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 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
76.7KNew |
$9.66M - $11.9M
|
76.7K
$18.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
76K+ 18.0% |
$9.58M - $11.8M
|
498K
$118M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
75.4KNew |
$9.5M - $11.7M
|
75.4K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
74.7K+ 23.51% |
$9.41M - $11.6M
|
392K
$92.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
73.3K+ 1148.94% |
$9.24M - $11.4M
|
79.7K
$18.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
73.3K+ 9.47% |
$9.24M - $11.4M
|
847K
$200M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
72.7K+ 18.79% |
$9.16M - $11.3M
|
460K
$108M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
70.9K+ 5.14% |
$8.94M - $11M
|
1.45M
$343M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
70.9K+ 24.75% |
$8.93M - $11M
|
357K
$84.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
70.6KNew |
$8.9M - $11M
|
70.6K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
69.9KNew |
$8.8M - $10.9M
|
69.9K
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
69.6K+ 3.82% |
$8.78M - $10.8M
|
1.89M
$447M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
69.2KNew |
$8.72M - $10.8M
|
69.2K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
69.2K+ 3.69% |
$8.72M - $10.8M
|
1.94M
$459M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
69.1K+ 10.85% |
$8.71M - $10.8M
|
706K
$167M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
68.3K+ 243.2% |
$8.6M - $10.6M
|
96.3K
$22.7M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
67.9KNew |
$8.56M - $10.6M
|
67.9K
$16M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
67.9K+ 268.34% |
$8.56M - $10.6M
|
93.2K
$22M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
67.7K+ 508.97% |
$8.54M - $10.6M
|
81.1K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
66.9KNew |
$8.44M - $10.4M
|
66.9K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
66.6K+ 695.79% |
$8.4M - $10.4M
|
76.2K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
66.5KNew |
$8.38M - $10.4M
|
66.5K
$15.7M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
66.5KNew |
$8.38M - $10.4M
|
66.5K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
66KNew |
$8.31M - $10.3M
|
66K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stf Management LP
Frisco, TX |
BUY
|
- |
65.8KNew |
$8.29M - $10.2M
|
65.8K
$15.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
65.8KNew |
$8.29M - $10.2M
|
65.8K
$15.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
65KNew |
$8.19M - $10.1M
|
65K
$15.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
64.6K+ 52.71% |
$8.14M - $10.1M
|
187K
$44.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
63.8KNew |
$8.04M - $9.94M
|
63.8K
$15.1M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
63.7K+ 23.8% |
$8.03M - $9.93M
|
332K
$78.2M
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
63.5K+ 37.83% |
$8M - $9.89M
|
231K
$54.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
63.4KNew |
$7.99M - $9.87M
|
63.4K
$15M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
62.7KNew |
$7.91M - $9.77M
|
62.7K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
62.6KNew |
$7.88M - $9.74M
|
62.6K
$14.8M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
61.7KNew |
$7.77M - $9.6M
|
61.7K
$14.6M
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
61.1K+ 3.61% |
$7.71M - $9.52M
|
1.76M
$414M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
60.7KNew |
$7.65M - $9.45M
|
60.7K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
60.4K+ 10.88% |
$7.61M - $9.4M
|
616K
$145M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
60.2KNew |
$7.59M - $9.37M
|
60.2K
$14.2M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
58.6KNew |
$7.39M - $9.13M
|
58.6K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
58.3K+ 1.7% |
$7.35M - $9.08M
|
3.49M
$823M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
58.3K+ 3534.08% |
$7.35M - $9.08M
|
59.9K
$14.1M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
58KNew |
$7.32M - $9.04M
|
58K
$13.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
57.9K+ 10.47% |
$7.3M - $9.02M
|
611K
$144M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57.6K+ 19.48% |
$7.26M - $8.97M
|
353K
$83.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
57.1K+ 1.45% |
$7.19M - $8.89M
|
3.99M
$941M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
56.9KNew |
$7.18M - $8.87M
|
56.9K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
56.7KNew |
$7.14M - $8.83M
|
56.7K
$13.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
56.6KNew |
$7.13M - $8.81M
|
56.6K
$13.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56.5K+ 17.24% |
$7.12M - $8.8M
|
384K
$90.7M
|