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
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
716+ 1.13% |
$99.6K - $129K
|
64.2K
$15.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
713+ 4.01% |
$99.2K - $129K
|
18.5K
$4.57M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
709+ 1.17% |
$98.7K - $128K
|
61.5K
$15.2M
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
708+ 1.06% |
$98.5K - $128K
|
67.4K
$16.7M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
707+ 0.33% |
$98.4K - $127K
|
214K
$52.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
707+ 1.95% |
$98.4K - $127K
|
36.9K
$9.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
706+ 1.57% |
$98.2K - $127K
|
45.6K
$11.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
704+ 0.31% |
$98K - $127K
|
230K
$56.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
702+ 8.7% |
$97.7K - $127K
|
8.77K
$2.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
700+ 39.66% |
$97.4K - $126K
|
2.47K
$609K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
700+ 0.88% |
$97.4K - $126K
|
80K
$19.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
700+ 7.33% |
$97.4K - $126K
|
10.3K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
BUY
|
- |
694+ 0.96% |
$96.6K - $125K
|
73.1K
$18.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
683+ 0.68% |
$95K - $123K
|
102K
$25.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
BUY
|
- |
682+ 0.52% |
$94.9K - $123K
|
132K
$32.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
682+ 1.25% |
$94.9K - $123K
|
55.3K
$13.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
681+ 4.12% |
$94.8K - $123K
|
17.2K
$4.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
679+ 2.08% |
$94.5K - $122K
|
33.3K
$8.22M
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
675+ 1.65% |
$93.9K - $122K
|
41.5K
$10.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
673+ 1.68% |
$93.6K - $121K
|
40.8K
$10.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
672+ 2.33% |
$93.5K - $121K
|
29.6K
$7.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
668+ 6.73% |
$92.9K - $120K
|
10.6K
$2.62M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
665+ 17.66% |
$92.5K - $120K
|
4.43K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
664+ 0.56% |
$92.4K - $120K
|
120K
$29.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
663+ 0.6% |
$92.2K - $120K
|
111K
$27.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
656+ 0.14% |
$91.3K - $118K
|
472K
$117M
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
653+ 0.97% |
$90.9K - $118K
|
68.3K
$16.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
652+ 0.46% |
$90.7K - $118K
|
143K
$35.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
648+ 3.48% |
$90.2K - $117K
|
19.3K
$4.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
640+ 3.97% |
$89K - $115K
|
16.8K
$4.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
637+ 4.97% |
$88.6K - $115K
|
13.5K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
637+ 5.91% |
$88.6K - $115K
|
11.4K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
637+ 0.74% |
$88.6K - $115K
|
86.3K
$21.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
636+ 1.85% |
$88.5K - $115K
|
35K
$8.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
634+ 1.45% |
$88.2K - $114K
|
44.2K
$10.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
633+ 1.71% |
$88.1K - $114K
|
37.7K
$9.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
631+ 0.37% |
$87.8K - $114K
|
170K
$42M
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
629+ 1.45% |
$87.5K - $113K
|
44.1K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
628+ 0.57% |
$87.4K - $113K
|
111K
$27.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
619+ 2.13% |
$86.1K - $112K
|
29.7K
$7.35M
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
619+ 2.25% |
$86.1K - $112K
|
28.1K
$6.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
615+ 8.57% |
$85.6K - $111K
|
7.8K
$1.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
612+ 0.27% |
$85.2K - $110K
|
225K
$55.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
604+ 0.37% |
$84K - $109K
|
163K
$40.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
600+ 21.9% |
$83.5K - $108K
|
3.34K
$825K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
598+ 0.89% |
$83.2K - $108K
|
67.5K
$16.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
593+ 3.69% |
$82.5K - $107K
|
16.7K
$4.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
586+ 0.41% |
$81.5K - $106K
|
142K
$35.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
581+ 7.72% |
$80.8K - $105K
|
8.11K
$2M
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
575+ 0.28% |
$80K - $104K
|
206K
$50.9M
|