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 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-14.2K- 87.84% |
$1.79M - $2.21M
|
1.96K
$463K
|
|
Feb 07, 2023
Q4 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-14.2K- 46.98% |
$1.79M - $2.21M
|
16K
$3.78M
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-14.2K- 2.0% |
$1.79M - $2.22M
|
696K
$164M
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-14.3K- 2.99% |
$1.8M - $2.23M
|
464K
$109M
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 2.12% |
$1.8M - $2.23M
|
662K
$156M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-14.4K- 3.18% |
$1.81M - $2.24M
|
437K
$103M
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-14.4K- 30.77% |
$1.81M - $2.24M
|
32.4K
$7.65M
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-14.5K- 1.9% |
$1.83M - $2.26M
|
750K
$177M
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-14.7K- 2.04% |
$1.86M - $2.29M
|
708K
$167M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14.9K- 3.38% |
$1.87M - $2.31M
|
424K
$100M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-14.9K- 6.11% |
$1.88M - $2.32M
|
230K
$54.2M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15K- 1.43% |
$1.89M - $2.33M
|
1.03M
$244M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-15K- 10.05% |
$1.89M - $2.33M
|
134K
$31.7M
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-15K- 14.72% |
$1.89M - $2.34M
|
86.9K
$20.5M
|
|
Jan 24, 2023
Q4 2022
|
Lannebo Fonder Ab
|
SELL
|
- |
-15K- 6.82% |
$1.89M - $2.34M
|
205K
$48.4M
|
|
Feb 10, 2023
Q4 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-15K- 19.2% |
$1.89M - $2.34M
|
63.2K
$14.9M
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-15.1K- 46.09% |
$1.91M - $2.36M
|
17.7K
$4.18M
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-15.2K- 45.11% |
$1.91M - $2.36M
|
18.4K
$4.35M
|
|
Feb 14, 2023
Q4 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-15.2K- 89.54% |
$1.92M - $2.37M
|
1.78K
$420K
|
|
Feb 07, 2023
Q4 2022
|
Consolidated Investment Group LLC
|
SELL
|
- |
-15.2K- 15.35% |
$1.92M - $2.37M
|
84.1K
$19.8M
|
|
Feb 10, 2023
Q4 2022
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-15.3K- 26.74% |
$1.93M - $2.38M
|
41.9K
$9.89M
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-15.4K- 24.2% |
$1.94M - $2.39M
|
48.2K
$11.4M
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-15.5K- 9.56% |
$1.95M - $2.41M
|
146K
$34.5M
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-15.5K- 13.38% |
$1.95M - $2.41M
|
100K
$23.6M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-15.5K- 1.01% |
$1.96M - $2.42M
|
1.52M
$358M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-15.5K- 4.14% |
$1.96M - $2.42M
|
360K
$84.9M
|
|
Feb 13, 2023
Q4 2022
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-15.7K- 5.84% |
$1.98M - $2.45M
|
253K
$59.8M
|
|
Feb 14, 2023
Q4 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-16K- 38.88% |
$2.02M - $2.49M
|
25.2K
$5.94M
|
|
Feb 14, 2023
Q4 2022
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-16.1K- 9.62% |
$2.03M - $2.51M
|
151K
$35.7M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 11.65% |
$2.04M - $2.52M
|
123K
$28.9M
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16.3K- 8.86% |
$2.06M - $2.54M
|
168K
$39.6M
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-16.3K- 32.46% |
$2.06M - $2.54M
|
34K
$8.02M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-16.4K- 1.1% |
$2.06M - $2.55M
|
1.47M
$347M
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-16.4K- 7.12% |
$2.07M - $2.56M
|
214K
$50.6M
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-16.4K- 3.24% |
$2.07M - $2.56M
|
491K
$116M
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16.5K- 9.32% |
$2.08M - $2.57M
|
161K
$37.9M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-16.6K- 13.8% |
$2.09M - $2.58M
|
103K
$24.4M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-16.6K- 1.57% |
$2.1M - $2.59M
|
1.04M
$246M
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-16.9K- 36.96% |
$2.13M - $2.63M
|
28.8K
$6.79M
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-17K- 13.85% |
$2.14M - $2.64M
|
106K
$24.9M
|
|
Feb 10, 2023
Q4 2022
|
General American Investors CO Inc
|
SELL
|
- |
-17K- 5.03% |
$2.14M - $2.65M
|
321K
$75.8M
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-17.1K- 3.84% |
$2.15M - $2.66M
|
428K
$101M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.2K- 5.91% |
$2.17M - $2.68M
|
274K
$64.7M
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-17.2K- 13.83% |
$2.17M - $2.68M
|
107K
$25.3M
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-17.2K- 40.01% |
$2.17M - $2.68M
|
25.8K
$6.09M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-17.4K- 8.98% |
$2.2M - $2.71M
|
176K
$41.6M
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-17.5K- 7.76% |
$2.2M - $2.72M
|
208K
$49M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 4.25% |
$2.21M - $2.73M
|
394K
$93M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-17.5K- 9.01% |
$2.21M - $2.73M
|
177K
$41.8M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.6K- 0.94% |
$2.21M - $2.74M
|
1.85M
$437M
|