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 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.02K+ 2.57% |
$418K - $473K
|
80.4K
$19.8M
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.01K+ 6.27% |
$417K - $472K
|
34.1K
$8.36M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2K+ 19.52% |
$414K - $470K
|
12.2K
$3.01M
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$414K - $470K
|
2K
$491K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2K+ 1.02% |
$414K - $469K
|
197K
$48.4M
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.99KNew |
$412K - $467K
|
1.99K
$489K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.99K+ 10.74% |
$412K - $467K
|
20.5K
$5.04M
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.98K+ 6.44% |
$411K - $466K
|
32.8K
$8.06M
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.98K+ 14.39% |
$410K - $465K
|
15.7K
$3.86M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.98K+ 3.17% |
$410K - $464K
|
64.5K
$15.8M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.97K+ 6.06% |
$407K - $461K
|
34.4K
$8.45M
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
1.96K+ 10.48% |
$407K - $461K
|
20.7K
$5.08M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.95K+ 9.98% |
$404K - $458K
|
21.5K
$5.28M
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.95K+ 1.89% |
$404K - $457K
|
105K
$25.8M
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
1.94K+ 7.2% |
$401K - $455K
|
28.8K
$7.08M
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.93K+ 20.59% |
$401K - $454K
|
11.3K
$2.78M
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.92K+ 95950.0% |
$398K - $451K
|
1.92K
$472K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.91K+ 2.65% |
$395K - $448K
|
74K
$18.2M
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.91K+ 7.32% |
$395K - $448K
|
28K
$6.87M
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1.91K+ 8.97% |
$395K - $448K
|
23.2K
$5.69M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 5.39% |
$394K - $447K
|
37.2K
$9.13M
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.89K+ 4.75% |
$392K - $444K
|
41.7K
$10.2M
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.89K+ 6.31% |
$392K - $444K
|
31.9K
$7.82M
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.89K+ 7.08% |
$391K - $443K
|
28.6K
$7.01M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.88K+ 5.77% |
$389K - $441K
|
34.4K
$8.44M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.86K+ 3.5% |
$386K - $437K
|
55.1K
$13.5M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.86K+ 3.92% |
$386K - $437K
|
49.3K
$12.1M
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.85K+ 153.58% |
$383K - $433K
|
3.05K
$748K
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.85K+ 5.9% |
$383K - $433K
|
33.1K
$8.13M
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
1.84K+ 2.69% |
$382K - $433K
|
70.4K
$17.3M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.83K+ 6.16% |
$378K - $429K
|
31.4K
$7.72M
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.82K+ 4.79% |
$377K - $427K
|
39.8K
$9.78M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.82K+ 0.85% |
$377K - $427K
|
217K
$53.3M
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.81K+ 31.64% |
$375K - $425K
|
7.52K
$1.85M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.81K+ 13.48% |
$374K - $424K
|
15.2K
$3.73M
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
1.8K+ 3.93% |
$373K - $423K
|
47.7K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.8K+ 35.72% |
$372K - $422K
|
6.82K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.8K+ 4.83% |
$372K - $422K
|
38.9K
$9.56M
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.78K+ 4.6% |
$369K - $418K
|
40.5K
$9.95M
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.78K+ 4.0% |
$368K - $418K
|
46.2K
$11.3M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.77K+ 3.46% |
$366K - $415K
|
52.8K
$13M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.75K+ 7.89% |
$363K - $412K
|
24K
$5.89M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.75K+ 6.76% |
$363K - $411K
|
27.7K
$6.79M
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 1.6% |
$361K - $410K
|
111K
$27.2M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.74K+ 3.15% |
$361K - $409K
|
57.1K
$14M
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.74K+ 3.58% |
$361K - $409K
|
50.4K
$12.4M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.74K+ 4.01% |
$360K - $408K
|
45.1K
$11.1M
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 1.96% |
$360K - $407K
|
90.1K
$22.1M
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
1.74K+ 6.12% |
$360K - $407K
|
30.1K
$7.38M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.73K+ 2.45% |
$359K - $407K
|
72.5K
$17.8M
|