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 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-299- 11.07% |
$41.6K - $53.9K
|
2.4K
$593K
|
|
|
Jul 28, 2022
Q4 2021
|
Capital Financial Services, LLC
|
SELL
|
- |
-300- 0.77% |
$41.7K - $54.1K
|
38.5K
$9.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-300- 1.69% |
$41.7K - $54.1K
|
17.4K
$4.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-304- 2.53% |
$42.3K - $54.8K
|
11.7K
$2.89M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-306- 0.38% |
$42.6K - $55.2K
|
79.8K
$19.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-307- 7.19% |
$42.7K - $55.4K
|
3.96K
$979K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-307- 2.5% |
$42.7K - $55.4K
|
12K
$2.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-309- 4.62% |
$43K - $55.7K
|
6.37K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-313- 0.06% |
$43.6K - $56.4K
|
534K
$132M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-314- 1.47% |
$43.7K - $56.6K
|
21.1K
$5.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-316- 7.77% |
$44K - $57K
|
3.75K
$927K
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-320- 1.06% |
$44.5K - $57.7K
|
29.8K
$7.36M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-320- 1.16% |
$44.5K - $57.7K
|
27.2K
$6.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
SELL
|
- |
-321- 0.16% |
$44.7K - $57.9K
|
201K
$49.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-321- 3.46% |
$44.7K - $57.9K
|
8.97K
$2.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-322- 0.57% |
$44.8K - $58.1K
|
56.5K
$13.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-322- 0.44% |
$44.8K - $58.1K
|
73.6K
$18.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
SELL
|
- |
-327- 1.19% |
$45.5K - $59K
|
27K
$6.68M
|
|
|
Jan 13, 2022
Q4 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-330- 2.48% |
$45.9K - $59.5K
|
13K
$3.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-331- 1.74% |
$46.1K - $59.7K
|
18.7K
$4.63M
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-337- 19.63% |
$46.9K - $60.8K
|
1.38K
$341K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-340- 0.57% |
$47.3K - $61.3K
|
58.9K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-340- 0.51% |
$47.3K - $61.3K
|
66.7K
$16.5M
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-345- 0.48% |
$48K - $62.2K
|
71.3K
$17.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-346- 0.27% |
$48.1K - $62.4K
|
129K
$32M
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-346- 0.15% |
$48.1K - $62.4K
|
225K
$55.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-346- 0.37% |
$48.1K - $62.4K
|
92K
$22.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-346- 0.11% |
$48.1K - $62.4K
|
328K
$80.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-346- 3.85% |
$48.1K - $62.4K
|
8.64K
$2.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-346- 2.51% |
$48.1K - $62.4K
|
13.4K
$3.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-348- 2.3% |
$48.4K - $62.8K
|
14.8K
$3.65M
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-348- 2.13% |
$48.4K - $62.8K
|
16K
$3.96M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-349- 0.29% |
$48.6K - $62.9K
|
119K
$29.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
SELL
|
- |
-350- 6.14% |
$48.7K - $63.1K
|
5.35K
$1.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-351- 0.55% |
$48.8K - $63.3K
|
63.4K
$15.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-354- 0.92% |
$49.3K - $63.8K
|
38.1K
$9.41M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-355- 1.36% |
$49.4K - $64K
|
25.7K
$6.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-357- 0.27% |
$49.7K - $64.4K
|
132K
$32.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-357- 3.11% |
$49.7K - $64.4K
|
11.1K
$2.75M
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-358- 0.28% |
$49.8K - $64.6K
|
126K
$31M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-359- 1.79% |
$50K - $64.7K
|
19.6K
$4.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-360- 0.2% |
$50.1K - $64.9K
|
176K
$43.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-364- 1.97% |
$50.6K - $65.6K
|
18.1K
$4.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-364- 0.77% |
$50.6K - $65.6K
|
46.8K
$11.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-365- 5.04% |
$50.8K - $65.8K
|
6.87K
$1.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
SELL
|
- |
-368- 3.35% |
$51.2K - $66.4K
|
10.6K
$2.62M
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-374- 1.88% |
$52K - $67.4K
|
19.5K
$4.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
SELL
|
- |
-380- 1.33% |
$52.9K - $68.5K
|
28.1K
$6.94M
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
SELL
|
- |
-380- 0.43% |
$52.9K - $68.5K
|
87.3K
$21.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-380- 2.03% |
$52.9K - $68.5K
|
18.3K
$4.53M
|