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 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
19+ 0.05% |
$2.64K - $3.43K
|
40.9K
$10.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
19New |
$2.64K - $3.43K
|
19
$4.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
17+ 0.24% |
$2.37K - $3.07K
|
7.21K
$1.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Puzo Michael J
|
BUY
|
- |
17+ 0.01% |
$2.37K - $3.07K
|
118K
$29.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17+ 0.27% |
$2.37K - $3.07K
|
6.41K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17+ 1.05% |
$2.37K - $3.07K
|
1.64K
$406K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
16+ 0.02% |
$2.23K - $2.89K
|
99.9K
$24.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
16+ 0.16% |
$2.23K - $2.89K
|
10.1K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
16+ 0.25% |
$2.23K - $2.89K
|
6.46K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
15New |
$2.09K - $2.7K
|
15
$3.71K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
15+ 0.05% |
$2.09K - $2.7K
|
28.1K
$6.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Tlw Wealth Management, LLC
|
BUY
|
- |
14+ 0.02% |
$1.95K - $2.52K
|
85.3K
$21.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
14+ 0.03% |
$1.95K - $2.52K
|
41.9K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.1% |
$1.95K - $2.52K
|
14.5K
$3.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.52% |
$1.95K - $2.52K
|
2.69K
$666K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
14+ 0.04% |
$1.95K - $2.52K
|
35.3K
$8.72M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
13+ 0.02% |
$1.81K - $2.34K
|
63.3K
$15.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
12+ 0.06% |
$1.67K - $2.16K
|
20.8K
$5.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12+ 0.01% |
$1.67K - $2.16K
|
81.4K
$20.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
12+ 0.16% |
$1.67K - $2.16K
|
7.56K
$1.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
12+ 0.37% |
$1.67K - $2.16K
|
3.26K
$806K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12+ 0.04% |
$1.67K - $2.16K
|
30.3K
$7.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
11+ 0.16% |
$1.53K - $1.98K
|
6.91K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11+ 0.06% |
$1.53K - $1.98K
|
17.8K
$4.39M
|
|
|
Mar 12, 2024
Q4 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10+ 0.12% |
$1.39K - $1.8K
|
8.3K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
9+ 0.04% |
$1.25K - $1.62K
|
24.1K
$5.96M
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
8+ 0.06% |
$1.11K - $1.44K
|
13.4K
$3.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
BUY
|
- |
8+ 0.04% |
$1.11K - $1.44K
|
18.4K
$4.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7+ 0.03% |
$974 - $1.26K
|
25.6K
$6.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$835 - $1.08K
|
8.93K
$2.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
6+ 0.03% |
$835 - $1.08K
|
22.6K
$5.59M
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$835 - $1.08K
|
11.6K
$2.87M
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
6+ 0.08% |
$835 - $1.08K
|
7.37K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
6+ 0.17% |
$835 - $1.08K
|
3.48K
$860K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6+ 0.02% |
$835 - $1.08K
|
33K
$8.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$696 - $902
|
7.86K
$1.94M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5+ 0.07% |
$696 - $902
|
6.73K
$1.66M
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.03% |
$557 - $721
|
12K
$2.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$557 - $721
|
5.66K
$1.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.08% |
$557 - $721
|
4.89K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
4+ 0.41% |
$557 - $721
|
971
$240K
|
|
|
Jan 06, 2022
Q4 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
3+ 0.0% |
$417 - $541
|
75.9K
$18.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
3+ 0.03% |
$417 - $541
|
10.2K
$2.52M
|
|
|
Jan 24, 2022
Q4 2021
|
Sather Financial Group Inc
|
BUY
|
- |
3+ 0.01% |
$417 - $541
|
27.7K
$6.85M
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.06% |
$417 - $541
|
4.85K
$1.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$417 - $541
|
4.01K
$990K
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.01% |
$417 - $541
|
44.2K
$10.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
3+ 0.0% |
$417 - $541
|
189K
$46.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Diker Management LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$278 - $361
|
34.8K
$8.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2+ 0.16% |
$278 - $361
|
1.23K
$304K
|