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 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
56KNew |
$7.06M - $8.72M
|
56K
$12.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
56K+ 4.24% |
$7.05M - $8.72M
|
1.38M
$308M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
55.9K+ 5.99% |
$7.05M - $8.71M
|
990K
$222M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
55KNew |
$6.93M - $8.57M
|
55K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
54.2K+ 11.1% |
$6.83M - $8.44M
|
542K
$121M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
54.1K+ 271.94% |
$6.82M - $8.43M
|
74K
$16.6M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
53.9KNew |
$6.79M - $8.4M
|
53.9K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
53.9K+ 9.61% |
$6.79M - $8.39M
|
614K
$137M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
53.5KNew |
$6.75M - $8.34M
|
53.5K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
52.9KNew |
$6.67M - $8.24M
|
52.9K
$11.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
52.8K+ 43.12% |
$6.65M - $8.22M
|
175K
$39.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
52.7K+ 28.44% |
$6.64M - $8.2M
|
238K
$53.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
52.6K+ 9.85% |
$6.64M - $8.2M
|
587K
$131M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
52.5K+ 266.16% |
$6.62M - $8.17M
|
72.2K
$16.2M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
52.4KNew |
$6.6M - $8.16M
|
52.4K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
52.4K+ 1.32% |
$6.6M - $8.16M
|
4.02M
$901M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
52.2K+ 299.19% |
$6.58M - $8.14M
|
69.7K
$15.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
51.7KNew |
$6.51M - $8.05M
|
51.7K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
50.4K+ 87.71% |
$6.35M - $7.84M
|
108K
$24.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
50.3K+ 94.76% |
$6.33M - $7.83M
|
103K
$23.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50KNew |
$6.3M - $7.79M
|
50K
$11.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
49.6K+ 13.81% |
$6.25M - $7.73M
|
409K
$91.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
49.6KNew |
$6.25M - $7.72M
|
49.6K
$11.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
49.5KNew |
$6.24M - $7.71M
|
49.5K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
49.4KNew |
$6.22M - $7.69M
|
49.4K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
49.3K+ 176.54% |
$6.22M - $7.68M
|
77.3K
$17.3M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
49.3K+ 974.48% |
$6.21M - $7.68M
|
54.3K
$12.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
48.4K+ 2.24% |
$6.1M - $7.54M
|
2.21M
$495M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
47.8KNew |
$6.02M - $7.44M
|
47.8K
$10.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
47.5K+ 41.91% |
$5.99M - $7.4M
|
161K
$36M
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
46.7K+ 1243.8% |
$5.88M - $7.27M
|
50.4K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
45.9K+ 1.49% |
$5.79M - $7.16M
|
3.12M
$699M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
45.4K+ 15.12% |
$5.73M - $7.08M
|
346K
$77.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
44.9K+ 109.24% |
$5.66M - $6.99M
|
86K
$19.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
44.6K+ 18.96% |
$5.62M - $6.94M
|
280K
$62.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
44KNew |
$5.55M - $6.85M
|
44K
$9.85M
|
|
|
Feb 21, 2023
Q4 2022
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
44KNew |
$5.55M - $6.85M
|
44K
$9.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
43.8KNew |
$5.52M - $6.82M
|
43.8K
$9.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43.7K+ 105.18% |
$5.51M - $6.81M
|
85.3K
$19.1M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
42.8KNew |
$5.39M - $6.67M
|
42.8K
$9.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
42.7K+ 22.01% |
$5.38M - $6.65M
|
237K
$53M
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
42.5K+ 8.02% |
$5.35M - $6.62M
|
572K
$128M
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
42.2KNew |
$5.32M - $6.58M
|
42.2K
$9.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
42KNew |
$5.29M - $6.54M
|
42K
$9.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
41.8K+ 1.94% |
$5.27M - $6.52M
|
2.2M
$492M
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
41.6K+ 37.36% |
$5.24M - $6.47M
|
153K
$34.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
40.5KNew |
$5.1M - $6.31M
|
40.5K
$9.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
40.1KNew |
$5.06M - $6.25M
|
40.1K
$8.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
40.1K+ 24.29% |
$5.05M - $6.24M
|
205K
$45.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
39.7K+ 33.81% |
$5M - $6.18M
|
157K
$35.2M
|