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 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
66K+ 21.9% |
$9.18M - $11.9M
|
367K
$89.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
65.9K+ 24.93% |
$9.17M - $11.9M
|
330K
$80.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
65.6K+ 31.68% |
$9.13M - $11.8M
|
273K
$66.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
65.2KNew |
$9.07M - $11.8M
|
65.2K
$15.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
65KNew |
$9.04M - $11.7M
|
65K
$15.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
65KNew |
$9.04M - $11.7M
|
65K
$15.8M
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
64.9KNew |
$9.03M - $11.7M
|
64.9K
$15.8M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
64.6KNew |
$8.99M - $11.7M
|
64.6K
$15.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
64.4K+ 50.46% |
$8.96M - $11.6M
|
192K
$46.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Settian Capital LP
|
BUY
|
- |
64.2KNew |
$8.93M - $11.6M
|
64.2K
$15.6M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
63.9KNew |
$8.9M - $11.5M
|
63.9K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
63.9KNew |
$8.9M - $11.5M
|
63.9K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Once Capital Management, LLC
|
BUY
|
- |
63.5KNew |
$8.83M - $11.4M
|
63.5K
$15.4M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
63KNew |
$8.76M - $11.4M
|
63K
$15.3M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
62.9KNew |
$8.75M - $11.3M
|
62.9K
$15.3M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
62.5KNew |
$8.69M - $11.3M
|
62.5K
$15.2M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
62.4KNew |
$8.68M - $11.2M
|
62.4K
$15.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
62.3K+ 89.94% |
$8.67M - $11.2M
|
132K
$31.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
62.3K+ 320.84% |
$8.67M - $11.2M
|
81.7K
$19.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
61.7KNew |
$8.58M - $11.1M
|
61.7K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
61.7KNew |
$8.58M - $11.1M
|
61.7K
$15M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
61.5K+ 5.84% |
$8.55M - $11.1M
|
1.11M
$270M
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
61.2KNew |
$8.52M - $11M
|
61.2K
$14.9M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
60.6KNew |
$8.43M - $10.9M
|
60.6K
$14.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
60.4KNew |
$8.41M - $10.9M
|
60.4K
$14.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
60.4K+ 4.94% |
$8.4M - $10.9M
|
1.28M
$311M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
60.3K+ 5.82% |
$8.4M - $10.9M
|
1.1M
$266M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
60.1KNew |
$8.37M - $10.8M
|
60.1K
$14.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
60.1K+ 3.62% |
$8.36M - $10.8M
|
1.72M
$418M
|
|
|
Jan 28, 2022
Q4 2021
|
Bailey Value Limited Partnership
Danvers, MA |
BUY
|
- |
60KNew |
$8.35M - $10.8M
|
60K
$14.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
60KNew |
$8.35M - $10.8M
|
60K
$14.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
59.9K+ 98.41% |
$8.34M - $10.8M
|
121K
$29.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Totem Point Management, LLC
New York, NY |
BUY
|
- |
59.7KNew |
$8.3M - $10.8M
|
59.7K
$14.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
59K+ 170.31% |
$8.2M - $10.6M
|
93.6K
$22.7M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
58.7KNew |
$8.17M - $10.6M
|
58.7K
$14.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
58.5KNew |
$8.14M - $10.6M
|
58.5K
$14.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
58.3KNew |
$8.12M - $10.5M
|
58.3K
$14.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
58.3KNew |
$8.12M - $10.5M
|
58.3K
$14.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
58.2KNew |
$8.1M - $10.5M
|
58.2K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Unigestion Holding Sa
|
BUY
|
- |
58.1K+ 15.14% |
$8.09M - $10.5M
|
442K
$107M
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
58.1K+ 207.07% |
$8.09M - $10.5M
|
86.2K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
57.7K+ 3.22% |
$8.03M - $10.4M
|
1.85M
$448M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
57.6KNew |
$8.02M - $10.4M
|
57.6K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
57.4K+ 89.88% |
$7.99M - $10.4M
|
121K
$29.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
57.4KNew |
$7.99M - $10.4M
|
57.4K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
56.7KNew |
$7.89M - $10.2M
|
56.7K
$13.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
56.7K+ 2076.02% |
$7.89M - $10.2M
|
59.4K
$14.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
56.4KNew |
$7.84M - $10.2M
|
56.4K
$13.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
56.2K+ 20.94% |
$7.83M - $10.1M
|
325K
$78.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
55.7K+ 6.1% |
$7.75M - $10M
|
969K
$235M
|