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 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
61+ 0.34% |
$9.19K - $11.1K
|
18.2K
$4.47M
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
60+ 0.13% |
$9.04K - $10.9K
|
47K
$11.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
58+ 0.53% |
$8.74K - $10.6K
|
10.9K
$2.68M
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
58+ 0.19% |
$8.74K - $10.6K
|
30.7K
$7.53M
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
58+ 0.29% |
$8.74K - $10.6K
|
19.8K
$4.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
56+ 0.31% |
$8.43K - $10.2K
|
17.9K
$4.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
56+ 0.22% |
$8.43K - $10.2K
|
25.3K
$6.21M
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
56+ 0.12% |
$8.43K - $10.2K
|
45.1K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
54+ 0.92% |
$8.13K - $9.83K
|
5.89K
$1.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
53+ 0.23% |
$7.98K - $9.65K
|
23.2K
$5.71M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
53+ 0.06% |
$7.98K - $9.65K
|
91.3K
$22.4M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
50+ 0.22% |
$7.53K - $9.1K
|
22.7K
$5.57M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
49+ 1.69% |
$7.38K - $8.92K
|
2.95K
$725K
|
|
|
Apr 18, 2022
Q1 2022
|
M. Kraus & CO
|
BUY
|
- |
48+ 0.21% |
$7.23K - $8.74K
|
22.5K
$5.52M
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
48+ 0.6% |
$7.23K - $8.74K
|
8.05K
$1.98M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
48+ 0.1% |
$7.23K - $8.74K
|
49.8K
$12.2M
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
46+ 0.3% |
$6.93K - $8.37K
|
15.4K
$3.77M
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
46+ 0.07% |
$6.93K - $8.37K
|
65K
$16M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
45New |
$6.78K - $8.19K
|
45
$11K
|
|
|
Apr 19, 2022
Q1 2022
|
Tlw Wealth Management, LLC
|
BUY
|
- |
45+ 0.05% |
$6.78K - $8.19K
|
85.4K
$21M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
45+ 0.26% |
$6.78K - $8.19K
|
17K
$4.19M
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
45+ 0.14% |
$6.78K - $8.19K
|
31.1K
$7.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 0.13% |
$6.63K - $8.01K
|
34.7K
$8.52M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
44+ 1.22% |
$6.63K - $8.01K
|
3.65K
$897K
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
44+ 0.27% |
$6.63K - $8.01K
|
16.6K
$4.07M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
44+ 0.21% |
$6.63K - $8.01K
|
20.8K
$5.12M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
43+ 2.55% |
$6.48K - $7.83K
|
1.73K
$424K
|
|
|
Apr 27, 2022
Q1 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
43+ 0.17% |
$6.48K - $7.83K
|
25.1K
$6.17M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
42+ 0.2% |
$6.33K - $7.64K
|
21.1K
$5.19M
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
42+ 0.1% |
$6.33K - $7.64K
|
44K
$10.8M
|
|
|
May 13, 2022
Q1 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
41+ 1.01% |
$6.18K - $7.46K
|
4.11K
$1.01M
|
|
|
Apr 15, 2022
Q1 2022
|
Paradiem, LLC
|
BUY
|
- |
40+ 0.07% |
$6.02K - $7.28K
|
53.5K
$13.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
40New |
$6.02K - $7.28K
|
40
$9.82K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
40+ 0.39% |
$6.02K - $7.28K
|
10.3K
$2.52M
|
|
|
Apr 22, 2022
Q1 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
40+ 0.13% |
$6.02K - $7.28K
|
31.9K
$7.84M
|
|
|
May 11, 2022
Q1 2022
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
40+ 0.12% |
$6.02K - $7.28K
|
34.8K
$8.53M
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
40+ 0.26% |
$6.02K - $7.28K
|
15.3K
$3.75M
|
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
40+ 0.2% |
$6.02K - $7.28K
|
19.9K
$4.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
39+ 0.17% |
$5.87K - $7.1K
|
22.7K
$5.57M
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
39+ 0.23% |
$5.87K - $7.1K
|
16.8K
$4.13M
|
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
37+ 0.33% |
$5.57K - $6.73K
|
11.2K
$2.76M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
37+ 0.05% |
$5.57K - $6.73K
|
76.5K
$18.8M
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
37+ 0.29% |
$5.57K - $6.73K
|
12.6K
$3.09M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
36+ 0.33% |
$5.42K - $6.55K
|
11K
$2.7M
|
|
|
May 13, 2022
Q1 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
36+ 0.09% |
$5.42K - $6.55K
|
40.3K
$9.89M
|
|
|
May 09, 2022
Q1 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
34+ 0.33% |
$5.12K - $6.19K
|
10.4K
$2.56M
|
|
|
Apr 26, 2022
Q1 2022
|
Pachira Investments Inc.
|
BUY
|
- |
33+ 0.88% |
$4.97K - $6.01K
|
3.79K
$930K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
32+ 1.78% |
$4.82K - $5.82K
|
1.83K
$448K
|
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
32+ 0.43% |
$4.82K - $5.82K
|
7.5K
$1.84M
|
|
|
May 11, 2022
Q1 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
31+ 0.78% |
$4.67K - $5.64K
|
4K
$982K
|