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 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
60+ 1.58% |
$8.35K - $10.8K
|
3.86K
$953K
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
60+ 0.21% |
$8.35K - $10.8K
|
28.4K
$7.02M
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
60+ 1.49% |
$8.35K - $10.8K
|
4.08K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
59+ 0.02% |
$8.21K - $10.6K
|
315K
$77.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
57+ 0.26% |
$7.93K - $10.3K
|
22K
$5.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
57+ 0.17% |
$7.93K - $10.3K
|
33.3K
$8.22M
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.03% |
$7.79K - $10.1K
|
164K
$40.6M
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.03% |
$7.79K - $10.1K
|
164K
$40.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
54+ 0.41% |
$7.51K - $9.74K
|
13.3K
$3.29M
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
54+ 0.1% |
$7.51K - $9.74K
|
53.3K
$13.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
53+ 0.29% |
$7.37K - $9.56K
|
18.2K
$4.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
53+ 0.74% |
$7.37K - $9.56K
|
7.24K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
53+ 0.0% |
$7.37K - $9.56K
|
1.24M
$305M
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
53+ 0.41% |
$7.37K - $9.56K
|
12.8K
$3.17M
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
BUY
|
- |
51+ 0.37% |
$7.1K - $9.2K
|
13.7K
$3.38M
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
51+ 0.53% |
$7.1K - $9.2K
|
9.65K
$2.39M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 0.19% |
$6.82K - $8.84K
|
26.4K
$6.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
49+ 0.55% |
$6.82K - $8.84K
|
8.95K
$2.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
47+ 0.67% |
$6.54K - $8.48K
|
7.08K
$1.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45New |
$6.26K - $8.11K
|
45
$11.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
43+ 0.05% |
$5.98K - $7.75K
|
79.3K
$19.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
42+ 0.25% |
$5.84K - $7.57K
|
17K
$4.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
40New |
$5.57K - $7.21K
|
40
$9.88K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
40+ 0.34% |
$5.57K - $7.21K
|
11.9K
$2.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Wisconsin Capital Management LLC
|
BUY
|
- |
40+ 0.04% |
$5.57K - $7.21K
|
91.4K
$22.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
40+ 0.05% |
$5.57K - $7.21K
|
83.8K
$20.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.78% |
$5.57K - $7.21K
|
5.19K
$1.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
40+ 1.32% |
$5.57K - $7.21K
|
3.08K
$760K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
37+ 0.33% |
$5.15K - $6.67K
|
11.2K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
37+ 0.8% |
$5.15K - $6.67K
|
4.69K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
35+ 0.03% |
$4.87K - $6.31K
|
114K
$28.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
35+ 2.1% |
$4.87K - $6.31K
|
1.71K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
35+ 0.34% |
$4.87K - $6.31K
|
10.4K
$2.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
34+ 0.06% |
$4.73K - $6.13K
|
57.1K
$14.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
33+ 0.08% |
$4.59K - $5.95K
|
41.8K
$10.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Albert D Mason Inc
|
BUY
|
- |
31+ 0.37% |
$4.31K - $5.59K
|
8.43K
$2.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
BUY
|
- |
30+ 0.81% |
$4.17K - $5.41K
|
3.75K
$928K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
29+ 0.03% |
$4.04K - $5.23K
|
84K
$20.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
27+ 0.12% |
$3.76K - $4.87K
|
21.7K
$5.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
27+ 0.37% |
$3.76K - $4.87K
|
7.35K
$1.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Arnhold LLC
|
BUY
|
- |
27+ 0.07% |
$3.76K - $4.87K
|
36.5K
$9.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
27+ 2.52% |
$3.76K - $4.87K
|
1.1K
$271K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27+ 0.08% |
$3.76K - $4.87K
|
34.2K
$8.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
26+ 0.06% |
$3.62K - $4.69K
|
40.2K
$9.94M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
25+ 0.06% |
$3.48K - $4.51K
|
39.3K
$9.71M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
25+ 1.65% |
$3.48K - $4.51K
|
1.54K
$381K
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
24+ 0.08% |
$3.34K - $4.33K
|
31K
$7.65M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23+ 0.09% |
$3.2K - $4.15K
|
27K
$6.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
21+ 0.15% |
$2.92K - $3.79K
|
14.1K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
20+ 0.12% |
$2.78K - $3.61K
|
16.4K
$4.06M
|