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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-8- 0.43% |
$1.1K - $1.25K
|
1.84K
$452K
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
SELL
|
- |
-8- 0.15% |
$1.1K - $1.25K
|
5.39K
$1.32M
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-11- 0.03% |
$1.51K - $1.72K
|
37.8K
$9.28M
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-11Closed |
$1.51K - $1.72K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Davis Rea Ltd.
|
SELL
|
- |
-12- 0.02% |
$1.65K - $1.88K
|
48.4K
$11.9M
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
SELL
|
- |
-14- 0.01% |
$1.92K - $2.19K
|
132K
$32.3M
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-14- 0.11% |
$1.92K - $2.19K
|
12.3K
$3.02M
|
|
Nov 12, 2021
Q3 2021
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-17- 0.06% |
$2.33K - $2.66K
|
28.2K
$6.93M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-17- 0.05% |
$2.33K - $2.66K
|
33.4K
$8.21M
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18- 0.17% |
$2.47K - $2.82K
|
10.5K
$2.58M
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-19- 0.02% |
$2.61K - $2.98K
|
79.6K
$19.5M
|
|
Oct 18, 2021
Q3 2021
|
Delta Capital Management LLC
|
SELL
|
- |
-20- 0.05% |
$2.75K - $3.13K
|
44.2K
$10.9M
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-20- 0.05% |
$2.75K - $3.13K
|
42.6K
$10.5M
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-20- 1.36% |
$2.75K - $3.13K
|
1.45K
$356K
|
|
Nov 09, 2021
Q3 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-20- 0.11% |
$2.75K - $3.13K
|
18.4K
$4.53M
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-21- 0.02% |
$2.88K - $3.29K
|
117K
$28.7M
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-21- 0.01% |
$2.88K - $3.29K
|
296K
$72.7M
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-22- 0.24% |
$3.02K - $3.45K
|
8.98K
$2.21M
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-25- 0.58% |
$3.43K - $3.92K
|
4.31K
$1.06M
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
SELL
|
- |
-25- 0.35% |
$3.43K - $3.92K
|
7.07K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-25- 0.1% |
$3.43K - $3.92K
|
24K
$5.89M
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-26- 0.02% |
$3.57K - $4.07K
|
139K
$34.1M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-27- 0.1% |
$3.71K - $4.23K
|
26K
$6.39M
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-28- 0.35% |
$3.84K - $4.39K
|
8.07K
$1.98M
|
|
Nov 12, 2021
Q3 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-28Closed |
$3.84K - $4.39K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-29- 0.25% |
$3.98K - $4.54K
|
11.7K
$2.87M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-29- 0.03% |
$3.98K - $4.54K
|
84K
$20.6M
|
|
Nov 15, 2021
Q3 2021
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-29- 0.16% |
$3.98K - $4.54K
|
18.1K
$4.45M
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-30- 0.82% |
$4.12K - $4.7K
|
3.61K
$886K
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
SELL
|
- |
-30- 0.21% |
$4.12K - $4.7K
|
14.4K
$3.55M
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-30- 0.04% |
$4.12K - $4.7K
|
68.3K
$16.8M
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-31- 0.09% |
$4.26K - $4.86K
|
35.4K
$8.7M
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-33- 0.7% |
$4.53K - $5.17K
|
4.65K
$1.14M
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-34- 0.27% |
$4.67K - $5.33K
|
12.7K
$3.13M
|
|
Oct 12, 2021
Q3 2021
|
Fruth Investment Management
|
SELL
|
- |
-35- 0.09% |
$4.8K - $5.48K
|
37.1K
$9.12M
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-35- 0.02% |
$4.8K - $5.48K
|
151K
$37.1M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
SELL
|
- |
-37- 0.06% |
$5.08K - $5.8K
|
58.4K
$14.3M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-37- 0.06% |
$5.08K - $5.8K
|
58.4K
$14.3M
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-38- 0.13% |
$5.22K - $5.95K
|
28.2K
$6.92M
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-39- 0.41% |
$5.35K - $6.11K
|
9.38K
$2.3M
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-39- 4.96% |
$5.35K - $6.11K
|
747
$183K
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-41- 73.21% |
$5.63K - $6.42K
|
15
$3.68K
|
|
Nov 15, 2021
Q3 2021
|
Menlo Advisors LLC
|
SELL
|
- |
-42- 0.06% |
$5.77K - $6.58K
|
65.7K
$16.1M
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-42- 0.24% |
$5.77K - $6.58K
|
17.5K
$4.29M
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-47- 0.24% |
$6.45K - $7.36K
|
19.4K
$4.75M
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-48- 0.14% |
$6.59K - $7.52K
|
34K
$8.35M
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-50- 0.52% |
$6.86K - $7.83K
|
9.49K
$2.33M
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-50- 0.21% |
$6.86K - $7.83K
|
24K
$5.89M
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-50- 0.1% |
$6.86K - $7.83K
|
49.4K
$12.1M
|
|
Oct 25, 2021
Q3 2021
|
Unison Asset Management LLC
|
SELL
|
- |
-53- 0.31% |
$7.28K - $8.3K
|
17K
$4.17M
|