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 |
|---|---|---|---|---|---|---|---|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
273+ 3.41% |
$38K - $49.2K
|
8.28K
$2.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
267+ 8.47% |
$37.2K - $48.1K
|
3.42K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
263+ 2.71% |
$36.6K - $47.4K
|
9.98K
$2.47M
|
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
256+ 15.03% |
$35.6K - $46.2K
|
1.96K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
249+ 1.05% |
$34.6K - $44.9K
|
23.9K
$5.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
246+ 0.63% |
$34.2K - $44.4K
|
39.4K
$9.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
239+ 0.59% |
$33.3K - $43.1K
|
40.6K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
237+ 0.51% |
$33K - $42.7K
|
46.3K
$11.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
237+ 0.53% |
$33K - $42.7K
|
45.1K
$11.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
235+ 2.49% |
$32.7K - $42.4K
|
9.68K
$2.39M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
234+ 0.14% |
$32.6K - $42.2K
|
166K
$40.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
233New |
$32.4K - $42K
|
233
$57.6K
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
232+ 0.74% |
$32.3K - $41.8K
|
31.5K
$7.79M
|
|
|
Jan 20, 2022
Q4 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
232+ 10.38% |
$32.3K - $41.8K
|
2.47K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
230+ 3.64% |
$32K - $41.5K
|
6.55K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
226+ 0.13% |
$31.4K - $40.8K
|
178K
$44M
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
224+ 2.57% |
$31.2K - $40.4K
|
8.94K
$2.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
223+ 5.68% |
$31K - $40.2K
|
4.15K
$1.03M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
222+ 2.01% |
$30.9K - $40K
|
11.3K
$2.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
219+ 0.43% |
$30.5K - $39.5K
|
50.7K
$12.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
217+ 0.65% |
$30.2K - $39.1K
|
33.6K
$8.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
216+ 0.89% |
$30.1K - $39K
|
24.4K
$6.02M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
216+ 3.16% |
$30.1K - $39K
|
7.06K
$1.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
215+ 0.38% |
$29.9K - $38.8K
|
56.4K
$13.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
215+ 0.06% |
$29.9K - $38.8K
|
352K
$87M
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
211+ 5.84% |
$29.4K - $38K
|
3.82K
$944K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
210+ 1.71% |
$29.2K - $37.9K
|
12.5K
$3.08M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
209+ 0.25% |
$29.1K - $37.7K
|
83.4K
$20.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
206+ 0.02% |
$28.7K - $37.1K
|
1.02M
$252M
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
206+ 2.92% |
$28.7K - $37.1K
|
7.27K
$1.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
204New |
$28.4K - $36.8K
|
204
$50.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
204+ 1.94% |
$28.4K - $36.8K
|
10.7K
$2.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
203+ 0.44% |
$28.2K - $36.6K
|
46.8K
$11.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
202+ 1.59% |
$28.1K - $36.4K
|
12.9K
$3.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
201+ 0.85% |
$28K - $36.2K
|
23.7K
$5.87M
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
201+ 0.38% |
$28K - $36.2K
|
52.9K
$13.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
200+ 8.05% |
$27.8K - $36.1K
|
2.69K
$663K
|
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
200+ 0.61% |
$27.8K - $36.1K
|
33K
$8.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
200+ 0.54% |
$27.8K - $36.1K
|
37.3K
$9.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
199+ 0.17% |
$27.7K - $35.9K
|
116K
$28.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
198+ 0.16% |
$27.5K - $35.7K
|
128K
$31.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
195+ 0.51% |
$27.1K - $35.2K
|
38.2K
$9.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
194+ 0.85% |
$27K - $35K
|
23.1K
$5.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
192+ 3.15% |
$26.7K - $34.6K
|
6.29K
$1.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
190+ 2.22% |
$26.4K - $34.3K
|
8.76K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
187+ 7.05% |
$26K - $33.7K
|
2.84K
$702K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
187+ 0.68% |
$26K - $33.7K
|
27.8K
$6.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
185+ 3.66% |
$25.7K - $33.4K
|
5.24K
$1.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
185+ 0.3% |
$25.7K - $33.4K
|
61.2K
$15.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
184+ 0.82% |
$25.6K - $33.2K
|
22.6K
$5.59M
|