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
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-381- 0.36% |
$53K - $68.7K
|
105K
$25.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-385- 1.69% |
$53.6K - $69.4K
|
22.5K
$5.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-386- 5.13% |
$53.7K - $69.6K
|
7.14K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-389- 11.23% |
$54.1K - $70.1K
|
3.08K
$760K
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-392- 0.28% |
$54.5K - $70.7K
|
139K
$34.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-397- 0.72% |
$55.2K - $71.6K
|
54.8K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-398- 0.94% |
$55.4K - $71.8K
|
41.9K
$10.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-400- 12.45% |
$55.7K - $72.1K
|
2.81K
$695K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-402- 0.19% |
$55.9K - $72.5K
|
208K
$51.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-403- 2.38% |
$56.1K - $72.7K
|
16.5K
$4.08M
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-403- 4.44% |
$56.1K - $72.7K
|
8.68K
$2.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-404- 0.35% |
$56.2K - $72.9K
|
117K
$28.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-406- 0.95% |
$56.5K - $73.2K
|
42.5K
$10.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-408- 1.79% |
$56.8K - $73.6K
|
22.3K
$5.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-409- 2.33% |
$56.9K - $73.8K
|
17.1K
$4.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-409- 5.16% |
$56.9K - $73.8K
|
7.52K
$1.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-411- 0.21% |
$57.2K - $74.1K
|
197K
$48.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-413- 1.39% |
$57.5K - $74.5K
|
29.3K
$7.24M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-413- 0.62% |
$57.5K - $74.5K
|
66.6K
$16.5M
|
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-414- 4.3% |
$57.6K - $74.7K
|
9.22K
$2.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-415- 1.33% |
$57.7K - $74.8K
|
30.9K
$7.63M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-417- 61.23% |
$58K - $75.2K
|
264
$65.2K
|
|
|
Jan 20, 2022
Q4 2021
|
F&V Capital Management, LLC
|
SELL
|
- |
-420- 7.22% |
$58.4K - $75.7K
|
5.4K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-421- 0.7% |
$58.6K - $75.9K
|
60.1K
$14.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-422- 0.71% |
$58.7K - $76.1K
|
59.1K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-422- 0.36% |
$58.7K - $76.1K
|
116K
$28.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-424- 0.7% |
$59K - $76.5K
|
60.4K
$14.9M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-424- 2.59% |
$59K - $76.5K
|
15.9K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-424- 2.61% |
$59K - $76.5K
|
15.8K
$3.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
SELL
|
- |
-427- 1.35% |
$59.4K - $77K
|
31.2K
$7.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-427- 1.59% |
$59.4K - $77K
|
26.5K
$6.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-428- 0.91% |
$59.6K - $77.2K
|
46.9K
$11.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-429- 0.19% |
$59.7K - $77.4K
|
226K
$55.8M
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-430- 6.34% |
$59.8K - $77.5K
|
6.35K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-430- 0.35% |
$59.8K - $77.5K
|
123K
$30.5M
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-430- 6.34% |
$59.8K - $77.5K
|
6.35K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-432- 0.6% |
$60.1K - $77.9K
|
71.7K
$17.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-436- 9.24% |
$60.7K - $78.6K
|
4.28K
$1.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-442- 2.68% |
$61.5K - $79.7K
|
16K
$3.96M
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-442- 0.4% |
$61.5K - $79.7K
|
110K
$27.1M
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-450- 0.97% |
$62.6K - $81.1K
|
45.8K
$11.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-450- 0.66% |
$62.6K - $81.1K
|
68.2K
$16.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-451- 0.24% |
$62.8K - $81.3K
|
189K
$46.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-456- 0.25% |
$63.4K - $82.2K
|
185K
$45.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Redwood Investments, LLC
|
SELL
|
- |
-457- 1.03% |
$63.6K - $82.4K
|
43.8K
$10.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-458- 0.93% |
$63.7K - $82.6K
|
49.1K
$12.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-459- 0.37% |
$63.9K - $82.8K
|
125K
$30.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-460- 0.84% |
$64K - $83K
|
54K
$13.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-460- 1.79% |
$64K - $83K
|
25.3K
$6.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-463- 2.79% |
$64.4K - $83.5K
|
16.1K
$3.98M
|