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 04, 2022
Q4 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
898+ 4.37% |
$125K - $162K
|
21.5K
$5.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
896+ 0.49% |
$125K - $162K
|
183K
$45.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
893+ 2.38% |
$124K - $161K
|
38.4K
$9.48M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
888+ 0.92% |
$124K - $160K
|
97K
$24M
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
884+ 0.86% |
$123K - $159K
|
104K
$25.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
879+ 5.36% |
$122K - $159K
|
17.3K
$4.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
878+ 4.66% |
$122K - $158K
|
19.7K
$4.87M
|
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
875+ 0.21% |
$122K - $158K
|
420K
$104M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
871+ 15.13% |
$121K - $157K
|
6.63K
$1.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
864+ 1.4% |
$120K - $156K
|
62.6K
$15.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
860+ 4.21% |
$120K - $155K
|
21.3K
$5.26M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
857+ 3.63% |
$119K - $155K
|
24.5K
$6.05M
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
852+ 10.82% |
$119K - $154K
|
8.73K
$2.16M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
850+ 8.29% |
$118K - $153K
|
11.1K
$2.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
849+ 1.04% |
$118K - $153K
|
82.1K
$20.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
846+ 6.71% |
$118K - $153K
|
13.5K
$3.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
835+ 20.23% |
$116K - $151K
|
4.96K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
830+ 5.1% |
$115K - $150K
|
17.1K
$4.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
821+ 4.05% |
$114K - $148K
|
21.1K
$5.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
818+ 16.43% |
$114K - $148K
|
5.8K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
811+ 4.03% |
$113K - $146K
|
20.9K
$5.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
805New |
$112K - $145K
|
805
$199K
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
803+ 1.43% |
$112K - $145K
|
57.1K
$14.1M
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
802+ 9.92% |
$112K - $145K
|
8.89K
$2.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
800+ 7.72% |
$111K - $144K
|
11.2K
$2.76M
|
|
|
Feb 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
793+ 14.08% |
$110K - $143K
|
6.43K
$1.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
785+ 6.37% |
$109K - $142K
|
13.1K
$3.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
783+ 12.22% |
$109K - $141K
|
7.19K
$1.78M
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
781+ 2.55% |
$109K - $141K
|
31.4K
$7.76M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
777+ 0.38% |
$108K - $140K
|
203K
$50.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
773+ 0.57% |
$108K - $139K
|
136K
$33.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
771+ 5.87% |
$107K - $139K
|
13.9K
$3.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
768+ 1.91% |
$107K - $138K
|
41K
$10.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
762+ 1.94% |
$106K - $137K
|
40K
$9.88M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
759+ 2.11% |
$106K - $137K
|
36.8K
$9.08M
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
753+ 1.07% |
$105K - $136K
|
71.2K
$17.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
753+ 0.07% |
$105K - $136K
|
1.08M
$267M
|
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
751+ 2.45% |
$104K - $135K
|
31.5K
$7.77M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
748+ 5.84% |
$104K - $135K
|
13.6K
$3.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
739+ 1.06% |
$103K - $133K
|
70.4K
$17.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
738+ 0.71% |
$103K - $133K
|
105K
$26M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
734+ 2.49% |
$102K - $132K
|
30.2K
$7.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
733+ 1.3% |
$102K - $132K
|
57.3K
$14.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
730+ 14.73% |
$102K - $132K
|
5.69K
$1.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
725+ 0.41% |
$101K - $131K
|
176K
$43.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
719+ 0.14% |
$100K - $130K
|
498K
$123M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
718+ 0.8% |
$99.9K - $129K
|
90.2K
$22.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
717+ 5.35% |
$99.8K - $129K
|
14.1K
$3.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
717+ 3.48% |
$99.8K - $129K
|
21.3K
$5.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
716+ 0.31% |
$99.6K - $129K
|
235K
$58.1M
|