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
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
48+ 0.22% |
$6.63K - $8.38K
|
21.5K
$5.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
47+ 0.42% |
$6.5K - $8.2K
|
11.3K
$2.79M
|
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
47+ 1.71% |
$6.5K - $8.2K
|
2.8K
$687K
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
45+ 0.2% |
$6.22K - $7.85K
|
22.3K
$5.46M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
45+ 0.89% |
$6.22K - $7.85K
|
5.08K
$1.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
44+ 0.47% |
$6.08K - $7.68K
|
9.48K
$2.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
44+ 0.1% |
$6.08K - $7.68K
|
45.2K
$11.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
43+ 0.13% |
$5.94K - $7.51K
|
32K
$7.87M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
43+ 0.48% |
$5.94K - $7.51K
|
9.01K
$2.21M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
41+ 0.54% |
$5.67K - $7.16K
|
7.67K
$1.88M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
41+ 0.03% |
$5.67K - $7.16K
|
154K
$37.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Check Capital Management Inc
|
BUY
|
- |
41+ 0.12% |
$5.67K - $7.16K
|
33.9K
$8.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
40+ 0.19% |
$5.53K - $6.98K
|
21.3K
$5.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
40+ 0.26% |
$5.53K - $6.98K
|
15.6K
$3.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
38+ 0.6% |
$5.25K - $6.63K
|
6.38K
$1.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
38+ 0.03% |
$5.25K - $6.63K
|
130K
$31.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
37+ 3.12% |
$5.11K - $6.46K
|
1.22K
$301K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
37+ 0.67% |
$5.11K - $6.46K
|
5.6K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
37+ 0.19% |
$5.11K - $6.46K
|
19.6K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
37+ 0.13% |
$5.11K - $6.46K
|
27.5K
$6.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
35+ 0.45% |
$4.84K - $6.11K
|
7.74K
$1.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
34+ 0.34% |
$4.7K - $5.93K
|
10.1K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
33+ 0.11% |
$4.56K - $5.76K
|
30K
$7.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
30+ 1.03% |
$4.15K - $5.24K
|
2.93K
$720K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
27+ 0.13% |
$3.73K - $4.71K
|
20.6K
$5.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
27+ 0.04% |
$3.73K - $4.71K
|
67.5K
$16.6M
|
|
|
Feb 10, 2025
Q3 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
27+ 0.24% |
$3.73K - $4.71K
|
11.1K
$2.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
25+ 0.26% |
$3.45K - $4.36K
|
9.71K
$2.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 1.25% |
$3.45K - $4.36K
|
2.02K
$496K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
24+ 0.73% |
$3.32K - $4.19K
|
3.32K
$814K
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
24+ 0.06% |
$3.32K - $4.19K
|
37.5K
$9.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
24+ 1.36% |
$3.32K - $4.19K
|
1.79K
$440K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23+ 1.22% |
$3.18K - $4.01K
|
1.91K
$469K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
21+ 0.05% |
$2.9K - $3.67K
|
39.8K
$9.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
21+ 0.03% |
$2.9K - $3.67K
|
73.6K
$18.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
21+ 0.13% |
$2.9K - $3.67K
|
16.6K
$4.07M
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
20+ 0.11% |
$2.76K - $3.49K
|
17.5K
$4.29M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20+ 0.17% |
$2.76K - $3.49K
|
12.1K
$2.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
20+ 0.19% |
$2.76K - $3.49K
|
10.5K
$2.58M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
19+ 0.04% |
$2.63K - $3.32K
|
44.8K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
19+ 0.47% |
$2.63K - $3.32K
|
4.03K
$990K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
18+ 0.09% |
$2.49K - $3.14K
|
20.7K
$5.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
18+ 0.11% |
$2.49K - $3.14K
|
16.5K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.03% |
$2.49K - $3.14K
|
62.6K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
18+ 0.32% |
$2.49K - $3.14K
|
5.66K
$1.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
BUY
|
- |
17+ 0.23% |
$2.35K - $2.97K
|
7.52K
$1.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
16+ 0.0% |
$2.21K - $2.79K
|
350K
$85.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
16+ 0.02% |
$2.21K - $2.79K
|
80.8K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
15+ 0.08% |
$2.07K - $2.62K
|
19.7K
$4.83M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
14+ 0.35% |
$1.93K - $2.44K
|
4.04K
$993K
|