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 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
720+ 1.64% |
$149K - $169K
|
44.7K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
718+ 14.16% |
$149K - $169K
|
5.79K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
718+ 1.36% |
$149K - $169K
|
53.4K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
717+ 2.26% |
$149K - $168K
|
32.4K
$7.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
716+ 0.89% |
$148K - $168K
|
81.2K
$19.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
700+ 5.04% |
$145K - $164K
|
14.6K
$3.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
697+ 3.28% |
$144K - $164K
|
21.9K
$5.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
695+ 7.33% |
$144K - $163K
|
10.2K
$2.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
690+ 0.68% |
$143K - $162K
|
101K
$23.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
689+ 2.36% |
$143K - $162K
|
29.9K
$7.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
688New |
$143K - $162K
|
688
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
687+ 1.09% |
$142K - $161K
|
63.5K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
685+ 7.61% |
$142K - $161K
|
9.69K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
684+ 9.85% |
$142K - $161K
|
7.63K
$1.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
682+ 2.48% |
$141K - $160K
|
28.2K
$6.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
680+ 1.16% |
$141K - $160K
|
59.5K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
677+ 3.45% |
$140K - $159K
|
20.3K
$4.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
674+ 0.74% |
$140K - $158K
|
91.7K
$21.6M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
672+ 2.3% |
$139K - $158K
|
29.9K
$7.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
671+ 2.9% |
$139K - $158K
|
23.8K
$5.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
670+ 0.6% |
$139K - $157K
|
112K
$26.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
669+ 7.19% |
$139K - $157K
|
9.97K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
663+ 3.68% |
$137K - $156K
|
18.7K
$4.38M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
662+ 0.4% |
$137K - $155K
|
167K
$39.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
657+ 2.72% |
$136K - $154K
|
24.8K
$5.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
657+ 1.46% |
$136K - $154K
|
45.7K
$10.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
656+ 7.95% |
$136K - $154K
|
8.91K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
655+ 1.82% |
$136K - $154K
|
36.7K
$8.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
655+ 16.3% |
$136K - $154K
|
4.67K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
652+ 1.26% |
$135K - $153K
|
52.4K
$12.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
650+ 0.23% |
$135K - $153K
|
287K
$67.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
650+ 3.19% |
$135K - $153K
|
21K
$4.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
650+ 22.96% |
$135K - $153K
|
3.48K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
650+ 3.69% |
$135K - $153K
|
18.3K
$4.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
646+ 7.44% |
$134K - $152K
|
9.33K
$2.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
643+ 0.41% |
$133K - $151K
|
157K
$36.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
640+ 2.41% |
$133K - $150K
|
27.2K
$6.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
637+ 1.71% |
$132K - $150K
|
37.9K
$8.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
634+ 2.79% |
$131K - $149K
|
23.4K
$5.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
620+ 8.47% |
$128K - $146K
|
7.94K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
620+ 3.38% |
$128K - $146K
|
19K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
612+ 2.98% |
$127K - $144K
|
21.2K
$4.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
606+ 5.4% |
$126K - $142K
|
11.8K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
606+ 1.96% |
$126K - $142K
|
31.6K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
606+ 8.13% |
$126K - $142K
|
8.06K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
605+ 0.5% |
$125K - $142K
|
122K
$28.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
605+ 2.93% |
$125K - $142K
|
21.3K
$5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
602+ 1.33% |
$125K - $141K
|
45.8K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
600+ 2.09% |
$124K - $141K
|
29.3K
$6.87M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
598+ 0.39% |
$124K - $140K
|
153K
$35.9M
|