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 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.7K- 4.13% |
$352K - $399K
|
39.5K
$9.7M
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.71K- 1.07% |
$354K - $401K
|
159K
$38.9M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.71K- 1.6% |
$354K - $401K
|
105K
$25.8M
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.71K- 6.07% |
$355K - $402K
|
26.5K
$6.5M
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-1.72K- 0.41% |
$356K - $403K
|
421K
$103M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.72K- 1.99% |
$356K - $404K
|
84.7K
$20.8M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.73K- 1.34% |
$358K - $406K
|
128K
$31.3M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.73K- 11.29% |
$358K - $406K
|
13.6K
$3.34M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.73K- 0.56% |
$359K - $406K
|
305K
$74.8M
|
|
Nov 07, 2024
Q3 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.73K- 10.3% |
$359K - $407K
|
15.1K
$3.71M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.74K- 2.04% |
$361K - $409K
|
83.6K
$20.5M
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-1.74K- 1.73% |
$361K - $409K
|
99.2K
$24.4M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.75K- 0.74% |
$362K - $410K
|
234K
$57.5M
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.75K- 1.09% |
$362K - $411K
|
159K
$39M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.75K- 2.5% |
$363K - $411K
|
68.4K
$16.8M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.75K- 19.77% |
$363K - $412K
|
7.12K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.76K- 1.01% |
$364K - $413K
|
172K
$42.2M
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.77K- 0.52% |
$366K - $414K
|
337K
$82.8M
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.77K- 3.42% |
$366K - $415K
|
49.8K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.77K- 4.33% |
$367K - $416K
|
39.1K
$9.59M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.77K- 1.07% |
$367K - $416K
|
164K
$40.3M
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.78K- 27.25% |
$369K - $419K
|
4.76K
$1.17M
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.78K- 1.59% |
$369K - $419K
|
110K
$27M
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.79K- 0.67% |
$371K - $420K
|
266K
$65.4M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.79K- 1.23% |
$371K - $420K
|
144K
$35.3M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.79K- 3.88% |
$372K - $421K
|
44.4K
$10.9M
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.8K- 0.95% |
$372K - $422K
|
187K
$45.9M
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.8K- 10.14% |
$373K - $422K
|
15.9K
$3.91M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.8K- 2.39% |
$373K - $423K
|
73.5K
$18.1M
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.8K- 9.38% |
$374K - $423K
|
17.4K
$4.28M
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.81K- 5.41% |
$375K - $425K
|
31.6K
$7.75M
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.82K- 3.32% |
$378K - $428K
|
53K
$13M
|
|
Nov 12, 2024
Q3 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.83K- 2.89% |
$378K - $429K
|
61.3K
$15M
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1.83K- 4.1% |
$378K - $429K
|
42.7K
$10.5M
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-1.83K- 2.46% |
$379K - $429K
|
72.4K
$17.8M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.83K- 2.23% |
$379K - $430K
|
80.4K
$19.7M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.83K- 0.8% |
$380K - $430K
|
228K
$56M
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-1.84K- 0.65% |
$380K - $431K
|
280K
$68.8M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.84K- 1.94% |
$380K - $431K
|
92.9K
$22.8M
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.84K- 1.63% |
$380K - $431K
|
111K
$27.2M
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1.84K- 5.52% |
$381K - $431K
|
31.4K
$7.72M
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.85K- 5.58% |
$383K - $434K
|
31.3K
$7.69M
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.85K- 0.36% |
$384K - $435K
|
510K
$125M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.85K- 1.55% |
$384K - $435K
|
118K
$28.9M
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.86K- 7.38% |
$385K - $437K
|
23.3K
$5.73M
|
|
Nov 08, 2024
Q3 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-1.86K- 1.14% |
$386K - $437K
|
161K
$39.5M
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.88K- 18.71% |
$389K - $440K
|
8.15K
$2M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.88K- 13.02% |
$389K - $441K
|
12.5K
$3.08M
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1.88K- 1.63% |
$389K - $441K
|
113K
$27.8M
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.88K- 1.57% |
$390K - $442K
|
118K
$29M
|