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 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
6+ 0.26% |
$904 - $1.09K
|
2.29K
$562K
|
|
|
May 09, 2022
Q1 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
6+ 0.08% |
$904 - $1.09K
|
7.91K
$1.94M
|
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$753 - $910
|
11.6K
$2.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
5+ 0.01% |
$753 - $910
|
71.9K
$17.7M
|
|
|
May 10, 2022
Q1 2022
|
Salzhauer Michael
|
BUY
|
- |
5+ 0.15% |
$753 - $910
|
3.4K
$835K
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.02% |
$753 - $910
|
26.9K
$6.61M
|
|
|
Apr 15, 2022
Q1 2022
|
Mayport, LLC
|
BUY
|
- |
4+ 0.02% |
$602 - $728
|
17.1K
$4.2M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.03% |
$602 - $728
|
12.7K
$3.12M
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.15% |
$602 - $728
|
2.7K
$662K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
3+ 0.05% |
$452 - $546
|
6.43K
$1.58M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$452 - $546
|
29.9K
$7.35M
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$452 - $546
|
9.58K
$2.35M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.04% |
$452 - $546
|
7.24K
$1.78M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3+ 0.01% |
$452 - $546
|
30.3K
$7.44M
|
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$301 - $364
|
5.64K
$1.38M
|
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
2+ 0.04% |
$301 - $364
|
5.05K
$1.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.01% |
$301 - $364
|
19.3K
$4.74M
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.06% |
$301 - $364
|
3.43K
$842K
|
|
|
Apr 29, 2022
Q1 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
2+ 0.0% |
$301 - $364
|
47K
$11.5M
|
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$301 - $364
|
4.01K
$984K
|
|
|
May 16, 2022
Q1 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$301 - $364
|
1.86K
$457K
|
|
|
May 12, 2022
Q1 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2+ 0.05% |
$301 - $364
|
4.34K
$1.07M
|
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$301 - $364
|
13.9K
$3.41M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2+ 0.12% |
$301 - $364
|
1.64K
$404K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$151 - $182
|
14.9K
$3.65M
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$151 - $182
|
6.05K
$1.49M
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$151 - $182
|
521
$128K
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1+ 0.0% |
$151 - $182
|
20.4K
$5.02M
|
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.0% |
$151 - $182
|
71.1K
$17.5M
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 7.69% |
$151 - $182
|
14
$3.44K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.01% |
$151 - $182
|
12.4K
$3.04M
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.01% |
$151 - $182
|
17.5K
$4.29M
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1- 0.01% |
$151 - $182
|
7.21K
$1.77M
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1- -0.0% |
$151 - $182
|
21.1K
$5.18M
|
|
|
May 11, 2022
Q1 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-2- 0.1% |
$301 - $364
|
1.95K
$480K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2- 0.3% |
$301 - $364
|
673
$165K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2- 0.04% |
$301 - $364
|
5.04K
$1.24M
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-3- 0.01% |
$452 - $546
|
56.4K
$13.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.06% |
$452 - $546
|
4.88K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3- 0.03% |
$452 - $546
|
8.95K
$2.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-4- 0.03% |
$602 - $728
|
14.2K
$3.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$602 - $728
|
11.9K
$2.91M
|
|
|
May 16, 2022
Q1 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-4- -0.0% |
$602 - $728
|
106K
$26M
|
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
SELL
|
- |
-5- 0.07% |
$753 - $910
|
7.4K
$1.82M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-5- 0.01% |
$753 - $910
|
69.1K
$17M
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.05% |
$753 - $910
|
10.1K
$2.48M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- -0.0% |
$753 - $910
|
136K
$33.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-5- 0.01% |
$753 - $910
|
77.5K
$19M
|
|
|
Apr 11, 2022
Q1 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-5- 0.06% |
$753 - $910
|
8.84K
$2.17M
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-6- 0.02% |
$904 - $1.09K
|
28.3K
$6.95M
|