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 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-26- 0.13% |
$3.59K - $4.54K
|
19.3K
$4.74M
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-26- 0.1% |
$3.59K - $4.54K
|
25.7K
$6.31M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-26- 0.3% |
$3.59K - $4.54K
|
8.67K
$2.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-27- 0.08% |
$3.73K - $4.71K
|
32K
$7.86M
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-28- 0.06% |
$3.87K - $4.89K
|
46.2K
$11.3M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-28- 0.11% |
$3.87K - $4.89K
|
26K
$6.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-29- 0.12% |
$4.01K - $5.06K
|
24.3K
$5.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-29- 0.09% |
$4.01K - $5.06K
|
32.3K
$7.93M
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-30- 20.13% |
$4.15K - $5.24K
|
119
$29.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-30- 0.08% |
$4.15K - $5.24K
|
37.2K
$9.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-31- 0.44% |
$4.28K - $5.41K
|
6.99K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-31- 0.38% |
$4.28K - $5.41K
|
8.04K
$1.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-32- 1.35% |
$4.42K - $5.59K
|
2.35K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-33- 0.2% |
$4.56K - $5.76K
|
16.3K
$4M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-34- 0.06% |
$4.7K - $5.93K
|
55.4K
$13.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-34- 0.15% |
$4.7K - $5.93K
|
23.2K
$5.7M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-34- 0.05% |
$4.7K - $5.93K
|
69.2K
$17M
|
|
|
Oct 18, 2022
Q3 2022
|
Coerente Capital Management
|
SELL
|
- |
-35- 1.48% |
$4.84K - $6.11K
|
2.33K
$572K
|
|
|
Nov 03, 2022
Q3 2022
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-35- 0.01% |
$4.84K - $6.11K
|
275K
$67.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-36- 0.13% |
$4.98K - $6.28K
|
28.8K
$7.06M
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-37- 0.07% |
$5.11K - $6.46K
|
53.6K
$13.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-38- 0.18% |
$5.25K - $6.63K
|
20.9K
$5.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-40- 0.33% |
$5.53K - $6.98K
|
12K
$2.94M
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-40- 0.2% |
$5.53K - $6.98K
|
20.1K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-40- 1.69% |
$5.53K - $6.98K
|
2.33K
$571K
|
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-41- 0.05% |
$5.67K - $7.16K
|
86.4K
$21.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.49% |
$5.67K - $7.16K
|
2.71K
$664K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-42- 0.29% |
$5.8K - $7.33K
|
14.4K
$3.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.2% |
$5.8K - $7.33K
|
21.3K
$5.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-42- 0.07% |
$5.8K - $7.33K
|
56K
$13.8M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-42- 0.03% |
$5.8K - $7.33K
|
120K
$29.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-43- 0.06% |
$5.94K - $7.51K
|
75.4K
$18.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-43- 0.31% |
$5.94K - $7.51K
|
14K
$3.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-43- 1.6% |
$5.94K - $7.51K
|
2.64K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-43- 0.03% |
$5.94K - $7.51K
|
135K
$33.1M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-44- 0.08% |
$6.08K - $7.68K
|
53.6K
$13.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-45- 0.56% |
$6.22K - $7.85K
|
7.93K
$1.95M
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-46- 0.21% |
$6.36K - $8.03K
|
22.2K
$5.46M
|
|
|
Oct 14, 2022
Q3 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-46- 0.61% |
$6.36K - $8.03K
|
7.53K
$1.85M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-46- 0.03% |
$6.36K - $8.03K
|
138K
$34M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-46- 0.05% |
$6.36K - $8.03K
|
96.7K
$23.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-46- 0.18% |
$6.36K - $8.03K
|
25.6K
$6.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
SELL
|
- |
-47- 2.89% |
$6.5K - $8.2K
|
1.58K
$388K
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-47- 0.19% |
$6.5K - $8.2K
|
25.3K
$6.21M
|
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-48- 0.05% |
$6.63K - $8.38K
|
101K
$24.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-48- 0.35% |
$6.63K - $8.38K
|
13.8K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-48- 0.31% |
$6.63K - $8.38K
|
15.2K
$3.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-50- 0.78% |
$6.91K - $8.73K
|
6.35K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-50- 0.06% |
$6.91K - $8.73K
|
85.2K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-50- 0.2% |
$6.91K - $8.73K
|
24.8K
$6.09M
|