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 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
363+ 0.71% |
$54.7K - $66.1K
|
51.5K
$12.6M
|
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
363+ 1.34% |
$54.7K - $66.1K
|
27.5K
$6.74M
|
|
|
May 16, 2022
Q1 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
360+ 0.17% |
$54.2K - $65.5K
|
215K
$52.8M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
359+ 1.72% |
$54.1K - $65.3K
|
21.2K
$5.22M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
358+ 0.16% |
$53.9K - $65.2K
|
225K
$55.3M
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
356+ 18.94% |
$53.6K - $64.8K
|
2.24K
$549K
|
|
|
May 16, 2022
Q1 2022
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
354+ 3.48% |
$53.3K - $64.4K
|
10.5K
$2.59M
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
353+ 1.04% |
$53.2K - $64.2K
|
34.4K
$8.46M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
353+ 2.41% |
$53.2K - $64.2K
|
15K
$3.68M
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
350+ 21.71% |
$52.7K - $63.7K
|
1.96K
$482K
|
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
347+ 0.45% |
$52.3K - $63.2K
|
76.9K
$18.9M
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
345+ 0.68% |
$52K - $62.8K
|
51.4K
$12.6M
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
342+ 1.4% |
$51.5K - $62.2K
|
24.8K
$6.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
342+ 4.35% |
$51.5K - $62.2K
|
8.2K
$2.01M
|
|
|
May 16, 2022
Q1 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
342+ 0.07% |
$51.5K - $62.2K
|
512K
$126M
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
341+ 2.19% |
$51.4K - $62.1K
|
15.9K
$3.91M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
340+ 0.56% |
$51.2K - $61.9K
|
61.6K
$15.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
340+ 0.32% |
$51.2K - $61.9K
|
108K
$26.5M
|
|
|
May 06, 2022
Q1 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
340+ 5.44% |
$51.2K - $61.9K
|
6.59K
$1.62M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
337+ 0.34% |
$50.8K - $61.3K
|
101K
$24.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Scharf Investments, LLC
|
BUY
|
- |
336+ 1.49% |
$50.6K - $61.2K
|
22.9K
$5.63M
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
336+ 2.23% |
$50.6K - $61.2K
|
15.4K
$3.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Riverstone Advisors, LLC
|
BUY
|
- |
335+ 1.91% |
$50.5K - $61K
|
17.9K
$4.39M
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
335+ 4.39% |
$50.5K - $61K
|
7.96K
$1.96M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
333+ 1.1% |
$50.2K - $60.6K
|
30.6K
$7.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
330+ 0.27% |
$49.7K - $60.1K
|
125K
$30.6M
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
329+ 6.82% |
$49.6K - $59.9K
|
5.15K
$1.27M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
327+ 0.47% |
$49.3K - $59.5K
|
69.7K
$17.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
327+ 0.2% |
$49.3K - $59.5K
|
161K
$39.6M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
323+ 1.07% |
$48.7K - $58.8K
|
30.6K
$7.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
322+ 0.62% |
$48.5K - $58.6K
|
51.9K
$12.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
320+ 363.64% |
$48.2K - $58.2K
|
408
$100K
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
320+ 11.7% |
$48.2K - $58.2K
|
3.06K
$750K
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
317+ 3.45% |
$47.7K - $57.7K
|
9.5K
$2.33M
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
313+ 2.81% |
$47.1K - $57K
|
11.4K
$2.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
311+ 3.89% |
$46.8K - $56.6K
|
8.31K
$2.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
310+ 6.73% |
$46.7K - $56.4K
|
4.91K
$1.21M
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
308+ 0.91% |
$46.4K - $56.1K
|
34.1K
$8.37M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
308+ 0.38% |
$46.4K - $56.1K
|
82K
$20.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
307+ 0.19% |
$46.2K - $55.9K
|
163K
$39.9M
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
305+ 10.04% |
$45.9K - $55.5K
|
3.34K
$821K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
305+ 2.0% |
$45.9K - $55.5K
|
15.5K
$3.82M
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
303+ 0.45% |
$45.6K - $55.1K
|
67.8K
$16.6M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 1.14% |
$45.5K - $55K
|
26.7K
$6.56M
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
301+ 5.08% |
$45.3K - $54.8K
|
6.23K
$1.53M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
300+ 0.56% |
$45.2K - $54.6K
|
53.4K
$13.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.02% |
$45.2K - $54.6K
|
1.5M
$369M
|
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
300+ 2.67% |
$45.2K - $54.6K
|
11.5K
$2.83M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
296+ 2.54% |
$44.6K - $53.9K
|
12K
$2.94M
|
|
|
May 13, 2022
Q1 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
296+ 3.59% |
$44.6K - $53.9K
|
8.54K
$2.1M
|