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 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
4.59KNew |
$639K - $828K
|
4.59K
$1.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
4.53K+ 110.49% |
$630K - $817K
|
8.63K
$2.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.51K+ 1.29% |
$628K - $813K
|
356K
$87.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
4.47K+ 6.62% |
$622K - $806K
|
72K
$17.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
4.44K+ 6.91% |
$617K - $800K
|
68.6K
$16.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.43K+ 9.49% |
$616K - $799K
|
51.1K
$12.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.34K+ 12.48% |
$604K - $783K
|
39.1K
$9.61M
|
|
|
May 12, 2022
Q4 2021
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
4.34KNew |
$604K - $783K
|
4.34K
$1.07M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
4.33KNew |
$602K - $780K
|
4.33K
$1.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.32KNew |
$601K - $778K
|
4.32K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4.3K+ 35.42% |
$599K - $776K
|
16.5K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.3KNew |
$598K - $775K
|
4.3K
$1.05M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
4.29K+ 2.1% |
$597K - $774K
|
209K
$51.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
4.26KNew |
$592K - $767K
|
4.26K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.26K+ 2.37% |
$592K - $767K
|
184K
$45.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
4.24K+ 2.07% |
$590K - $765K
|
209K
$51.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.24K+ 2.82% |
$590K - $765K
|
154K
$37.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
4.24K+ 1.17% |
$590K - $764K
|
367K
$90.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
4.24K+ 6.79% |
$589K - $764K
|
66.6K
$16.4M
|
|
|
Mar 10, 2022
Q4 2021
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
4.22KNew |
$587K - $761K
|
4.22K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.22K+ 0.86% |
$587K - $760K
|
494K
$121M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.2K+ 1.28% |
$585K - $758K
|
331K
$81.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Provident Trust CO
|
BUY
|
- |
4.2K+ 11.07% |
$584K - $757K
|
42.1K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.18KNew |
$581K - $753K
|
4.18K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
4.18KNew |
$581K - $753K
|
4.18K
$1.03M
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.17K+ 4.23% |
$580K - $751K
|
103K
$25.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.16KNew |
$579K - $751K
|
4.16K
$1.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.16K+ 1.52% |
$579K - $751K
|
278K
$68.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.15K+ 1.22% |
$578K - $749K
|
345K
$84.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
4.15KNew |
$577K - $748K
|
4.15K
$1.02M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.1KNew |
$571K - $740K
|
4.1K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.07KNew |
$567K - $734K
|
4.07K
$1M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.06K+ 14.23% |
$565K - $733K
|
32.6K
$8.01M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.06K+ 29.52% |
$565K - $732K
|
17.8K
$4.38M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
4.05K+ 9.62% |
$564K - $731K
|
46.2K
$11.3M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.04K+ 1.72% |
$562K - $729K
|
238K
$58.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.03K+ 6.19% |
$561K - $727K
|
69.2K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.01K+ 0.6% |
$558K - $723K
|
674K
$166M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4KNew |
$557K - $721K
|
4K
$982K
|
|
|
Feb 17, 2022
Q4 2021
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
4KNew |
$557K - $721K
|
4K
$982K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
3.99K+ 24.27% |
$555K - $720K
|
20.4K
$5.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
3.99K+ 13.6% |
$555K - $720K
|
33.3K
$8.18M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 49.16% |
$555K - $719K
|
12.1K
$2.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.95K+ 3.91% |
$550K - $712K
|
105K
$25.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
3.94K+ 24.81% |
$548K - $710K
|
19.8K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.92K+ 3.08% |
$546K - $707K
|
131K
$32.3M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.92K+ 1.05% |
$545K - $706K
|
379K
$93M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
3.91KNew |
$544K - $706K
|
3.91K
$961K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.89K+ 5.04% |
$541K - $701K
|
81.1K
$19.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.88K+ 11.63% |
$540K - $699K
|
37.2K
$9.14M
|