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 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 0.02% |
$414 - $470
|
8.34K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2+ 0.11% |
$414 - $470
|
1.75K
$429K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1+ 0.02% |
$207 - $235
|
4.87K
$1.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$207 - $235
|
8.24K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1+ 0.07% |
$207 - $235
|
1.46K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1+ 0.0% |
$207 - $235
|
20.1K
$4.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$207 - $235
|
3.34K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
BUY
|
- |
1+ 0.09% |
$207 - $235
|
1.18K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1+ 0.03% |
$207 - $235
|
3.65K
$897K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
1+ 0.07% |
$207 - $235
|
1.41K
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.02% |
$207 - $235
|
4.72K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1+ 0.02% |
$207 - $235
|
5.45K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$207 - $235
|
27.8K
$6.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$207 - $235
|
10.7K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
BUY
|
- |
1+ 0.07% |
$207 - $235
|
1.37K
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.0% |
$207 - $235
|
20.2K
$4.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$207 - $235
|
5.33K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.0% |
$207 - $235
|
62.4K
$15.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$207 - $235
|
1.51K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$207 - $235
|
12K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$207 - $235
|
6.76K
$1.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1+ 0.01% |
$207 - $235
|
6.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$207 - $235
|
13.3K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1+ 0.02% |
$207 - $235
|
5.53K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$207 - $235
|
2.85K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Robotti Robert
New York, NY |
BUY
|
- |
1+ 0.1% |
$207 - $235
|
1.05K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1+ 0.02% |
$207 - $235
|
6.29K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$207 - $235
|
42.8K
$10.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-1- 0.01% |
$207 - $235
|
11.6K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1- 0.01% |
$207 - $235
|
8.37K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-1- 0.01% |
$207 - $235
|
12.2K
$2.98M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$207 - $235
|
959K
$235M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1- 0.06% |
$207 - $235
|
1.68K
$413K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$414 - $470
|
7.35K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2- -0.0% |
$414 - $470
|
1.44M
$353M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3- 0.2% |
$622 - $704
|
1.53K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3- -0.0% |
$622 - $704
|
113K
$27.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3- 0.05% |
$622 - $704
|
5.63K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.02% |
$622 - $704
|
13.9K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$622 - $704
|
11.4K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.01% |
$622 - $704
|
39.6K
$9.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-4- 0.03% |
$829 - $939
|
14.8K
$3.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4- 0.01% |
$829 - $939
|
29.9K
$7.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-4- 0.17% |
$829 - $939
|
2.34K
$576K
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-4- 0.19% |
$829 - $939
|
2.12K
$521K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4- 0.01% |
$829 - $939
|
28.3K
$6.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4- 0.14% |
$829 - $939
|
2.93K
$718K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-4- 0.02% |
$829 - $939
|
16.5K
$4.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-5- 0.1% |
$1.04K - $1.17K
|
4.86K
$1.19M
|