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
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.74K+ 37.31% |
$239K - $272K
|
6.4K
$1.57M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.74K+ 5.01% |
$238K - $272K
|
36.4K
$8.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.73K+ 1.35% |
$238K - $271K
|
130K
$31.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.73K+ 1.67% |
$237K - $271K
|
106K
$25.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.73K+ 7.02% |
$237K - $271K
|
26.3K
$6.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.73K+ 3.29% |
$237K - $270K
|
54.1K
$13.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
1.73K+ 16.38% |
$237K - $270K
|
12.3K
$3.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
1.72K+ 1.16% |
$237K - $270K
|
150K
$36.9M
|
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.72KNew |
$236K - $269K
|
1.72K
$422K
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.71K+ 1.05% |
$235K - $268K
|
164K
$40.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Miramar Capital, LLC
|
BUY
|
- |
1.71K+ 2.42% |
$234K - $267K
|
72.3K
$17.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 33.76% |
$233K - $266K
|
6.73K
$1.65M
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.68K+ 4.84% |
$230K - $263K
|
36.3K
$8.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.67K+ 0.71% |
$229K - $262K
|
238K
$58.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.67K+ 2.91% |
$229K - $261K
|
59K
$14.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.66KNew |
$228K - $260K
|
1.66K
$408K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.66K+ 1.38% |
$227K - $259K
|
121K
$29.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
1.64K+ 4.61% |
$225K - $257K
|
37.3K
$9.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.62K+ 1.77% |
$222K - $254K
|
93.1K
$22.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 1.64% |
$221K - $253K
|
99.9K
$24.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.6K+ 1.27% |
$220K - $251K
|
128K
$31.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
1.6K+ 3.72% |
$219K - $250K
|
44.5K
$10.9M
|
|
|
Dec 06, 2021
Q3 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.59K+ 0.45% |
$218K - $249K
|
356K
$87.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 8.38% |
$218K - $249K
|
20.5K
$5.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.58K+ 42.97% |
$217K - $248K
|
5.26K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.58K+ 23.7% |
$216K - $247K
|
8.23K
$2.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.57K+ 0.85% |
$215K - $246K
|
186K
$45.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.57K+ 4.8% |
$215K - $246K
|
34.2K
$8.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.57K+ 0.84% |
$215K - $245K
|
189K
$46.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1.57K+ 2.48% |
$215K - $245K
|
64.6K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.56K+ 2.61% |
$214K - $245K
|
61.5K
$15.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
1.56K+ 0.86% |
$213K - $244K
|
183K
$44.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.54K+ 1.98% |
$212K - $241K
|
79.5K
$19.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
1.54K+ 0.9% |
$211K - $241K
|
172K
$42.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
1.54K+ 1.95% |
$211K - $241K
|
80.6K
$19.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
1.53K+ 1.28% |
$209K - $239K
|
120K
$29.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
1.52K+ 3.73% |
$208K - $237K
|
42.2K
$10.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.51K+ 1.27% |
$207K - $237K
|
120K
$29.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.51K+ 1.43% |
$207K - $236K
|
107K
$26.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.51K+ 1.69% |
$207K - $236K
|
90.5K
$22.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.5K+ 5.22% |
$206K - $236K
|
30.3K
$7.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
1.5K+ 13.64% |
$206K - $235K
|
12.5K
$3.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.5K+ 2.64% |
$205K - $234K
|
58.2K
$14.3M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.5K+ 2.64% |
$205K - $234K
|
58.2K
$14.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.49K+ 1.98% |
$204K - $233K
|
76.7K
$18.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.47K+ 13.62% |
$202K - $231K
|
12.3K
$3.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.47K+ 4.8% |
$202K - $230K
|
32.1K
$7.88M
|
|
|
Oct 22, 2021
Q3 2021
|
Palmer Knight CO
|
BUY
|
- |
1.46K+ 2.62% |
$200K - $228K
|
57.1K
$14M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
1.45K+ 0.65% |
$200K - $228K
|
226K
$55.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1.45K+ 2.7% |
$199K - $227K
|
55.1K
$13.5M
|