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 08, 2022
Q4 2021
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
1.35KNew |
$188K - $243K
|
1.35K
$333K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
1.35K+ 3.61% |
$187K - $243K
|
38.6K
$9.55M
|
|
|
Jan 13, 2022
Q4 2021
|
Platt Investment Counsel, LLC
|
BUY
|
- |
1.34KNew |
$186K - $242K
|
1.34K
$331K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.34K+ 0.25% |
$186K - $241K
|
527K
$130M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.34KNew |
$186K - $241K
|
1.34K
$331K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.34K+ 9.35% |
$186K - $241K
|
15.6K
$3.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.33K+ 4.93% |
$185K - $240K
|
28.3K
$7M
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.33K+ 2.49% |
$185K - $239K
|
54.6K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
American Capital Management Inc
New York, NY |
BUY
|
- |
1.32KNew |
$183K - $237K
|
1.32K
$325K
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.32K+ 0.92% |
$183K - $237K
|
144K
$35.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.3K+ 1.47% |
$181K - $235K
|
89.8K
$22.2M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.3K+ 25.55% |
$181K - $234K
|
6.38K
$1.58M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.3K+ 4.12% |
$180K - $234K
|
32.7K
$8.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.29K+ 2.34% |
$180K - $233K
|
56.5K
$14M
|
|
|
Feb 01, 2022
Q4 2021
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1.29KNew |
$179K - $232K
|
1.29K
$318K
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
1.28KNew |
$179K - $232K
|
1.28K
$317K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
1.28K+ 2.87% |
$179K - $231K
|
46K
$11.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.28K+ 2.17% |
$178K - $230K
|
60.2K
$14.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.28K+ 6.9% |
$178K - $230K
|
19.8K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.28K+ 46.36% |
$177K - $230K
|
4.03K
$995K
|
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
1.27K+ 1.49% |
$176K - $229K
|
86.2K
$21.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
1.26K+ 17.2% |
$175K - $227K
|
8.56K
$2.12M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.26K+ 0.96% |
$175K - $226K
|
132K
$32.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
1.25K+ 7.0% |
$174K - $225K
|
19.1K
$4.72M
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.25K+ 1.6% |
$174K - $225K
|
79.5K
$19.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.25KNew |
$174K - $225K
|
1.25K
$308K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.23K+ 4.94% |
$172K - $223K
|
26.2K
$6.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.23K+ 5.65% |
$171K - $222K
|
23K
$5.68M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.22K+ 34.89% |
$170K - $220K
|
4.72K
$1.17M
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
BUY
|
- |
1.21K+ 9.45% |
$169K - $219K
|
14.1K
$3.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 1.09% |
$169K - $219K
|
113K
$27.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.21K+ 16.89% |
$168K - $218K
|
8.37K
$2.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Trigran Investments, Inc.
|
BUY
|
- |
1.2KNew |
$167K - $216K
|
1.2K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
1.2K+ 5.13% |
$166K - $216K
|
24.5K
$6.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.19KNew |
$166K - $215K
|
1.19K
$295K
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
1.18K+ 19.44% |
$165K - $214K
|
7.27K
$1.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
1.18K+ 2.85% |
$164K - $213K
|
42.7K
$10.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Whelan Financial
|
BUY
|
- |
1.17KNew |
$163K - $211K
|
1.17K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
1.17K+ 0.54% |
$162K - $210K
|
218K
$53.8M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.17K+ 20.54% |
$162K - $210K
|
6.84K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.16K+ 5.8% |
$162K - $209K
|
21.2K
$5.23M
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.16KNew |
$161K - $209K
|
1.16K
$286K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.16K+ 1.81% |
$161K - $209K
|
65.2K
$16.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 12.8% |
$161K - $208K
|
10.2K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.15K+ 0.77% |
$160K - $207K
|
150K
$37.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
1.15K+ 4.18% |
$159K - $206K
|
28.5K
$7.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Profit Investment Management, LLC
|
BUY
|
- |
1.14K+ 9.33% |
$159K - $206K
|
13.4K
$3.31M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
1.14KNew |
$159K - $206K
|
1.14K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.14KNew |
$159K - $206K
|
1.14K
$282K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 3.71% |
$158K - $205K
|
31.8K
$7.87M
|