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 02, 2022
Q2 2022
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.13% |
$390 - $535
|
2.36K
$543K
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3+ 0.07% |
$390 - $535
|
4.58K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 0.25% |
$390 - $535
|
1.19K
$273K
|
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3+ 0.06% |
$390 - $535
|
4.82K
$1.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
3+ 0.12% |
$390 - $535
|
2.47K
$567K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$260 - $357
|
6.21K
$1.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
BUY
|
- |
2+ 0.04% |
$260 - $357
|
5.17K
$1.19M
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
2+ 0.32% |
$260 - $357
|
621
$143K
|
|
|
Jul 25, 2022
Q2 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$260 - $357
|
9.49K
$2.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
2+ 0.01% |
$260 - $357
|
16.6K
$3.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2+ 0.01% |
$260 - $357
|
18.8K
$4.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$260 - $357
|
1.86K
$428K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.04% |
$260 - $357
|
4.73K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2+ 0.12% |
$260 - $357
|
1.65K
$378K
|
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2+ 0.02% |
$260 - $357
|
9.5K
$2.18M
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.02% |
$130 - $178
|
4.65K
$1.07M
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$130 - $178
|
14.9K
$3.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $178
|
15K
$3.45M
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.01% |
$130 - $178
|
9.88K
$2.27M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $178
|
17.6K
$4.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $178
|
13.3K
$3.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1+ 0.02% |
$130 - $178
|
6.43K
$1.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1+ 0.0% |
$130 - $178
|
30K
$6.89M
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$130 - $178
|
1.7K
$390K
|
|
|
Jul 26, 2022
Q2 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.02% |
$130 - $178
|
6.23K
$1.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$130 - $178
|
9.85K
$2.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Sws Partners
|
BUY
|
- |
1+ 0.03% |
$130 - $178
|
3.52K
$808K
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $178
|
15.3K
$3.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1+ 0.0% |
$130 - $178
|
21.5K
$4.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$130 - $178
|
4.73K
$1.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$130 - $178
|
1.55K
$357K
|
|
|
Aug 11, 2022
Q2 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1+ 0.01% |
$130 - $178
|
8.35K
$1.92M
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$130 - $178
|
2.43K
$558K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.01% |
$130 - $178
|
7.4K
$1.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1- -0.0% |
$130 - $178
|
59.9K
$13.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$130 - $178
|
6.08K
$1.4M
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1- 0.02% |
$130 - $178
|
5.04K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-2- 0.01% |
$260 - $357
|
29.6K
$6.81M
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3- -0.0% |
$390 - $535
|
204K
$47M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3- 0.01% |
$390 - $535
|
52.5K
$12.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3- 0.04% |
$390 - $535
|
8.34K
$1.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4- 0.1% |
$520 - $714
|
4.2K
$966K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-5- 0.01% |
$650 - $892
|
39.4K
$9.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5- 0.1% |
$650 - $892
|
5.23K
$1.2M
|
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-5- 0.04% |
$650 - $892
|
11.3K
$2.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-6- 0.03% |
$780 - $1.07K
|
19.3K
$4.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-6- 0.03% |
$780 - $1.07K
|
22.7K
$5.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-6- 0.34% |
$780 - $1.07K
|
1.76K
$405K
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-6- 0.04% |
$780 - $1.07K
|
13.8K
$3.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7- 0.01% |
$910 - $1.25K
|
48.6K
$11.2M
|