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
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
91+ 0.39% |
$11.5K - $14.2K
|
23.2K
$5.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
91+ 2.33% |
$11.5K - $14.2K
|
4K
$930K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
91+ 0.13% |
$11.5K - $14.2K
|
69.7K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
91+ 1.19% |
$11.5K - $14.2K
|
7.76K
$1.81M
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
91+ 0.52% |
$11.5K - $14.2K
|
17.7K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
89+ 2.54% |
$11.2K - $13.9K
|
3.59K
$835K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
87+ 0.37% |
$11K - $13.5K
|
23.6K
$5.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
86+ 0.53% |
$10.8K - $13.4K
|
16.3K
$3.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
84+ 0.08% |
$10.6K - $13.1K
|
103K
$24M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
84+ 0.13% |
$10.6K - $13.1K
|
66.7K
$15.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
82+ 0.1% |
$10.3K - $12.8K
|
81.3K
$18.9M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
81+ 1.1% |
$10.2K - $12.6K
|
7.45K
$1.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
80+ 0.09% |
$10.1K - $12.5K
|
94.2K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
80+ 0.46% |
$10.1K - $12.5K
|
17.4K
$4.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
79+ 0.24% |
$9.96K - $12.3K
|
32.9K
$7.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.11% |
$9.96K - $12.3K
|
71.6K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
77+ 0.07% |
$9.71K - $12K
|
103K
$24.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
75+ 0.13% |
$9.45K - $11.7K
|
57.6K
$13.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
75+ 1.85% |
$9.45K - $11.7K
|
4.14K
$962K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
75+ 1.19% |
$9.45K - $11.7K
|
6.38K
$1.49M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
75+ 0.16% |
$9.45K - $11.7K
|
46.8K
$10.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
74+ 0.14% |
$9.33K - $11.5K
|
52.1K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
74+ 1.05% |
$9.33K - $11.5K
|
7.14K
$1.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
72+ 0.04% |
$9.07K - $11.2K
|
184K
$42.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Boit C F David
Boston, MA |
BUY
|
- |
72+ 0.3% |
$9.07K - $11.2K
|
24.2K
$5.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
71+ 1.57% |
$8.95K - $11.1K
|
4.59K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
71+ 0.39% |
$8.95K - $11.1K
|
18.2K
$4.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
69+ 0.13% |
$8.7K - $10.7K
|
52.4K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
69+ 0.25% |
$8.7K - $10.7K
|
27.9K
$6.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
68+ 2.68% |
$8.57K - $10.6K
|
2.61K
$606K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
66+ 0.46% |
$8.32K - $10.3K
|
14.4K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
65+ 0.15% |
$8.19K - $10.1K
|
44.6K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
64+ 0.1% |
$8.07K - $9.97K
|
67.2K
$15.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
64+ 0.1% |
$8.07K - $9.97K
|
61.9K
$14.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
62+ 0.11% |
$7.81K - $9.66K
|
58.8K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
61+ 0.09% |
$7.69K - $9.5K
|
70.2K
$16.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.15% |
$7.56K - $9.34K
|
41.2K
$9.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
60+ 0.11% |
$7.56K - $9.34K
|
53K
$12.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
60+ 0.11% |
$7.56K - $9.34K
|
56.2K
$13.1M
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.15% |
$7.56K - $9.34K
|
41.2K
$9.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
59+ 0.1% |
$7.44K - $9.19K
|
58.8K
$13.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
59+ 0.08% |
$7.44K - $9.19K
|
69.9K
$16.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
57+ 0.12% |
$7.18K - $8.88K
|
47.6K
$11.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
56+ 1.43% |
$7.06K - $8.72K
|
3.98K
$926K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
56+ 0.16% |
$7.06K - $8.72K
|
34.4K
$7.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
54+ 0.11% |
$6.81K - $8.41K
|
47.2K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
53+ 0.29% |
$6.68K - $8.25K
|
18.1K
$4.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.14% |
$6.68K - $8.25K
|
37.6K
$8.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
53New |
$6.68K - $8.25K
|
53
$12.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.06% |
$6.3K - $7.79K
|
86.7K
$20.2M
|