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
|
Rede Wealth, LLC
|
BUY
|
- |
973+ 1.97% |
$202K - $228K
|
50.4K
$11.8M
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
971+ 1.43% |
$201K - $228K
|
68.7K
$16.1M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
966+ 1.32% |
$200K - $227K
|
74.4K
$17.5M
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
965+ 2.03% |
$200K - $227K
|
48.5K
$11.4M
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
965+ 2.85% |
$200K - $227K
|
34.9K
$8.19M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
962+ 0.48% |
$199K - $226K
|
202K
$47.4M
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
961+ 2.65% |
$199K - $226K
|
37.3K
$8.75M
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
957+ 2.05% |
$198K - $225K
|
47.6K
$11.2M
|
|
Nov 13, 2024
Q3 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
956New |
$198K - $224K
|
956
$225K
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
944+ 5.97% |
$196K - $222K
|
16.8K
$3.94M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
941+ 2.06% |
$195K - $221K
|
46.7K
$11M
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
940+ 5.75% |
$195K - $221K
|
17.3K
$4.06M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
940+ 1.7% |
$195K - $221K
|
56.2K
$13.2M
|
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
939New |
$195K - $220K
|
939
$221K
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
937+ 0.88% |
$194K - $220K
|
107K
$25.1M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
934+ 0.39% |
$194K - $219K
|
243K
$57.2M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
932+ 0.73% |
$193K - $219K
|
129K
$30.3M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
932+ 1.35% |
$193K - $219K
|
69.9K
$16.4M
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
930New |
$193K - $218K
|
930
$218K
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
930New |
$193K - $218K
|
930
$218K
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
930New |
$193K - $218K
|
930
$218K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
928+ 3.57% |
$192K - $218K
|
26.9K
$6.32M
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
928New |
$192K - $218K
|
928
$218K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
928+ 0.43% |
$192K - $218K
|
219K
$51.4M
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
926+ 2.9% |
$192K - $217K
|
32.8K
$7.71M
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
922New |
$191K - $217K
|
922
$217K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
917+ 3.74% |
$190K - $215K
|
25.4K
$5.97M
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
915+ 3.18% |
$190K - $215K
|
29.7K
$6.98M
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
909+ 4.05% |
$188K - $213K
|
23.3K
$5.48M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
907+ 1.22% |
$188K - $213K
|
75.1K
$17.7M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
906+ 2.56% |
$188K - $213K
|
36.3K
$8.53M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
903+ 6.38% |
$187K - $212K
|
15.1K
$3.54M
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
901+ 7.71% |
$187K - $212K
|
12.6K
$2.96M
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
900+ 1.62% |
$187K - $211K
|
56.6K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
900+ 0.42% |
$187K - $211K
|
215K
$50.4M
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
899+ 3.68% |
$186K - $211K
|
25.4K
$5.96M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
893+ 2.39% |
$185K - $210K
|
38.3K
$8.99M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
888+ 0.72% |
$184K - $209K
|
125K
$29.3M
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
881+ 1.95% |
$183K - $207K
|
46.1K
$10.8M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
873+ 2.54% |
$181K - $205K
|
35.2K
$8.27M
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
870+ 2.01% |
$180K - $204K
|
44.1K
$10.4M
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
866+ 25.21% |
$179K - $203K
|
4.3K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
854+ 0.82% |
$177K - $201K
|
105K
$24.8M
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
849+ 2.87% |
$176K - $199K
|
30.5K
$7.16M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
835+ 1.98% |
$173K - $196K
|
43K
$10.1M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
835+ 10.67% |
$173K - $196K
|
8.66K
$2.03M
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
830+ 1.01% |
$172K - $195K
|
82.6K
$19.4M
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
826+ 4.4% |
$171K - $194K
|
19.6K
$4.6M
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
823+ 4.33% |
$171K - $193K
|
19.8K
$4.66M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
823+ 8.04% |
$171K - $193K
|
11.1K
$2.6M
|