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 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-2.43K- 6.5% |
$306K - $378K
|
34.9K
$8.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.45K- 1.56% |
$309K - $381K
|
154K
$36.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Hoertkorn Richard Charles
|
SELL
|
- |
-2.46K- 1.74% |
$309K - $382K
|
138K
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2.46K- 5.57% |
$309K - $382K
|
41.6K
$9.82M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-2.46K- 1.44% |
$310K - $383K
|
168K
$39.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.47K- 1.9% |
$311K - $384K
|
127K
$30M
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.47K- 7.67% |
$312K - $385K
|
29.8K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.48K- 3.81% |
$313K - $386K
|
62.6K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.49K- 1.22% |
$313K - $387K
|
201K
$47.4M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.49K- 15.28% |
$314K - $388K
|
13.8K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.5K- 3.38% |
$315K - $389K
|
71.5K
$16.9M
|
|
|
Feb 24, 2023
Q4 2022
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.5K- 3.38% |
$315K - $389K
|
71.5K
$16.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.51K- 0.74% |
$316K - $390K
|
336K
$79.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-2.51K- 5.17% |
$316K - $391K
|
46K
$10.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.53K- 17.84% |
$319K - $394K
|
11.6K
$2.75M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.54K- 22.19% |
$320K - $395K
|
8.9K
$2.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-2.56K- 22.68% |
$323K - $399K
|
8.73K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.56K- 25.61% |
$323K - $399K
|
7.44K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.56K- 2.87% |
$323K - $399K
|
86.6K
$20.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-2.6K- 20.62% |
$328K - $405K
|
10K
$2.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
SELL
|
- |
-2.61K- 11.53% |
$329K - $407K
|
20.1K
$4.73M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.62K- 7.88% |
$330K - $408K
|
30.6K
$7.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.62K- 3.9% |
$330K - $408K
|
64.5K
$15.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-2.62K- 1.28% |
$330K - $408K
|
203K
$47.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.62K- 1.28% |
$331K - $409K
|
202K
$47.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.63K- 14.15% |
$332K - $410K
|
16K
$3.77M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2.64K- 21.59% |
$332K - $411K
|
9.57K
$2.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-2.64K- 2.39% |
$333K - $412K
|
108K
$25.5M
|
|
|
Dec 02, 2024
Q4 2022
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-2.65K- 1.5% |
$334K - $413K
|
174K
$41M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.66K- 3.75% |
$335K - $413K
|
68.2K
$16.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 2.26% |
$336K - $415K
|
115K
$27.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-2.67K- 1.14% |
$336K - $415K
|
231K
$54.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.67K- 20.06% |
$337K - $416K
|
10.6K
$2.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.67K- 0.34% |
$337K - $416K
|
790K
$186M
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-2.68K- 0.47% |
$338K - $417K
|
562K
$133M
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.69K- 7.55% |
$338K - $418K
|
32.9K
$7.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 2.37% |
$340K - $420K
|
111K
$26.2M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-2.7K- 1.46% |
$340K - $421K
|
182K
$42.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.71K- 5.79% |
$342K - $423K
|
44.2K
$10.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.71K- 11.05% |
$342K - $423K
|
21.8K
$5.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-2.71K- 2.5% |
$342K - $423K
|
106K
$24.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.72K- 2.53% |
$342K - $423K
|
105K
$24.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-2.72K- 9.02% |
$343K - $424K
|
27.4K
$6.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.73K- 1.44% |
$345K - $426K
|
187K
$44.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.76K- 23.1% |
$347K - $429K
|
9.17K
$2.16M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.76K- 2.18% |
$348K - $430K
|
124K
$29.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.77K- 0.76% |
$349K - $431K
|
362K
$85.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.79K- 4.38% |
$351K - $434K
|
60.8K
$14.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.8K- 0.89% |
$352K - $435K
|
313K
$73.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-2.8K- 2.05% |
$353K - $436K
|
134K
$31.5M
|