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 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
573+ 12.99% |
$79.7K - $103K
|
4.98K
$1.23M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
571+ 613.98% |
$79.4K - $103K
|
664
$164K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
570+ 2.34% |
$79.3K - $103K
|
24.9K
$6.16M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
568+ 2.3% |
$79K - $102K
|
25.3K
$6.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
568+ 278.43% |
$79K - $102K
|
772
$191K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
567+ 0.4% |
$78.9K - $102K
|
144K
$35.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
566+ 14.3% |
$78.8K - $102K
|
4.52K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
562+ 0.97% |
$78.2K - $101K
|
58.5K
$14.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
559+ 0.3% |
$77.8K - $101K
|
186K
$46.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
556+ 0.53% |
$77.4K - $100K
|
106K
$26.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
553+ 0.82% |
$76.9K - $99.7K
|
67.9K
$16.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
551+ 1.24% |
$76.7K - $99.4K
|
45K
$11.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Palmer Knight CO
|
BUY
|
- |
547+ 0.96% |
$76.1K - $98.6K
|
57.6K
$14.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
546+ 1.25% |
$76K - $98.5K
|
44.1K
$10.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
542+ 32.0% |
$75.4K - $97.7K
|
2.24K
$553K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
538+ 0.74% |
$74.9K - $97K
|
72.9K
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
533+ 0.49% |
$74.2K - $96.1K
|
110K
$27.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
532+ 0.76% |
$74K - $95.9K
|
70.4K
$17.4M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
531+ 1.56% |
$73.9K - $95.8K
|
34.6K
$8.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Management LLC
New York, NY |
BUY
|
- |
530+ 20.38% |
$73.7K - $95.6K
|
3.13K
$773K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
523+ 0.29% |
$72.8K - $94.3K
|
178K
$44M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
523+ 0.64% |
$72.8K - $94.3K
|
82.9K
$20.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
520New |
$72.4K - $93.8K
|
520
$128K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
520+ 0.75% |
$72.4K - $93.8K
|
69.9K
$17.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
518+ 3.26% |
$72.1K - $93.4K
|
16.4K
$4.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
511+ 1.6% |
$71.1K - $92.1K
|
32.5K
$8.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
510+ 0.75% |
$71K - $92K
|
68.4K
$16.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
507+ 1.54% |
$70.5K - $91.4K
|
33.4K
$8.25M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
507+ 1.47% |
$70.5K - $91.4K
|
35K
$8.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
506+ 1.62% |
$70.4K - $91.2K
|
31.7K
$7.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
503+ 2.23% |
$70K - $90.7K
|
23.1K
$5.7M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
499+ 0.28% |
$69.4K - $90K
|
176K
$43.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
495+ 0.14% |
$68.9K - $89.3K
|
354K
$87.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
493+ 3.95% |
$68.6K - $88.9K
|
13K
$3.21M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
492+ 0.29% |
$68.5K - $88.7K
|
171K
$42.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Refined Wealth Management
|
BUY
|
- |
491+ 4.58% |
$68.3K - $88.5K
|
11.2K
$2.77M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
491+ 0.65% |
$68.3K - $88.5K
|
76.2K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
486+ 1.21% |
$67.6K - $87.6K
|
40.7K
$10M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
483+ 3.41% |
$67.2K - $87.1K
|
14.6K
$3.62M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
479+ 2.04% |
$66.6K - $86.4K
|
23.9K
$5.91M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
477+ 0.13% |
$66.4K - $86K
|
357K
$88.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
476+ 0.35% |
$66.2K - $85.8K
|
137K
$34M
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
474+ 0.79% |
$66K - $85.5K
|
60.5K
$15M
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
471+ 1.28% |
$65.5K - $84.9K
|
37.3K
$9.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
470+ 0.8% |
$65.4K - $84.8K
|
59.1K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
469+ 1.71% |
$65.3K - $84.6K
|
27.8K
$6.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
468+ 0.52% |
$65.1K - $84.4K
|
91.2K
$22.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
468+ 0.99% |
$65.1K - $84.4K
|
47.8K
$11.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
465+ 0.57% |
$64.7K - $83.9K
|
82.4K
$20.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
BUY
|
- |
465+ 5.2% |
$64.7K - $83.9K
|
9.4K
$2.32M
|