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 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
25.8K+ 5.21% |
$3.57M - $4.5M
|
521K
$126M
|
|
Nov 15, 2022
Q3 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
25.7K+ 633.21% |
$3.55M - $4.48M
|
29.7K
$7.22M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25.5K+ 122.82% |
$3.52M - $4.45M
|
46.2K
$11.2M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
25.4K+ 3.18% |
$3.51M - $4.43M
|
825K
$200M
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25.4K+ 23.12% |
$3.5M - $4.43M
|
135K
$32.8M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25.4K+ 5.31% |
$3.5M - $4.43M
|
503K
$122M
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
25.1K+ 10.17% |
$3.47M - $4.39M
|
272K
$66M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
25K+ 1.36% |
$3.46M - $4.37M
|
1.87M
$453M
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
24.9K+ 10.06% |
$3.45M - $4.35M
|
273K
$66.2M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.8K+ 19.97% |
$3.43M - $4.33M
|
149K
$36.2M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.6K+ 5.36% |
$3.4M - $4.3M
|
484K
$117M
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
24.5KNew |
$3.39M - $4.28M
|
24.5K
$5.96M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.5K+ 12.47% |
$3.38M - $4.27M
|
221K
$53.6M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24.2K+ 6.62% |
$3.35M - $4.23M
|
390K
$94.6M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.1K+ 7.03% |
$3.33M - $4.21M
|
367K
$89.1M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24.1K+ 21.54% |
$3.33M - $4.21M
|
136K
$33M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24K+ 24.31% |
$3.32M - $4.19M
|
123K
$29.8M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
23.9K+ 91.86% |
$3.31M - $4.18M
|
50K
$12.1M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.9K+ 6.8% |
$3.3M - $4.17M
|
375K
$91M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
23.8K+ 3.99% |
$3.3M - $4.16M
|
622K
$151M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.8K+ 1.4% |
$3.28M - $4.15M
|
1.72M
$417M
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
23.3K+ 6.86% |
$3.22M - $4.07M
|
363K
$88.1M
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
22.8K+ 95.59% |
$3.15M - $3.98M
|
46.6K
$11.3M
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
22.7K+ 8.55% |
$3.14M - $3.97M
|
288K
$70M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
22.4K+ 45.81% |
$3.1M - $3.91M
|
71.3K
$17.3M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
22.1K+ 36.82% |
$3.06M - $3.86M
|
82.2K
$19.9M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
21.8K+ 3.2% |
$3.02M - $3.81M
|
704K
$171M
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
21.5K+ 3469.73% |
$2.98M - $3.76M
|
22.2K
$5.38M
|
|
Nov 10, 2022
Q3 2022
|
Ns Partners LTD
|
BUY
|
- |
21.5K+ 3.77% |
$2.98M - $3.76M
|
592K
$144M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
21.3K+ 6.45% |
$2.94M - $3.71M
|
351K
$85.1M
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
21.2K+ 139.58% |
$2.93M - $3.7M
|
36.4K
$8.83M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
21.2K+ 11.81% |
$2.93M - $3.7M
|
201K
$48.7M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.9K+ 11.22% |
$2.9M - $3.66M
|
208K
$50.4M
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
20.7K+ 106.02% |
$2.86M - $3.61M
|
40.1K
$9.74M
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
20.6K+ 89.99% |
$2.85M - $3.6M
|
43.5K
$10.6M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
20.3K+ 10.02% |
$2.81M - $3.54M
|
223K
$54.1M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
20.2K+ 3.0% |
$2.79M - $3.53M
|
694K
$168M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 3.04% |
$2.79M - $3.52M
|
684K
$166M
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
20K+ 5.69% |
$2.77M - $3.49M
|
372K
$90.2M
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
BUY
|
- |
20K+ 6.82% |
$2.77M - $3.49M
|
314K
$76.1M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
19.8K+ 2.96% |
$2.74M - $3.46M
|
691K
$168M
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
19.7KNew |
$2.73M - $3.44M
|
19.7K
$4.79M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.7K+ 4.27% |
$2.72M - $3.44M
|
481K
$117M
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
19.6K+ 10.19% |
$2.71M - $3.42M
|
212K
$51.5M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
19.5K+ 1.95% |
$2.69M - $3.4M
|
1.02M
$247M
|
|
Nov 14, 2022
Q3 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
19K+ 1.67% |
$2.63M - $3.32M
|
1.16M
$281M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.9K+ 14.92% |
$2.61M - $3.3M
|
146K
$35.3M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
18.7K+ 0.24% |
$2.59M - $3.27M
|
7.94M
$1.93B
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
18.6K+ 1.14% |
$2.58M - $3.25M
|
1.66M
$403M
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
18.6K+ 13.55% |
$2.57M - $3.25M
|
156K
$37.9M
|