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
|
Ritholtz Wealth Management
|
BUY
|
- |
31.3K+ 9.65% |
$4.72M - $5.71M
|
356K
$86.4M
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
31.3K+ 11.35% |
$4.72M - $5.7M
|
307K
$74.6M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
31K+ 228.01% |
$4.67M - $5.65M
|
44.6K
$10.8M
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
31K+ 17.59% |
$4.66M - $5.63M
|
207K
$50.2M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
30.8K+ 2.5% |
$4.64M - $5.61M
|
1.26M
$306M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
30.7K+ 39.25% |
$4.62M - $5.58M
|
109K
$26.4M
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30.5K+ 3.13% |
$4.59M - $5.55M
|
1M
$244M
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
BUY
|
- |
30.4K+ 152.38% |
$4.57M - $5.53M
|
50.3K
$12.2M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
30.3K+ 33.34% |
$4.56M - $5.51M
|
121K
$29.4M
|
|
May 20, 2022
Q1 2022
|
Quilter PLC
|
BUY
|
- |
30.1K+ 2.81% |
$4.53M - $5.48M
|
1.1M
$267M
|
|
May 16, 2022
Q1 2022
|
Albar Capital LTD
London, X0 |
BUY
|
- |
30KNew |
$4.53M - $5.47M
|
30K
$7.29M
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
30KNew |
$4.51M - $5.45M
|
30K
$7.27M
|
|
May 11, 2022
Q1 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
29.8K+ 1.84% |
$4.49M - $5.43M
|
1.65M
$400M
|
|
May 31, 2022
Q1 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
29.8KNew |
$4.49M - $5.43M
|
29.8K
$7.24M
|
|
May 10, 2022
Q1 2022
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
29.6K+ 16.46% |
$4.46M - $5.39M
|
210K
$50.9M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
29.6K+ 91.22% |
$4.46M - $5.39M
|
62.1K
$15.1M
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
29.6KNew |
$4.45M - $5.38M
|
29.6K
$7.18M
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
29.4K+ 46.29% |
$4.44M - $5.36M
|
93.1K
$22.6M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.4K+ 9.84% |
$4.43M - $5.35M
|
328K
$79.6M
|
|
May 10, 2022
Q1 2022
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
29.3K+ 0.72% |
$4.41M - $5.33M
|
4.08M
$991M
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
29.2K+ 7.0% |
$4.4M - $5.31M
|
446K
$108M
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
29.1K+ 1.93% |
$4.39M - $5.3M
|
1.54M
$373M
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
28.9K+ 0.97% |
$4.36M - $5.27M
|
3.01M
$731M
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
28.6K+ 13.07% |
$4.31M - $5.21M
|
248K
$60.1M
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
28.2K+ 15.55% |
$4.24M - $5.13M
|
209K
$50.8M
|
|
Apr 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
28K+ 31.13% |
$4.22M - $5.1M
|
118K
$28.7M
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
27.8K+ 28.57% |
$4.19M - $5.06M
|
125K
$30.4M
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
27.4KNew |
$4.13M - $4.99M
|
27.4K
$6.65M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.2K+ 4.48% |
$4.1M - $4.96M
|
635K
$154M
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
26.9K+ 2.52% |
$4.05M - $4.89M
|
1.09M
$265M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
26.9K+ 2.92% |
$4.05M - $4.89M
|
945K
$229M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
26.2K+ 1.1% |
$3.94M - $4.77M
|
2.4M
$582M
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
26K+ 82.83% |
$3.92M - $4.74M
|
57.5K
$13.9M
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
25.9KNew |
$3.89M - $4.71M
|
25.9K
$6.27M
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
25.7KNew |
$3.87M - $4.68M
|
25.7K
$6.24M
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
25.7K+ 5.42% |
$3.87M - $4.68M
|
500K
$121M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.6K+ 0.72% |
$3.85M - $4.66M
|
3.59M
$871M
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
25.4KNew |
$3.83M - $4.62M
|
25.4K
$6.16M
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
25.3K+ 8.0% |
$3.81M - $4.61M
|
342K
$82.9M
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25.2K+ 8.46% |
$3.8M - $4.59M
|
323K
$78.4M
|
|
May 16, 2022
Q1 2022
|
Totem Point Management, LLC
New York, NY |
BUY
|
- |
25K+ 41.86% |
$3.76M - $4.55M
|
84.6K
$20.5M
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
25K+ 2.56% |
$3.76M - $4.54M
|
999K
$242M
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
BUY
|
- |
24.8K+ 67.65% |
$3.73M - $4.51M
|
61.4K
$14.9M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
24.7K+ 741.72% |
$3.72M - $4.49M
|
28K
$6.8M
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
24.6K+ 37.8% |
$3.71M - $4.49M
|
89.8K
$21.8M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.5K+ 4.99% |
$3.69M - $4.46M
|
515K
$125M
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
24.4K+ 367.19% |
$3.67M - $4.43M
|
31K
$7.52M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
24.2K+ 207.26% |
$3.64M - $4.4M
|
35.9K
$8.7M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
24.2K+ 10.71% |
$3.64M - $4.4M
|
250K
$60.6M
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
24.1K+ 12.79% |
$3.64M - $4.39M
|
213K
$51.6M
|