Purchases and Sales Made in Q4 2021 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.6K+ 1.63% |
$3.7M - $4.79M
|
1.65M
$406M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
26.6KNew |
$3.7M - $4.79M
|
26.6K
$6.52M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
26.5KNew |
$3.69M - $4.78M
|
26.5K
$6.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
26.4K+ 53.72% |
$3.68M - $4.76M
|
75.6K
$18.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
26.4K+ 92.77% |
$3.67M - $4.76M
|
54.8K
$13.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
26.2K+ 185.65% |
$3.65M - $4.73M
|
40.3K
$9.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
26.2KNew |
$3.64M - $4.72M
|
26.2K
$6.42M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
26KNew |
$3.62M - $4.69M
|
26K
$6.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
26KNew |
$3.62M - $4.69M
|
26K
$6.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
26K+ 2.35% |
$3.62M - $4.69M
|
1.13M
$278M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
25.9K+ 15.22% |
$3.61M - $4.68M
|
196K
$48.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
25.9KNew |
$3.61M - $4.68M
|
25.9K
$6.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.9KNew |
$3.61M - $4.67M
|
25.9K
$6.36M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
25.8KNew |
$3.59M - $4.65M
|
25.8K
$6.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
25.7KNew |
$3.57M - $4.63M
|
25.7K
$6.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25.6K+ 3.43% |
$3.57M - $4.63M
|
772K
$190M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25.6K+ 2.03% |
$3.56M - $4.61M
|
1.29M
$316M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
25.5K+ 72.47% |
$3.55M - $4.61M
|
60.8K
$14.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25.5K+ 51.84% |
$3.55M - $4.6M
|
74.7K
$18.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Capitol Family Office, Inc.
|
BUY
|
- |
25.3KNew |
$3.53M - $4.57M
|
25.3K
$6.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
25.2K+ 12.78% |
$3.51M - $4.54M
|
222K
$54.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
25.2K+ 5.19% |
$3.5M - $4.54M
|
510K
$125M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
25.1KNew |
$3.49M - $4.52M
|
25.1K
$6.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25KNew |
$3.48M - $4.51M
|
25K
$6.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
24.9KNew |
$3.47M - $4.5M
|
24.9K
$6.13M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
24.9K+ 1.28% |
$3.47M - $4.49M
|
1.97M
$483M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24.9K+ 1.28% |
$3.47M - $4.49M
|
1.97M
$483M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
24.7KNew |
$3.44M - $4.46M
|
24.7K
$6.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
24.7K+ 47.66% |
$3.43M - $4.45M
|
76.4K
$18.8M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
24.7KNew |
$3.43M - $4.45M
|
24.7K
$6.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
24.6KNew |
$3.43M - $4.44M
|
24.6K
$6.05M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
24.6KNew |
$3.42M - $4.44M
|
24.6K
$6.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
24.4KNew |
$3.4M - $4.4M
|
24.4K
$5.99M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
24.4K+ 122.98% |
$3.39M - $4.4M
|
44.2K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24.2KNew |
$3.36M - $4.36M
|
24.2K
$5.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
24.2KNew |
$3.36M - $4.36M
|
24.2K
$5.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
24.1KNew |
$3.36M - $4.35M
|
24.1K
$5.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
24.1KNew |
$3.36M - $4.35M
|
24.1K
$5.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
24.1KNew |
$3.35M - $4.35M
|
24.1K
$5.92M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
24KNew |
$3.34M - $4.33M
|
24K
$5.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
23.9KNew |
$3.33M - $4.32M
|
23.9K
$5.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
23.8K+ 0.34% |
$3.31M - $4.29M
|
7.08M
$1.74B
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
23.5KNew |
$3.27M - $4.23M
|
23.5K
$5.76M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
23.4KNew |
$3.26M - $4.23M
|
23.4K
$5.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
23.4K+ 14.55% |
$3.26M - $4.23M
|
185K
$45.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.3K+ 3.76% |
$3.24M - $4.2M
|
642K
$158M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
23.3KNew |
$3.24M - $4.2M
|
23.3K
$5.71M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
23.2KNew |
$3.22M - $4.18M
|
23.2K
$5.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
23K+ 2.95% |
$3.21M - $4.15M
|
805K
$198M
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
BUY
|
- |
23K+ 1.4% |
$3.2M - $4.15M
|
1.67M
$409M
|