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
|
Buffington Mohr Mc Neal
|
BUY
|
- |
152+ 0.45% |
$20.9K - $23.8K
|
34.3K
$8.41M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
150+ 6.01% |
$20.6K - $23.5K
|
2.64K
$649K
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
150+ 0.26% |
$20.6K - $23.5K
|
58K
$14.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
149+ 1.31% |
$20.5K - $23.3K
|
11.5K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
148+ 1.18% |
$20.3K - $23.2K
|
12.7K
$3.11M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
145+ 0.35% |
$19.9K - $22.7K
|
41.6K
$10.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
140+ 6.61% |
$19.2K - $21.9K
|
2.26K
$554K
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
140+ 0.34% |
$19.2K - $21.9K
|
41.6K
$10.2M
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
140+ 0.12% |
$19.2K - $21.9K
|
113K
$27.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
140+ 0.06% |
$19.2K - $21.9K
|
225K
$55.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
140+ 0.09% |
$19.2K - $21.9K
|
158K
$38.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
139+ 0.01% |
$19.1K - $21.8K
|
2.74M
$672M
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
137+ 1.47% |
$18.8K - $21.5K
|
9.44K
$2.32M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
136+ 0.57% |
$18.7K - $21.3K
|
23.9K
$5.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
136+ 1.39% |
$18.7K - $21.3K
|
9.93K
$2.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
135+ 1.12% |
$18.5K - $21.2K
|
12.2K
$3M
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
133+ 5.38% |
$18.3K - $20.8K
|
2.61K
$640K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
132+ 0.62% |
$18.1K - $20.7K
|
21.3K
$5.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
132+ 0.24% |
$18.1K - $20.7K
|
55.5K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
131+ 1.28% |
$18K - $20.5K
|
10.4K
$2.55M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
127+ 0.27% |
$17.4K - $19.9K
|
47.3K
$11.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
126+ 0.45% |
$17.3K - $19.7K
|
28.4K
$6.96M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
126+ 0.62% |
$17.3K - $19.7K
|
20.4K
$5.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
124+ 0.15% |
$17K - $19.4K
|
85.4K
$21M
|
|
|
Nov 15, 2021
Q3 2021
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
121+ 1.65% |
$16.6K - $19K
|
7.46K
$1.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
120+ 0.16% |
$16.5K - $18.8K
|
74.7K
$18.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
116+ 0.54% |
$15.9K - $18.2K
|
21.4K
$5.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Concentrum Wealth Management
|
BUY
|
- |
115+ 0.26% |
$15.8K - $18K
|
44K
$10.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
109+ 1.54% |
$15K - $17.1K
|
7.19K
$1.77M
|
|
|
Oct 21, 2021
Q3 2021
|
Founders Capital Management, LLC
|
BUY
|
- |
108+ 0.13% |
$14.8K - $16.9K
|
84.2K
$20.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
108+ 0.07% |
$14.8K - $16.9K
|
149K
$36.6M
|
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
108+ 1.94% |
$14.8K - $16.9K
|
5.68K
$1.39M
|
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
108+ 0.15% |
$14.8K - $16.9K
|
71.6K
$17.6M
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
105+ 0.07% |
$14.4K - $16.5K
|
152K
$37.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
104+ 5.07% |
$14.3K - $16.3K
|
2.16K
$529K
|
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
103+ 3.01% |
$14.1K - $16.1K
|
3.52K
$865K
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
102+ 1.43% |
$14K - $16K
|
7.24K
$1.78M
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
102+ 0.7% |
$14K - $16K
|
14.7K
$3.61M
|
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
101+ 3.48% |
$13.9K - $15.8K
|
3.01K
$738K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
101+ 0.85% |
$13.9K - $15.8K
|
12K
$2.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
100+ 1.91% |
$13.7K - $15.7K
|
5.34K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
98+ 0.36% |
$13.5K - $15.4K
|
27.2K
$6.69M
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
96+ 0.73% |
$13.2K - $15K
|
13.2K
$3.24M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
96+ 0.23% |
$13.2K - $15K
|
42.5K
$10.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
94+ 1.73% |
$12.9K - $14.7K
|
5.53K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
94+ 0.11% |
$12.9K - $14.7K
|
84.1K
$20.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
94+ 1.51% |
$12.9K - $14.7K
|
6.32K
$1.55M
|
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
93New |
$12.8K - $14.6K
|
93
$22.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
92+ 0.36% |
$12.6K - $14.4K
|
25.6K
$6.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
92+ 0.27% |
$12.6K - $14.4K
|
34.7K
$8.52M
|