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 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2.09K- 5.51% |
$263K - $325K
|
35.8K
$8.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.09K- 1.76% |
$263K - $325K
|
116K
$26.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 0.97% |
$264K - $327K
|
214K
$48.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-2.1K- 2.94% |
$264K - $327K
|
69.2K
$15.8M
|
|
|
Apr 26, 2023
Q4 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.1K- 3.41% |
$265K - $327K
|
59.4K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2.1K- 0.88% |
$265K - $328K
|
236K
$53.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.11K- 3.88% |
$266K - $329K
|
52.4K
$11.9M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.13K- 13.95% |
$269K - $332K
|
13.2K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.13K- 2.22% |
$269K - $332K
|
94K
$21.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.14K- 4.31% |
$270K - $333K
|
47.5K
$10.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.14K- 9.63% |
$270K - $334K
|
20.1K
$4.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.14K- 0.97% |
$270K - $334K
|
219K
$49.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.15K- 14.3% |
$271K - $334K
|
12.9K
$2.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.15K- 0.94% |
$271K - $335K
|
227K
$51.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.16K- 2.68% |
$272K - $336K
|
78.5K
$17.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-2.17K- 6.35% |
$273K - $337K
|
32K
$7.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.18K- 0.92% |
$274K - $339K
|
235K
$53.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.18K- 2.24% |
$274K - $339K
|
94.8K
$21.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.18K- 0.86% |
$275K - $340K
|
252K
$57.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.18K- 8.75% |
$275K - $340K
|
22.8K
$5.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.2K- 5.0% |
$278K - $343K
|
41.8K
$9.52M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-2.2K- 26.4% |
$278K - $343K
|
6.14K
$1.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-2.21K- 8.97% |
$279K - $345K
|
22.5K
$5.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-2.22K- 35.13% |
$280K - $346K
|
4.1K
$933K
|
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-2.23K- 0.94% |
$280K - $347K
|
235K
$53.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.23K- 0.39% |
$281K - $347K
|
565K
$129M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.24K- 2.13% |
$282K - $349K
|
103K
$23.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.24K- 2.99% |
$282K - $349K
|
72.7K
$16.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.25K- 2.77% |
$283K - $350K
|
78.9K
$18M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.26K- 6.63% |
$285K - $352K
|
31.9K
$7.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Bender Robert & Associates
|
SELL
|
- |
-2.27K- 0.49% |
$285K - $353K
|
464K
$106M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-2.27K- 9.77% |
$286K - $353K
|
20.9K
$4.77M
|
|
|
Feb 16, 2023
Q4 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-2.27K- 2.36% |
$286K - $354K
|
94K
$21.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.27K- 4.65% |
$286K - $354K
|
46.6K
$10.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.29K- 4.98% |
$289K - $356K
|
43.7K
$9.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-2.29K- 7.21% |
$289K - $357K
|
29.5K
$6.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.34K- 16.26% |
$295K - $365K
|
12.1K
$2.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-2.36K- 3.02% |
$297K - $367K
|
75.7K
$17.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.36K- 0.67% |
$297K - $367K
|
348K
$79.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.36K- 2.18% |
$298K - $368K
|
106K
$24.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.36K- 0.5% |
$298K - $368K
|
467K
$106M
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.37K- 9.36% |
$298K - $368K
|
22.9K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.37K- 2.18% |
$298K - $368K
|
106K
$24.2M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-2.37K- 0.99% |
$298K - $369K
|
238K
$54.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.38K- 3.44% |
$299K - $370K
|
66.6K
$15.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.38K- 2.29% |
$300K - $371K
|
102K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.38K- 1.85% |
$300K - $371K
|
127K
$28.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-2.39K- 2.29% |
$302K - $373K
|
102K
$23.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 3.18% |
$303K - $374K
|
73.1K
$16.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.42K- 1.32% |
$304K - $376K
|
180K
$41M
|