Purchases and Sales Made in Q4 2021 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
37.8KNew |
$5.27M - $6.82M
|
37.8K
$9.33M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
37.8KNew |
$5.26M - $6.82M
|
37.8K
$9.32M
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
37.8KNew |
$5.26M - $6.82M
|
37.8K
$9.32M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
37.8KNew |
$5.25M - $6.81M
|
37.8K
$9.3M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
37.7K+ 194.85% |
$5.24M - $6.8M
|
57K
$14.1M
|
|
Feb 14, 2022
Q4 2021
|
Deuterium Capital Management, LLC
|
BUY
|
- |
37.7KNew |
$5.24M - $6.79M
|
37.7K
$9.28M
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
37.6KNew |
$5.23M - $6.78M
|
37.6K
$9.27M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
37.6K+ 4.0% |
$5.23M - $6.78M
|
977K
$241M
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
37.6K+ 16.52% |
$5.23M - $6.77M
|
265K
$65.3M
|
|
Jan 14, 2022
Q4 2021
|
Intermede Investment Partners LTD
|
BUY
|
- |
37.5K+ 3.01% |
$5.22M - $6.77M
|
1.29M
$317M
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
37.4KNew |
$5.21M - $6.75M
|
37.4K
$9.23M
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
37.4K+ 20.35% |
$5.21M - $6.75M
|
221K
$54.6M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
37.4KNew |
$5.2M - $6.74M
|
37.4K
$9.22M
|
|
Feb 11, 2022
Q4 2021
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
37.4KNew |
$5.2M - $6.74M
|
37.4K
$9.21M
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
37.4KNew |
$5.2M - $6.74M
|
37.4K
$9.21M
|
|
Feb 14, 2022
Q4 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
37.2K+ 29.21% |
$5.18M - $6.71M
|
165K
$40.6M
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
36.9K+ 483.38% |
$5.13M - $6.65M
|
44.5K
$11M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
36.5K+ 29.09% |
$5.08M - $6.58M
|
162K
$39.9M
|
|
Feb 10, 2022
Q4 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
36.5K+ 1.93% |
$5.08M - $6.58M
|
1.92M
$474M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
36.4KNew |
$5.07M - $6.57M
|
36.4K
$8.97M
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
36.4KNew |
$5.06M - $6.56M
|
36.4K
$8.97M
|
|
Feb 11, 2022
Q4 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
36.2K+ 22.03% |
$5.03M - $6.52M
|
200K
$49.4M
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
36KNew |
$5.01M - $6.49M
|
36K
$8.87M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
35.9KNew |
$4.99M - $6.47M
|
35.9K
$8.84M
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
35.8K+ 38.91% |
$4.98M - $6.45M
|
128K
$31.5M
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
35.7KNew |
$4.97M - $6.44M
|
35.7K
$8.81M
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35.2K+ 110.68% |
$4.9M - $6.35M
|
67.1K
$16.5M
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
35.1KNew |
$4.88M - $6.32M
|
35.1K
$8.64M
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
34.6KNew |
$4.81M - $6.24M
|
34.6K
$8.52M
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
34.2KNew |
$4.76M - $6.16M
|
34.2K
$8.43M
|
|
May 03, 2022
Q4 2021
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
33.9KNew |
$4.72M - $6.11M
|
33.9K
$8.36M
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
33.8KNew |
$4.7M - $6.09M
|
33.8K
$8.32M
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
33.7KNew |
$4.68M - $6.07M
|
33.7K
$8.3M
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
33.4KNew |
$4.65M - $6.03M
|
33.4K
$8.24M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
33.1K+ 918.14% |
$4.61M - $5.98M
|
36.8K
$9.06M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
33.1K+ 14.87% |
$4.61M - $5.98M
|
256K
$63.1M
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
33KNew |
$4.6M - $5.96M
|
33K
$8.14M
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
32.9KNew |
$4.58M - $5.94M
|
32.9K
$8.12M
|
|
Feb 10, 2022
Q4 2021
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
32.8K+ 22.27% |
$4.56M - $5.91M
|
180K
$44.4M
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
32.7KNew |
$4.55M - $5.89M
|
32.7K
$8.06M
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
32.7KNew |
$4.55M - $5.89M
|
32.7K
$8.05M
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
32.6K+ 571.56% |
$4.53M - $5.87M
|
38.3K
$9.43M
|
|
Feb 14, 2022
Q4 2021
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
- |
32.5K+ 36.58% |
$4.52M - $5.86M
|
121K
$29.9M
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
32.2KNew |
$4.49M - $5.82M
|
32.2K
$7.95M
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
32.2KNew |
$4.48M - $5.8M
|
32.2K
$7.93M
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32KNew |
$4.45M - $5.77M
|
32K
$7.89M
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
31.9KNew |
$4.44M - $5.75M
|
31.9K
$7.86M
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
31.9KNew |
$4.43M - $5.75M
|
31.9K
$7.86M
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
31.8K+ 47.1% |
$4.42M - $5.73M
|
99.3K
$24.5M
|
|
Feb 10, 2022
Q4 2021
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
31.8KNew |
$4.42M - $5.73M
|
31.8K
$7.83M
|