
|
30.5K
$6.95M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.21K- 29.78% |
$152K - $188K
|
2.85K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.21K- 2.35% |
$152K - $188K
|
50.2K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1.21K- 0.97% |
$153K - $189K
|
123K
$28.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.22K- 1.14% |
$153K - $189K
|
106K
$24.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.22K- 1.11% |
$153K - $190K
|
108K
$24.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.22K- 8.51% |
$154K - $190K
|
13.1K
$2.99M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.22K- 1.52% |
$154K - $190K
|
79.1K
$18M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.22K- 1.52% |
$154K - $190K
|
79.4K
$18.1M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.22K- 4.78% |
$154K - $190K
|
24.4K
$5.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-1.22K- 1.78% |
$154K - $191K
|
67.6K
$15.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.23K- 1.32% |
$155K - $191K
|
91.6K
$20.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.23K- 2.24% |
$155K - $192K
|
53.8K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.23K- 3.0% |
$155K - $192K
|
39.9K
$9.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.24K- 10.94% |
$156K - $193K
|
10.1K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 3.34% |
$156K - $193K
|
35.9K
$8.19M
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-1.25K- 4.59% |
$157K - $194K
|
25.9K
$5.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.25K- 3.58% |
$157K - $194K
|
33.5K
$7.64M
|