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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
11.4KNew |
$1.44M - $1.78M
|
11.4K
$2.55M
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
11.4K+ 69.73% |
$1.44M - $1.78M
|
27.8K
$6.21M
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
11.4K+ 4.19% |
$1.44M - $1.77M
|
284K
$63.4M
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
11.4K+ 2.02% |
$1.44M - $1.77M
|
576K
$129M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 5.07% |
$1.43M - $1.77M
|
235K
$52.6M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
11.3K+ 24.27% |
$1.42M - $1.76M
|
57.9K
$12.9M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11.3K+ 1.73% |
$1.42M - $1.76M
|
666K
$149M
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.3K+ 10.18% |
$1.42M - $1.76M
|
122K
$27.3M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
11.3K+ 13.53% |
$1.42M - $1.76M
|
94.6K
$21.2M
|
|
Feb 16, 2023
Q4 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
11.3K+ 37.91% |
$1.42M - $1.76M
|
41K
$9.17M
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
11.2K+ 3.76% |
$1.41M - $1.74M
|
309K
$69.1M
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11KNew |
$1.39M - $1.72M
|
11K
$2.46M
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
11KNew |
$1.39M - $1.72M
|
11K
$2.46M
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
11KNew |
$1.39M - $1.72M
|
11K
$2.46M
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
11K+ 9.06% |
$1.39M - $1.71M
|
132K
$29.6M
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$1.39M - $1.71M
|
11K
$2.46M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11K+ 0.79% |
$1.38M - $1.71M
|
1.39M
$312M
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
10.9KNew |
$1.38M - $1.7M
|
10.9K
$2.45M
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
10.9K+ 6.75% |
$1.38M - $1.7M
|
173K
$38.7M
|
|
Feb 13, 2023
Q4 2022
|
Park Circle CO
|
BUY
|
- |
10.9KNew |
$1.37M - $1.7M
|
10.9K
$2.44M
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10.8K+ 3.3% |
$1.37M - $1.69M
|
339K
$75.9M
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.8K+ 3.1% |
$1.36M - $1.69M
|
360K
$80.5M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.8K+ 1.54% |
$1.36M - $1.68M
|
714K
$160M
|
|
May 16, 2023
Q4 2022
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
10.8KNew |
$1.36M - $1.68M
|
10.8K
$2.41M
|
|
Feb 03, 2023
Q4 2022
|
Ycg, LLC
|
BUY
|
- |
10.7K+ 6.72% |
$1.35M - $1.67M
|
171K
$38.2M
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.7KNew |
$1.35M - $1.67M
|
10.7K
$2.4M
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
10.7K+ 21.86% |
$1.35M - $1.67M
|
59.7K
$13.4M
|
|
Jan 26, 2023
Q4 2022
|
Galibier Capital Management Ltd.
|
BUY
|
- |
10.7K+ 132.9% |
$1.35M - $1.67M
|
18.8K
$4.2M
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
10.7K+ 4.5% |
$1.35M - $1.67M
|
248K
$55.5M
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
10.6K+ 7.74% |
$1.34M - $1.66M
|
148K
$33.2M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
10.6KNew |
$1.34M - $1.66M
|
10.6K
$2.38M
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
10.6K+ 1733.72% |
$1.34M - $1.65M
|
11.2K
$2.51M
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10.5K+ 42.87% |
$1.32M - $1.63M
|
34.9K
$7.81M
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.5K+ 15.86% |
$1.32M - $1.63M
|
76.6K
$17.1M
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10.5KNew |
$1.32M - $1.63M
|
10.5K
$2.34M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.4K+ 5.94% |
$1.31M - $1.62M
|
186K
$41.5M
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.4K+ 5.76% |
$1.31M - $1.62M
|
191K
$42.7M
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
10.4KNew |
$1.31M - $1.62M
|
10.4K
$2.32M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.3K+ 2.86% |
$1.3M - $1.61M
|
372K
$83.3M
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
10.3K+ 27.94% |
$1.3M - $1.61M
|
47.2K
$10.6M
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
10.3KNew |
$1.3M - $1.61M
|
10.3K
$2.31M
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 38.46% |
$1.3M - $1.61M
|
37.1K
$8.3M
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.3K+ 57.24% |
$1.3M - $1.6M
|
28.2K
$6.32M
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
10.3K+ 61.46% |
$1.29M - $1.6M
|
27K
$6.03M
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
10.2K+ 1.32% |
$1.29M - $1.59M
|
787K
$176M
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10.2KNew |
$1.29M - $1.59M
|
10.2K
$2.29M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.2K+ 8.23% |
$1.28M - $1.59M
|
134K
$30M
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
10K+ 48.58% |
$1.26M - $1.56M
|
30.6K
$6.85M
|
|
Jan 24, 2023
Q4 2022
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
10K+ 50.0% |
$1.26M - $1.56M
|
30K
$6.71M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.94K+ 3.9% |
$1.25M - $1.55M
|
265K
$59.2M
|