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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.1KNew |
$1.69M - $2.19M
|
12.1K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
12.1KNew |
$1.68M - $2.18M
|
12.1K
$2.96M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$1.68M - $2.18M
|
12.1K
$2.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12.1KNew |
$1.68M - $2.17M
|
12.1K
$2.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
12KNew |
$1.67M - $2.17M
|
12K
$2.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12K+ 18.62% |
$1.67M - $2.17M
|
76.5K
$18.8M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
12KNew |
$1.67M - $2.16M
|
12K
$2.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
12K+ 11.81% |
$1.66M - $2.16M
|
113K
$27.8M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
11.9KNew |
$1.66M - $2.15M
|
11.9K
$2.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.9K+ 35.15% |
$1.66M - $2.15M
|
45.9K
$11.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
11.9K+ 8.3% |
$1.66M - $2.15M
|
156K
$38.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
11.9KNew |
$1.66M - $2.15M
|
11.9K
$2.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
11.8K+ 1.11% |
$1.65M - $2.13M
|
1.08M
$265M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
11.8K+ 439.6% |
$1.64M - $2.12M
|
14.5K
$3.55M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 160.29% |
$1.64M - $2.12M
|
19.1K
$4.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.8K+ 5.67% |
$1.64M - $2.12M
|
219K
$53.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Ocean Capital Management, LLC
|
BUY
|
- |
11.7K+ 4.93% |
$1.63M - $2.11M
|
249K
$61.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.7K+ 1.97% |
$1.63M - $2.11M
|
607K
$149M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
11.7K+ 1.29% |
$1.63M - $2.11M
|
918K
$225M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11.7KNew |
$1.62M - $2.1M
|
11.7K
$2.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
11.6K+ 96.77% |
$1.62M - $2.1M
|
23.7K
$5.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.6K+ 6.56% |
$1.61M - $2.09M
|
188K
$46.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$1.6M - $2.08M
|
11.5K
$2.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.5KNew |
$1.6M - $2.07M
|
11.5K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
11.5KNew |
$1.6M - $2.07M
|
11.5K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
11.5KNew |
$1.59M - $2.06M
|
11.5K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
11.4K+ 3.61% |
$1.58M - $2.05M
|
327K
$80.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.4K+ 7.64% |
$1.58M - $2.05M
|
160K
$39.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
11.4K+ 330.59% |
$1.58M - $2.05M
|
14.8K
$3.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
11.4KNew |
$1.58M - $2.05M
|
11.4K
$2.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
11.3K+ 1.33% |
$1.58M - $2.04M
|
863K
$212M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
11.2KNew |
$1.57M - $2.03M
|
11.2K
$2.76M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
11.2KNew |
$1.56M - $2.03M
|
11.2K
$2.76M
|
|
|
Feb 10, 2025
Q4 2021
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
11.2KNew |
$1.56M - $2.02M
|
11.2K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
11.1K+ 21.79% |
$1.55M - $2.01M
|
62.3K
$15.3M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.1KNew |
$1.55M - $2.01M
|
11.1K
$2.73M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
11.1KNew |
$1.55M - $2.01M
|
11.1K
$2.73M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
11.1K+ 10.95% |
$1.54M - $2M
|
112K
$27.6M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
11K+ 13.71% |
$1.53M - $1.99M
|
91.4K
$22.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
11K+ 2.37% |
$1.53M - $1.98M
|
475K
$117M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11K+ 0.89% |
$1.53M - $1.98M
|
1.24M
$305M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
11K+ 1.83% |
$1.52M - $1.98M
|
610K
$150M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$1.52M - $1.97M
|
10.9K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
10.9K+ 1.11% |
$1.52M - $1.97M
|
994K
$244M
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
10.9K+ 2.64% |
$1.52M - $1.97M
|
423K
$104M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10.9KNew |
$1.51M - $1.96M
|
10.9K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10.8K+ 52.92% |
$1.51M - $1.95M
|
31.3K
$7.68M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7K+ 2.91% |
$1.49M - $1.94M
|
381K
$93.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$1.48M - $1.92M
|
10.6K
$2.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.5K+ 2.08% |
$1.47M - $1.9M
|
517K
$127M
|