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 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
24.9KNew |
$3.14M - $3.88M
|
24.9K
$5.57M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
24.6KNew |
$3.1M - $3.83M
|
24.6K
$5.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
24.5KNew |
$3.09M - $3.82M
|
24.5K
$5.48M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.5K+ 0.21% |
$3.09M - $3.82M
|
11.7M
$2.62B
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.5KNew |
$3.09M - $3.81M
|
24.5K
$5.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
24.3K+ 25.52% |
$3.07M - $3.79M
|
120K
$26.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
24.2KNew |
$3.05M - $3.77M
|
24.2K
$5.42M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
24.1KNew |
$3.04M - $3.76M
|
24.1K
$5.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
24.1K+ 40.81% |
$3.04M - $3.76M
|
83.2K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
24.1KNew |
$3.03M - $3.75M
|
24.1K
$5.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
24KNew |
$3.03M - $3.74M
|
24K
$5.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24K+ 3.03% |
$3.02M - $3.74M
|
816K
$183M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
24K+ 3.28% |
$3.02M - $3.73M
|
755K
$169M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
23.9K+ 30.27% |
$3.01M - $3.72M
|
103K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23.7KNew |
$2.99M - $3.69M
|
23.7K
$5.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
23.6K+ 45.81% |
$2.98M - $3.68M
|
75.2K
$16.8M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
23.5K+ 20.88% |
$2.96M - $3.66M
|
136K
$30.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
23.4K+ 7.09% |
$2.95M - $3.64M
|
353K
$79M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
23.4K+ 2.29% |
$2.94M - $3.64M
|
1.04M
$234M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
23.4KNew |
$2.94M - $3.64M
|
23.4K
$5.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
23.3K+ 14.53% |
$2.94M - $3.63M
|
184K
$41.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
23.3KNew |
$2.93M - $3.62M
|
23.3K
$5.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
23.1K+ 0.55% |
$2.91M - $3.6M
|
4.22M
$943M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
23K+ 18.78% |
$2.9M - $3.59M
|
146K
$32.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Westwood Management Corp
|
BUY
|
- |
23K+ 207.36% |
$2.9M - $3.58M
|
34.1K
$7.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
22.9K+ 29.71% |
$2.89M - $3.57M
|
100K
$22.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
22.8KNew |
$2.87M - $3.55M
|
22.8K
$5.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
22.7K+ 55.87% |
$2.86M - $3.53M
|
63.2K
$14.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
22.6K+ 105.1% |
$2.85M - $3.52M
|
44.1K
$9.86M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
22.5KNew |
$2.83M - $3.5M
|
22.5K
$5.03M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
22.3KNew |
$2.81M - $3.47M
|
22.3K
$4.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
22.3KNew |
$2.81M - $3.47M
|
22.3K
$4.98M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
22.1KNew |
$2.78M - $3.44M
|
22.1K
$4.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
22KNew |
$2.78M - $3.43M
|
22K
$4.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
21.9KNew |
$2.76M - $3.41M
|
21.9K
$4.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
21.7KNew |
$2.74M - $3.39M
|
21.7K
$4.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
21.7KNew |
$2.74M - $3.39M
|
21.7K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
21.5KNew |
$2.71M - $3.35M
|
21.5K
$4.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
21.5KNew |
$2.71M - $3.34M
|
21.5K
$4.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
21.5K+ 134.39% |
$2.71M - $3.34M
|
37.4K
$8.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
21.3KNew |
$2.68M - $3.31M
|
21.3K
$4.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
21.2KNew |
$2.67M - $3.3M
|
21.2K
$4.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21.1KNew |
$2.66M - $3.28M
|
21.1K
$4.72M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
21.1KNew |
$2.66M - $3.28M
|
21.1K
$4.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21K+ 19.34% |
$2.65M - $3.28M
|
130K
$29M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
21KNew |
$2.65M - $3.27M
|
21K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
20.8KNew |
$2.62M - $3.23M
|
20.8K
$4.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
20.7K+ 2.73% |
$2.61M - $3.23M
|
779K
$174M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
20.7KNew |
$2.61M - $3.23M
|
20.7K
$4.63M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
20.6KNew |
$2.6M - $3.21M
|
20.6K
$4.61M
|