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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
750+ 1.31% |
$104K - $131K
|
57.8K
$14.2M
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
750+ 3.15% |
$104K - $131K
|
24.5K
$6.03M
|
|
Oct 25, 2022
Q3 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
749+ 3.3% |
$104K - $131K
|
23.4K
$5.75M
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
747+ 0.29% |
$103K - $130K
|
254K
$62.4M
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
746+ 0.45% |
$103K - $130K
|
166K
$40.7M
|
|
Nov 07, 2022
Q3 2022
|
Prospect Hill Management, LLC
|
BUY
|
- |
740+ 0.14% |
$102K - $129K
|
515K
$127M
|
|
Nov 14, 2022
Q3 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
740New |
$102K - $129K
|
740
$182K
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
736+ 1.13% |
$102K - $128K
|
66.1K
$16.2M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
732+ 1.47% |
$101K - $128K
|
50.5K
$12.4M
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
730+ 4.46% |
$101K - $127K
|
17.1K
$4.2M
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
728+ 13.07% |
$101K - $127K
|
6.3K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
727+ 2.55% |
$100K - $127K
|
29.2K
$7.17M
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
724+ 2.22% |
$100K - $126K
|
33.4K
$8.2M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
723+ 5.74% |
$99.9K - $126K
|
13.3K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
722+ 1.43% |
$99.8K - $126K
|
51.4K
$12.6M
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
721+ 1.77% |
$99.6K - $126K
|
41.5K
$10.2M
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
720+ 0.29% |
$99.5K - $126K
|
250K
$61.3M
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
718+ 14.07% |
$99.2K - $125K
|
5.82K
$1.43M
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
715+ 13.68% |
$98.8K - $125K
|
5.94K
$1.46M
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
715+ 1.12% |
$98.8K - $125K
|
64.4K
$15.8M
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
700+ 7.16% |
$96.7K - $122K
|
10.5K
$2.57M
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
700+ 1.28% |
$96.7K - $122K
|
55.2K
$13.6M
|
|
Oct 19, 2022
Q3 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
698+ 0.35% |
$96.5K - $122K
|
199K
$48.9M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
695+ 1.01% |
$96K - $121K
|
69.7K
$17.1M
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
695+ 3.82% |
$96K - $121K
|
18.9K
$4.64M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
694+ 2.86% |
$95.9K - $121K
|
25K
$6.13M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
693+ 3.09% |
$95.8K - $121K
|
23.1K
$5.67M
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
692+ 4.35% |
$95.6K - $121K
|
16.6K
$4.08M
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
689+ 0.22% |
$95.2K - $120K
|
308K
$75.6M
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
688+ 0.88% |
$95.1K - $120K
|
79.1K
$19.4M
|
|
Oct 18, 2022
Q3 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
677+ 0.28% |
$93.6K - $118K
|
243K
$59.8M
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
672+ 14.8% |
$92.9K - $117K
|
5.21K
$1.28M
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
672+ 3.37% |
$92.9K - $117K
|
20.6K
$5.06M
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
672+ 3.21% |
$92.9K - $117K
|
21.6K
$5.3M
|
|
Oct 27, 2022
Q3 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
670+ 1.04% |
$92.6K - $117K
|
65.4K
$16.1M
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
669+ 3.0% |
$92.5K - $117K
|
23K
$5.64M
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
664+ 5.26% |
$91.8K - $116K
|
13.3K
$3.26M
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
662+ 1.02% |
$91.5K - $116K
|
65.6K
$16.1M
|
|
Oct 05, 2022
Q3 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
659+ 36.37% |
$91.1K - $115K
|
2.47K
$607K
|
|
Nov 14, 2022
Q3 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
654+ 0.47% |
$90.4K - $114K
|
140K
$34.4M
|
|
Nov 14, 2022
Q3 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
650+ 0.28% |
$89.8K - $113K
|
237K
$58.2M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
647+ 2.91% |
$89.4K - $113K
|
22.9K
$5.62M
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
643+ 1.79% |
$88.9K - $112K
|
36.5K
$8.95M
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
643+ 0.72% |
$88.9K - $112K
|
90.3K
$22.2M
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
641+ 3.27% |
$88.6K - $112K
|
20.2K
$4.97M
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
635+ 0.12% |
$87.8K - $111K
|
550K
$135M
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
630+ 1.91% |
$87.1K - $110K
|
33.6K
$8.24M
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
630+ 1.88% |
$87.1K - $110K
|
34.2K
$8.4M
|
|
Nov 14, 2022
Q3 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
627+ 7.48% |
$86.7K - $109K
|
9.01K
$2.21M
|
|
Oct 13, 2022
Q3 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
625+ 3.89% |
$86.4K - $109K
|
16.7K
$4.1M
|