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 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
14.3K+ 72.41% |
$2.97M - $3.37M
|
34.1K
$8.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
14.2KNew |
$2.95M - $3.34M
|
14.2K
$3.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
BUY
|
- |
14.2K+ 1.94% |
$2.94M - $3.33M
|
746K
$183M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
14.1K+ 3.21% |
$2.93M - $3.32M
|
455K
$112M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.1K+ 3.59% |
$2.93M - $3.32M
|
408K
$100M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
14.1K+ 347.18% |
$2.92M - $3.31M
|
18.2K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 7.97% |
$2.92M - $3.3M
|
191K
$46.8M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14K+ 7.66% |
$2.91M - $3.29M
|
197K
$48.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
14K+ 107.41% |
$2.9M - $3.28M
|
27K
$6.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
14K+ 197.79% |
$2.89M - $3.28M
|
21K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
13.9K+ 15.65% |
$2.88M - $3.27M
|
103K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13.9K+ 6.73% |
$2.88M - $3.27M
|
220K
$54.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.9K+ 3.1% |
$2.88M - $3.26M
|
461K
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
13.9K+ 41.1% |
$2.87M - $3.26M
|
47.6K
$11.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.9K+ 5.49% |
$2.87M - $3.25M
|
266K
$65.4M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
13.8K+ 0.25% |
$2.85M - $3.23M
|
5.59M
$1.37B
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.7KNew |
$2.84M - $3.22M
|
13.7K
$3.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
13.7K+ 16.25% |
$2.83M - $3.21M
|
97.8K
$24M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
13.5KNew |
$2.81M - $3.18M
|
13.5K
$3.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13.5K+ 99.22% |
$2.79M - $3.16M
|
27.1K
$6.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.4K+ 46.82% |
$2.77M - $3.14M
|
41.9K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
BUY
|
- |
13.3K+ 1.18% |
$2.76M - $3.13M
|
1.14M
$280M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13.3K+ 1.26% |
$2.75M - $3.12M
|
1.07M
$262M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.2K+ 38.12% |
$2.74M - $3.11M
|
48K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13.1K+ 249.55% |
$2.72M - $3.09M
|
18.4K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
13.1K+ 8.56% |
$2.71M - $3.08M
|
166K
$40.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 50.08% |
$2.71M - $3.07M
|
39.2K
$9.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.1K+ 14.19% |
$2.71M - $3.07M
|
105K
$25.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.1K+ 238.87% |
$2.71M - $3.07M
|
18.5K
$4.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
13K+ 1.63% |
$2.69M - $3.05M
|
811K
$199M
|
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
12.9KNew |
$2.68M - $3.04M
|
12.9K
$3.17M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
12.9KNew |
$2.68M - $3.04M
|
12.9K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.8K+ 3.7% |
$2.65M - $3.01M
|
359K
$88.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
12.8KNew |
$2.65M - $3M
|
12.8K
$3.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 9.92% |
$2.62M - $2.97M
|
140K
$34.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
12.6K+ 31.43% |
$2.62M - $2.97M
|
52.8K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12.6KNew |
$2.61M - $2.96M
|
12.6K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
12.6K+ 12.48% |
$2.61M - $2.96M
|
114K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$2.6M - $2.94M
|
12.5K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.4K+ 13.65% |
$2.58M - $2.92M
|
104K
$25.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
12.3KNew |
$2.55M - $2.89M
|
12.3K
$3.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Sycomore Asset Management
|
BUY
|
- |
12.3KNew |
$2.55M - $2.89M
|
12.3K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
12.2K+ 1.94% |
$2.53M - $2.87M
|
644K
$158M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
12.2K+ 1.85% |
$2.53M - $2.87M
|
675K
$166M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
12.1K+ 4.99% |
$2.52M - $2.85M
|
256K
$62.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 5.13% |
$2.51M - $2.85M
|
248K
$61M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
12.1K+ 1.46% |
$2.51M - $2.84M
|
841K
$206M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.1KNew |
$2.5M - $2.83M
|
12.1K
$2.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12.1K+ 7.08% |
$2.5M - $2.83M
|
182K
$44.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12K+ 2.65% |
$2.49M - $2.82M
|
466K
$114M
|