Purchases and Sales Made in Q3 2022 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.07K+ 0.99% |
$425K - $537K
|
312K
$76.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 4.61% |
$423K - $535K
|
69.6K
$17.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
3.03K+ 0.64% |
$419K - $530K
|
475K
$117M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.02K+ 16.75% |
$417K - $526K
|
21K
$5.16M
|
|
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3K+ 10.14% |
$415K - $524K
|
32.6K
$8M
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3KNew |
$414K - $523K
|
3K
$736K
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
3KNew |
$414K - $523K
|
3K
$735K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.99K+ 10.78% |
$413K - $522K
|
30.7K
$7.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.98K+ 0.72% |
$412K - $520K
|
415K
$102M
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.98K+ 2.21% |
$412K - $520K
|
138K
$33.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 27.55% |
$407K - $514K
|
13.6K
$3.35M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 42.99% |
$407K - $514K
|
9.79K
$2.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.94K+ 0.81% |
$406K - $512K
|
366K
$89.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.92K+ 23.86% |
$403K - $509K
|
15.1K
$3.72M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.92K+ 0.62% |
$403K - $509K
|
475K
$117M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.9K+ 1.6% |
$401K - $506K
|
184K
$45.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.87K+ 1.37% |
$397K - $501K
|
212K
$52M
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
2.86K+ 5.38% |
$396K - $500K
|
56.1K
$13.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.86K+ 40.05% |
$395K - $499K
|
10K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.84K+ 5.68% |
$393K - $496K
|
52.8K
$13M
|
|
|
Oct 26, 2022
Q3 2022
|
Pariax, LLC
|
BUY
|
- |
2.83K+ 18.46% |
$391K - $494K
|
18.2K
$4.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.82K+ 7.29% |
$390K - $493K
|
41.6K
$10.2M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
2.82K+ 1.01% |
$390K - $492K
|
282K
$69.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
2.81K+ 39.68% |
$389K - $491K
|
9.91K
$2.43M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
2.81K+ 15.02% |
$389K - $491K
|
21.5K
$5.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.81K+ 8.51% |
$388K - $490K
|
35.8K
$8.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.81K+ 1.77% |
$388K - $490K
|
161K
$39.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
2.8K+ 1.24% |
$387K - $489K
|
228K
$56M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.8K+ 0.81% |
$386K - $488K
|
347K
$85.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.79K+ 3.14% |
$386K - $487K
|
91.6K
$22.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.78K+ 2.08% |
$384K - $485K
|
136K
$33.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.78K+ 4.59% |
$384K - $485K
|
63.2K
$15.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Oakmont Corp
|
BUY
|
- |
2.78K+ 0.61% |
$384K - $484K
|
455K
$112M
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
2.77K+ 1.89% |
$383K - $484K
|
150K
$36.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.77K+ 50.64% |
$382K - $483K
|
8.23K
$2.02M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.77K+ 12.26% |
$382K - $483K
|
25.3K
$6.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.77K+ 14.05% |
$382K - $483K
|
22.5K
$5.52M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.75K+ 3.23% |
$379K - $479K
|
87.8K
$21.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.74K+ 3.33% |
$379K - $478K
|
84.9K
$20.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.73K+ 37.62% |
$378K - $477K
|
10K
$2.46M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.73K+ 23.54% |
$377K - $476K
|
14.3K
$3.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
BUY
|
- |
2.72K+ 44.43% |
$376K - $475K
|
8.85K
$2.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
2.71K+ 0.3% |
$375K - $473K
|
920K
$226M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.71K+ 1.1% |
$374K - $473K
|
248K
$61M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.7K+ 0.83% |
$373K - $471K
|
329K
$80.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
2.68K+ 3.46% |
$371K - $468K
|
80.3K
$19.7M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.67K+ 4.67% |
$369K - $467K
|
59.9K
$14.7M
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.65K+ 8.11% |
$367K - $463K
|
35.3K
$8.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.65K+ 3.74% |
$366K - $462K
|
73.5K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.64K+ 9.29% |
$365K - $461K
|
31.1K
$7.63M
|