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 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
140+ 0.04% |
$17.6K - $21.8K
|
325K
$75.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
138+ 0.1% |
$17.4K - $21.5K
|
145K
$33.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
134+ 0.23% |
$16.9K - $20.9K
|
58.2K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
133+ 3.84% |
$16.8K - $20.7K
|
3.6K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
133+ 0.48% |
$16.8K - $20.7K
|
27.9K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
133+ 3.84% |
$16.8K - $20.7K
|
3.6K
$838K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
133+ 0.14% |
$16.8K - $20.7K
|
97.9K
$22.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
132+ 0.61% |
$16.6K - $20.6K
|
21.7K
$5.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
131+ 0.18% |
$16.5K - $20.4K
|
75K
$17.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
130+ 0.93% |
$16.4K - $20.2K
|
14.2K
$3.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
130+ 6.25% |
$16.4K - $20.2K
|
2.21K
$514K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
129+ 2.05% |
$16.3K - $20.1K
|
6.43K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
129+ 0.15% |
$16.3K - $20.1K
|
84.3K
$19.6M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
129+ 0.74% |
$16.3K - $20.1K
|
17.5K
$4.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
128+ 2.06% |
$16.1K - $19.9K
|
6.34K
$1.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
127+ 7.2% |
$16K - $19.8K
|
1.89K
$440K
|
|
|
Feb 09, 2023
Q4 2022
|
Ascension Asset Management LLC
|
BUY
|
- |
127+ 0.28% |
$16K - $19.8K
|
45.6K
$10.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
125+ 0.24% |
$15.8K - $19.5K
|
52.7K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
125+ 0.42% |
$15.8K - $19.5K
|
29.8K
$6.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
124+ 0.16% |
$15.6K - $19.3K
|
79K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
123+ 12.55% |
$15.5K - $19.2K
|
1.1K
$257K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
120+ 0.16% |
$15.1K - $18.7K
|
73.2K
$17M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
119+ 0.54% |
$15K - $18.5K
|
22.1K
$5.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
117+ 0.15% |
$14.7K - $18.2K
|
80.2K
$18.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
117+ 0.25% |
$14.7K - $18.2K
|
46.3K
$10.8M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
117+ 98.32% |
$14.7K - $18.2K
|
236
$54.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.37% |
$14.5K - $17.9K
|
8.53K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
115+ 0.65% |
$14.5K - $17.9K
|
17.8K
$4.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
114+ 0.53% |
$14.4K - $17.8K
|
21.5K
$5.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
112+ 0.16% |
$14.1K - $17.4K
|
70.1K
$16.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
111+ 3.1% |
$14K - $17.3K
|
3.69K
$858K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
111+ 0.51% |
$14K - $17.3K
|
21.9K
$5.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
107+ 0.67% |
$13.5K - $16.7K
|
16.1K
$3.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
107+ 0.54% |
$13.5K - $16.7K
|
20.1K
$4.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
106+ 0.45% |
$13.4K - $16.5K
|
23.8K
$5.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
105+ 1.03% |
$13.2K - $16.4K
|
10.3K
$2.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
104+ 0.3% |
$13.1K - $16.2K
|
34.6K
$8.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
103+ 0.22% |
$13K - $16K
|
46.6K
$10.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
102+ 0.35% |
$12.9K - $15.9K
|
29.3K
$6.82M
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.77% |
$12.6K - $15.6K
|
13.1K
$3.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
100+ 1.19% |
$12.6K - $15.6K
|
8.52K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
100+ 0.32% |
$12.6K - $15.6K
|
31.8K
$7.39M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
100+ 0.77% |
$12.6K - $15.6K
|
13.1K
$3.04M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
100+ 0.58% |
$12.6K - $15.6K
|
17.3K
$4.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
97+ 0.85% |
$12.2K - $15.1K
|
11.4K
$2.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
96+ 0.63% |
$12.1K - $15K
|
15.2K
$3.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
94+ 0.1% |
$11.8K - $14.6K
|
92K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
94New |
$11.8K - $14.6K
|
94
$21.9K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
94+ 0.53% |
$11.8K - $14.6K
|
18K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
92+ 0.79% |
$11.6K - $14.3K
|
11.7K
$2.73M
|