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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
24+ 0.05% |
$4.97K - $5.64K
|
52.1K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
24+ 0.17% |
$4.97K - $5.64K
|
13.8K
$3.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
23+ 0.3% |
$4.77K - $5.4K
|
7.77K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
22+ 0.13% |
$4.56K - $5.17K
|
17.1K
$4.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
21+ 0.03% |
$4.35K - $4.93K
|
71.5K
$17.7M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
21+ 0.08% |
$4.35K - $4.93K
|
25.9K
$6.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
21+ 0.06% |
$4.35K - $4.93K
|
34K
$8.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
21+ 0.19% |
$4.35K - $4.93K
|
11K
$2.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
21+ 0.49% |
$4.35K - $4.93K
|
4.27K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20+ 0.14% |
$4.14K - $4.7K
|
14K
$3.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
20+ 0.46% |
$4.14K - $4.7K
|
4.37K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
20+ 0.25% |
$4.14K - $4.7K
|
7.87K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
20+ 0.04% |
$4.14K - $4.7K
|
47K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
19+ 0.19% |
$3.94K - $4.46K
|
10.3K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
19+ 0.09% |
$3.94K - $4.46K
|
20.3K
$5.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
18+ 0.11% |
$3.73K - $4.23K
|
16.9K
$4.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
18+ 0.2% |
$3.73K - $4.23K
|
8.93K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
18+ 0.12% |
$3.73K - $4.23K
|
15.5K
$3.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
17+ 0.05% |
$3.52K - $3.99K
|
32K
$7.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
17+ 0.01% |
$3.52K - $3.99K
|
245K
$60.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
17+ 0.02% |
$3.52K - $3.99K
|
91.4K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
17+ 32.08% |
$3.52K - $3.99K
|
70
$17.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
16+ 0.01% |
$3.32K - $3.76K
|
111K
$27.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.07% |
$3.32K - $3.76K
|
21.7K
$5.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
16+ 0.08% |
$3.32K - $3.76K
|
20K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
16+ 0.05% |
$3.32K - $3.76K
|
32.4K
$8M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
16+ 0.01% |
$3.32K - $3.76K
|
133K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
16+ 1.34% |
$3.32K - $3.76K
|
1.21K
$299K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15+ 0.43% |
$3.11K - $3.52K
|
3.51K
$867K
|
|
|
Nov 05, 2024
Q3 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
15+ 0.0% |
$3.11K - $3.52K
|
514K
$127M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15+ 0.05% |
$3.11K - $3.52K
|
31.7K
$7.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14+ 0.22% |
$2.9K - $3.29K
|
6.26K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
13+ 1.31% |
$2.69K - $3.05K
|
1K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$2.69K - $3.05K
|
16.9K
$4.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
12+ 0.04% |
$2.49K - $2.82K
|
27.4K
$6.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12+ 0.04% |
$2.49K - $2.82K
|
33K
$8.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.09% |
$2.49K - $2.82K
|
12.7K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
12+ 0.15% |
$2.49K - $2.82K
|
8.13K
$2.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
11+ 0.09% |
$2.28K - $2.58K
|
12.8K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.04% |
$2.28K - $2.58K
|
28.6K
$7.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
11+ 0.02% |
$2.28K - $2.58K
|
68K
$16.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11+ 0.2% |
$2.28K - $2.58K
|
5.43K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
10+ 0.11% |
$2.07K - $2.35K
|
9.05K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
10+ 0.04% |
$2.07K - $2.35K
|
22.6K
$5.57M
|
|
|
Jan 30, 2025
Q3 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
10+ 0.08% |
$2.07K - $2.35K
|
12.2K
$3.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
9+ 0.11% |
$1.87K - $2.11K
|
8.41K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.09% |
$1.87K - $2.11K
|
10.5K
$2.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.08% |
$1.87K - $2.11K
|
11.8K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8+ 0.14% |
$1.66K - $1.88K
|
5.84K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.04% |
$1.66K - $1.88K
|
20.1K
$4.95M
|