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 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.84K+ 0.97% |
$256K - $331K
|
192K
$47.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.82K+ 6.36% |
$254K - $329K
|
30.5K
$7.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.82K+ 1.02% |
$253K - $328K
|
180K
$44.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$252K - $327K
|
1.81K
$448K
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.8K+ 3.78% |
$250K - $324K
|
49.3K
$12.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.79K+ 53.21% |
$249K - $323K
|
5.16K
$1.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.79K+ 1.26% |
$249K - $323K
|
144K
$35.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 16.17% |
$248K - $321K
|
12.8K
$3.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
1.78K+ 1.44% |
$248K - $321K
|
125K
$30.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
1.78K+ 3.28% |
$247K - $321K
|
56K
$13.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.77K+ 57.36% |
$246K - $318K
|
4.85K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.76K+ 3.09% |
$245K - $317K
|
58.6K
$14.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
1.75K+ 8.86% |
$243K - $315K
|
21.5K
$5.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.73K+ 0.36% |
$240K - $311K
|
478K
$118M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.72KNew |
$240K - $311K
|
1.72K
$426K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.71K+ 5.06% |
$237K - $308K
|
35.4K
$8.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.71K+ 17.12% |
$237K - $308K
|
11.7K
$2.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.7K+ 1.67% |
$237K - $307K
|
103K
$25.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7K+ 0.78% |
$237K - $307K
|
219K
$54.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.7KNew |
$236K - $306K
|
1.7K
$419K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.69K+ 3.13% |
$235K - $305K
|
55.8K
$13.8M
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
1.69KNew |
$235K - $305K
|
1.69K
$418K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.69K+ 26.47% |
$235K - $304K
|
8.07K
$1.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.69KNew |
$235K - $304K
|
1.69K
$417K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.68K+ 8.79% |
$234K - $303K
|
20.8K
$5.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.68K+ 3.89% |
$234K - $303K
|
44.8K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.67K+ 1.71% |
$233K - $302K
|
99.4K
$24.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
1.67K+ 10.74% |
$233K - $302K
|
17.2K
$4.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$232K - $301K
|
1.67K
$413K
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.67K+ 1.41% |
$232K - $300K
|
120K
$29.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.66K+ 3.38% |
$231K - $299K
|
50.7K
$12.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.66K+ 4.22% |
$230K - $298K
|
40.9K
$10.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.65KNew |
$230K - $298K
|
1.65K
$408K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1.65K+ 3.33% |
$230K - $298K
|
51.2K
$12.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.65KNew |
$229K - $297K
|
1.65K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1.64K+ 0.36% |
$228K - $296K
|
455K
$112M
|
|
|
Jan 24, 2022
Q4 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
1.63K+ 22.31% |
$227K - $294K
|
8.95K
$2.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.63K+ 2.84% |
$226K - $293K
|
58.8K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
1.63K+ 1.58% |
$226K - $293K
|
105K
$25.8M
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.62K+ 0.23% |
$226K - $293K
|
697K
$172M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
1.62KNew |
$226K - $292K
|
1.62K
$401K
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.61KNew |
$224K - $290K
|
1.61K
$398K
|
|
|
Jun 14, 2024
Q4 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.61K+ 24.22% |
$223K - $290K
|
8.24K
$2.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 15.81% |
$223K - $289K
|
11.7K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.6K+ 0.84% |
$222K - $288K
|
193K
$47.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.6K+ 0.46% |
$222K - $288K
|
349K
$86.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.6K+ 6.01% |
$222K - $288K
|
28.2K
$6.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
1.58K+ 9.04% |
$219K - $284K
|
19K
$4.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.57K+ 1.35% |
$218K - $283K
|
118K
$29.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.56K+ 1.49% |
$217K - $281K
|
106K
$26.2M
|