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 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.3K+ 7.52% |
$269K - $305K
|
18.6K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.29K+ 9.17% |
$268K - $304K
|
15.4K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.29K+ 2.1% |
$268K - $303K
|
62.7K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.28K+ 7.69% |
$266K - $301K
|
18K
$4.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
BUY
|
- |
1.28KNew |
$265K - $301K
|
1.28K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.28K+ 0.87% |
$265K - $301K
|
148K
$34.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.28K+ 0.25% |
$265K - $300K
|
506K
$119M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
1.28KNew |
$265K - $300K
|
1.28K
$300K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.27K+ 16.93% |
$263K - $298K
|
8.76K
$2.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26K+ 1.45% |
$262K - $296K
|
88.5K
$20.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.26K+ 1.61% |
$260K - $295K
|
79.1K
$18.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.25K+ 0.47% |
$259K - $294K
|
266K
$62.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.25K+ 0.65% |
$259K - $294K
|
193K
$45.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.25K+ 1.6% |
$258K - $292K
|
79K
$18.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 1.98% |
$258K - $292K
|
64K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.24KNew |
$257K - $291K
|
1.24K
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.23K+ 19.26% |
$255K - $289K
|
7.63K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.22K+ 1.69% |
$254K - $287K
|
73.6K
$17.3M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.22K+ 2.92% |
$253K - $286K
|
43K
$10.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.22K+ 0.27% |
$252K - $286K
|
448K
$105M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.22K+ 54.36% |
$252K - $285K
|
3.45K
$811K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.21K+ 2.53% |
$252K - $285K
|
49.2K
$11.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.21K+ 6.35% |
$251K - $285K
|
20.3K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.21K+ 1.24% |
$250K - $283K
|
98.2K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.21K+ 15.49% |
$250K - $283K
|
8.99K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.2K+ 6.46% |
$248K - $282K
|
19.7K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
1.2K+ 6.85% |
$248K - $282K
|
18.7K
$4.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.2K+ 6.06% |
$248K - $281K
|
20.9K
$4.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.2K+ 0.56% |
$248K - $281K
|
216K
$50.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.2K+ 4.81% |
$248K - $281K
|
26.1K
$6.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.19K+ 4.15% |
$247K - $280K
|
30K
$7.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.6% |
$247K - $280K
|
27.1K
$6.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.19K+ 0.44% |
$247K - $279K
|
269K
$63.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.19K+ 1.55% |
$247K - $279K
|
77.7K
$18.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.18K+ 0.98% |
$245K - $278K
|
121K
$28.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.18K+ 1.05% |
$244K - $276K
|
113K
$26.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17K+ 0.62% |
$242K - $275K
|
190K
$44.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.17K+ 12.93% |
$242K - $274K
|
10.2K
$2.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.16K+ 47.39% |
$241K - $273K
|
3.62K
$850K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.16K+ 14.17% |
$241K - $273K
|
9.36K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.16K+ 9.52% |
$240K - $272K
|
13.3K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.16K+ 3.62% |
$240K - $271K
|
33.1K
$7.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
1.15KNew |
$239K - $271K
|
1.15K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 1.57% |
$238K - $270K
|
74.2K
$17.4M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.15K+ 7.14% |
$238K - $270K
|
17.2K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.15K+ 9.39% |
$237K - $269K
|
13.3K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.14KNew |
$236K - $268K
|
1.14K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.14K+ 23.32% |
$236K - $268K
|
6.03K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.14K+ 2.86% |
$236K - $267K
|
40.8K
$9.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.13K+ 6.35% |
$235K - $266K
|
19K
$4.46M
|