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 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
823+ 3.4% |
$171K - $193K
|
25K
$5.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
820+ 2.33% |
$170K - $193K
|
36K
$8.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
820+ 2.33% |
$170K - $193K
|
35.9K
$8.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
817+ 0.62% |
$169K - $192K
|
134K
$31.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
815+ 1.19% |
$169K - $191K
|
69.1K
$16.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
810+ 1.48% |
$168K - $190K
|
55.6K
$13.1M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
810+ 10.54% |
$168K - $190K
|
8.5K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
805+ 2.62% |
$167K - $189K
|
31.5K
$7.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
804+ 4.67% |
$167K - $189K
|
18K
$4.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
802+ 1.3% |
$166K - $188K
|
62.5K
$14.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
800+ 9.66% |
$166K - $188K
|
9.08K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
800+ 1.9% |
$166K - $188K
|
43K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
796+ 2.38% |
$165K - $187K
|
34.2K
$8.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
794+ 4.44% |
$165K - $186K
|
18.7K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
794+ 0.22% |
$165K - $186K
|
370K
$86.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
792+ 34.62% |
$164K - $186K
|
3.08K
$724K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
791+ 3.62% |
$164K - $186K
|
22.7K
$5.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
790+ 2.71% |
$164K - $186K
|
29.9K
$7.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
785+ 3.42% |
$163K - $184K
|
23.7K
$5.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
783+ 4.68% |
$162K - $184K
|
17.5K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
780+ 3.27% |
$162K - $183K
|
24.7K
$5.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
778+ 0.73% |
$161K - $183K
|
107K
$25.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
777+ 4.2% |
$161K - $182K
|
19.3K
$4.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
776+ 3.97% |
$161K - $182K
|
20.3K
$4.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
770+ 1.15% |
$160K - $181K
|
67.6K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
765+ 1.49% |
$159K - $180K
|
52K
$12.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
764+ 2.2% |
$158K - $179K
|
35.5K
$8.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
764+ 0.96% |
$158K - $179K
|
80.5K
$18.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
763+ 4.02% |
$158K - $179K
|
19.7K
$4.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
763+ 2.25% |
$158K - $179K
|
34.7K
$8.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
757+ 2.98% |
$157K - $178K
|
26.2K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
757+ 4.33% |
$157K - $178K
|
18.3K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
757+ 0.46% |
$157K - $178K
|
165K
$38.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
756+ 2.0% |
$157K - $178K
|
38.6K
$9.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
752+ 9.95% |
$156K - $177K
|
8.31K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
750+ 0.55% |
$155K - $176K
|
136K
$31.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
749+ 2.21% |
$155K - $176K
|
34.7K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
747+ 26.39% |
$155K - $175K
|
3.58K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
746+ 17.69% |
$155K - $175K
|
4.96K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
746+ 1.36% |
$155K - $175K
|
55.5K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
745+ 3.58% |
$154K - $175K
|
21.5K
$5.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
744+ 1.84% |
$154K - $175K
|
41.3K
$9.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
742+ 1.29% |
$154K - $174K
|
58.1K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
735+ 1.17% |
$152K - $173K
|
63.4K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
735+ 1.02% |
$152K - $173K
|
72.7K
$17.1M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
734+ 1.59% |
$152K - $172K
|
46.9K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
733+ 0.19% |
$152K - $172K
|
379K
$89M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
729+ 1.13% |
$151K - $171K
|
65.5K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
728+ 5.24% |
$151K - $171K
|
14.6K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
727+ 1.38% |
$151K - $171K
|
53.6K
$12.6M
|