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 11, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.0% |
$139 - $180
|
125M
$30.8B
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$139 - $180
|
14.9K
$3.68M
|
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
BUY
|
- |
1+ 0.0% |
$139 - $180
|
73.8K
$18.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.03% |
$139 - $180
|
3.31K
$817K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.01% |
$139 - $180
|
7.76K
$1.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
1+ 0.02% |
$139 - $180
|
6.43K
$1.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Af Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$139 - $180
|
1.87K
$461K
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$139 - $180
|
68.9K
$17M
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1+ 0.01% |
$139 - $180
|
17.5K
$4.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$139 - $180
|
4.89K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$139 - $180
|
3.65K
$901K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1+ 0.04% |
$139 - $180
|
2.49K
$616K
|
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1+ 0.0% |
$139 - $180
|
27.3K
$6.74M
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1+ 0.02% |
$139 - $180
|
4.3K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$139 - $180
|
2.54K
$627K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1+ 0.05% |
$139 - $180
|
2.11K
$522K
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2- 0.02% |
$278 - $361
|
9.44K
$2.33M
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3- 0.09% |
$417 - $541
|
3.52K
$870K
|
|
|
Jan 27, 2022
Q4 2021
|
Founders Capital Management, LLC
|
SELL
|
- |
-3- -0.0% |
$417 - $541
|
84.2K
$20.8M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3- -0.0% |
$417 - $541
|
123K
$30.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3- 0.01% |
$417 - $541
|
33.4K
$8.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-5- 0.01% |
$696 - $902
|
51.8K
$12.8M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5- 0.01% |
$696 - $902
|
36.6K
$9.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-5- 0.01% |
$696 - $902
|
35.8K
$8.84M
|
|
|
Jan 20, 2022
Q4 2021
|
American Asset Management Inc.
|
SELL
|
- |
-7- 0.08% |
$974 - $1.26K
|
8.87K
$2.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.01% |
$974 - $1.26K
|
47.1K
$11.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-7- 0.02% |
$974 - $1.26K
|
29.5K
$7.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-8- 0.01% |
$1.11K - $1.44K
|
86.6K
$21.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9- 0.02% |
$1.25K - $1.62K
|
56.3K
$13.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
SELL
|
- |
-10- 0.13% |
$1.39K - $1.8K
|
7.86K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.03% |
$1.39K - $1.8K
|
34.7K
$8.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-10- 0.08% |
$1.39K - $1.8K
|
12.7K
$3.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-11- 0.13% |
$1.53K - $1.98K
|
8.75K
$2.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-12- 0.12% |
$1.67K - $2.16K
|
9.83K
$2.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-12- 0.02% |
$1.67K - $2.16K
|
59.5K
$14.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-12- 0.04% |
$1.67K - $2.16K
|
31.4K
$7.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-13- 76.47% |
$1.81K - $2.34K
|
4
$988
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$1.95K - $2.52K
|
15.4K
$3.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-14- 0.18% |
$1.95K - $2.52K
|
7.86K
$1.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-15- 0.08% |
$2.09K - $2.7K
|
18.2K
$4.49M
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-15Closed |
$2.09K - $2.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-16- 0.06% |
$2.23K - $2.89K
|
24.9K
$6.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 0.21% |
$2.5K - $3.25K
|
8.75K
$2.16M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
SELL
|
- |
-19- 0.03% |
$2.64K - $3.43K
|
63.1K
$15.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-20- 0.01% |
$2.78K - $3.61K
|
240K
$59.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-20- 0.13% |
$2.78K - $3.61K
|
15.6K
$3.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
SELL
|
- |
-20- 0.04% |
$2.78K - $3.61K
|
56.4K
$13.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20- 0.23% |
$2.78K - $3.61K
|
8.81K
$2.18M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-20- 0.4% |
$2.78K - $3.61K
|
5.04K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-22- 0.07% |
$3.06K - $3.97K
|
30.1K
$7.43M
|