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 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
91+ 0.42% |
$12.5K - $14.3K
|
21.7K
$5.34M
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
87+ 0.12% |
$11.9K - $13.6K
|
70.2K
$17.2M
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
85+ 0.1% |
$11.7K - $13.3K
|
87K
$21.4M
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
84+ 0.12% |
$11.5K - $13.2K
|
71.2K
$17.5M
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
84+ 21.32% |
$11.5K - $13.2K
|
478
$117K
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
82+ 0.65% |
$11.3K - $12.8K
|
12.7K
$3.12M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
80+ 2.55% |
$11K - $12.5K
|
3.21K
$789K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
80+ 0.57% |
$11K - $12.5K
|
14.1K
$3.46M
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
80+ 0.49% |
$11K - $12.5K
|
16.5K
$4.06M
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
80+ 0.5% |
$11K - $12.5K
|
16.2K
$3.98M
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
80+ 4.15% |
$11K - $12.5K
|
2.01K
$493K
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
79+ 0.28% |
$10.8K - $12.4K
|
28.6K
$7.03M
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
79+ 0.51% |
$10.8K - $12.4K
|
15.6K
$3.83M
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
79+ 0.25% |
$10.8K - $12.4K
|
31.2K
$7.66M
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
78+ 0.22% |
$10.7K - $12.2K
|
36.2K
$8.89M
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
78+ 96.3% |
$10.7K - $12.2K
|
159
$39K
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.49% |
$9.75K - $11.1K
|
14.6K
$3.59M
|
|
Oct 13, 2021
Q3 2021
|
Greylin Investment Mangement Inc
|
BUY
|
- |
70+ 0.43% |
$9.61K - $11K
|
16.5K
$4.04M
|
|
Oct 19, 2021
Q3 2021
|
Blossom Wealth Management
|
BUY
|
- |
70+ 1.37% |
$9.61K - $11K
|
5.2K
$1.28M
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
70+ 0.75% |
$9.61K - $11K
|
9.44K
$2.32M
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
69+ 0.55% |
$9.47K - $10.8K
|
12.6K
$3.1M
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
69+ 0.39% |
$9.47K - $10.8K
|
17.6K
$4.32M
|
|
Oct 19, 2021
Q3 2021
|
Baillie Gifford & CO
|
BUY
|
- |
67+ 0.02% |
$9.2K - $10.5K
|
428K
$105M
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
66+ 0.35% |
$9.06K - $10.3K
|
18.9K
$4.64M
|
|
Nov 01, 2021
Q3 2021
|
Defender Capital, Llc.
|
BUY
|
- |
63+ 0.98% |
$8.65K - $9.87K
|
6.5K
$1.6M
|
|
Oct 26, 2021
Q3 2021
|
Fenimore Asset Management Inc
|
BUY
|
- |
63+ 0.39% |
$8.65K - $9.87K
|
16.3K
$3.99M
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
63+ 0.14% |
$8.65K - $9.87K
|
44.6K
$10.9M
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
62+ 0.14% |
$8.51K - $9.71K
|
45.5K
$11.2M
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
61+ 0.4% |
$8.37K - $9.56K
|
15.3K
$3.76M
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
60+ 0.03% |
$8.24K - $9.4K
|
229K
$56.3M
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
60+ 1.58% |
$8.24K - $9.4K
|
3.86K
$948K
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
58+ 0.23% |
$7.96K - $9.09K
|
24.9K
$6.11M
|
|
Nov 09, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
58+ 0.65% |
$7.96K - $9.09K
|
9.04K
$2.22M
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.03% |
$7.82K - $8.93K
|
164K
$40.3M
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.03% |
$7.82K - $8.93K
|
164K
$40.3M
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
55+ 1.13% |
$7.55K - $8.62K
|
4.92K
$1.21M
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
55+ 0.07% |
$7.55K - $8.62K
|
84.3K
$20.7M
|
|
Nov 08, 2021
Q3 2021
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
55+ 3.2% |
$7.55K - $8.62K
|
1.78K
$436K
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
54+ 0.12% |
$7.41K - $8.46K
|
45K
$11M
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
54+ 0.08% |
$7.41K - $8.46K
|
64.5K
$15.8M
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
54+ 2.06% |
$7.41K - $8.46K
|
2.68K
$658K
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
52+ 2.0% |
$7.14K - $8.15K
|
2.65K
$652K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
52+ 0.81% |
$7.14K - $8.15K
|
6.44K
$1.58M
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
50+ 0.07% |
$6.86K - $7.83K
|
69.8K
$17.1M
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
47+ 0.14% |
$6.45K - $7.36K
|
34.2K
$8.39M
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
46+ 0.14% |
$6.31K - $7.21K
|
32.9K
$8.09M
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44+ 1.54% |
$6.04K - $6.89K
|
2.9K
$713K
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
44+ 0.24% |
$6.04K - $6.89K
|
18.2K
$4.47M
|
|
Nov 04, 2021
Q3 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
44+ 1.28% |
$6.04K - $6.89K
|
3.48K
$853K
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
43+ 0.42% |
$5.9K - $6.74K
|
10.3K
$2.52M
|