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 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.49K- 2.39% |
$208K - $269K
|
61K
$15.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.49K- 1.31% |
$208K - $269K
|
113K
$27.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-1.5K- 4.14% |
$209K - $270K
|
34.7K
$8.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.5K- 2.44% |
$209K - $271K
|
60K
$14.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.5K- 1.51% |
$209K - $271K
|
97.8K
$24.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.51K- 0.22% |
$210K - $272K
|
697K
$172M
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
SELL
|
- |
-1.52K- 1.35% |
$211K - $274K
|
111K
$27.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.53K- 1.3% |
$212K - $275K
|
115K
$28.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.53K- 0.91% |
$213K - $277K
|
167K
$41.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.54K- 0.56% |
$214K - $277K
|
276K
$68.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.55K- 8.34% |
$215K - $279K
|
17K
$4.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.55K- 2.32% |
$216K - $280K
|
65.3K
$16.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.55K- 16.11% |
$216K - $280K
|
8.07K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.56K- 0.91% |
$217K - $281K
|
170K
$42.1M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.56K- 2.86% |
$217K - $281K
|
52.9K
$13.1M
|
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
SELL
|
- |
-1.56K- 2.84% |
$217K - $281K
|
53.4K
$13.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.56K- 2.05% |
$217K - $281K
|
74.7K
$18.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.57K- 6.03% |
$218K - $283K
|
24.5K
$6.05M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.57K- 2.31% |
$219K - $283K
|
66.6K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.57KClosed |
$219K - $283K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.58K- 1.8% |
$219K - $284K
|
86.1K
$21.3M
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-1.58K- 3.0% |
$219K - $284K
|
51K
$12.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.58K- 0.35% |
$219K - $284K
|
452K
$112M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.58K- 0.47% |
$220K - $285K
|
335K
$82.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.59K- 0.32% |
$221K - $287K
|
502K
$124M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-1.59K- 5.11% |
$221K - $287K
|
29.5K
$7.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-1.6K- 6.16% |
$223K - $289K
|
24.4K
$6.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-1.6K- 0.52% |
$223K - $289K
|
307K
$75.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.6K- 16.86% |
$223K - $289K
|
7.9K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-1.6K- 12.4% |
$223K - $289K
|
11.3K
$2.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 3.02% |
$226K - $293K
|
52.2K
$12.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-1.62K- 2.62% |
$226K - $293K
|
60.3K
$14.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.63K- 1.33% |
$226K - $293K
|
121K
$29.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.63K- 11.07% |
$226K - $293K
|
13.1K
$3.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-1.63K- 2.53% |
$227K - $294K
|
62.8K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.63K- 2.68% |
$227K - $294K
|
59.3K
$14.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-1.64K- 83.43% |
$228K - $296K
|
326
$80.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.65KClosed |
$230K - $298K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.66K- 1.63% |
$231K - $299K
|
100K
$24.8M
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
SELL
|
- |
-1.67K- 1.46% |
$232K - $300K
|
112K
$27.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Harbor Island Capital LLC
|
SELL
|
- |
-1.67K- 1.22% |
$233K - $302K
|
135K
$33.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.67K- 2.37% |
$233K - $302K
|
68.9K
$17M
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.68K- 6.97% |
$234K - $304K
|
22.5K
$5.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.69K- 2.18% |
$235K - $304K
|
75.9K
$18.7M
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.69K- 5.19% |
$236K - $305K
|
30.9K
$7.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.7K- 2.05% |
$237K - $307K
|
81.4K
$20.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.71K- 3.99% |
$238K - $309K
|
41.2K
$10.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.72K- 1.43% |
$240K - $311K
|
119K
$29.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.73K- 1.98% |
$240K - $311K
|
85.5K
$21.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.73K- 2.95% |
$240K - $311K
|
56.8K
$14M
|