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 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.95K+ 8.61% |
$410K - $532K
|
37.2K
$9.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
2.95K+ 6.15% |
$410K - $532K
|
50.9K
$12.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
2.94K+ 8.94% |
$409K - $531K
|
35.9K
$8.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.93K+ 4.67% |
$407K - $527K
|
65.6K
$16.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
2.92K+ 1.16% |
$407K - $527K
|
254K
$62.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 21.01% |
$406K - $526K
|
16.8K
$4.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
2.91K+ 19.21% |
$405K - $525K
|
18.1K
$4.46M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
2.9KNew |
$404K - $524K
|
2.9K
$718K
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.9KNew |
$404K - $523K
|
2.9K
$717K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
2.89K+ 4.12% |
$403K - $522K
|
73.1K
$18.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
2.85K+ 5.96% |
$397K - $514K
|
50.7K
$12.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.85KNew |
$396K - $514K
|
2.85K
$704K
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
2.84K+ 0.93% |
$396K - $513K
|
308K
$76.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
2.82KNew |
$393K - $509K
|
2.82K
$697K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
2.82K+ 8.45% |
$392K - $508K
|
36.1K
$8.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.8K+ 1.31% |
$390K - $505K
|
216K
$53.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.8K+ 1.89% |
$389K - $504K
|
151K
$37.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2.77K+ 2.54% |
$386K - $500K
|
112K
$27.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.77K+ 87.23% |
$386K - $500K
|
5.95K
$1.47M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.77K+ 1.63% |
$385K - $499K
|
173K
$42.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
2.75K+ 5.95% |
$383K - $496K
|
49K
$12.1M
|
|
|
Apr 29, 2022
Q4 2021
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
2.75KNew |
$382K - $496K
|
2.75K
$679K
|
|
|
Feb 02, 2022
Q4 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.73K+ 0.56% |
$380K - $493K
|
492K
$122M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.72KNew |
$378K - $490K
|
2.72K
$671K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
2.72K+ 2.04% |
$378K - $490K
|
136K
$33.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2.72K+ 2.25% |
$378K - $490K
|
123K
$30.4M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.7K+ 11.48% |
$376K - $487K
|
26.2K
$6.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.7KNew |
$375K - $487K
|
2.7K
$667K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
2.69K+ 1.37% |
$375K - $486K
|
199K
$49.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
2.69K+ 5.48% |
$374K - $485K
|
51.8K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
2.69K+ 11.0% |
$374K - $484K
|
27.1K
$6.7M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
2.68K+ 22.76% |
$373K - $484K
|
14.5K
$3.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.67K+ 3.74% |
$372K - $481K
|
74K
$18.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.67K+ 4.83% |
$371K - $481K
|
57.8K
$14.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.66K+ 0.43% |
$370K - $480K
|
623K
$154M
|
|
|
Feb 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
2.66KNew |
$369K - $479K
|
2.66K
$656K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.65K+ 4.48% |
$369K - $479K
|
61.8K
$15.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.63K+ 7.2% |
$365K - $474K
|
39.1K
$9.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Suncoast Equity Management
|
BUY
|
- |
2.62K+ 0.82% |
$365K - $473K
|
320K
$79.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
2.62K+ 1.06% |
$365K - $472K
|
249K
$61.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.62K+ 308.01% |
$364K - $472K
|
3.46K
$856K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
2.61K+ 1.53% |
$364K - $471K
|
173K
$42.8M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.61K+ 2.35% |
$363K - $470K
|
114K
$28.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.59K+ 0.87% |
$360K - $467K
|
301K
$74.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
2.58K+ 0.44% |
$359K - $466K
|
589K
$145M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.57K+ 1.28% |
$358K - $464K
|
203K
$50.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 0.71% |
$356K - $461K
|
364K
$89.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 19.02% |
$351K - $455K
|
15.8K
$3.9M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.52KNew |
$351K - $454K
|
2.52K
$623K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
2.51K+ 6.16% |
$349K - $452K
|
43.2K
$10.7M
|