Purchases and Sales Made in Q3 2021 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
5.09K+ 6.33% |
$698K - $797K
|
85.4K
$19.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.08K+ 4.91% |
$697K - $796K
|
108K
$24.9M
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
5.08K+ 2.01% |
$697K - $795K
|
257K
$59.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5K+ 1.73% |
$686K - $783K
|
294K
$67.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.98K+ 8.14% |
$684K - $781K
|
66.2K
$15.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.98K+ 2.76% |
$683K - $780K
|
185K
$42.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.97K+ 2.95% |
$682K - $778K
|
173K
$39.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.97K+ 0.42% |
$682K - $778K
|
1.2M
$275M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.93K+ 0.78% |
$677K - $773K
|
635K
$146M
|
|
|
Nov 01, 2021
Q3 2021
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
4.93K+ 12.11% |
$676K - $772K
|
45.6K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.92K+ 0.7% |
$675K - $771K
|
711K
$163M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
4.87K+ 7.9% |
$669K - $763K
|
66.6K
$15.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.86K+ 4.29% |
$667K - $762K
|
118K
$27.2M
|
|
|
Nov 05, 2021
Q3 2021
|
James Hambro & Partners
|
BUY
|
- |
4.86K+ 45.65% |
$667K - $761K
|
15.5K
$3.56M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.82K+ 3.31% |
$661K - $755K
|
151K
$34.6M
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
4.8K+ 34.12% |
$659K - $752K
|
18.9K
$4.33M
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4.79K+ 1.36% |
$658K - $751K
|
357K
$81.9M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.79K+ 0.39% |
$658K - $751K
|
1.22M
$280M
|
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
BUY
|
- |
4.77K+ 1.01% |
$655K - $747K
|
479K
$110M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.75K+ 0.79% |
$652K - $744K
|
609K
$140M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.73K+ 3.91% |
$650K - $741K
|
126K
$28.9M
|
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
4.72K+ 3.02% |
$648K - $740K
|
161K
$37.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.7K+ 3.51% |
$645K - $736K
|
139K
$31.8M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4.68K+ 15.48% |
$643K - $734K
|
34.9K
$8.02M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.67K+ 7.73% |
$641K - $732K
|
65.1K
$15M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.66K+ 7.72% |
$640K - $730K
|
65.1K
$14.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.62K+ 1.19% |
$635K - $725K
|
392K
$90M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.61K+ 13.33% |
$633K - $723K
|
39.2K
$9.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
4.6K+ 2.69% |
$632K - $721K
|
176K
$40.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.6K+ 1.36% |
$632K - $721K
|
343K
$78.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.58K+ 5.87% |
$628K - $717K
|
82.5K
$19M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
4.57K+ 8.44% |
$627K - $716K
|
58.7K
$13.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
4.55K+ 157.15% |
$625K - $713K
|
7.45K
$1.71M
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.51K+ 9.0% |
$619K - $707K
|
54.7K
$12.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.49K+ 1.67% |
$616K - $704K
|
274K
$62.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.48K+ 4.76% |
$614K - $701K
|
98.4K
$22.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.46K+ 0.37% |
$612K - $699K
|
1.22M
$281M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.45K+ 2.51% |
$611K - $698K
|
182K
$41.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.43K+ 1.34% |
$608K - $694K
|
335K
$76.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
4.4K+ 8.67% |
$604K - $690K
|
55.2K
$12.7M
|
|
|
Nov 12, 2021
Q3 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
4.37K+ 2.23% |
$600K - $685K
|
200K
$46M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.33K+ 3.52% |
$595K - $679K
|
127K
$29.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.32K+ 13.01% |
$592K - $676K
|
37.5K
$8.61M
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
BUY
|
- |
4.29K+ 3.38% |
$588K - $672K
|
131K
$30.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.26K+ 5.51% |
$584K - $667K
|
81.5K
$18.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.24K+ 2.27% |
$582K - $665K
|
191K
$43.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.22K+ 4.21% |
$580K - $662K
|
105K
$24M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.22K+ 1.35% |
$580K - $662K
|
317K
$72.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.22K+ 4.47% |
$579K - $661K
|
98.7K
$22.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.19K+ 1.24% |
$575K - $657K
|
343K
$78.7M
|