Purchases and Sales Made in Q3 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 2024. 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 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
367+ 3.05% |
$76.1K - $86.2K
|
12.4K
$3.04M
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
366+ 0.5% |
$75.8K - $85.9K
|
73.9K
$18.1M
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
365+ 11.1% |
$75.6K - $85.7K
|
3.65K
$897K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
365+ 1.78% |
$75.6K - $85.7K
|
20.9K
$5.13M
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
363+ 0.43% |
$75.2K - $85.2K
|
84.4K
$20.7M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
362+ 3.37% |
$75K - $85K
|
11.1K
$2.72M
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
359+ 0.81% |
$74.4K - $84.3K
|
44.8K
$11M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
358+ 1.76% |
$74.2K - $84.1K
|
20.7K
$5.09M
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
358+ 10.64% |
$74.2K - $84.1K
|
3.72K
$914K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
358+ 0.43% |
$74.2K - $84.1K
|
83K
$20.4M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
355+ 0.19% |
$73.6K - $83.4K
|
190K
$46.6M
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
354+ 2.65% |
$73.4K - $83.1K
|
13.7K
$3.37M
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
352+ 2.5% |
$72.9K - $82.7K
|
14.4K
$3.54M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
349+ 0.46% |
$72.3K - $82K
|
75.9K
$18.6M
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
347+ 4.21% |
$71.9K - $81.5K
|
8.59K
$2.11M
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
345+ 0.24% |
$71.5K - $81K
|
144K
$35.4M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
345+ 5.71% |
$71.5K - $81K
|
6.39K
$1.57M
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
344+ 0.19% |
$71.3K - $80.8K
|
177K
$43.5M
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
344+ 2.22% |
$71.3K - $80.8K
|
15.8K
$3.89M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
342+ 0.06% |
$70.9K - $80.3K
|
546K
$134M
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
341+ 3.33% |
$70.7K - $80.1K
|
10.6K
$2.6M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
333+ 1.0% |
$69K - $78.2K
|
33.5K
$8.23M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
333+ 0.45% |
$69K - $78.2K
|
75.1K
$18.4M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
329+ 0.52% |
$68.2K - $77.3K
|
64.1K
$15.7M
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
327+ 1.72% |
$67.8K - $76.8K
|
19.4K
$4.76M
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
322+ 0.44% |
$66.7K - $75.6K
|
72.9K
$17.9M
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
320+ 1.03% |
$66.3K - $75.1K
|
31.4K
$7.7M
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
320+ 0.74% |
$66.3K - $75.1K
|
43.3K
$10.6M
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
318+ 7.91% |
$65.9K - $74.7K
|
4.34K
$1.07M
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
313+ 1.47% |
$64.9K - $73.5K
|
21.6K
$5.29M
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
312+ 1.19% |
$64.7K - $73.3K
|
26.6K
$6.53M
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
312+ 0.55% |
$64.7K - $73.3K
|
57.2K
$14M
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
311+ 5.14% |
$64.4K - $73K
|
6.37K
$1.56M
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
309+ 0.6% |
$64K - $72.6K
|
51.6K
$12.7M
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
309+ 1.19% |
$64K - $72.6K
|
26.3K
$6.46M
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
307+ 2.02% |
$63.6K - $72.1K
|
15.5K
$3.81M
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
307+ 1.06% |
$63.6K - $72.1K
|
29.4K
$7.22M
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
306+ 1.07% |
$63.4K - $71.9K
|
28.9K
$7.09M
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
305+ 0.69% |
$63.2K - $71.6K
|
44.5K
$10.9M
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
305New |
$63.2K - $71.6K
|
305
$74.9K
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
303+ 0.73% |
$62.8K - $71.2K
|
41.9K
$10.3M
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
303+ 9.4% |
$62.8K - $71.2K
|
3.53K
$866K
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
300+ 3.95% |
$62.2K - $70.4K
|
7.9K
$1.94M
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
299+ 5.8% |
$62K - $70.2K
|
5.45K
$1.34M
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
298+ 2.25% |
$61.8K - $70K
|
13.6K
$3.33M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
298+ 0.28% |
$61.8K - $70K
|
107K
$26.3M
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
297+ 1.19% |
$61.5K - $69.7K
|
25.3K
$6.22M
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
296+ 17.61% |
$61.3K - $69.5K
|
1.98K
$485K
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
295+ 0.33% |
$61.1K - $69.3K
|
90.5K
$22.2M
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
294+ 1.97% |
$60.9K - $69K
|
15.2K
$3.74M
|