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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
31.6KNew |
$4.39M - $5.69M
|
31.6K
$7.66M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
31.5KNew |
$4.38M - $5.68M
|
31.5K
$7.64M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
31.4KNew |
$4.37M - $5.67M
|
31.4K
$7.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
31.4KNew |
$4.37M - $5.67M
|
31.4K
$7.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
31.3KNew |
$4.36M - $5.65M
|
31.3K
$7.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31.2K+ 4.58% |
$4.34M - $5.63M
|
712K
$173M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
31.1K+ 2.76% |
$4.33M - $5.61M
|
1.16M
$281M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
31.1KNew |
$4.32M - $5.6M
|
31.1K
$7.53M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31KNew |
$4.31M - $5.59M
|
31K
$7.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
30.6KNew |
$4.26M - $5.52M
|
30.6K
$7.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
30.6KNew |
$4.26M - $5.52M
|
30.6K
$7.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30.5K+ 4.84% |
$4.25M - $5.51M
|
662K
$161M
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
30.5K+ 11.53% |
$4.24M - $5.5M
|
295K
$71.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
30.4K+ 83.52% |
$4.22M - $5.47M
|
66.7K
$16.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
30.3KNew |
$4.22M - $5.46M
|
30.3K
$7.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
30KNew |
$4.18M - $5.42M
|
30K
$7.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
30KNew |
$4.18M - $5.42M
|
30K
$7.29M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
29.9KNew |
$4.17M - $5.4M
|
29.9K
$7.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
29.9K+ 23.92% |
$4.16M - $5.4M
|
155K
$37.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
29.6K+ 10.95% |
$4.11M - $5.33M
|
299K
$72.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
29.6KNew |
$4.11M - $5.33M
|
29.6K
$7.17M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
29.5K+ 202.01% |
$4.11M - $5.32M
|
44.1K
$10.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
29.3K+ 8.53% |
$4.07M - $5.28M
|
372K
$90.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
29.2KNew |
$4.06M - $5.26M
|
29.2K
$7.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
29.1KNew |
$4.04M - $5.24M
|
29.1K
$7.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
29K+ 9.68% |
$4.03M - $5.23M
|
328K
$79.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28.9K+ 8.39% |
$4.02M - $5.21M
|
373K
$90.6M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
28.8KNew |
$4.01M - $5.2M
|
28.8K
$7M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
28.5KNew |
$3.96M - $5.14M
|
28.5K
$6.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28.1K+ 38.79% |
$3.91M - $5.07M
|
101K
$24.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
28.1KNew |
$3.91M - $5.07M
|
28.1K
$6.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
28K+ 5.54% |
$3.89M - $5.04M
|
533K
$129M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
27.9KNew |
$3.88M - $5.02M
|
27.9K
$6.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
27.9KNew |
$3.88M - $5.02M
|
27.9K
$6.76M
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
27.8K+ 4.92% |
$3.87M - $5.01M
|
593K
$144M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.8K+ 95.46% |
$3.86M - $5.01M
|
56.8K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
27.7KNew |
$3.85M - $4.99M
|
27.7K
$6.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
27.6KNew |
$3.84M - $4.98M
|
27.6K
$6.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
27.6KNew |
$3.84M - $4.98M
|
27.6K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
27.6K+ 9.55% |
$3.83M - $4.97M
|
316K
$76.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
27.2KNew |
$3.78M - $4.9M
|
27.2K
$6.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
27.1KNew |
$3.77M - $4.88M
|
27.1K
$6.57M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
27KNew |
$3.76M - $4.87M
|
27K
$6.55M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
27K+ 5.36% |
$3.75M - $4.87M
|
530K
$129M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27K+ 24.7% |
$3.75M - $4.87M
|
136K
$33.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26.9K+ 21.58% |
$3.75M - $4.86M
|
152K
$36.8M
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
26.9KNew |
$3.75M - $4.86M
|
26.9K
$6.53M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
26.7KNew |
$3.71M - $4.81M
|
26.7K
$6.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.6K+ 1.63% |
$3.7M - $4.79M
|
1.65M
$401M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
26.6KNew |
$3.7M - $4.79M
|
26.6K
$6.44M
|