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 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
19.7KNew |
$2.75M - $3.56M
|
19.7K
$4.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
19.7KNew |
$2.74M - $3.56M
|
19.7K
$4.84M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
19.7KNew |
$2.74M - $3.55M
|
19.7K
$4.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
19.6K+ 112.79% |
$2.72M - $3.53M
|
36.9K
$9.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
19.5KNew |
$2.71M - $3.51M
|
19.5K
$4.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
19.4K+ 22.71% |
$2.7M - $3.5M
|
105K
$25.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
19.3KNew |
$2.69M - $3.48M
|
19.3K
$4.74M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.3K+ 1.88% |
$2.69M - $3.48M
|
1.05M
$257M
|
|
|
Jan 25, 2022
Q4 2021
|
Deltec Asset Management LLC
|
BUY
|
- |
19.2K+ 67.58% |
$2.67M - $3.46M
|
47.6K
$11.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
19KNew |
$2.64M - $3.42M
|
19K
$4.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
19KNew |
$2.64M - $3.42M
|
19K
$4.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
19K+ 2.92% |
$2.64M - $3.42M
|
668K
$164M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.8K+ 2.46% |
$2.62M - $3.4M
|
783K
$192M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
18.8KNew |
$2.62M - $3.39M
|
18.8K
$4.62M
|
|
|
Feb 05, 2025
Q4 2021
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
18.7KNew |
$2.6M - $3.37M
|
18.7K
$4.59M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$2.6M - $3.36M
|
18.7K
$4.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
18.6KNew |
$2.59M - $3.36M
|
18.6K
$4.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
18.6KNew |
$2.59M - $3.36M
|
18.6K
$4.57M
|
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
18.5KNew |
$2.58M - $3.34M
|
18.5K
$4.55M
|
|
|
Nov 07, 2022
Q4 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
18.5KNew |
$2.57M - $3.34M
|
18.5K
$4.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
18.5K+ 11.72% |
$2.57M - $3.33M
|
176K
$43.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
18.4KNew |
$2.56M - $3.32M
|
18.4K
$4.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
18.3K+ 49.06% |
$2.55M - $3.3M
|
55.7K
$13.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
18.3KNew |
$2.55M - $3.3M
|
18.3K
$4.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 2.27% |
$2.54M - $3.29M
|
822K
$202M
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
18.2K+ 793.37% |
$2.53M - $3.28M
|
20.5K
$5.03M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
18KNew |
$2.51M - $3.25M
|
18K
$4.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17.8K+ 5.43% |
$2.48M - $3.21M
|
346K
$85M
|
|
|
Jan 28, 2022
Q4 2021
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
17.8K+ 7.38% |
$2.48M - $3.21M
|
259K
$63.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
17.8KNew |
$2.47M - $3.21M
|
17.8K
$4.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
17.7KNew |
$2.46M - $3.19M
|
17.7K
$4.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
17.6K+ 64.15% |
$2.45M - $3.17M
|
45K
$11M
|
|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
17.5KNew |
$2.44M - $3.16M
|
17.5K
$4.3M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
17.5KNew |
$2.43M - $3.15M
|
17.5K
$4.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
17.5K+ 223.7% |
$2.43M - $3.15M
|
25.3K
$6.21M
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
17.4K+ 28.27% |
$2.42M - $3.14M
|
79K
$19.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
17.4K+ 4.66% |
$2.42M - $3.13M
|
390K
$95.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
17.3KNew |
$2.41M - $3.13M
|
17.3K
$4.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.3K+ 21.18% |
$2.41M - $3.12M
|
98.9K
$24.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
17.3KNew |
$2.4M - $3.11M
|
17.3K
$4.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
17.2K+ 1.12% |
$2.4M - $3.11M
|
1.56M
$383M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17.1KNew |
$2.38M - $3.09M
|
17.1K
$4.21M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
17.1KNew |
$2.38M - $3.08M
|
17.1K
$4.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
17.1K+ 14.52% |
$2.37M - $3.08M
|
135K
$33.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17.1K+ 2.36% |
$2.37M - $3.08M
|
739K
$182M
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
17KNew |
$2.37M - $3.07M
|
17K
$4.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
17KNew |
$2.37M - $3.07M
|
17K
$4.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16.8K+ 4.57% |
$2.34M - $3.03M
|
384K
$94.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.8K+ 4.89% |
$2.33M - $3.02M
|
360K
$88.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
BUY
|
- |
16.8KNew |
$2.33M - $3.02M
|
16.8K
$4.11M
|