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 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
226+ 0.51% |
$31.2K - $39.4K
|
44.5K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
226+ 0.45% |
$31.2K - $39.4K
|
50.3K
$12.3M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
222+ 0.44% |
$30.7K - $38.8K
|
50.9K
$12.5M
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
222+ 0.63% |
$30.7K - $38.8K
|
35.6K
$8.75M
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
220+ 0.18% |
$30.4K - $38.4K
|
122K
$30.1M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
218+ 0.18% |
$30.1K - $38.1K
|
119K
$29.2M
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
216+ 0.38% |
$29.9K - $37.7K
|
57.7K
$14.2M
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
213+ 0.91% |
$29.4K - $37.2K
|
23.7K
$5.81M
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
BUY
|
- |
211+ 10.8% |
$29.2K - $36.8K
|
2.17K
$532K
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
206+ 1.66% |
$28.5K - $36K
|
12.6K
$3.1M
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
203+ 0.44% |
$28.1K - $35.4K
|
46.1K
$11.3M
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
202+ 0.17% |
$27.9K - $35.3K
|
117K
$28.6M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
201+ 0.13% |
$27.8K - $35.1K
|
157K
$38.7M
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
200+ 4.42% |
$27.6K - $34.9K
|
4.73K
$1.16M
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
200+ 1.5% |
$27.6K - $34.9K
|
13.5K
$3.32M
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
200+ 0.12% |
$27.6K - $34.9K
|
168K
$41.3M
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
200New |
$27.6K - $34.9K
|
200
$49.1K
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
200+ 0.84% |
$27.6K - $34.9K
|
23.9K
$5.88M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
200+ 1.18% |
$27.6K - $34.9K
|
17.2K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
200+ 48.43% |
$27.6K - $34.9K
|
613
$151K
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
198+ 0.72% |
$27.4K - $34.6K
|
27.6K
$6.77M
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
197+ 0.34% |
$27.2K - $34.4K
|
58.9K
$14.5M
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
193+ 0.1% |
$26.7K - $33.7K
|
199K
$48.8M
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
189+ 0.52% |
$26.1K - $33K
|
36.7K
$9.01M
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
189+ 0.19% |
$26.1K - $33K
|
102K
$25M
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
188+ 0.71% |
$26K - $32.8K
|
26.6K
$6.53M
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
187+ 0.96% |
$25.8K - $32.6K
|
19.6K
$4.81M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
187+ 1.68% |
$25.8K - $32.6K
|
11.3K
$2.77M
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
187+ 1.99% |
$25.8K - $32.6K
|
9.58K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
187+ 0.34% |
$25.8K - $32.6K
|
55K
$13.5M
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
186+ 0.12% |
$25.7K - $32.5K
|
159K
$39.2M
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
185+ 2.53% |
$25.6K - $32.3K
|
7.5K
$1.84M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
183+ 1.05% |
$25.3K - $31.9K
|
17.6K
$4.33M
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
181+ 1.58% |
$25K - $31.6K
|
11.7K
$2.86M
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
181+ 3.14% |
$25K - $31.6K
|
5.95K
$1.46M
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
178+ 0.89% |
$24.6K - $31.1K
|
20.1K
$4.93M
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
178+ 0.77% |
$24.6K - $31.1K
|
23.3K
$5.71M
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
177+ 6.18% |
$24.5K - $30.9K
|
3.04K
$747K
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
BUY
|
- |
176+ 0.3% |
$24.3K - $30.7K
|
58.7K
$14.4M
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
176+ 2.88% |
$24.3K - $30.7K
|
6.3K
$1.55M
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
176+ 0.3% |
$24.3K - $30.7K
|
58.7K
$14.4M
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
176+ 4.44% |
$24.3K - $30.7K
|
4.14K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
174+ 8.6% |
$24K - $30.4K
|
2.2K
$540K
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
172+ 0.2% |
$23.8K - $30K
|
85.6K
$21M
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
BUY
|
- |
172+ 5.05% |
$23.8K - $30K
|
3.58K
$878K
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
171+ 0.46% |
$23.6K - $29.8K
|
37.2K
$9.14M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
171+ 0.52% |
$23.6K - $29.8K
|
33.3K
$8.17M
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
168+ 0.13% |
$23.2K - $29.3K
|
125K
$30.8M
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
168+ 0.01% |
$23.2K - $29.3K
|
1.51M
$371M
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
168+ 2.41% |
$23.2K - $29.3K
|
7.15K
$1.75M
|