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
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
107+ 0.11% |
$14.9K - $19.3K
|
102K
$25.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
107+ 1.94% |
$14.9K - $19.3K
|
5.64K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
105+ 0.26% |
$14.6K - $18.9K
|
39.9K
$9.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
104+ 1.78% |
$14.5K - $18.8K
|
5.95K
$1.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
103+ 0.45% |
$14.3K - $18.6K
|
23K
$5.67M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
102+ 4.49% |
$14.2K - $18.4K
|
2.38K
$587K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102+ 4.73% |
$14.2K - $18.4K
|
2.26K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
102+ 0.01% |
$14.2K - $18.4K
|
747K
$185M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
101+ 0.55% |
$14.1K - $18.2K
|
18.4K
$4.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
101+ 0.03% |
$14.1K - $18.2K
|
308K
$76M
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
100+ 1.58% |
$13.9K - $18K
|
6.43K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 2.56% |
$13.9K - $18K
|
4K
$988K
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
99+ 5.84% |
$13.8K - $17.9K
|
1.79K
$443K
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
99+ 2.62% |
$13.8K - $17.9K
|
3.87K
$957K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
98+ 0.7% |
$13.6K - $17.7K
|
14.2K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Drystone LLC
|
BUY
|
- |
98New |
$13.6K - $17.7K
|
98
$24.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
96+ 0.8% |
$13.4K - $17.3K
|
12.1K
$2.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
93+ 1.19% |
$12.9K - $16.8K
|
7.88K
$1.95M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
92+ 0.11% |
$12.8K - $16.6K
|
83.6K
$20.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
92+ 0.13% |
$12.8K - $16.6K
|
69.4K
$17.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
91+ 0.26% |
$12.7K - $16.4K
|
35.1K
$8.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
91+ 0.92% |
$12.7K - $16.4K
|
9.98K
$2.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
90+ 0.78% |
$12.5K - $16.2K
|
11.6K
$2.87M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
90+ 0.73% |
$12.5K - $16.2K
|
12.4K
$3.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
89+ 6.14% |
$12.4K - $16K
|
1.54K
$380K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
88+ 0.16% |
$12.2K - $15.9K
|
55.9K
$13.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
87+ 0.07% |
$12.1K - $15.7K
|
131K
$32.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
87+ 1.79% |
$12.1K - $15.7K
|
4.95K
$1.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
86+ 0.64% |
$12K - $15.5K
|
13.5K
$3.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
86+ 1.76% |
$12K - $15.5K
|
4.98K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
84+ 0.52% |
$11.7K - $15.1K
|
16.3K
$4.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
84+ 0.21% |
$11.7K - $15.1K
|
40.4K
$9.98M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
78+ 0.26% |
$10.9K - $14.1K
|
30.4K
$7.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
78+ 0.08% |
$10.9K - $14.1K
|
94K
$23.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77+ 0.7% |
$10.7K - $13.9K
|
11.1K
$2.73M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
77+ 0.36% |
$10.7K - $13.9K
|
21.5K
$5.31M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
77+ 4.71% |
$10.7K - $13.9K
|
1.71K
$423K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
76+ 0.59% |
$10.6K - $13.7K
|
12.9K
$3.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Absher Wealth Management, LLC
|
BUY
|
- |
70+ 0.06% |
$9.74K - $12.6K
|
125K
$30.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
70+ 1.3% |
$9.74K - $12.6K
|
5.46K
$1.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
70+ 1.11% |
$9.74K - $12.6K
|
6.39K
$1.58M
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
69+ 0.11% |
$9.6K - $12.4K
|
61.2K
$15.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
67+ 0.99% |
$9.32K - $12.1K
|
6.84K
$1.69M
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
67+ 0.24% |
$9.32K - $12.1K
|
28K
$6.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Salzhauer Michael
|
BUY
|
- |
67+ 2.01% |
$9.32K - $12.1K
|
3.4K
$839K
|
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
66+ 0.13% |
$9.18K - $11.9K
|
52.4K
$13M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
66+ 0.66% |
$9.18K - $11.9K
|
10.1K
$2.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Fwl Investment Management, LLC
|
BUY
|
- |
65+ 0.17% |
$9.04K - $11.7K
|
37.7K
$9.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Cortland Associates Inc
|
BUY
|
- |
63+ 0.19% |
$8.77K - $11.4K
|
33.6K
$8.29M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
60+ 0.12% |
$8.35K - $10.8K
|
48.6K
$12M
|