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 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.66K+ 8.94% |
$926K - $1.2M
|
81.1K
$19.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.54K+ 3.26% |
$910K - $1.18M
|
207K
$50.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.53K+ 3.57% |
$908K - $1.18M
|
190K
$46.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
6.51K+ 1.48% |
$906K - $1.17M
|
448K
$110M
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.49KNew |
$903K - $1.17M
|
6.49K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.47K+ 4.93% |
$901K - $1.17M
|
138K
$33.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.46K+ 1.81% |
$898K - $1.16M
|
363K
$89.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.4K+ 208.67% |
$890K - $1.15M
|
9.47K
$2.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.39K+ 15.37% |
$889K - $1.15M
|
47.9K
$11.8M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.39K+ 15.37% |
$889K - $1.15M
|
47.9K
$11.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
6.37K+ 2.82% |
$886K - $1.15M
|
232K
$57M
|
|
|
Feb 11, 2022
Q4 2021
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.35KNew |
$883K - $1.14M
|
6.35K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.34K+ 4.29% |
$882K - $1.14M
|
154K
$37.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
6.3KNew |
$877K - $1.14M
|
6.3K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
6.28K+ 8.1% |
$874K - $1.13M
|
83.8K
$20.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
6.28KNew |
$873K - $1.13M
|
6.28K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
6.26K+ 2.15% |
$871K - $1.13M
|
297K
$73M
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
6.26KNew |
$871K - $1.13M
|
6.26K
$1.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.22K+ 2.32% |
$865K - $1.12M
|
275K
$67.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.21K+ 6.59% |
$864K - $1.12M
|
100K
$24.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6.14KNew |
$854K - $1.11M
|
6.14K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Lane Generational LLC
|
BUY
|
- |
6.13KNew |
$852K - $1.1M
|
6.13K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6.09K+ 6.19% |
$847K - $1.1M
|
104K
$25.6M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.08K+ 0.38% |
$845K - $1.1M
|
1.61M
$396M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.07K+ 4.53% |
$845K - $1.1M
|
140K
$34.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6.05KNew |
$842K - $1.09M
|
6.05K
$1.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.03K+ 3.36% |
$839K - $1.09M
|
186K
$45.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
6.02KNew |
$837K - $1.09M
|
6.02K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
6.01K+ 673.77% |
$836K - $1.08M
|
6.9K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
5.99K+ 2.88% |
$834K - $1.08M
|
214K
$52.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Keene & Associates, Inc.
|
BUY
|
- |
5.98KNew |
$832K - $1.08M
|
5.98K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.98K+ 3.5% |
$832K - $1.08M
|
177K
$43.4M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5.95KNew |
$828K - $1.07M
|
5.95K
$1.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
5.94K+ 2.64% |
$826K - $1.07M
|
231K
$56.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.93K+ 1.17% |
$825K - $1.07M
|
511K
$125M
|
|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
5.91K+ 50.93% |
$823K - $1.07M
|
17.5K
$4.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.9K+ 231.92% |
$821K - $1.06M
|
8.44K
$2.07M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
5.89KNew |
$819K - $1.06M
|
5.89K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.88KNew |
$819K - $1.06M
|
5.88K
$1.44M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
5.87KNew |
$817K - $1.06M
|
5.87K
$1.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.85KNew |
$814K - $1.06M
|
5.85K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
5.83KNew |
$811K - $1.05M
|
5.83K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.82KNew |
$810K - $1.05M
|
5.82K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5.79K+ 3.73% |
$805K - $1.04M
|
161K
$39.5M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.78KNew |
$804K - $1.04M
|
5.78K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.78KNew |
$804K - $1.04M
|
5.78K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
5.75KNew |
$800K - $1.04M
|
5.75K
$1.41M
|
|
|
Feb 03, 2022
Q4 2021
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
5.74KNew |
$799K - $1.04M
|
5.74K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.74KNew |
$799K - $1.04M
|
5.74K
$1.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.73K+ 10.33% |
$798K - $1.03M
|
61.2K
$15M
|