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 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.77K+ 13.96% |
$574K - $651K
|
22.6K
$4.75M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.77K+ 4.64% |
$574K - $650K
|
62.5K
$13.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.77K+ 2.13% |
$574K - $650K
|
133K
$27.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.77K+ 6.66% |
$574K - $650K
|
44.3K
$9.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.77K+ 8.12% |
$573K - $650K
|
36.8K
$7.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.77K+ 2.19% |
$573K - $650K
|
129K
$27.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.76K+ 1.64% |
$572K - $649K
|
171K
$36M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
2.76K+ 6.81% |
$572K - $648K
|
43.3K
$9.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.76K+ 11.51% |
$571K - $647K
|
26.7K
$5.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.75K+ 2.43% |
$570K - $646K
|
116K
$24.4M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.74K+ 7.36% |
$567K - $642K
|
39.9K
$8.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.73K+ 18.59% |
$566K - $642K
|
17.4K
$3.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
2.73K+ 3.03% |
$565K - $641K
|
92.8K
$19.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.73K+ 4.03% |
$565K - $640K
|
70.3K
$14.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.72K+ 4.3% |
$564K - $639K
|
66K
$13.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.72K+ 4.26% |
$563K - $638K
|
66.5K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.72K+ 31.76% |
$563K - $638K
|
11.3K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
2.7K+ 11.49% |
$560K - $634K
|
26.2K
$5.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.69K+ 10.33% |
$558K - $632K
|
28.8K
$6.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
2.68K+ 2.02% |
$556K - $630K
|
136K
$28.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.68K+ 17.03% |
$555K - $629K
|
18.4K
$3.86M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.65K+ 1.96% |
$550K - $623K
|
138K
$29M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.65K+ 1.88% |
$549K - $622K
|
144K
$30.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.65K+ 138.28% |
$549K - $622K
|
4.56K
$958K
|
|
|
Mar 28, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.64K+ 100.0% |
$548K - $621K
|
5.29K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.64K+ 4.16% |
$546K - $619K
|
66K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.63K+ 5.71% |
$545K - $617K
|
48.7K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.61K+ 24.09% |
$542K - $614K
|
13.5K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
2.61K+ 23.69% |
$541K - $613K
|
13.6K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.61K+ 1.42% |
$540K - $612K
|
186K
$39.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.61K+ 2.95% |
$540K - $612K
|
90.8K
$19.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.58K+ 1.27% |
$534K - $606K
|
205K
$43.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.58K+ 3.08% |
$534K - $605K
|
86.2K
$18.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.57K+ 3.81% |
$532K - $602K
|
69.8K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.56K+ 0.7% |
$531K - $602K
|
367K
$77.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.55K+ 5.2% |
$529K - $600K
|
51.7K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.55K+ 21.57% |
$528K - $599K
|
14.4K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.55K+ 3.35% |
$528K - $598K
|
78.5K
$16.5M
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.54K+ 52.98% |
$526K - $596K
|
7.33K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.52K+ 10.89% |
$522K - $592K
|
25.6K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.51K+ 0.07% |
$521K - $590K
|
3.56M
$747M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.51K+ 1.42% |
$520K - $590K
|
180K
$37.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.5K+ 1.45% |
$517K - $586K
|
174K
$36.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.49K+ 3.81% |
$517K - $585K
|
67.9K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.49K+ 2.09% |
$516K - $585K
|
122K
$25.5M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.49K+ 9.41% |
$516K - $584K
|
28.9K
$6.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.48K+ 11.05% |
$514K - $582K
|
24.9K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.47K+ 16.69% |
$511K - $580K
|
17.3K
$3.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
2.47KNew |
$511K - $579K
|
2.47K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.46K+ 16.01% |
$511K - $579K
|
17.9K
$3.75M
|