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 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 2.99% |
$158K - $205K
|
39.1K
$9.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 0.19% |
$157K - $203K
|
610K
$151M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.12K+ 2.7% |
$156K - $203K
|
42.7K
$10.6M
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.12K+ 0.69% |
$156K - $203K
|
163K
$40.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.12K+ 0.8% |
$156K - $202K
|
142K
$35M
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.11K+ 4.3% |
$155K - $200K
|
27K
$6.66M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.11K+ 2.85% |
$154K - $199K
|
39.9K
$9.85M
|
|
|
Jan 28, 2022
Q4 2021
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1.1KNew |
$154K - $199K
|
1.1K
$273K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.1K+ 0.79% |
$153K - $198K
|
140K
$34.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
1.09K+ 0.73% |
$152K - $197K
|
151K
$37.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.09K+ 0.57% |
$152K - $197K
|
191K
$47.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 0.84% |
$152K - $197K
|
130K
$32.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.09K+ 3.15% |
$152K - $196K
|
35.7K
$8.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.09K+ 80.59% |
$151K - $196K
|
2.44K
$602K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.09K+ 1.58% |
$151K - $196K
|
69.8K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1.08K+ 15.08% |
$150K - $195K
|
8.24K
$2.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.08K+ 1.85% |
$150K - $195K
|
59.5K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.08K+ 0.23% |
$150K - $195K
|
467K
$115M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.08K+ 1.85% |
$150K - $195K
|
59.5K
$14.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.07K+ 1.03% |
$149K - $194K
|
106K
$26.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.07K+ 0.56% |
$149K - $193K
|
191K
$47.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.07K+ 3.74% |
$148K - $192K
|
29.6K
$7.3M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.06K+ 0.72% |
$148K - $192K
|
149K
$36.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.06K+ 0.82% |
$148K - $192K
|
130K
$32.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.05K+ 1.16% |
$146K - $189K
|
91.6K
$22.6M
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
1.05K+ 4.88% |
$146K - $189K
|
22.5K
$5.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.04K+ 1.07% |
$145K - $188K
|
98.1K
$24.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.04K+ 1.52% |
$144K - $187K
|
69.3K
$17.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
1.04K+ 2.24% |
$144K - $187K
|
47.3K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.03K+ 2.97% |
$144K - $186K
|
35.8K
$8.85M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.03K+ 0.96% |
$144K - $186K
|
109K
$26.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
1.03K+ 4.0% |
$143K - $185K
|
26.7K
$6.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.02K+ 21.19% |
$142K - $184K
|
5.84K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
1.02K+ 1.19% |
$142K - $184K
|
86.4K
$21.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.01K+ 11.06% |
$141K - $182K
|
10.2K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.01K+ 10.43% |
$140K - $182K
|
10.7K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.01K+ 3.79% |
$140K - $182K
|
27.6K
$6.82M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1K+ 2.22% |
$139K - $180K
|
46.1K
$11.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
998+ 5.16% |
$139K - $180K
|
20.3K
$5.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
996+ 0.47% |
$139K - $180K
|
213K
$52.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
995+ 1.93% |
$138K - $179K
|
52.6K
$13M
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
978+ 1.96% |
$136K - $176K
|
50.9K
$12.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
966+ 5.94% |
$134K - $174K
|
17.2K
$4.26M
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
956+ 4.15% |
$133K - $172K
|
24K
$5.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
956+ 2.55% |
$133K - $172K
|
38.5K
$9.51M
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
952+ 1.57% |
$132K - $172K
|
61.5K
$15.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
941+ 3.21% |
$131K - $170K
|
30.2K
$7.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
932+ 0.84% |
$130K - $168K
|
112K
$27.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
925+ 4.24% |
$129K - $167K
|
22.7K
$5.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
901+ 0.59% |
$125K - $162K
|
154K
$38M
|