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 15, 2021
Q3 2021
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
3.44KNew |
$472K - $539K
|
3.44K
$845K
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
3.44K+ 75.13% |
$472K - $539K
|
8.02K
$1.97M
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
3.44KNew |
$472K - $538K
|
3.44K
$844K
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.43K+ 3.07% |
$471K - $537K
|
115K
$28.3M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.43K+ 0.21% |
$470K - $537K
|
1.61M
$395M
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.42K+ 8.36% |
$469K - $536K
|
44.3K
$10.9M
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.39K+ 4.52% |
$466K - $532K
|
78.4K
$19.3M
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.39K+ 7.48% |
$466K - $532K
|
48.7K
$12M
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.36K+ 23.37% |
$461K - $526K
|
17.7K
$4.35M
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3.35K+ 3.43% |
$460K - $525K
|
101K
$24.8M
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
3.34K+ 49.45% |
$459K - $524K
|
10.1K
$2.48M
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.33K+ 8.98% |
$457K - $521K
|
40.4K
$9.92M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
3.31K+ 12.92% |
$454K - $518K
|
28.9K
$7.09M
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.29K+ 7.11% |
$452K - $516K
|
49.6K
$12.2M
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
3.28K+ 20.4% |
$450K - $513K
|
19.3K
$4.75M
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
3.26K+ 15.93% |
$448K - $511K
|
23.7K
$5.83M
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
BUY
|
- |
3.26K+ 87.05% |
$447K - $511K
|
7K
$1.72M
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
3.24K+ 0.76% |
$445K - $508K
|
431K
$106M
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.23K+ 2.42% |
$443K - $506K
|
137K
$33.6M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.21K+ 3.04% |
$440K - $503K
|
109K
$26.7M
|
|
Nov 01, 2021
Q3 2021
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
3.2K+ 7.8% |
$439K - $501K
|
44.2K
$10.8M
|
|
Oct 29, 2021
Q3 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
3.2K+ 0.84% |
$439K - $501K
|
382K
$93.8M
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 3.57% |
$437K - $499K
|
92.4K
$22.7M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3.18K+ 3.23% |
$437K - $499K
|
102K
$25M
|
|
Nov 12, 2021
Q3 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.18KNew |
$436K - $498K
|
3.18K
$781K
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
3.18K+ 7.19% |
$436K - $498K
|
47.4K
$11.6M
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.17K+ 10.04% |
$435K - $497K
|
34.7K
$8.53M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.15KNew |
$433K - $494K
|
3.15K
$774K
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 2.32% |
$431K - $492K
|
138K
$34M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.13K+ 5.2% |
$430K - $491K
|
63.4K
$15.6M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 2.0% |
$429K - $490K
|
160K
$39.2M
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.1K+ 3.08% |
$426K - $486K
|
104K
$25.5M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.1K+ 1.28% |
$425K - $485K
|
245K
$60.1M
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.1K+ 62.08% |
$425K - $485K
|
8.08K
$1.98M
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.09K+ 11.19% |
$424K - $484K
|
30.7K
$7.54M
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.08K+ 0.49% |
$423K - $483K
|
637K
$156M
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.08K+ 17.35% |
$422K - $482K
|
20.8K
$5.11M
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.07KNew |
$422K - $482K
|
3.07K
$755K
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.07K+ 6.97% |
$422K - $481K
|
47.1K
$11.6M
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.06KNew |
$420K - $479K
|
3.06K
$751K
|
|
Nov 05, 2021
Q3 2021
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
3.05K+ 3.37% |
$418K - $477K
|
93.4K
$22.9M
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.04K+ 43.28% |
$417K - $476K
|
10.1K
$2.47M
|
|
Nov 08, 2021
Q3 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
3.02K+ 6.66% |
$414K - $473K
|
48.3K
$11.9M
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.01K+ 0.75% |
$413K - $471K
|
403K
$98.9M
|
|
Nov 23, 2022
Q3 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
3.01K+ 6.63% |
$412K - $471K
|
48.3K
$11.9M
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3K+ 7.79% |
$412K - $470K
|
41.5K
$10.2M
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
3K+ 11.8% |
$412K - $470K
|
28.4K
$6.98M
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
3K+ 1.19% |
$411K - $470K
|
255K
$62.5M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.98K+ 5.08% |
$409K - $467K
|
61.6K
$15.1M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.97K+ 2.66% |
$408K - $465K
|
115K
$28.1M
|