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 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
934+ 1.6% |
$128K - $146K
|
59.3K
$14.6M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
931+ 0.21% |
$128K - $146K
|
443K
$109M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
928+ 5.81% |
$127K - $145K
|
16.9K
$4.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
921+ 58.29% |
$126K - $144K
|
2.5K
$614K
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
919+ 11.34% |
$126K - $144K
|
9.02K
$2.22M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
919+ 2.43% |
$126K - $144K
|
38.8K
$9.52M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
916+ 5.52% |
$126K - $144K
|
17.5K
$4.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
905+ 0.38% |
$124K - $142K
|
241K
$59.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
898+ 1.52% |
$123K - $141K
|
59.9K
$14.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
887+ 4.25% |
$122K - $139K
|
21.8K
$5.34M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
881+ 0.47% |
$121K - $138K
|
187K
$46M
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
876+ 0.29% |
$120K - $137K
|
307K
$75.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
873+ 5.79% |
$120K - $137K
|
16K
$3.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
871+ 2.02% |
$120K - $136K
|
44K
$10.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
867+ 3.21% |
$119K - $136K
|
27.9K
$6.85M
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
866+ 0.82% |
$119K - $136K
|
107K
$26.2M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
864+ 0.63% |
$119K - $135K
|
139K
$34.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
852+ 1.14% |
$117K - $133K
|
75.7K
$18.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
842+ 0.68% |
$116K - $132K
|
124K
$30.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
840+ 4.1% |
$115K - $132K
|
21.3K
$5.23M
|
|
|
Oct 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
839+ 10.29% |
$115K - $131K
|
8.99K
$2.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
839+ 0.62% |
$115K - $131K
|
137K
$33.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
836+ 2.61% |
$115K - $131K
|
32.8K
$8.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
832+ 1.52% |
$114K - $130K
|
55.5K
$13.6M
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
831+ 0.12% |
$114K - $130K
|
695K
$171M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
828+ 3.1% |
$114K - $130K
|
27.5K
$6.75M
|
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
BUY
|
- |
824+ 1.54% |
$113K - $129K
|
54.4K
$13.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
824+ 2.01% |
$113K - $129K
|
41.9K
$10.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
823+ 9.05% |
$113K - $129K
|
9.92K
$2.44M
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
819+ 2.5% |
$112K - $128K
|
33.6K
$8.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
814+ 1.36% |
$112K - $128K
|
60.8K
$14.9M
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
809+ 1.13% |
$111K - $127K
|
72.3K
$17.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
801+ 0.59% |
$110K - $126K
|
137K
$33.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
800+ 7.47% |
$110K - $125K
|
11.5K
$2.82M
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
799+ 5.49% |
$110K - $125K
|
15.3K
$3.77M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
796+ 4.11% |
$109K - $125K
|
20.2K
$4.95M
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
791+ 0.34% |
$109K - $124K
|
232K
$56.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
789+ 14.86% |
$108K - $124K
|
6.1K
$1.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
785+ 0.19% |
$108K - $123K
|
415K
$102M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
785+ 1.1% |
$108K - $123K
|
71.9K
$17.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
784+ 2.8% |
$108K - $123K
|
28.8K
$7.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
783+ 0.21% |
$107K - $123K
|
373K
$91.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
783+ 0.43% |
$107K - $123K
|
181K
$44.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
780+ 0.59% |
$107K - $122K
|
133K
$32.6M
|
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
780+ 2.02% |
$107K - $122K
|
39.4K
$9.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
778+ 1.15% |
$107K - $122K
|
68.2K
$16.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
776+ 1.48% |
$107K - $122K
|
53.3K
$13.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
776+ 2.92% |
$107K - $122K
|
27.4K
$6.73M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
776+ 3.95% |
$107K - $122K
|
20.4K
$5.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
775+ 4.52% |
$106K - $121K
|
17.9K
$4.4M
|