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 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
114K+ 310.99% |
$15.9M - $20.6M
|
151K
$36.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
113KNew |
$15.7M - $20.4M
|
113K
$27.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
112K+ 82.93% |
$15.6M - $20.2M
|
247K
$60M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
111KNew |
$15.4M - $20M
|
111K
$26.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Udine Wealth Management, Inc.
|
BUY
|
- |
110KNew |
$15.3M - $19.9M
|
110K
$26.7M
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
110KNew |
$15.3M - $19.8M
|
110K
$26.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
109KNew |
$15.2M - $19.7M
|
109K
$26.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
109KNew |
$15.2M - $19.6M
|
109K
$26.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
109K+ 7.02% |
$15.2M - $19.6M
|
1.66M
$403M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
109K+ 30.15% |
$15.1M - $19.6M
|
470K
$114M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
109K+ 93.72% |
$15.1M - $19.6M
|
225K
$54.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
107K+ 47.51% |
$14.9M - $19.3M
|
332K
$80.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
107KNew |
$14.9M - $19.2M
|
107K
$25.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
106K+ 21.1% |
$14.7M - $19.1M
|
607K
$147M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
106K+ 39.99% |
$14.7M - $19.1M
|
370K
$89.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
103K+ 9.57% |
$14.4M - $18.6M
|
1.18M
$287M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
103K+ 2.58% |
$14.3M - $18.5M
|
4.08M
$989M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
101KNew |
$14M - $18.2M
|
101K
$24.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
100KNew |
$13.9M - $18M
|
100K
$24.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
100KNew |
$13.9M - $18M
|
100K
$24.3M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
99.8KNew |
$13.9M - $18M
|
99.8K
$24.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
99.2K+ 5.63% |
$13.8M - $17.9M
|
1.86M
$451M
|
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
98.6KNew |
$13.7M - $17.8M
|
98.6K
$23.9M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
98.4KNew |
$13.7M - $17.8M
|
98.4K
$23.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
97.6KNew |
$13.6M - $17.6M
|
97.6K
$23.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
95.8K+ 115.87% |
$13.3M - $17.3M
|
179K
$43.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
94.7KNew |
$13.2M - $17.1M
|
94.7K
$23M
|
|
|
Jan 11, 2022
Q4 2021
|
Linden Rose Investment LLC
|
BUY
|
- |
94.2K+ 305.93% |
$13.1M - $17M
|
125K
$30.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
93.7K+ 450.08% |
$13M - $16.9M
|
114K
$27.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
93.3K+ 162.22% |
$13M - $16.8M
|
151K
$36.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
93.1KNew |
$12.9M - $16.8M
|
93.1K
$22.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
92.4K+ 724.64% |
$12.9M - $16.7M
|
105K
$25.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
92.3KNew |
$12.8M - $16.6M
|
92.3K
$22.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
92K+ 17.31% |
$12.8M - $16.6M
|
623K
$151M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
91.5KNew |
$12.7M - $16.5M
|
91.5K
$22.2M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
91KNew |
$12.7M - $16.4M
|
91K
$22.1M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
90.8KNew |
$12.6M - $16.4M
|
90.8K
$22M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
90.6K+ 5.92% |
$12.6M - $16.3M
|
1.62M
$393M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
88.7K+ 112.98% |
$12.3M - $16M
|
167K
$40.6M
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
88.6KNew |
$12.3M - $16M
|
88.6K
$21.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
88.6K+ 313.85% |
$12.3M - $16M
|
117K
$28.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
88KNew |
$12.2M - $15.9M
|
88K
$21.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
87.7K+ 4.73% |
$12.2M - $15.8M
|
1.94M
$471M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
87.4K+ 1.59% |
$12.2M - $15.8M
|
5.59M
$1.36B
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
86.8K+ 19.51% |
$12.1M - $15.7M
|
532K
$129M
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
85.8KNew |
$11.9M - $15.5M
|
85.8K
$20.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
85.3K+ 22.84% |
$11.9M - $15.4M
|
459K
$111M
|
|
|
Feb 10, 2022
Q4 2021
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
85KNew |
$11.8M - $15.3M
|
85K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
84K+ 21.18% |
$11.7M - $15.2M
|
481K
$117M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
83.3KNew |
$11.6M - $15M
|
83.3K
$20.2M
|