Kovitz Investment Group Partners, LLC Apple Inc. Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,332,627 shares of AAPL stock, worth $595 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
2,332,627
Previous 1,924,814 21.19%
Holding current value
$595 Million
Previous $405 Million 34.01%
% of portfolio
3.62%
Previous 3.86%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$207.23 - $234.82 $84.5 Million - $95.8 Million
407,813 Added 21.19%
2,332,627 $543 Million
Q2 2024

Aug 14, 2024
BUY
$165.0 - $216.67 $141 Million - $185 Million
855,295 Added 79.97%
1,924,814 $405 Million
Q1 2024

May 14, 2024
BUY
$169.0 - $195.18 $34.5 Million - $39.8 Million
203,870 Added 23.55%
1,069,519 $183 Million
Q4 2023

Feb 07, 2024
SELL
$166.89 - $198.11 $12.5 Million - $14.9 Million
-74,972 Reduced 7.97%
865,649 $167 Million
Q3 2023

Nov 09, 2023
SELL
$170.43 - $196.45 $29 Million - $33.4 Million
-170,022 Reduced 15.31%
940,621 $161 Million
Q2 2023

Aug 08, 2023
SELL
$160.1 - $193.97 $27.8 Million - $33.6 Million
-173,356 Reduced 13.5%
1,110,643 $215 Million
Q1 2023

May 11, 2023
BUY
$125.02 - $164.9 $574,591 - $757,880
4,596 Added 0.36%
1,283,999 $212 Million
Q4 2022

Jan 19, 2023
SELL
$126.04 - $155.74 $1.77 Million - $2.19 Million
-14,076 Reduced 1.09%
1,279,403 $166 Million
Q3 2022

Nov 09, 2022
SELL
$138.2 - $174.55 $508,575 - $642,344
-3,680 Reduced 0.28%
1,293,479 $179 Million
Q2 2022

Aug 02, 2022
BUY
$130.06 - $178.44 $996,649 - $1.37 Million
7,663 Added 0.59%
1,297,159 $177 Million
Q1 2022

Apr 22, 2022
BUY
$150.62 - $182.01 $5.3 Million - $6.4 Million
35,171 Added 2.8%
1,289,496 $225 Million
Q4 2021

Feb 04, 2022
SELL
$139.14 - $180.33 $11.6 Million - $15.1 Million
-83,620 Reduced 6.25%
1,254,325 $174 Million
Q3 2021

Oct 28, 2021
SELL
$137.27 - $156.69 $3.55 Million - $4.05 Million
-25,860 Reduced 1.9%
1,337,945 $189 Million
Q2 2021

Aug 04, 2021
BUY
$122.77 - $136.96 $20.1 Million - $22.4 Million
163,585 Added 13.63%
1,363,805 $187 Million
Q1 2021

May 06, 2021
SELL
$116.36 - $143.16 $4.82 Million - $5.93 Million
-41,392 Reduced 3.33%
1,200,220 $147 Million
Q4 2020

Feb 12, 2021
SELL
$108.77 - $136.69 $3.67 Million - $4.61 Million
-33,712 Reduced 2.64%
1,241,612 $165 Million
Q3 2020

Nov 10, 2020
BUY
$91.03 - $134.18 $86 Million - $127 Million
944,873 Added 285.93%
1,275,324 $148 Million
Q2 2020

Aug 12, 2020
SELL
$60.23 - $91.63 $10.5 Million - $15.9 Million
-173,620 Reduced 34.44%
330,451 $121 Million
Q1 2020

May 15, 2020
SELL
$56.09 - $81.8 $1.99 Million - $2.9 Million
-35,456 Reduced 6.57%
504,071 $128 Million
Q4 2019

Feb 13, 2020
SELL
$54.74 - $73.41 $3.31 Million - $4.44 Million
-60,496 Reduced 10.08%
539,527 $158 Million
Q3 2019

Nov 14, 2019
SELL
$48.33 - $55.99 $4.65 Million - $5.39 Million
-96,228 Reduced 13.82%
600,023 $134 Million
Q2 2019

Aug 14, 2019
SELL
$43.33 - $52.94 $1.46 Million - $1.78 Million
-33,580 Reduced 4.6%
696,251 $138 Million
Q1 2019

May 15, 2019
BUY
$35.55 - $48.77 $2.93 Million - $4.01 Million
82,318 Added 12.71%
729,831 $139 Million
Q4 2018

Feb 14, 2019
BUY
$36.71 - $58.02 $1.32 Million - $2.08 Million
35,823 Added 5.86%
647,513 $102 Million
Q3 2018

Nov 14, 2018
SELL
$45.98 - $57.09 $2.02 Million - $2.5 Million
-43,871 Reduced 6.69%
611,690 $138 Million
Q2 2018

Aug 14, 2018
SELL
$40.58 - $48.49 $1.47 Million - $1.76 Million
-36,242 Reduced 5.24%
655,561 $121 Million
Q1 2018

May 15, 2018
SELL
$38.79 - $45.43 $927,934 - $1.09 Million
-23,922 Reduced 3.34%
691,803 $116 Million
Q4 2017

Feb 14, 2018
SELL
$38.37 - $44.1 $1.23 Million - $1.41 Million
-32,076 Reduced 4.29%
715,725 $121 Million
Q3 2017

Nov 14, 2017
BUY
$37.18 - $41.01 $27.8 Million - $30.7 Million
747,801
747,801 $115 Million

Others Institutions Holding AAPL

# of Institutions
5,705
Shares Held
8.78B
Call Options Held
219M
Put Options Held
196M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.1T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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