Purchases and Sales Made in Q1 2022 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.02K+ 9.91% |
$304K - $367K
|
22.4K
$5.49M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 9.1% |
$304K - $367K
|
24.2K
$5.94M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.01K+ 0.58% |
$303K - $366K
|
351K
$86.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.01K+ 20.91% |
$303K - $366K
|
11.6K
$2.85M
|
|
|
May 16, 2022
Q1 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
2K+ 1.99% |
$302K - $365K
|
103K
$25.2M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
2KNew |
$301K - $363K
|
2K
$490K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.99K+ 0.97% |
$300K - $363K
|
208K
$51M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.99K+ 10.08% |
$299K - $362K
|
21.7K
$5.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.96KNew |
$296K - $357K
|
1.96K
$482K
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.96K+ 5.37% |
$295K - $356K
|
38.4K
$9.42M
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.96K+ 6.32% |
$294K - $356K
|
32.9K
$8.08M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.92K+ 2.82% |
$290K - $350K
|
70.1K
$17.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.92K+ 0.64% |
$289K - $349K
|
300K
$73.6M
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.92K+ 46.83% |
$289K - $349K
|
6.02K
$1.48M
|
|
|
May 09, 2022
Q1 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.92KNew |
$289K - $349K
|
1.92K
$470K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.91K+ 2.82% |
$288K - $348K
|
69.9K
$17.2M
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.91K+ 2.48% |
$287K - $347K
|
78.7K
$19.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.87K+ 1.3% |
$282K - $341K
|
146K
$35.8M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 11.76% |
$279K - $338K
|
17.6K
$4.33M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
1.85K+ 1.37% |
$278K - $336K
|
137K
$33.6M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 3.03% |
$276K - $333K
|
62.3K
$15.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.82K+ 4.31% |
$274K - $331K
|
44K
$10.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
1.81K+ 19.72% |
$273K - $330K
|
11K
$2.7M
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1.81K+ 11.23% |
$273K - $329K
|
17.9K
$4.4M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.8K+ 2.78% |
$272K - $328K
|
66.7K
$16.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.8K+ 4.82% |
$271K - $328K
|
39.2K
$9.62M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.78K+ 0.75% |
$268K - $324K
|
239K
$58.8M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
1.77K+ 9.29% |
$266K - $322K
|
20.8K
$5.11M
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.76K+ 8.18% |
$265K - $321K
|
23.3K
$5.72M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.76K+ 3.67% |
$265K - $321K
|
49.8K
$12.2M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.75K+ 4.18% |
$264K - $319K
|
43.7K
$10.7M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 1.25% |
$264K - $319K
|
142K
$34.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.74K+ 0.82% |
$263K - $317K
|
213K
$52.4M
|
|
|
May 13, 2022
Q1 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
1.73K+ 3.12% |
$261K - $316K
|
57.4K
$14.1M
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
1.73KNew |
$261K - $315K
|
1.73K
$426K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.72K+ 4.54% |
$259K - $313K
|
39.6K
$9.73M
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.72K+ 11.36% |
$259K - $313K
|
16.8K
$4.14M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.72K+ 14.0% |
$258K - $312K
|
14K
$3.43M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
1.71K+ 0.57% |
$257K - $311K
|
302K
$74M
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
1.7K+ 5.69% |
$257K - $310K
|
31.6K
$7.77M
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 0.86% |
$255K - $308K
|
197K
$48.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
1.68K+ 0.28% |
$252K - $305K
|
590K
$145M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.66KNew |
$250K - $302K
|
1.66K
$408K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
1.64K+ 3.56% |
$247K - $298K
|
47.7K
$11.7M
|
|
|
May 12, 2022
Q1 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 1.64% |
$246K - $298K
|
102K
$24.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.63K+ 26.56% |
$246K - $297K
|
7.78K
$1.91M
|
|
|
Apr 21, 2022
Q1 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.62K+ 1.15% |
$244K - $295K
|
143K
$35.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.62K+ 4.23% |
$243K - $294K
|
39.8K
$9.78M
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.61K+ 51.16% |
$242K - $293K
|
4.75K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.6K+ 2.35% |
$242K - $292K
|
69.9K
$17.2M
|