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 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
785+ 3.42% |
$163K - $184K
|
23.7K
$4.99M
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
783+ 4.68% |
$162K - $184K
|
17.5K
$3.68M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
780+ 3.27% |
$162K - $183K
|
24.7K
$5.18M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
778+ 0.73% |
$161K - $183K
|
107K
$22.4M
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
777+ 4.2% |
$161K - $182K
|
19.3K
$4.05M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
776+ 3.97% |
$161K - $182K
|
20.3K
$4.27M
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
770+ 1.15% |
$160K - $181K
|
67.6K
$14.2M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
765+ 1.49% |
$159K - $180K
|
52K
$10.9M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
764+ 2.2% |
$158K - $179K
|
35.5K
$7.46M
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
764+ 0.96% |
$158K - $179K
|
80.5K
$16.9M
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
763+ 4.02% |
$158K - $179K
|
19.7K
$4.14M
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
763+ 2.25% |
$158K - $179K
|
34.7K
$7.29M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
757+ 2.98% |
$157K - $178K
|
26.2K
$5.5M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
757+ 4.33% |
$157K - $178K
|
18.3K
$3.83M
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
757+ 0.46% |
$157K - $178K
|
165K
$34.7M
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
756+ 2.0% |
$157K - $178K
|
38.6K
$8.1M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
752+ 9.95% |
$156K - $177K
|
8.31K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
750+ 0.55% |
$155K - $176K
|
136K
$28.5M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
749+ 2.21% |
$155K - $176K
|
34.7K
$7.28M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
747+ 26.39% |
$155K - $175K
|
3.58K
$751K
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
746+ 17.69% |
$155K - $175K
|
4.96K
$1.04M
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
746+ 1.36% |
$155K - $175K
|
55.5K
$11.7M
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
745+ 3.58% |
$154K - $175K
|
21.5K
$4.52M
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
744+ 1.84% |
$154K - $175K
|
41.3K
$8.67M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
742+ 1.29% |
$154K - $174K
|
58.1K
$12.2M
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
735+ 1.17% |
$152K - $173K
|
63.4K
$13.3M
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
735+ 1.02% |
$152K - $173K
|
72.7K
$15.3M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
734+ 1.59% |
$152K - $172K
|
46.9K
$9.85M
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
733+ 0.19% |
$152K - $172K
|
379K
$79.6M
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
729+ 1.13% |
$151K - $171K
|
65.5K
$13.8M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
728+ 5.24% |
$151K - $171K
|
14.6K
$3.07M
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
727+ 1.38% |
$151K - $171K
|
53.6K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
720+ 1.64% |
$149K - $169K
|
44.7K
$9.38M
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
718+ 14.16% |
$149K - $169K
|
5.79K
$1.22M
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
718+ 1.36% |
$149K - $169K
|
53.4K
$11.2M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
717+ 2.26% |
$149K - $168K
|
32.4K
$6.81M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
716+ 0.89% |
$148K - $168K
|
81.2K
$17.1M
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
700+ 5.04% |
$145K - $164K
|
14.6K
$3.07M
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
697+ 3.28% |
$144K - $164K
|
21.9K
$4.61M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
695+ 7.33% |
$144K - $163K
|
10.2K
$2.14M
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
690+ 0.68% |
$143K - $162K
|
101K
$21.3M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
689+ 2.36% |
$143K - $162K
|
29.9K
$6.28M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
688New |
$143K - $162K
|
688
$144K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
687+ 1.09% |
$142K - $161K
|
63.5K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
685+ 7.61% |
$142K - $161K
|
9.69K
$2.03M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
684+ 9.85% |
$142K - $161K
|
7.63K
$1.6M
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
682+ 2.48% |
$141K - $160K
|
28.2K
$5.93M
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
680+ 1.16% |
$141K - $160K
|
59.5K
$12.5M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
677+ 3.45% |
$140K - $159K
|
20.3K
$4.27M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
674+ 0.74% |
$140K - $158K
|
91.7K
$19.3M
|