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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
22.9K+ 114.37% |
$3.18M - $4.13M
|
42.9K
$10.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
22.9KNew |
$3.18M - $4.12M
|
22.9K
$5.61M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.8K+ 5.4% |
$3.17M - $4.11M
|
445K
$109M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.7K+ 8.39% |
$3.15M - $4.08M
|
293K
$71.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
22.6KNew |
$3.15M - $4.08M
|
22.6K
$5.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
22.6KNew |
$3.15M - $4.08M
|
22.6K
$5.55M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
22.6KNew |
$3.15M - $4.08M
|
22.6K
$5.55M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
22.6K+ 20.38% |
$3.14M - $4.07M
|
133K
$32.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22.6K+ 12.27% |
$3.14M - $4.07M
|
206K
$50.7M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22.6K+ 12.27% |
$3.14M - $4.07M
|
206K
$50.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
22.5KNew |
$3.13M - $4.06M
|
22.5K
$5.53M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
22.5KNew |
$3.13M - $4.06M
|
22.5K
$5.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
22.5KNew |
$3.13M - $4.06M
|
22.5K
$5.52M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
22.3KNew |
$3.1M - $4.02M
|
22.3K
$5.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
22.2K+ 13.57% |
$3.09M - $4.01M
|
186K
$45.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
22.2KNew |
$3.08M - $4M
|
22.2K
$5.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
22.1K+ 26.15% |
$3.08M - $3.99M
|
107K
$26.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
22KNew |
$3.06M - $3.96M
|
22K
$5.39M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
21.9KNew |
$3.05M - $3.95M
|
21.9K
$5.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
21.9K+ 3.83% |
$3.05M - $3.95M
|
594K
$146M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 3.37% |
$3.03M - $3.93M
|
668K
$164M
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
21.8K+ 10.62% |
$3.03M - $3.93M
|
227K
$55.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21.7KNew |
$3.02M - $3.92M
|
21.7K
$5.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
21.7KNew |
$3.02M - $3.92M
|
21.7K
$5.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
21.6K+ 2.32% |
$3.01M - $3.9M
|
956K
$235M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
21.6K+ 404.72% |
$3.01M - $3.9M
|
27K
$6.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
21.5KNew |
$3M - $3.88M
|
21.5K
$5.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$2.99M - $3.87M
|
21.5K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
21.5KNew |
$2.99M - $3.87M
|
21.5K
$5.27M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
21.4KNew |
$2.97M - $3.85M
|
21.4K
$5.24M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
21.3K+ 8.66% |
$2.96M - $3.84M
|
267K
$65.6M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
21.3KNew |
$2.96M - $3.83M
|
21.3K
$5.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.3K+ 10.43% |
$2.96M - $3.83M
|
225K
$55.3M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.3K+ 10.43% |
$2.96M - $3.83M
|
225K
$55.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
21.2KNew |
$2.95M - $3.83M
|
21.2K
$5.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
21.2KNew |
$2.94M - $3.82M
|
21.2K
$5.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Swarthmore Group Inc
|
BUY
|
- |
21K+ 33.56% |
$2.93M - $3.79M
|
83.7K
$20.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
21KNew |
$2.92M - $3.79M
|
21K
$5.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21KNew |
$2.92M - $3.78M
|
21K
$5.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
21K+ 129.63% |
$2.92M - $3.78M
|
37.1K
$9.12M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
21KNew |
$2.92M - $3.78M
|
21K
$5.15M
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
20.9KNew |
$2.91M - $3.77M
|
20.9K
$5.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
20.8K+ 8.48% |
$2.9M - $3.76M
|
266K
$65.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
20.7K+ 11.3% |
$2.88M - $3.73M
|
204K
$50M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
20.3KNew |
$2.83M - $3.67M
|
20.3K
$5M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
20.1KNew |
$2.79M - $3.62M
|
20.1K
$4.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
20.1K+ 420.18% |
$2.79M - $3.62M
|
24.8K
$6.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
20KNew |
$2.78M - $3.61M
|
20K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
19.9K+ 15.61% |
$2.77M - $3.59M
|
148K
$36.2M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.8K+ 9.36% |
$2.76M - $3.57M
|
231K
$56.8M
|