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 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
456+ 0.73% |
$63.4K - $82.2K
|
62.8K
$15.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
455+ 1.42% |
$63.3K - $82.1K
|
32.5K
$8.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
452+ 6.2% |
$62.9K - $81.5K
|
7.74K
$1.91M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Management Corp
|
BUY
|
- |
450+ 8.17% |
$62.6K - $81.1K
|
5.96K
$1.47M
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
449+ 0.36% |
$62.5K - $81K
|
125K
$30.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Check Capital Management Inc
|
BUY
|
- |
442+ 1.29% |
$61.5K - $79.7K
|
34.6K
$8.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
441+ 4.23% |
$61.4K - $79.5K
|
10.9K
$2.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
431+ 0.3% |
$60K - $77.7K
|
146K
$36.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
426+ 1.09% |
$59.3K - $76.8K
|
39.4K
$9.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
425+ 1.82% |
$59.1K - $76.6K
|
23.8K
$5.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
423+ 0.45% |
$58.9K - $76.3K
|
93.8K
$23.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
423+ 0.64% |
$58.9K - $76.3K
|
67K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
418+ 1.16% |
$58.2K - $75.4K
|
36.4K
$9M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
416+ 0.21% |
$57.9K - $75K
|
197K
$48.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
415+ 9.73% |
$57.7K - $74.8K
|
4.68K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
415+ 1.23% |
$57.7K - $74.8K
|
34.1K
$8.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
414+ 0.4% |
$57.6K - $74.7K
|
103K
$25.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
412+ 0.23% |
$57.3K - $74.3K
|
178K
$44M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
411+ 1.12% |
$57.2K - $74.1K
|
37.1K
$9.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
406+ 1.75% |
$56.5K - $73.2K
|
23.6K
$5.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
399+ 0.08% |
$55.5K - $72K
|
474K
$117M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
398+ 0.87% |
$55.4K - $71.8K
|
45.9K
$11.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
397+ 73.11% |
$55.2K - $71.6K
|
940
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
397+ 0.61% |
$55.2K - $71.6K
|
65.5K
$16.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
395New |
$55K - $71.2K
|
395
$97.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
394+ 3.37% |
$54.8K - $71.1K
|
12.1K
$2.99M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
390+ 0.2% |
$54.3K - $70.3K
|
198K
$49M
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
390+ 0.4% |
$54.3K - $70.3K
|
97.3K
$24M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
389+ 0.27% |
$54.1K - $70.1K
|
142K
$35.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
388+ 1.41% |
$54K - $70K
|
27.8K
$6.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
388+ 0.46% |
$54K - $70K
|
84.6K
$20.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
386+ 0.8% |
$53.7K - $69.6K
|
48.8K
$12.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
385+ 1.13% |
$53.6K - $69.4K
|
34.4K
$8.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
385+ 0.0% |
$53.6K - $69.4K
|
13.8M
$3.41B
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
385+ 0.26% |
$53.6K - $69.4K
|
149K
$36.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Klcm Advisors, Inc.
|
BUY
|
- |
384+ 1.44% |
$53.4K - $69.2K
|
27K
$6.68M
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
382+ 0.84% |
$53.2K - $68.9K
|
46.1K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
BUY
|
- |
374+ 0.3% |
$52K - $67.4K
|
124K
$30.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
370+ 1.13% |
$51.5K - $66.7K
|
33.2K
$8.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
369+ 0.44% |
$51.3K - $66.5K
|
84.4K
$20.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
366+ 1.01% |
$50.9K - $66K
|
36.6K
$9.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
366+ 0.05% |
$50.9K - $66K
|
682K
$168M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Investment Management
|
BUY
|
- |
362+ 0.31% |
$50.4K - $65.3K
|
116K
$28.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
362+ 10.88% |
$50.4K - $65.3K
|
3.69K
$912K
|
|
|
Jan 26, 2022
Q4 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
360+ 6.31% |
$50.1K - $64.9K
|
6.07K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
359+ 0.52% |
$50K - $64.7K
|
69.6K
$17.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
358+ 0.66% |
$49.8K - $64.6K
|
54.9K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
357+ 0.92% |
$49.7K - $64.4K
|
39K
$9.63M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
357+ 0.65% |
$49.7K - $64.4K
|
55.4K
$13.7M
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
BUY
|
- |
356New |
$49.5K - $64.2K
|
356
$88K
|