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
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3+ 0.0% |
$415 - $524
|
64.8K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.11% |
$415 - $524
|
2.67K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.04% |
$415 - $524
|
6.95K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
3+ 0.04% |
$415 - $524
|
7.47K
$1.83M
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
2+ 0.0% |
$276 - $349
|
73.8K
$18.1M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$276 - $349
|
15.3K
$3.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.01% |
$276 - $349
|
19.4K
$4.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
BUY
|
- |
2+ 0.04% |
$276 - $349
|
5.17K
$1.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
2+ 0.04% |
$276 - $349
|
5.06K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$276 - $349
|
9.25K
$2.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2+ 0.08% |
$276 - $349
|
2.65K
$650K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.08% |
$276 - $349
|
2.36K
$580K
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.01% |
$276 - $349
|
26.7K
$6.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.09% |
$276 - $349
|
2.26K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2+ 0.12% |
$276 - $349
|
1.65K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$276 - $349
|
1.86K
$458K
|
|
|
Mar 17, 2023
Q3 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2+ 0.12% |
$276 - $349
|
1.7K
$417K
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2+ 0.05% |
$276 - $349
|
3.85K
$945K
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2+ 0.06% |
$276 - $349
|
3.36K
$824K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$138 - $175
|
14.9K
$3.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$138 - $175
|
10.5K
$2.59M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$138 - $175
|
22.4K
$5.49M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
1+ 0.07% |
$138 - $175
|
1.52K
$374K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1+ 0.03% |
$138 - $175
|
3.77K
$925K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.02% |
$138 - $175
|
6.23K
$1.53M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$138 - $175
|
3.92K
$963K
|
|
|
Oct 24, 2022
Q3 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1+ 0.0% |
$138 - $175
|
24.7K
$6.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$138 - $175
|
41.2K
$10.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$138 - $175
|
75.5K
$18.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.02% |
$138 - $175
|
4.73K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
1+ 0.03% |
$138 - $175
|
3.52K
$863K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.01% |
$138 - $175
|
12.4K
$3.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1+ 0.01% |
$138 - $175
|
8.35K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$138 - $175
|
7.68K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$138 - $175
|
3.81K
$937K
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1+ 0.02% |
$138 - $175
|
4.55K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$138 - $175
|
12K
$2.95M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2- 0.03% |
$276 - $349
|
6.16K
$1.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-2- 0.01% |
$276 - $349
|
25.4K
$6.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-2- 0.03% |
$276 - $349
|
6.31K
$1.55M
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-3- 0.12% |
$415 - $524
|
2.48K
$609K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-3- 0.01% |
$415 - $524
|
26.2K
$6.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 4.69% |
$415 - $524
|
61
$15K
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-4- 0.16% |
$553 - $698
|
2.46K
$605K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$553 - $698
|
18.3K
$4.49M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4- 0.01% |
$553 - $698
|
51.2K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4- 0.01% |
$553 - $698
|
63.1K
$15.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-5- -0.0% |
$691 - $873
|
141K
$34.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5- 0.01% |
$691 - $873
|
74.9K
$18.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-5- 0.04% |
$691 - $873
|
11.1K
$2.73M
|