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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.44K+ 0.89% |
$197K - $225K
|
163K
$39.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.43K+ 0.52% |
$196K - $224K
|
277K
$68.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.42K+ 4.36% |
$195K - $223K
|
34K
$8.35M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
1.42K+ 2.07% |
$195K - $222K
|
70K
$17.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.42K+ 1.81% |
$194K - $222K
|
79.5K
$19.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
1.4K+ 2.88% |
$192K - $219K
|
49.9K
$12.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.4K+ 1.52% |
$192K - $219K
|
93.3K
$22.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.39K+ 4.17% |
$191K - $218K
|
34.7K
$8.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
1.38K+ 86.25% |
$189K - $216K
|
2.98K
$732K
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
BUY
|
- |
1.38K+ 448.53% |
$189K - $216K
|
1.68K
$414K
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.37K+ 1.07% |
$188K - $214K
|
129K
$31.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
1.36K+ 3.14% |
$187K - $214K
|
44.7K
$11M
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 0.32% |
$186K - $212K
|
428K
$105M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.35K+ 7.51% |
$186K - $212K
|
19.3K
$4.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.35K+ 3.9% |
$185K - $211K
|
35.9K
$8.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.34K+ 1.16% |
$184K - $210K
|
117K
$28.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
1.34K+ 8.75% |
$184K - $210K
|
16.6K
$4.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.33K+ 0.56% |
$183K - $208K
|
240K
$59M
|
|
|
Mar 18, 2022
Q3 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.33K+ 17.52% |
$182K - $208K
|
8.89K
$2.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Harrington Investments, Inc
|
BUY
|
- |
1.32K+ 1.44% |
$182K - $207K
|
93.3K
$22.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.32K+ 36.09% |
$181K - $207K
|
4.98K
$1.22M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.31K+ 19.6% |
$180K - $206K
|
8.01K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.3K+ 1.15% |
$179K - $204K
|
114K
$28.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.3K+ 2.34% |
$178K - $204K
|
56.8K
$14M
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
BUY
|
- |
1.29K+ 0.52% |
$177K - $202K
|
248K
$61M
|
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.29K+ 2.27% |
$177K - $202K
|
57.9K
$14.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1.28K+ 3.24% |
$176K - $201K
|
40.9K
$10M
|
|
|
Oct 22, 2021
Q3 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.28K+ 1.59% |
$176K - $201K
|
81.9K
$20.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.27K+ 4.28% |
$174K - $199K
|
31K
$7.61M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.26K+ 2.42% |
$172K - $197K
|
53.1K
$13M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.25K+ 0.67% |
$172K - $196K
|
188K
$46.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.24K+ 0.7% |
$171K - $195K
|
178K
$43.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.23K+ 0.12% |
$169K - $192K
|
1.03M
$252M
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
1.22K+ 57.73% |
$167K - $191K
|
3.33K
$817K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.21K+ 2.54% |
$166K - $190K
|
48.8K
$12M
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.21K+ 0.67% |
$165K - $189K
|
182K
$44.7M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.2K+ 1.19% |
$165K - $189K
|
103K
$25.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
1.2K+ 1.09% |
$165K - $188K
|
111K
$27.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.2K+ 3.83% |
$165K - $188K
|
32.5K
$7.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.2K+ 1.81% |
$165K - $188K
|
67.4K
$16.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
1.2K+ 1.8% |
$164K - $187K
|
67.6K
$16.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.2K+ 1.63% |
$164K - $187K
|
74.5K
$18.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.19K+ 1.87% |
$164K - $187K
|
65.1K
$16M
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.19K+ 1.9% |
$164K - $187K
|
63.9K
$15.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.19K+ 0.04% |
$164K - $187K
|
2.74M
$673M
|
|
|
Nov 08, 2021
Q3 2021
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.18K+ 0.76% |
$162K - $185K
|
157K
$38.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 0.92% |
$161K - $184K
|
129K
$31.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.17K+ 2.04% |
$160K - $183K
|
58.3K
$14.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.17K+ 0.48% |
$160K - $183K
|
244K
$60M
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.16K+ 0.68% |
$160K - $182K
|
171K
$42M
|