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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
105+ 0.24% |
$15.8K - $19.1K
|
44.1K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
105+ 2.23% |
$15.8K - $19.1K
|
4.82K
$1.18M
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
103+ 3.08% |
$15.5K - $18.7K
|
3.45K
$846K
|
|
|
May 16, 2022
Q1 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
102+ 8.29% |
$15.4K - $18.6K
|
1.33K
$327K
|
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
101+ 1.79% |
$15.2K - $18.4K
|
5.74K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
101+ 2.9% |
$15.2K - $18.4K
|
3.58K
$880K
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
100+ 0.96% |
$15.1K - $18.2K
|
10.5K
$2.58M
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
100+ 0.72% |
$15.1K - $18.2K
|
14.1K
$3.46M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
99+ 0.04% |
$14.9K - $18K
|
221K
$54.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
98+ 0.12% |
$14.8K - $17.8K
|
81.9K
$20.1M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
97+ 0.06% |
$14.6K - $17.7K
|
150K
$36.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
96+ 0.21% |
$14.5K - $17.5K
|
46.9K
$11.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
95+ 29.14% |
$14.3K - $17.3K
|
421
$103K
|
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
95+ 2.83% |
$14.3K - $17.3K
|
3.46K
$848K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
94+ 0.15% |
$14.2K - $17.1K
|
61.6K
$15.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
91+ 0.89% |
$13.7K - $16.6K
|
10.4K
$2.55M
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
89+ 0.93% |
$13.4K - $16.2K
|
9.62K
$2.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
89+ 0.6% |
$13.4K - $16.2K
|
15K
$3.68M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
88+ 0.91% |
$13.3K - $16K
|
9.74K
$2.39M
|
|
|
Apr 14, 2022
Q1 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
88+ 0.07% |
$13.3K - $16K
|
125K
$30.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
87+ 7.93% |
$13.1K - $15.8K
|
1.18K
$291K
|
|
|
May 16, 2022
Q1 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
87+ 0.12% |
$13.1K - $15.8K
|
69.8K
$17.1M
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
85+ 0.22% |
$12.8K - $15.5K
|
38.2K
$9.37M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
83+ 0.04% |
$12.5K - $15.1K
|
230K
$56.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
83+ 0.2% |
$12.5K - $15.1K
|
40.6K
$9.97M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
82+ 1.47% |
$12.4K - $14.9K
|
5.65K
$1.39M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
80+ 21.74% |
$12K - $14.6K
|
448
$110K
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
79+ 0.11% |
$11.9K - $14.4K
|
70.5K
$17.3M
|
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
79+ 2.57% |
$11.9K - $14.4K
|
3.15K
$774K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
79+ 2.57% |
$11.9K - $14.4K
|
3.15K
$774K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
79+ 0.79% |
$11.9K - $14.4K
|
10.1K
$2.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Profit Investment Management, LLC
|
BUY
|
- |
78+ 0.58% |
$11.7K - $14.2K
|
13.5K
$3.31M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
76+ 0.11% |
$11.4K - $13.8K
|
70.3K
$17.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
73+ 0.12% |
$11K - $13.3K
|
62.4K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
73+ 4.23% |
$11K - $13.3K
|
1.8K
$441K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
70+ 2.95% |
$10.5K - $12.7K
|
2.45K
$600K
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
70+ 0.28% |
$10.5K - $12.7K
|
25.2K
$6.2M
|
|
|
May 16, 2022
Q1 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
70+ 0.59% |
$10.5K - $12.7K
|
12K
$2.95M
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
69+ 3.2% |
$10.4K - $12.6K
|
2.22K
$546K
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
67+ 1.13% |
$10.1K - $12.2K
|
6.01K
$1.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
67+ 0.04% |
$10.1K - $12.2K
|
172K
$42.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
66+ 0.41% |
$9.94K - $12K
|
16.1K
$3.96M
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
66+ 1.17% |
$9.94K - $12K
|
5.7K
$1.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
65+ 0.93% |
$9.79K - $11.8K
|
7.03K
$1.72M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
64+ 0.17% |
$9.64K - $11.6K
|
37.8K
$9.28M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
63+ 0.33% |
$9.49K - $11.5K
|
19.1K
$4.69M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
63+ 0.33% |
$9.49K - $11.5K
|
19K
$4.67M
|
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
63+ 0.05% |
$9.49K - $11.5K
|
127K
$31.2M
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
63+ 0.07% |
$9.49K - $11.5K
|
94K
$23.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Goodwin Daniel L
|
BUY
|
- |
62+ 0.49% |
$9.34K - $11.3K
|
12.8K
$3.13M
|