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 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.94K+ 2.14% |
$370K - $457K
|
140K
$33M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
2.91K+ 12.39% |
$367K - $453K
|
26.4K
$6.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.9K+ 8.49% |
$366K - $452K
|
37.1K
$8.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.9KNew |
$366K - $452K
|
2.9K
$685K
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
2.88KNew |
$363K - $449K
|
2.88K
$681K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.88K+ 0.92% |
$363K - $449K
|
317K
$74.9M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.88K+ 6.68% |
$363K - $448K
|
45.9K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.82KNew |
$356K - $439K
|
2.82K
$666K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
2.82KNew |
$355K - $439K
|
2.82K
$666K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.81K+ 10.95% |
$354K - $438K
|
28.5K
$6.72M
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.8K+ 3.7% |
$353K - $436K
|
78.5K
$18.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.8K+ 2500.0% |
$353K - $436K
|
2.91K
$687K
|
|
|
Feb 02, 2023
Q4 2022
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
2.8KNew |
$353K - $436K
|
2.8K
$661K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.77K+ 8.36% |
$350K - $432K
|
35.9K
$8.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.76K+ 3.99% |
$347K - $429K
|
71.9K
$17M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
2.75K+ 2.74% |
$347K - $429K
|
103K
$24.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
2.75K+ 2.08% |
$347K - $428K
|
135K
$31.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.75K+ 3.63% |
$346K - $428K
|
78.5K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.74K+ 3.97% |
$345K - $427K
|
71.8K
$16.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.72KNew |
$343K - $424K
|
2.72K
$642K
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
2.71K+ 3.33% |
$341K - $422K
|
84K
$19.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
2.7K+ 14.78% |
$341K - $421K
|
21K
$4.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.7K+ 0.37% |
$341K - $421K
|
726K
$171M
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
2.7K+ 4.06% |
$340K - $420K
|
69.1K
$16.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.68K+ 28.2% |
$337K - $417K
|
12.2K
$2.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 2.3% |
$332K - $411K
|
117K
$27.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.62KNew |
$330K - $408K
|
2.62K
$618K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.62K+ 4.27% |
$330K - $408K
|
63.8K
$15.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.61K+ 1.62% |
$329K - $407K
|
164K
$38.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.61K+ 0.05% |
$329K - $406K
|
5.28M
$1.25B
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.6K+ 0.72% |
$327K - $404K
|
361K
$85.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
2.59K+ 7.48% |
$326K - $403K
|
37.1K
$8.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.55K+ 2.38% |
$322K - $398K
|
110K
$26M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.55K+ 9.24% |
$321K - $397K
|
30.1K
$7.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
2.53K+ 2.33% |
$319K - $394K
|
111K
$26.2M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.51K+ 92.72% |
$316K - $391K
|
5.22K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.51K+ 1.86% |
$316K - $390K
|
137K
$32.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.5K+ 31.82% |
$315K - $390K
|
10.4K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Securities, Inc.
New York, NY |
BUY
|
- |
2.5KNew |
$315K - $389K
|
2.5K
$590K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
2.49K+ 5.73% |
$313K - $387K
|
45.9K
$10.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.48K+ 9.5% |
$312K - $385K
|
28.5K
$6.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
2.47KNew |
$311K - $385K
|
2.47K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
2.46K+ 1.32% |
$311K - $384K
|
189K
$44.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.46K+ 0.83% |
$310K - $383K
|
300K
$70.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.45K+ 0.3% |
$309K - $382K
|
830K
$196M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.45K+ 1.64% |
$309K - $382K
|
152K
$36M
|
|
|
Jan 20, 2023
Q4 2022
|
Harvey Investment CO LLC
|
BUY
|
- |
2.45K+ 17.89% |
$309K - $382K
|
16.1K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.45KNew |
$309K - $381K
|
2.45K
$578K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.42K+ 1.69% |
$305K - $377K
|
146K
$34.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.4K+ 8.98% |
$302K - $374K
|
29.1K
$6.87M
|