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 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.27K- 6.9% |
$412K - $509K
|
44.1K
$10.4M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.28K- 2.81% |
$413K - $510K
|
113K
$26.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3.28K- 5.53% |
$413K - $510K
|
56K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-3.29K- 3.38% |
$415K - $513K
|
94.2K
$22.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.29K- 8.94% |
$415K - $513K
|
33.5K
$7.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.3K- 10.11% |
$416K - $513K
|
29.3K
$6.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-3.3K- 54.1% |
$416K - $514K
|
2.8K
$661K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-3.31K- 8.6% |
$417K - $515K
|
35.1K
$8.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Puzo Michael J
|
SELL
|
- |
-3.31K- 3.31% |
$417K - $515K
|
96.5K
$22.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.32K- 1.42% |
$419K - $517K
|
230K
$54.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.33K- 1.76% |
$419K - $518K
|
186K
$43.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3.34K- 2.82% |
$420K - $519K
|
115K
$27.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.34K- 1.24% |
$420K - $520K
|
266K
$62.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.34K- 21.82% |
$421K - $520K
|
12K
$2.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-3.34K- 5.24% |
$421K - $520K
|
60.4K
$14.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.35K- 1.06% |
$422K - $522K
|
314K
$74.1M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.36K- 2.59% |
$423K - $523K
|
126K
$29.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-3.37K- 1.08% |
$425K - $525K
|
309K
$73M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.38K- 11.56% |
$426K - $526K
|
25.8K
$6.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-3.39K- 0.96% |
$427K - $527K
|
349K
$82.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.39K- 1.41% |
$427K - $528K
|
237K
$55.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.4K- 6.3% |
$429K - $530K
|
50.6K
$11.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.41K- 1.98% |
$430K - $531K
|
169K
$39.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Vista Finance, LLC
|
SELL
|
- |
-3.41K- 46.79% |
$430K - $531K
|
3.88K
$916K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.42K- 13.1% |
$431K - $533K
|
22.7K
$5.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-3.42K- 6.66% |
$432K - $533K
|
48K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-3.45K- 0.22% |
$435K - $538K
|
1.57M
$371M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-3.46K- 3.14% |
$436K - $538K
|
107K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-3.46K- 4.91% |
$436K - $539K
|
67K
$15.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.47K- 0.94% |
$437K - $541K
|
364K
$85.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3.48K- 1.27% |
$438K - $541K
|
270K
$63.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-3.5K- 26.92% |
$441K - $545K
|
9.5K
$2.24M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.51K- 16.16% |
$442K - $546K
|
18.2K
$4.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.52K- 8.98% |
$444K - $548K
|
35.7K
$8.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.52K- 2.24% |
$444K - $548K
|
154K
$36.3M
|
|
|
Jan 29, 2025
Q4 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-3.52K- 31.64% |
$444K - $549K
|
7.61K
$1.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.53K- 5.63% |
$445K - $549K
|
59.1K
$14M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-3.54K- 4.82% |
$446K - $551K
|
69.9K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.55K- 1.47% |
$447K - $552K
|
237K
$56M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.55K- 4.32% |
$448K - $553K
|
78.6K
$18.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-3.58K- 4.37% |
$451K - $557K
|
78.3K
$18.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-3.58K- 46.34% |
$451K - $557K
|
4.14K
$978K
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3.59K- 3.11% |
$452K - $559K
|
112K
$26.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.59K- 0.47% |
$452K - $559K
|
762K
$180M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.59K- 3.05% |
$452K - $559K
|
114K
$27M
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3.6K- 5.74% |
$454K - $561K
|
59.1K
$14M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 1.87% |
$454K - $561K
|
189K
$44.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-3.6K- 4.3% |
$454K - $561K
|
80.1K
$18.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-3.61K- 1.89% |
$455K - $562K
|
187K
$44.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-3.62K- 1.22% |
$456K - $563K
|
292K
$69M
|