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 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
3.9K+ 206.9% |
$808K - $915K
|
5.78K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.88K+ 1.06% |
$804K - $911K
|
369K
$84.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.84K+ 9.46% |
$796K - $901K
|
44.4K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.83K+ 13.49% |
$795K - $900K
|
32.3K
$7.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.83K+ 15.53% |
$793K - $899K
|
28.5K
$6.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.82K+ 2.48% |
$791K - $897K
|
158K
$36.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
3.81K+ 3.96% |
$790K - $895K
|
100K
$23M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.8K+ 7.23% |
$787K - $892K
|
56.3K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.78K+ 6.88% |
$784K - $889K
|
58.8K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.75K+ 4.83% |
$776K - $879K
|
81.2K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.74K+ 40.59% |
$774K - $878K
|
12.9K
$2.97M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
3.74K+ 32.88% |
$774K - $877K
|
15.1K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.73K+ 2.23% |
$773K - $876K
|
171K
$39.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.7K+ 13.39% |
$766K - $868K
|
31.3K
$7.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.68K+ 9.75% |
$763K - $865K
|
41.5K
$9.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 0.69% |
$763K - $865K
|
540K
$124M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.66K+ 11.55% |
$758K - $859K
|
35.4K
$8.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3.66KNew |
$758K - $859K
|
3.66K
$840K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.64K+ 18.43% |
$754K - $854K
|
23.4K
$5.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.62K+ 0.75% |
$750K - $850K
|
488K
$112M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.6K+ 1.38% |
$747K - $846K
|
264K
$60.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.6KNew |
$746K - $846K
|
3.6K
$827K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.6K+ 6.67% |
$746K - $845K
|
57.6K
$13.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
3.59K+ 3.35% |
$744K - $843K
|
111K
$25.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.56K+ 1.74% |
$737K - $835K
|
208K
$47.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
3.54K+ 0.77% |
$734K - $831K
|
463K
$106M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.52K+ 6.61% |
$730K - $828K
|
56.8K
$13M
|
|
|
Nov 15, 2024
Q3 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
3.5K+ 3.25% |
$725K - $822K
|
111K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
3.5K+ 4.54% |
$725K - $821K
|
80.5K
$18.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.48K+ 49.63% |
$721K - $816K
|
10.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.47K+ 3.59% |
$720K - $816K
|
100K
$23M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.47K+ 20.83% |
$720K - $815K
|
20.1K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.46K+ 6.02% |
$717K - $812K
|
60.9K
$14M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.45K+ 4.85% |
$715K - $810K
|
74.6K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.39K+ 4.48% |
$702K - $796K
|
79.1K
$18.2M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.39K+ 3.04% |
$702K - $796K
|
115K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
3.39K+ 0.61% |
$702K - $795K
|
556K
$128M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.38K+ 14.73% |
$700K - $793K
|
26.3K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.37K+ 17.48% |
$698K - $790K
|
22.6K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
3.35K+ 1.54% |
$694K - $786K
|
221K
$50.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
3.34K+ 68.13% |
$691K - $783K
|
8.23K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3.33KNew |
$690K - $782K
|
3.33K
$765K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.33KNew |
$690K - $782K
|
3.33K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.33KNew |
$690K - $781K
|
3.33K
$764K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 24.05% |
$689K - $781K
|
17.1K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.32K+ 16.95% |
$688K - $780K
|
22.9K
$5.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.31K+ 2.35% |
$686K - $778K
|
144K
$33.1M
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
3.3K+ 20.84% |
$684K - $775K
|
19.1K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.3K+ 13.75% |
$683K - $774K
|
27.3K
$6.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.28K+ 1.38% |
$679K - $769K
|
241K
$55.3M
|