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 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
5.73K+ 12.32% |
$797K - $1.03M
|
52.2K
$12.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5.7KNew |
$792K - $1.03M
|
5.7K
$1.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.69K+ 1.17% |
$792K - $1.03M
|
491K
$121M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.69KNew |
$791K - $1.03M
|
5.69K
$1.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.67K+ 4.09% |
$789K - $1.02M
|
144K
$35.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.66K+ 8.14% |
$787K - $1.02M
|
75.2K
$18.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
5.64KNew |
$784K - $1.02M
|
5.64K
$1.38M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
5.62K+ 19.51% |
$782K - $1.01M
|
34.4K
$8.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
5.6KNew |
$779K - $1.01M
|
5.6K
$1.38M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.57K+ 19.61% |
$776K - $1.01M
|
34K
$8.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.57K+ 9.29% |
$775K - $1M
|
65.6K
$16.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5.57KNew |
$775K - $1M
|
5.57K
$1.37M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.53KNew |
$769K - $996K
|
5.53K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5.52KNew |
$768K - $995K
|
5.52K
$1.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
BUY
|
- |
5.51K+ 10.4% |
$767K - $994K
|
58.5K
$14.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.5K+ 1.13% |
$766K - $993K
|
492K
$121M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.5K+ 3.3% |
$765K - $992K
|
172K
$42.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.5K+ 5.64% |
$765K - $992K
|
103K
$25.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
5.48KNew |
$763K - $989K
|
5.48K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.47K+ 2.97% |
$760K - $986K
|
189K
$46.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.46K+ 0.89% |
$759K - $984K
|
618K
$152M
|
|
|
Feb 11, 2022
Q4 2021
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
5.45K+ 1.14% |
$758K - $982K
|
482K
$118M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
5.42K+ 1.44% |
$754K - $978K
|
382K
$93.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
5.38K+ 11.05% |
$748K - $969K
|
54K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.37K+ 1.07% |
$746K - $967K
|
505K
$124M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
5.36K+ 6.16% |
$746K - $966K
|
92.4K
$22.7M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.35KNew |
$744K - $965K
|
5.35K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
5.35K+ 8.74% |
$744K - $964K
|
66.5K
$16.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.34K+ 35.16% |
$742K - $962K
|
20.5K
$5.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
5.32KNew |
$741K - $960K
|
5.32K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.3K+ 3.04% |
$738K - $956K
|
180K
$44.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.3KNew |
$738K - $956K
|
5.3K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
5.3KNew |
$737K - $956K
|
5.3K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.3K+ 16.38% |
$737K - $955K
|
37.6K
$9.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.28K+ 40.1% |
$735K - $952K
|
18.5K
$4.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
5.27KNew |
$734K - $951K
|
5.27K
$1.29M
|
|
|
Mar 14, 2022
Q4 2021
|
Merlin Capital LLC
|
BUY
|
- |
5.26KNew |
$732K - $948K
|
5.26K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.25K+ 19.6% |
$731K - $947K
|
32.1K
$7.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.25K+ 5.92% |
$730K - $947K
|
93.9K
$23.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Barton Investment Management
|
BUY
|
- |
5.25K+ 19.18% |
$730K - $946K
|
32.6K
$8M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.2K+ 14.58% |
$724K - $938K
|
40.9K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
5.19KNew |
$722K - $936K
|
5.19K
$1.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
5.19K+ 13.17% |
$722K - $936K
|
44.6K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
5.19K+ 3.5% |
$722K - $935K
|
153K
$37.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.16K+ 3.23% |
$718K - $930K
|
165K
$40.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.15K+ 4.44% |
$717K - $929K
|
121K
$29.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
5.14KNew |
$714K - $926K
|
5.14K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.13K+ 7.03% |
$714K - $925K
|
78.1K
$19.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.12KNew |
$713K - $924K
|
5.12K
$1.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.11K+ 5.35% |
$710K - $921K
|
101K
$24.7M
|