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 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 0.07% |
$2.14K - $2.65K
|
23.8K
$5.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
17+ 0.13% |
$2.14K - $2.65K
|
13K
$3.03M
|
|
|
Mar 03, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
17+ 0.0% |
$2.14K - $2.65K
|
1.95M
$453M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
16+ 0.15% |
$2.02K - $2.49K
|
10.5K
$2.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
16+ 0.11% |
$2.02K - $2.49K
|
14K
$3.26M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
16+ 0.19% |
$2.02K - $2.49K
|
8.35K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
16+ 0.14% |
$2.02K - $2.49K
|
11.4K
$2.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
15+ 0.07% |
$1.89K - $2.34K
|
21.7K
$5.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 0.01% |
$1.89K - $2.34K
|
293K
$68.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14+ 0.09% |
$1.76K - $2.18K
|
14.9K
$3.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13+ 0.02% |
$1.64K - $2.02K
|
70.6K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13+ 0.13% |
$1.64K - $2.02K
|
10K
$2.33M
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
12+ 0.14% |
$1.51K - $1.87K
|
8.34K
$1.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
11+ 0.09% |
$1.39K - $1.71K
|
11.9K
$2.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
11+ 0.02% |
$1.39K - $1.71K
|
44.6K
$10.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
11+ 0.06% |
$1.39K - $1.71K
|
18.4K
$4.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
11+ 0.16% |
$1.39K - $1.71K
|
6.96K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
11+ 0.11% |
$1.39K - $1.71K
|
10.2K
$2.38M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
10+ 0.05% |
$1.26K - $1.56K
|
18.8K
$4.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.03% |
$1.26K - $1.56K
|
28.7K
$6.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
10+ 0.02% |
$1.26K - $1.56K
|
45.3K
$10.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
10+ 0.0% |
$1.26K - $1.56K
|
354K
$82.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
10+ 0.29% |
$1.26K - $1.56K
|
3.43K
$799K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
9+ 0.27% |
$1.13K - $1.4K
|
3.35K
$780K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
9+ 0.14% |
$1.13K - $1.4K
|
6.39K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
9+ 0.13% |
$1.13K - $1.4K
|
7.19K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9+ 0.0% |
$1.13K - $1.4K
|
205K
$47.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8+ 0.03% |
$1.01K - $1.25K
|
23.2K
$5.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
8+ 0.02% |
$1.01K - $1.25K
|
44.5K
$10.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.18% |
$1.01K - $1.25K
|
4.49K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8+ 0.06% |
$1.01K - $1.25K
|
13.1K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
8+ 0.38% |
$1.01K - $1.25K
|
2.12K
$493K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$882 - $1.09K
|
6.09K
$1.42M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$756 - $934
|
53.6K
$12.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
6+ 0.0% |
$756 - $934
|
137K
$31.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
6+ 0.11% |
$756 - $934
|
5.44K
$1.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
6+ 0.04% |
$756 - $934
|
14.7K
$3.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6+ 0.23% |
$756 - $934
|
2.65K
$617K
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6+ 0.05% |
$756 - $934
|
12.7K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$756 - $934
|
13.2K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
6+ 0.08% |
$756 - $934
|
7.99K
$1.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5+ 0.06% |
$630 - $779
|
7.77K
$1.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
5+ 0.21% |
$630 - $779
|
2.43K
$566K
|
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$630 - $779
|
6.55K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.02% |
$630 - $779
|
29.5K
$6.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4+ 0.03% |
$504 - $623
|
11.8K
$2.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$504 - $623
|
10.5K
$2.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4+ 0.12% |
$504 - $623
|
3.44K
$800K
|
|
|
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
4+ 0.03% |
$504 - $623
|
11.7K
$2.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.13% |
$378 - $467
|
2.37K
$550K
|