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 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
3.44K+ 0.37% |
$478K - $620K
|
931K
$230M
|
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
3.37KNew |
$469K - $608K
|
3.37K
$833K
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.37KNew |
$468K - $607K
|
3.37K
$832K
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.36K+ 22.85% |
$468K - $606K
|
18.1K
$4.46M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.36KNew |
$468K - $606K
|
3.36K
$830K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 2.05% |
$467K - $606K
|
167K
$41.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.34K+ 3.07% |
$464K - $602K
|
112K
$27.7M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.33KNew |
$463K - $600K
|
3.33K
$823K
|
|
|
Feb 08, 2022
Q4 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
3.33K+ 14.73% |
$463K - $600K
|
25.9K
$6.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
3.31K+ 6.67% |
$460K - $597K
|
52.9K
$13.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.31K+ 4.09% |
$460K - $597K
|
84.3K
$20.8M
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
3.3K+ 2.83% |
$459K - $595K
|
120K
$29.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.27K+ 5.45% |
$456K - $590K
|
63.3K
$15.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.27K+ 1.11% |
$454K - $589K
|
298K
$73.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
3.23K+ 4.53% |
$449K - $582K
|
74.4K
$18.4M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.22K+ 232.68% |
$448K - $580K
|
4.6K
$1.14M
|
|
|
Jan 10, 2022
Q4 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.21K+ 2.97% |
$447K - $580K
|
111K
$27.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
3.21K+ 1.34% |
$447K - $579K
|
242K
$59.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
3.21K+ 46.12% |
$446K - $578K
|
10.2K
$2.51M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.2K+ 1.31% |
$446K - $577K
|
248K
$61.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
3.2KNew |
$445K - $577K
|
3.2K
$791K
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.18KNew |
$443K - $574K
|
3.18K
$786K
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
3.16K+ 4.91% |
$440K - $570K
|
67.6K
$16.7M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.15K+ 5.44% |
$439K - $568K
|
61.1K
$15.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
3.15K+ 2.39% |
$438K - $567K
|
135K
$33.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
3.14K+ 0.87% |
$437K - $567K
|
364K
$89.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
3.14K+ 1.64% |
$437K - $567K
|
194K
$48M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
3.14K+ 5.0% |
$437K - $566K
|
65.9K
$16.3M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.13K+ 7.98% |
$436K - $564K
|
42.3K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.12K+ 10.07% |
$434K - $563K
|
34.1K
$8.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
3.11K+ 5.43% |
$432K - $560K
|
60.3K
$14.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
3.1K+ 5.65% |
$431K - $559K
|
58K
$14.3M
|
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.08K+ 74.98% |
$429K - $556K
|
7.2K
$1.78M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.08K+ 0.06% |
$429K - $556K
|
5.1M
$1.26B
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.08K+ 1.26% |
$428K - $555K
|
248K
$61.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$428K - $555K
|
3.08K
$760K
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
3.07KNew |
$428K - $554K
|
3.07K
$759K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.06K+ 3.42% |
$426K - $553K
|
92.7K
$22.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.04K+ 31.66% |
$424K - $549K
|
12.7K
$3.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.04KNew |
$423K - $548K
|
3.04K
$751K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.03K+ 11.5% |
$421K - $545K
|
29.3K
$7.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.02K+ 47.19% |
$420K - $545K
|
9.42K
$2.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
3.02KNew |
$420K - $544K
|
3.02K
$745K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
3K+ 4.32% |
$417K - $541K
|
72.5K
$17.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
BUY
|
- |
2.99K+ 2.58% |
$416K - $539K
|
119K
$29.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.99K+ 1.34% |
$415K - $538K
|
226K
$55.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.98K+ 7.0% |
$414K - $537K
|
45.5K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.97K+ 33.11% |
$414K - $536K
|
12K
$2.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.97KNew |
$413K - $535K
|
2.97K
$733K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.95K+ 90.74% |
$410K - $532K
|
6.2K
$1.53M
|