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 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-2.31K- 26.92% |
$478K - $542K
|
6.27K
$1.54M
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.31K- 0.75% |
$479K - $543K
|
306K
$75.2M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.32K- 9.56% |
$480K - $544K
|
21.9K
$5.39M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.34K- 0.91% |
$485K - $550K
|
254K
$62.5M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.35K- 6.02% |
$488K - $553K
|
36.7K
$9.01M
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.36K- 7.27% |
$489K - $554K
|
30.1K
$7.39M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.36K- 1.46% |
$490K - $555K
|
159K
$39.1M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.36K- 1.08% |
$490K - $555K
|
216K
$53M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.37K- 0.59% |
$492K - $557K
|
401K
$98.4M
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.37K- 5.23% |
$492K - $557K
|
43K
$10.6M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-2.39K- 2.45% |
$494K - $560K
|
94.9K
$23.3M
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 6.59% |
$495K - $561K
|
33.8K
$8.31M
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-2.4K- 4.95% |
$496K - $562K
|
46K
$11.3M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.4K- 2.33% |
$497K - $563K
|
101K
$24.7M
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.4K- 16.29% |
$497K - $564K
|
12.3K
$3.03M
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.4K- 0.86% |
$498K - $564K
|
276K
$67.8M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 1.17% |
$500K - $567K
|
204K
$50.1M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.41K- 1.7% |
$500K - $567K
|
139K
$34.2M
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.42K- 9.29% |
$501K - $567K
|
23.6K
$5.79M
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.42K- 2.58% |
$501K - $568K
|
91.3K
$22.4M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.44K- 4.75% |
$506K - $573K
|
48.9K
$12M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.44K- 1.14% |
$506K - $573K
|
212K
$52M
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.46K- 2.06% |
$510K - $578K
|
117K
$28.8M
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.46K- 0.98% |
$510K - $578K
|
248K
$61M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.47K- 4.69% |
$511K - $579K
|
50.1K
$12.3M
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-2.47K- 0.87% |
$512K - $581K
|
280K
$68.8M
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.47K- 4.11% |
$512K - $581K
|
57.6K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.48K- 1.81% |
$514K - $582K
|
134K
$32.9M
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.48K- 5.15% |
$515K - $583K
|
45.8K
$11.2M
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-2.49K- 6.82% |
$516K - $585K
|
34.1K
$8.36M
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.49K- 2.86% |
$516K - $585K
|
84.7K
$20.8M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.49K- 10.79% |
$517K - $585K
|
20.6K
$5.06M
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.5K- 3.04% |
$517K - $586K
|
79.6K
$19.5M
|
|
Nov 06, 2024
Q3 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-2.5K- 3.76% |
$518K - $587K
|
64K
$15.7M
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.5K- 0.51% |
$518K - $587K
|
491K
$121M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 0.69% |
$518K - $587K
|
359K
$88.1M
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 51.18% |
$520K - $589K
|
2.39K
$588K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.51K- 10.88% |
$521K - $590K
|
20.6K
$5.06M
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.52K- 8.03% |
$522K - $591K
|
28.8K
$7.08M
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.53K- 1.52% |
$524K - $594K
|
164K
$40.2M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2.53K- 5.97% |
$524K - $594K
|
39.9K
$9.79M
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-2.55K- 0.98% |
$528K - $598K
|
258K
$63.3M
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.55K- 0.89% |
$528K - $598K
|
285K
$70M
|
|
Nov 08, 2024
Q3 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-2.55K- 49.51% |
$528K - $599K
|
2.6K
$638K
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.55K- 2.72% |
$529K - $599K
|
91.1K
$22.4M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.57K- 2.61% |
$532K - $602K
|
95.6K
$23.5M
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2.58K- 4.83% |
$534K - $605K
|
50.8K
$12.5M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.59K- 0.49% |
$536K - $607K
|
523K
$128M
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.59K- 1.13% |
$536K - $608K
|
227K
$55.8M
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.6K- 13.53% |
$539K - $611K
|
16.6K
$4.08M
|