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 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
42+ 0.75% |
$5.77K - $6.58K
|
5.68K
$1.39M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.13% |
$5.63K - $6.42K
|
31.8K
$7.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 0.12% |
$5.63K - $6.42K
|
33K
$8.1M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
39+ 2.6% |
$5.35K - $6.11K
|
1.54K
$378K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38+ 0.32% |
$5.22K - $5.95K
|
12K
$2.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 0.13% |
$5.22K - $5.95K
|
29.4K
$7.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 0.03% |
$5.22K - $5.95K
|
109K
$26.8M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37+ 66.07% |
$5.08K - $5.8K
|
93
$22.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
37+ 0.36% |
$5.08K - $5.8K
|
10.3K
$2.52M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
37+ 0.13% |
$5.08K - $5.8K
|
29K
$7.11M
|
|
|
Oct 08, 2021
Q3 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
36+ 0.19% |
$4.94K - $5.64K
|
19.1K
$4.68M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
36+ 0.15% |
$4.94K - $5.64K
|
23.6K
$5.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
35+ 0.47% |
$4.8K - $5.48K
|
7.53K
$1.85M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
35+ 0.77% |
$4.8K - $5.48K
|
4.61K
$1.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 0.53% |
$4.8K - $5.48K
|
6.62K
$1.63M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
34+ 0.19% |
$4.67K - $5.33K
|
17.7K
$4.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
34+ 0.06% |
$4.67K - $5.33K
|
56.4K
$13.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
33+ 0.02% |
$4.53K - $5.17K
|
145K
$35.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
31+ 0.03% |
$4.26K - $4.86K
|
104K
$25.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
28+ 0.14% |
$3.84K - $4.39K
|
19.9K
$4.89M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27+ 0.08% |
$3.71K - $4.23K
|
36K
$8.84M
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
26+ 0.04% |
$3.57K - $4.07K
|
63.2K
$15.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
26+ 0.26% |
$3.57K - $4.07K
|
10.1K
$2.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
26+ 0.1% |
$3.57K - $4.07K
|
25K
$6.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
24+ 0.02% |
$3.29K - $3.76K
|
136K
$33.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
23+ 0.2% |
$3.16K - $3.6K
|
11.5K
$2.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
23+ 0.09% |
$3.16K - $3.6K
|
26.7K
$6.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22+ 0.02% |
$3.02K - $3.45K
|
142K
$34.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22+ 0.45% |
$3.02K - $3.45K
|
4.88K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
21+ 0.01% |
$2.88K - $3.29K
|
240K
$58.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
21+ 0.01% |
$2.88K - $3.29K
|
260K
$63.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
20+ 0.03% |
$2.75K - $3.13K
|
62.8K
$15.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
18+ 0.03% |
$2.47K - $2.82K
|
53.8K
$13.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18+ 0.14% |
$2.47K - $2.82K
|
13.2K
$3.23M
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
17New |
$2.33K - $2.66K
|
17
$4.17K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
16+ 0.15% |
$2.2K - $2.51K
|
10.5K
$2.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
16+ 0.02% |
$2.2K - $2.51K
|
67.5K
$16.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Albert D Mason Inc
|
BUY
|
- |
15+ 0.18% |
$2.06K - $2.35K
|
8.4K
$2.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
15+ 0.17% |
$2.06K - $2.35K
|
9.08K
$2.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13+ 0.08% |
$1.78K - $2.04K
|
16.3K
$4M
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
13+ 0.05% |
$1.78K - $2.04K
|
25.4K
$6.25M
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
11+ 4.3% |
$1.51K - $1.72K
|
267
$65.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
10+ 0.13% |
$1.37K - $1.57K
|
7.87K
$1.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
10+ 0.08% |
$1.37K - $1.57K
|
12.3K
$3.03M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.03% |
$1.37K - $1.57K
|
32.9K
$8.08M
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10+ 0.12% |
$1.37K - $1.57K
|
8.29K
$2.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
9+ 0.04% |
$1.24K - $1.41K
|
22.9K
$5.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9+ 0.15% |
$1.24K - $1.41K
|
5.94K
$1.46M
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 0.25% |
$1.24K - $1.41K
|
3.65K
$895K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.08% |
$1.1K - $1.25K
|
10.4K
$2.55M
|