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
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
39.4K+ 13.8% |
$4.96M - $6.13M
|
324K
$72.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
39.2K+ 4.48% |
$4.94M - $6.11M
|
914K
$205M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
38.7K+ 44.1% |
$4.88M - $6.03M
|
127K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
38.2K+ 21.93% |
$4.82M - $5.96M
|
213K
$47.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
37.8KNew |
$4.77M - $5.89M
|
37.8K
$8.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37.7KNew |
$4.75M - $5.87M
|
37.7K
$8.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
37KNew |
$4.66M - $5.76M
|
37K
$8.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
37K+ 38.8% |
$4.66M - $5.76M
|
132K
$29.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
36.9KNew |
$4.64M - $5.74M
|
36.9K
$8.25M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36.8KNew |
$4.63M - $5.73M
|
36.8K
$8.23M
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
36.6K+ 74.19% |
$4.62M - $5.71M
|
86K
$19.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
36.6K+ 3.31% |
$4.61M - $5.69M
|
1.14M
$255M
|
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
36.4K+ 1744.99% |
$4.59M - $5.67M
|
38.5K
$8.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
36.3K+ 22.32% |
$4.57M - $5.65M
|
199K
$44.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
36.2K+ 7.42% |
$4.57M - $5.64M
|
525K
$117M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
36.2KNew |
$4.56M - $5.64M
|
36.2K
$8.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
36.1KNew |
$4.55M - $5.62M
|
36.1K
$8.07M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35.9KNew |
$4.53M - $5.6M
|
35.9K
$8.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
35.9KNew |
$4.52M - $5.59M
|
35.9K
$8.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
35.8K+ 10.35% |
$4.52M - $5.58M
|
382K
$85.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35.7K+ 4.55% |
$4.5M - $5.56M
|
821K
$184M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
35.5KNew |
$4.47M - $5.53M
|
35.5K
$7.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
35.4KNew |
$4.46M - $5.51M
|
35.4K
$7.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
35.2K+ 32.33% |
$4.44M - $5.48M
|
144K
$32.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
35.1KNew |
$4.42M - $5.46M
|
35.1K
$7.85M
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
34.8K+ 1243.08% |
$4.38M - $5.41M
|
37.6K
$8.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
34.6K+ 11.35% |
$4.36M - $5.39M
|
339K
$76M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
34.5KNew |
$4.35M - $5.38M
|
34.5K
$7.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
34.5KNew |
$4.35M - $5.37M
|
34.5K
$7.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
34.3KNew |
$4.33M - $5.34M
|
34.3K
$7.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
34.1K+ 6.52% |
$4.3M - $5.32M
|
557K
$125M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.1K+ 11.82% |
$4.29M - $5.31M
|
322K
$72.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
33.8KNew |
$4.26M - $5.26M
|
33.8K
$7.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
33.6K+ 111.9% |
$4.23M - $5.23M
|
63.6K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.6K+ 13.54% |
$4.23M - $5.23M
|
281K
$63M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.6K+ 13.54% |
$4.23M - $5.23M
|
281K
$63M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
33.4KNew |
$4.2M - $5.19M
|
33.4K
$7.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
33.2K+ 0.5% |
$4.19M - $5.17M
|
6.71M
$1.5B
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
33.2K+ 14.24% |
$4.18M - $5.17M
|
266K
$59.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
32.9K+ 8.17% |
$4.15M - $5.13M
|
436K
$97.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
32.9K+ 17.17% |
$4.15M - $5.13M
|
225K
$50.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
32.7K+ 18.27% |
$4.13M - $5.1M
|
212K
$47.4M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
32.7KNew |
$4.13M - $5.1M
|
32.7K
$7.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
32.7K+ 70.5% |
$4.12M - $5.09M
|
79K
$17.7M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
32.6KNew |
$4.11M - $5.08M
|
32.6K
$7.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
32.4K+ 10.2% |
$4.09M - $5.05M
|
350K
$78.4M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
32.2K+ 25.17% |
$4.06M - $5.02M
|
160K
$35.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
32.1KNew |
$4.04M - $4.99M
|
32.1K
$7.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
31.4KNew |
$3.96M - $4.89M
|
31.4K
$7.03M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
31.4KNew |
$3.96M - $4.89M
|
31.4K
$7.03M
|