Purchases and Sales Made in Q1 2022 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
682+ 1.66% |
$103K - $124K
|
41.9K
$10.3M
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
680+ 3.31% |
$102K - $124K
|
21.2K
$5.22M
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
679+ 9.24% |
$102K - $124K
|
8.03K
$1.97M
|
|
May 10, 2022
Q1 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
679+ 2.95% |
$102K - $124K
|
23.7K
$5.82M
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
678+ 2.29% |
$102K - $123K
|
30.2K
$7.42M
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
675+ 1.5% |
$102K - $123K
|
45.8K
$11.2M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
672+ 1.83% |
$101K - $122K
|
37.4K
$9.19M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
670+ 0.22% |
$101K - $122K
|
312K
$76.6M
|
|
May 16, 2022
Q1 2022
|
Heron Bay Capital Management
|
BUY
|
- |
670+ 0.92% |
$101K - $122K
|
73.7K
$18.1M
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
665+ 0.37% |
$100K - $121K
|
181K
$44.4M
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
662+ 0.93% |
$99.7K - $120K
|
71.9K
$17.7M
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
660+ 3.01% |
$99.4K - $120K
|
22.6K
$5.54M
|
|
Apr 12, 2022
Q1 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
655+ 0.86% |
$98.7K - $119K
|
77.2K
$19M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
654+ 1.96% |
$98.5K - $119K
|
34.1K
$8.37M
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
652+ 0.29% |
$98.2K - $119K
|
226K
$55.4M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
649+ 0.35% |
$97.8K - $118K
|
188K
$46.2M
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
649+ 13.41% |
$97.8K - $118K
|
5.49K
$1.35M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
641+ 1.45% |
$96.5K - $117K
|
44.7K
$11M
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
639+ 4.97% |
$96.2K - $116K
|
13.5K
$3.31M
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
636+ 0.59% |
$95.8K - $116K
|
108K
$26.5M
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
636+ 1.35% |
$95.8K - $116K
|
47.8K
$11.7M
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
634+ 0.14% |
$95.5K - $115K
|
449K
$110M
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
633+ 9.93% |
$95.3K - $115K
|
7.01K
$1.72M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
633+ 0.65% |
$95.3K - $115K
|
97.8K
$24M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
627+ 1.96% |
$94.4K - $114K
|
32.6K
$8.01M
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
624+ 1.41% |
$94K - $114K
|
44.8K
$11M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
619+ 1.05% |
$93.2K - $113K
|
59.6K
$14.6M
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
618+ 2.72% |
$93.1K - $112K
|
23.4K
$5.73M
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
617+ 5.49% |
$92.9K - $112K
|
11.9K
$2.91M
|
|
Apr 13, 2022
Q1 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
614+ 0.39% |
$92.5K - $112K
|
157K
$38.7M
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
614+ 17.73% |
$92.5K - $112K
|
4.08K
$1M
|
|
May 09, 2022
Q1 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
606+ 35.92% |
$91.3K - $110K
|
2.29K
$563K
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
BUY
|
- |
604+ 0.86% |
$91K - $110K
|
70.6K
$17.3M
|
|
May 09, 2022
Q1 2022
|
Ninepoint Partners LP
|
BUY
|
- |
604+ 16.56% |
$91K - $110K
|
4.25K
$1.04M
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
601+ 3.76% |
$90.5K - $109K
|
16.6K
$4.07M
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
600+ 2.09% |
$90.4K - $109K
|
29.3K
$7.21M
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
600+ 3.28% |
$90.4K - $109K
|
18.9K
$4.64M
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
600+ 6.15% |
$90.4K - $109K
|
10.4K
$2.54M
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
600+ 0.0% |
$90.4K - $109K
|
20.5M
$5.02B
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
598+ 2.83% |
$90.1K - $109K
|
21.8K
$5.34M
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
597+ 1.65% |
$89.9K - $109K
|
36.7K
$9.02M
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
595+ 6.89% |
$89.6K - $108K
|
9.24K
$2.27M
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
587+ 2.0% |
$88.4K - $107K
|
29.9K
$7.35M
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
585+ 0.7% |
$88.1K - $106K
|
84.2K
$20.7M
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
583+ 0.96% |
$87.8K - $106K
|
61.2K
$15M
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
583+ 15.95% |
$87.8K - $106K
|
4.24K
$1.04M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
582+ 17.43% |
$87.7K - $106K
|
3.92K
$963K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
581+ 0.93% |
$87.5K - $106K
|
63K
$15.5M
|
|
Apr 14, 2022
Q1 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
580+ 29.61% |
$87.4K - $106K
|
2.54K
$623K
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
579+ 4.97% |
$87.2K - $105K
|
12.2K
$3M
|