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 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4.04K- 5.93% |
$509K - $628K
|
64K
$15.1M
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.05K- 5.53% |
$510K - $630K
|
69.2K
$16.3M
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.05K- 4.47% |
$510K - $630K
|
86.6K
$20.4M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-4.06K- 0.68% |
$511K - $632K
|
592K
$140M
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.06K- 22.87% |
$512K - $633K
|
13.7K
$3.23M
|
|
Feb 10, 2023
Q4 2022
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-4.07K- 4.02% |
$513K - $634K
|
97.2K
$22.9M
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-4.08K- 1.72% |
$514K - $635K
|
233K
$55M
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 23.22% |
$514K - $635K
|
13.5K
$3.18M
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4.08K- 9.74% |
$515K - $636K
|
37.8K
$8.93M
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.09K- 3.27% |
$515K - $636K
|
121K
$28.5M
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-4.1K- 7.15% |
$516K - $638K
|
53.2K
$12.6M
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-4.1K- 1.85% |
$516K - $638K
|
218K
$51.4M
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-4.1K- 12.02% |
$517K - $638K
|
30K
$7.08M
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
SELL
|
- |
-4.11K- 32.24% |
$518K - $640K
|
8.63K
$2.04M
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.15K- 4.96% |
$523K - $647K
|
79.5K
$18.8M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-4.17K- 3.14% |
$525K - $649K
|
129K
$30.4M
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.17K- 3.27% |
$526K - $650K
|
124K
$29.2M
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.17K- 11.32% |
$526K - $650K
|
32.7K
$7.72M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.18K- 2.35% |
$527K - $651K
|
174K
$41M
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.18K- 1.97% |
$527K - $651K
|
208K
$49.2M
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4.19K- 11.46% |
$528K - $652K
|
32.4K
$7.64M
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.2K- 3.33% |
$530K - $655K
|
122K
$28.8M
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.22K- 2.53% |
$532K - $657K
|
162K
$38.3M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.23K- 5.87% |
$533K - $658K
|
67.8K
$16M
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-4.24K- 2.12% |
$534K - $660K
|
195K
$46.1M
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.26K- 4.25% |
$537K - $663K
|
95.8K
$22.6M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.27K- 0.28% |
$538K - $665K
|
1.51M
$356M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.27K- 3.18% |
$539K - $666K
|
130K
$30.7M
|
|
Jan 23, 2023
Q4 2022
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-4.28K- 2.43% |
$539K - $666K
|
172K
$40.5M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.28K- 0.21% |
$540K - $667K
|
2.02M
$476M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.28K- 3.74% |
$540K - $667K
|
110K
$26M
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-4.29K- 1.7% |
$541K - $668K
|
247K
$58.4M
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.29K- 3.43% |
$541K - $668K
|
121K
$28.5M
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.31K- 5.57% |
$543K - $671K
|
73.1K
$17.3M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.31K- 1.33% |
$543K - $671K
|
319K
$75.3M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-4.35K- 13.35% |
$548K - $677K
|
28.2K
$6.66M
|
|
Feb 14, 2023
Q4 2022
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-4.35K- 5.49% |
$548K - $677K
|
74.8K
$17.7M
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-4.36K- 11.84% |
$550K - $679K
|
32.5K
$7.67M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-4.37K- 2.23% |
$551K - $681K
|
191K
$45.2M
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.37K- 4.78% |
$551K - $681K
|
87.2K
$20.6M
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.39K- 3.45% |
$553K - $684K
|
123K
$29M
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-4.39K- 2.44% |
$553K - $684K
|
176K
$41.5M
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.42K- 7.92% |
$557K - $688K
|
51.3K
$12.1M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.43K- 0.66% |
$558K - $689K
|
662K
$156M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.43K- 6.6% |
$558K - $690K
|
62.6K
$14.8M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-4.43K- 1.69% |
$558K - $690K
|
258K
$61M
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.43K- 3.2% |
$559K - $690K
|
134K
$31.7M
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.43K- 9.6% |
$559K - $691K
|
41.8K
$9.85M
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.44K- 12.95% |
$559K - $691K
|
29.8K
$7.04M
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.47K- 1.05% |
$563K - $696K
|
422K
$99.6M
|