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 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
113+ 0.22% |
$23.4K - $26.5K
|
50.6K
$12.4M
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
112+ 1.92% |
$23.2K - $26.3K
|
5.95K
$1.46M
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.55% |
$23.2K - $26.3K
|
20.5K
$5.04M
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
112+ 0.88% |
$23.2K - $26.3K
|
12.9K
$3.17M
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
111+ 0.26% |
$23K - $26.1K
|
43.5K
$10.7M
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
111+ 3.63% |
$23K - $26.1K
|
3.17K
$777K
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
110+ 1.61% |
$22.8K - $25.8K
|
6.93K
$1.7M
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
110+ 0.19% |
$22.8K - $25.8K
|
57.2K
$14M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
109+ 0.92% |
$22.6K - $25.6K
|
11.9K
$2.93M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
109+ 1.01% |
$22.6K - $25.6K
|
10.9K
$2.68M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
109+ 2.51% |
$22.6K - $25.6K
|
4.46K
$1.09M
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
109+ 0.34% |
$22.6K - $25.6K
|
32K
$7.85M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
108+ 3.55% |
$22.4K - $25.4K
|
3.15K
$774K
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
108+ 0.05% |
$22.4K - $25.4K
|
233K
$57.2M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
108+ 0.86% |
$22.4K - $25.4K
|
12.7K
$3.12M
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
107+ 0.8% |
$22.2K - $25.1K
|
13.5K
$3.31M
|
|
Oct 30, 2024
Q3 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
107+ 0.08% |
$22.2K - $25.1K
|
142K
$34.8M
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
104+ 0.86% |
$21.6K - $24.4K
|
12.2K
$3M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
104+ 0.58% |
$21.6K - $24.4K
|
18K
$4.42M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
103+ 0.61% |
$21.3K - $24.2K
|
16.9K
$4.16M
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
103+ 0.63% |
$21.3K - $24.2K
|
16.5K
$4.06M
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
102+ 2.16% |
$21.1K - $24K
|
4.82K
$1.18M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
101+ 0.16% |
$20.9K - $23.7K
|
63.9K
$15.7M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
100+ 0.67% |
$20.7K - $23.5K
|
15K
$3.68M
|
|
Nov 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
100+ 3.7% |
$20.7K - $23.5K
|
2.8K
$688K
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
99+ 0.79% |
$20.5K - $23.2K
|
12.7K
$3.12M
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
98+ 0.39% |
$20.3K - $23K
|
25.3K
$6.21M
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
96+ 0.07% |
$19.9K - $22.5K
|
131K
$32.1M
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
95+ 0.26% |
$19.7K - $22.3K
|
36.3K
$8.93M
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
95+ 1.45% |
$19.7K - $22.3K
|
6.63K
$1.63M
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
95+ 1.37% |
$19.7K - $22.3K
|
7.01K
$1.72M
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
94+ 0.22% |
$19.5K - $22.1K
|
42.2K
$10.4M
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.69% |
$19.5K - $22.1K
|
5.66K
$1.39M
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
93+ 0.39% |
$19.3K - $21.8K
|
23.9K
$5.87M
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
88+ 0.13% |
$18.2K - $20.7K
|
70K
$17.2M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
88+ 1.27% |
$18.2K - $20.7K
|
7.03K
$1.73M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
88+ 0.26% |
$18.2K - $20.7K
|
33.6K
$8.26M
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
87+ 0.33% |
$18K - $20.4K
|
26.6K
$6.52M
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
87+ 1.37% |
$18K - $20.4K
|
6.42K
$1.58M
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
87+ 2.76% |
$18K - $20.4K
|
3.24K
$795K
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
86+ 4.6% |
$17.8K - $20.2K
|
1.96K
$481K
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
86+ 3.09% |
$17.8K - $20.2K
|
2.87K
$704K
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
86+ 1.3% |
$17.8K - $20.2K
|
6.69K
$1.64M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
85+ 0.35% |
$17.6K - $20K
|
24.6K
$6.03M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
85+ 3.82% |
$17.6K - $20K
|
2.31K
$567K
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
85+ 0.47% |
$17.6K - $20K
|
18.1K
$4.46M
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
84+ 2.26% |
$17.4K - $19.7K
|
3.8K
$933K
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
84+ 6.69% |
$17.4K - $19.7K
|
1.34K
$329K
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
83+ 0.23% |
$17.2K - $19.5K
|
36.9K
$9.07M
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
83+ 3.2% |
$17.2K - $19.5K
|
2.68K
$657K
|