Purchases and Sales Made in Q2 2022 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 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 17, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
400+ 1.88% |
$52K - $71.4K
|
21.7K
$5.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
397+ 0.58% |
$51.6K - $70.8K
|
68.6K
$16.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
394+ 18.76% |
$51.2K - $70.3K
|
2.49K
$586K
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
392+ 1.08% |
$51K - $69.9K
|
36.8K
$8.64M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
388+ 4.76% |
$50.5K - $69.2K
|
8.54K
$2.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
385+ 0.4% |
$50.1K - $68.7K
|
97.4K
$22.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
380+ 0.36% |
$49.4K - $67.8K
|
106K
$24.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
380+ 5.24% |
$49.4K - $67.8K
|
7.63K
$1.79M
|
|
|
Oct 19, 2023
Q2 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
380+ 0.56% |
$49.4K - $67.8K
|
68K
$16M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
379+ 0.64% |
$49.3K - $67.6K
|
60.1K
$14.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
379+ 1.51% |
$49.3K - $67.6K
|
25.5K
$6M
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
371+ 6.08% |
$48.3K - $66.2K
|
6.48K
$1.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
371+ 0.45% |
$48.3K - $66.2K
|
82.8K
$19.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
371+ 0.16% |
$48.3K - $66.2K
|
228K
$53.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
364+ 1.27% |
$47.3K - $65K
|
29.1K
$6.83M
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
363+ 1.68% |
$47.2K - $64.8K
|
21.9K
$5.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
360+ 0.97% |
$46.8K - $64.2K
|
37.4K
$8.79M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
359+ 0.53% |
$46.7K - $64.1K
|
68.1K
$16M
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
359+ 2.5% |
$46.7K - $64.1K
|
14.7K
$3.45M
|
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
356New |
$46.3K - $63.5K
|
356
$83.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
356+ 2.84% |
$46.3K - $63.5K
|
12.9K
$3.03M
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
356+ 2.53% |
$46.3K - $63.5K
|
14.4K
$3.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
355+ 0.16% |
$46.2K - $63.3K
|
216K
$50.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
355+ 0.12% |
$46.2K - $63.3K
|
302K
$71.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
349+ 6.36% |
$45.4K - $62.3K
|
5.84K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
347+ 0.87% |
$45.1K - $61.9K
|
40.3K
$9.47M
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
345+ 0.42% |
$44.9K - $61.6K
|
82.5K
$19.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
BUY
|
- |
344+ 0.23% |
$44.7K - $61.4K
|
153K
$35.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
343+ 0.29% |
$44.6K - $61.2K
|
118K
$27.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
342+ 0.19% |
$44.5K - $61K
|
182K
$42.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
341+ 0.48% |
$44.4K - $60.8K
|
71.2K
$16.7M
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
340+ 0.06% |
$44.2K - $60.7K
|
602K
$141M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
339+ 4.49% |
$44.1K - $60.5K
|
7.89K
$1.85M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
331+ 1.88% |
$43K - $59.1K
|
17.9K
$4.21M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
329+ 0.4% |
$42.8K - $58.7K
|
82.8K
$19.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
328+ 8.43% |
$42.7K - $58.5K
|
4.22K
$991K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
327+ 1.07% |
$42.5K - $58.3K
|
30.9K
$7.25M
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
325+ 3.78% |
$42.3K - $58K
|
8.93K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
323+ 0.04% |
$42K - $57.6K
|
826K
$194M
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
321+ 1.03% |
$41.7K - $57.3K
|
31.4K
$7.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
320+ 0.6% |
$41.6K - $57.1K
|
53.9K
$12.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
317+ 0.28% |
$41.2K - $56.6K
|
113K
$26.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
317+ 0.19% |
$41.2K - $56.6K
|
170K
$40M
|
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
309+ 2.28% |
$40.2K - $55.1K
|
13.9K
$3.26M
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
308+ 0.41% |
$40.1K - $55K
|
75.5K
$17.7M
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
306+ 5.68% |
$39.8K - $54.6K
|
5.7K
$1.34M
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
302+ 0.88% |
$39.3K - $53.9K
|
34.7K
$8.16M
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
301+ 2.39% |
$39.1K - $53.7K
|
12.9K
$3.03M
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
300+ 2.14% |
$39K - $53.5K
|
14.3K
$3.37M
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
300+ 4.98% |
$39K - $53.5K
|
6.32K
$1.48M
|