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 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
1.8K+ 3.93% |
$373K - $423K
|
47.7K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.8K+ 35.72% |
$372K - $422K
|
6.82K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.8K+ 4.83% |
$372K - $422K
|
38.9K
$8.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.78K+ 4.6% |
$369K - $418K
|
40.5K
$8.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.78K+ 4.0% |
$368K - $418K
|
46.2K
$9.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.77K+ 3.46% |
$366K - $415K
|
52.8K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.75K+ 7.89% |
$363K - $412K
|
24K
$5.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.75K+ 6.76% |
$363K - $411K
|
27.7K
$5.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 1.6% |
$361K - $410K
|
111K
$23.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.74K+ 3.15% |
$361K - $409K
|
57.1K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.74K+ 3.58% |
$361K - $409K
|
50.4K
$10.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.74K+ 4.01% |
$360K - $408K
|
45.1K
$9.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 1.96% |
$360K - $407K
|
90.1K
$18.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
1.74K+ 6.12% |
$360K - $407K
|
30.1K
$6.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.73K+ 2.45% |
$359K - $407K
|
72.5K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.73K+ 9.35% |
$357K - $405K
|
20.2K
$4.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.72K+ 0.5% |
$356K - $404K
|
349K
$73.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.72K+ 5.85% |
$356K - $404K
|
31.1K
$6.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.72K+ 0.84% |
$356K - $403K
|
207K
$43.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.72KNew |
$356K - $403K
|
1.72K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.71K+ 24.12% |
$354K - $401K
|
8.79K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.7K+ 0.86% |
$352K - $399K
|
200K
$41.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
1.7KNew |
$352K - $399K
|
1.7K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.7K+ 0.54% |
$352K - $398K
|
317K
$66.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.7K+ 6.29% |
$351K - $398K
|
28.6K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.69K+ 3.19% |
$349K - $396K
|
54.5K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.68K+ 13.27% |
$349K - $395K
|
14.4K
$3.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.68K+ 0.72% |
$348K - $394K
|
234K
$49.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.67K+ 2.16% |
$347K - $393K
|
79.1K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.67K+ 8.94% |
$347K - $393K
|
20.4K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.67K+ 1.27% |
$346K - $392K
|
133K
$27.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.67K+ 2.11% |
$346K - $392K
|
80.6K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.67K+ 2.08% |
$345K - $391K
|
81.9K
$17.2M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.67K+ 10.86% |
$345K - $391K
|
17K
$3.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.66K+ 5.31% |
$343K - $389K
|
32.8K
$6.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.66K+ 12.51% |
$343K - $389K
|
14.9K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.65K+ 1.1% |
$343K - $388K
|
152K
$31.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.65K+ 3.18% |
$343K - $388K
|
53.6K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.65K+ 3.18% |
$343K - $388K
|
53.6K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.65K+ 0.16% |
$342K - $387K
|
1.04M
$219M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.65K+ 16.02% |
$342K - $387K
|
11.9K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.64K+ 1.08% |
$341K - $386K
|
154K
$32.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.64K+ 2.02% |
$340K - $385K
|
82.9K
$17.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.64K+ 6.19% |
$339K - $384K
|
28.1K
$5.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.64K+ 0.11% |
$339K - $384K
|
1.52M
$320M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.63K+ 6.2% |
$338K - $383K
|
27.9K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.63K+ 5.42% |
$337K - $382K
|
31.6K
$6.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.62K+ 12.36% |
$336K - $380K
|
14.7K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.62K+ 1.87% |
$336K - $380K
|
88.2K
$18.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.61K+ 4.64% |
$334K - $378K
|
36.3K
$7.63M
|