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
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.61K+ 9.15% |
$334K - $378K
|
19.2K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.61K+ 4.13% |
$333K - $377K
|
40.4K
$8.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.6K+ 14.45% |
$332K - $377K
|
12.7K
$2.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.6K+ 1.37% |
$332K - $376K
|
118K
$24.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.59K+ 16.03% |
$330K - $374K
|
11.5K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.59K+ 7.27% |
$330K - $374K
|
23.5K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.59K+ 1.28% |
$329K - $373K
|
125K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.59K+ 2.09% |
$329K - $373K
|
77.7K
$16.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.58K+ 4.01% |
$328K - $371K
|
41K
$8.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
1.58K+ 1.26% |
$327K - $371K
|
126K
$26.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.58KNew |
$327K - $370K
|
1.58K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 2.39% |
$327K - $370K
|
67.4K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 11.15% |
$325K - $369K
|
15.6K
$3.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.56K+ 7.0% |
$324K - $367K
|
23.9K
$5.02M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.55K+ 1.69% |
$321K - $364K
|
93.5K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.55K+ 1.3% |
$321K - $364K
|
121K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.55K+ 1.41% |
$321K - $364K
|
112K
$23.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.54K+ 1.57% |
$320K - $362K
|
99.6K
$20.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
1.54K+ 2.38% |
$319K - $362K
|
66.3K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.54K+ 1.11% |
$319K - $361K
|
140K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.54K+ 2.15% |
$318K - $360K
|
72.9K
$15.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.53K+ 6.41% |
$317K - $360K
|
25.4K
$5.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.52K+ 0.51% |
$315K - $356K
|
301K
$63.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.52K+ 2.68% |
$314K - $356K
|
58K
$12.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.51K+ 12.08% |
$313K - $355K
|
14K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 3.92% |
$313K - $354K
|
40K
$8.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.5K+ 3.15% |
$310K - $352K
|
49.1K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.5K+ 5.77% |
$310K - $352K
|
27.4K
$5.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.49K+ 0.84% |
$309K - $350K
|
179K
$37.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.49K+ 0.65% |
$308K - $349K
|
231K
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
1.48KNew |
$306K - $347K
|
1.48K
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.48K+ 12.8% |
$306K - $347K
|
13K
$2.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.47K+ 7.04% |
$304K - $344K
|
22.3K
$4.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.46K+ 32.22% |
$303K - $343K
|
5.99K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.45K+ 1.26% |
$301K - $341K
|
117K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
1.45KNew |
$300K - $340K
|
1.45K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.44K+ 1.31% |
$299K - $339K
|
112K
$23.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.44K+ 2.59% |
$299K - $339K
|
57.2K
$12M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 0.8% |
$299K - $338K
|
182K
$38.1M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.44K+ 4.09% |
$298K - $338K
|
36.6K
$7.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.43K+ 2.33% |
$297K - $337K
|
62.9K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.43KNew |
$297K - $336K
|
1.43K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.41K+ 14.02% |
$292K - $331K
|
11.5K
$2.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.41K+ 1.45% |
$292K - $331K
|
98.8K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.4K+ 1.56% |
$290K - $329K
|
91.2K
$19.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.4K+ 2.06% |
$290K - $329K
|
69.5K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.4K+ 4.06% |
$290K - $329K
|
35.9K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Rip Road Capital Partners LP
Boston, MA |
BUY
|
- |
1.4K+ 3.97% |
$290K - $329K
|
36.7K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.39KNew |
$289K - $327K
|
1.39K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.39K+ 8.58% |
$288K - $327K
|
17.6K
$3.7M
|