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 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
14.1KNew |
$1.96M - $2.55M
|
14.1K
$3.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
14.1KNew |
$1.96M - $2.54M
|
14.1K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14KNew |
$1.94M - $2.52M
|
14K
$3.43M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
14KNew |
$1.94M - $2.52M
|
14K
$3.43M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
13.9K+ 7.39% |
$1.93M - $2.51M
|
202K
$49.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
13.8KNew |
$1.92M - $2.49M
|
13.8K
$3.39M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
13.8KNew |
$1.92M - $2.49M
|
13.8K
$3.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.91M - $2.47M
|
13.7K
$3.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
13.7KNew |
$1.91M - $2.47M
|
13.7K
$3.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
13.7K+ 38.71% |
$1.9M - $2.47M
|
49K
$12M
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
13.5K+ 0.86% |
$1.88M - $2.44M
|
1.58M
$389M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.5K+ 4.67% |
$1.88M - $2.44M
|
303K
$74.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.5K+ 3.72% |
$1.88M - $2.43M
|
376K
$92.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
13.4KNew |
$1.87M - $2.42M
|
13.4K
$3.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$1.87M - $2.42M
|
13.4K
$3.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
13.4KNew |
$1.86M - $2.41M
|
13.4K
$3.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
13.4KNew |
$1.86M - $2.41M
|
13.4K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13.3K+ 15.28% |
$1.86M - $2.41M
|
101K
$24.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Noked Capital LTD
Tel Aviv, L3 |
BUY
|
- |
13.3KNew |
$1.85M - $2.4M
|
13.3K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
13.3KNew |
$1.85M - $2.4M
|
13.3K
$3.27M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
$1.85M - $2.39M
|
13.3K
$3.26M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
13.2K+ 53.44% |
$1.84M - $2.38M
|
37.9K
$9.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.1KNew |
$1.83M - $2.37M
|
13.1K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12.9K+ 266.12% |
$1.8M - $2.33M
|
17.8K
$4.37M
|
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
12.9KNew |
$1.8M - $2.33M
|
12.9K
$3.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$1.79M - $2.33M
|
12.9K
$3.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
12.9K+ 10.96% |
$1.79M - $2.32M
|
130K
$32M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
12.9KNew |
$1.79M - $2.32M
|
12.9K
$3.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
12.8K+ 2.01% |
$1.78M - $2.3M
|
646K
$159M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12.8K+ 28.62% |
$1.77M - $2.3M
|
57.3K
$14.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12.7K+ 32.07% |
$1.77M - $2.3M
|
52.5K
$12.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
12.7K+ 6.61% |
$1.77M - $2.3M
|
206K
$50.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 3.46% |
$1.77M - $2.29M
|
380K
$93.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.7K+ 40.54% |
$1.77M - $2.29M
|
44.1K
$10.8M
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
12.7K+ 7.85% |
$1.76M - $2.29M
|
174K
$42.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
12.7K+ 3.33% |
$1.76M - $2.28M
|
393K
$96.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$1.76M - $2.28M
|
12.6K
$3.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
12.6K+ 4.27% |
$1.76M - $2.28M
|
309K
$75.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
12.6K+ 21.83% |
$1.75M - $2.27M
|
70.2K
$17.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
12.6KNew |
$1.75M - $2.27M
|
12.6K
$3.09M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.6KNew |
$1.75M - $2.27M
|
12.6K
$3.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5K+ 28.43% |
$1.74M - $2.26M
|
56.5K
$13.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
12.4K+ 10.78% |
$1.73M - $2.24M
|
128K
$31.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12.3K+ 1.01% |
$1.71M - $2.22M
|
1.24M
$303M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.3KNew |
$1.71M - $2.22M
|
12.3K
$3.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.2K+ 1.74% |
$1.7M - $2.2M
|
713K
$175M
|
|
|
Feb 15, 2022
Q4 2021
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
12.2KNew |
$1.69M - $2.2M
|
12.2K
$2.99M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.2KNew |
$1.69M - $2.19M
|
12.2K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
12.1K+ 50.12% |
$1.69M - $2.19M
|
36.4K
$8.93M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.1K+ 3.46% |
$1.69M - $2.19M
|
363K
$89.1M
|