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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
212+ 5.92% |
$27.6K - $37.8K
|
3.79K
$872K
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
209+ 0.56% |
$27.2K - $37.3K
|
37.5K
$8.62M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
209+ 1.34% |
$27.2K - $37.3K
|
15.8K
$3.62M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
207+ 4.78% |
$26.9K - $36.9K
|
4.54K
$1.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
206+ 0.68% |
$26.8K - $36.8K
|
30.4K
$7M
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
206+ 3.04% |
$26.8K - $36.8K
|
6.98K
$1.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
205+ 3.83% |
$26.7K - $36.6K
|
5.56K
$1.28M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
204+ 2.05% |
$26.5K - $36.4K
|
10.1K
$2.33M
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
203+ 1.16% |
$26.4K - $36.2K
|
17.7K
$4.07M
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
200+ 0.49% |
$26K - $35.7K
|
41.2K
$9.46M
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
200+ 1.55% |
$26K - $35.7K
|
13.1K
$3.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
197+ 0.75% |
$25.6K - $35.2K
|
26.4K
$6.06M
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
196+ 8.56% |
$25.5K - $35K
|
2.49K
$571K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
196+ 1.69% |
$25.5K - $35K
|
11.8K
$2.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
194+ 0.24% |
$25.2K - $34.6K
|
80.9K
$18.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
190+ 0.39% |
$24.7K - $33.9K
|
48.4K
$11.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
189+ 1.74% |
$24.6K - $33.7K
|
11.1K
$2.55M
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
188+ 1.28% |
$24.5K - $33.5K
|
14.9K
$3.42M
|
|
|
Jul 20, 2022
Q2 2022
|
Bck Partners, Inc.
|
BUY
|
- |
186+ 6.19% |
$24.2K - $33.2K
|
3.19K
$733K
|
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
185+ 0.48% |
$24.1K - $33K
|
38.6K
$8.87M
|
|
|
Jul 29, 2022
Q2 2022
|
Parthenon LLC
|
BUY
|
- |
185+ 0.14% |
$24.1K - $33K
|
132K
$30.3M
|
|
|
Jul 13, 2022
Q2 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
181+ 3.05% |
$23.5K - $32.3K
|
6.12K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
180+ 4.31% |
$23.4K - $32.1K
|
4.36K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
180+ 0.67% |
$23.4K - $32.1K
|
27.1K
$6.23M
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
BUY
|
- |
179+ 0.7% |
$23.3K - $31.9K
|
25.9K
$5.95M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
178+ 0.03% |
$23.2K - $31.8K
|
593K
$136M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
177+ 0.66% |
$23K - $31.6K
|
27.2K
$6.25M
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
174+ 2.23% |
$22.6K - $31K
|
7.97K
$1.83M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
174+ 1.23% |
$22.6K - $31K
|
14.3K
$3.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
174+ 1.01% |
$22.6K - $31K
|
17.4K
$4M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
172+ 0.81% |
$22.4K - $30.7K
|
21.4K
$4.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
172+ 17.5% |
$22.4K - $30.7K
|
1.16K
$265K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
169+ 0.09% |
$22K - $30.2K
|
188K
$43.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
169+ 2.07% |
$22K - $30.2K
|
8.34K
$1.92M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
168+ 1.6% |
$21.9K - $30K
|
10.7K
$2.46M
|
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
168+ 0.51% |
$21.9K - $30K
|
33.1K
$7.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
166+ 0.14% |
$21.6K - $29.6K
|
119K
$27.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
165+ 0.84% |
$21.5K - $29.4K
|
19.8K
$4.54M
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
164+ 0.62% |
$21.3K - $29.3K
|
26.6K
$6.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
162+ 0.19% |
$21.1K - $28.9K
|
84.4K
$19.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
162+ 1.07% |
$21.1K - $28.9K
|
15.3K
$3.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
162+ 0.8% |
$21.1K - $28.9K
|
20.4K
$4.7M
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
162+ 4.56% |
$21.1K - $28.9K
|
3.72K
$855K
|
|
|
Jul 25, 2022
Q2 2022
|
Capital Management Corp
|
BUY
|
- |
161+ 2.34% |
$20.9K - $28.7K
|
7.05K
$1.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Cortland Associates Inc
|
BUY
|
- |
159+ 0.5% |
$20.7K - $28.4K
|
31.9K
$7.33M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
159+ 0.19% |
$20.7K - $28.4K
|
83.2K
$19.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
157+ 3.92% |
$20.4K - $28K
|
4.17K
$958K
|
|
|
Jul 26, 2022
Q2 2022
|
Ninepoint Partners LP
|
BUY
|
- |
155+ 3.65% |
$20.2K - $27.7K
|
4.41K
$1.01M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
155+ 0.11% |
$20.2K - $27.7K
|
145K
$33.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
153+ 1.53% |
$19.9K - $27.3K
|
10.2K
$2.33M
|