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 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-318- 27.53% |
$43.9K - $55.5K
|
837
$206K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-322- 1.74% |
$44.5K - $56.2K
|
18.2K
$4.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
SELL
|
- |
-323- 1.58% |
$44.6K - $56.4K
|
20.1K
$4.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-324- 3.01% |
$44.8K - $56.6K
|
10.4K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-325- 18.05% |
$44.9K - $56.7K
|
1.48K
$362K
|
|
|
Oct 31, 2022
Q3 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-326- 1.3% |
$45.1K - $56.9K
|
24.7K
$6.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-327- 0.17% |
$45.2K - $57.1K
|
194K
$47.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-328- 0.52% |
$45.3K - $57.3K
|
63K
$15.5M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-329- 1.27% |
$45.5K - $57.4K
|
25.6K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-330- 0.33% |
$45.6K - $57.6K
|
99K
$24.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-331- 0.35% |
$45.7K - $57.8K
|
93.5K
$23M
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-331- 0.98% |
$45.7K - $57.8K
|
33.4K
$8.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-332- 0.49% |
$45.9K - $58K
|
67.1K
$16.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-334- 0.73% |
$46.2K - $58.3K
|
45.3K
$11.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-335- 6.85% |
$46.3K - $58.5K
|
4.56K
$1.12M
|
|
|
Oct 07, 2022
Q3 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-337- 0.45% |
$46.6K - $58.8K
|
74.3K
$18.3M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-337- 0.29% |
$46.6K - $58.8K
|
116K
$28.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-338- 0.2% |
$46.7K - $59K
|
171K
$42.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-338- 1.51% |
$46.7K - $59K
|
22K
$5.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-338- 0.34% |
$46.7K - $59K
|
99.2K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-341- 0.45% |
$47.1K - $59.5K
|
75.5K
$18.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-346- 1.82% |
$47.8K - $60.4K
|
18.6K
$4.57M
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-347- 0.52% |
$48K - $60.6K
|
66K
$16.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-347- 0.58% |
$48K - $60.6K
|
59.5K
$14.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-350- 9.25% |
$48.4K - $61.1K
|
3.44K
$843K
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-351- 2.88% |
$48.5K - $61.3K
|
11.8K
$2.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-354- 3.31% |
$48.9K - $61.8K
|
10.3K
$2.54M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-356- 0.65% |
$49.2K - $62.1K
|
54.5K
$13.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-358- 3.35% |
$49.5K - $62.5K
|
10.3K
$2.54M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-359- 0.25% |
$49.6K - $62.7K
|
142K
$34.8M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-359- 1.93% |
$49.6K - $62.7K
|
18.2K
$4.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-360- 0.44% |
$49.8K - $62.8K
|
82.1K
$20.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-360- 2.2% |
$49.8K - $62.8K
|
16K
$3.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-362- 0.78% |
$50K - $63.2K
|
45.9K
$11.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-362- 1.7% |
$50K - $63.2K
|
20.9K
$5.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-363- 2.72% |
$50.2K - $63.4K
|
13K
$3.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-366- 0.59% |
$50.6K - $63.9K
|
61.4K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-366- 0.36% |
$50.6K - $63.9K
|
101K
$24.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-371- 0.8% |
$51.3K - $64.8K
|
45.8K
$11.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-372- 0.4% |
$51.4K - $64.9K
|
93K
$22.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-372- 0.3% |
$51.4K - $64.9K
|
125K
$30.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-373- 0.61% |
$51.5K - $65.1K
|
61.2K
$15M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-375- 2.49% |
$51.8K - $65.5K
|
14.7K
$3.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-375- 1.1% |
$51.8K - $65.5K
|
33.6K
$8.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-376- 1.24% |
$52K - $65.6K
|
30K
$7.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-376- 0.62% |
$52K - $65.6K
|
60.3K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-377- 0.58% |
$52.1K - $65.8K
|
64.4K
$15.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-379- 0.3% |
$52.4K - $66.2K
|
127K
$31.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-380- 0.35% |
$52.5K - $66.3K
|
110K
$26.9M
|
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-385- 0.23% |
$53.2K - $67.2K
|
165K
$40.5M
|