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 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
474New |
$98.2K - $111K
|
474
$99.5K
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
465+ 1.51% |
$96.4K - $109K
|
31.2K
$6.55M
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
462+ 31.26% |
$95.7K - $108K
|
1.94K
$407K
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
460+ 1.52% |
$95.3K - $108K
|
30.6K
$6.43M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
460+ 0.23% |
$95.3K - $108K
|
199K
$41.7M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
458+ 7.96% |
$94.9K - $108K
|
6.22K
$1.31M
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
457+ 0.93% |
$94.7K - $107K
|
49.7K
$10.4M
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
456+ 3.24% |
$94.5K - $107K
|
14.5K
$3.05M
|
|
Mar 05, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
456+ 20.85% |
$94.5K - $107K
|
2.64K
$555K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
453+ 1.75% |
$93.9K - $106K
|
26.3K
$5.53M
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
450+ 3.19% |
$93.3K - $106K
|
14.6K
$3.06M
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
450+ 0.58% |
$93.3K - $106K
|
77.6K
$16.3M
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
446+ 1.15% |
$92.4K - $105K
|
39.3K
$8.25M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
445+ 1.08% |
$92.2K - $104K
|
41.8K
$8.77M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
441+ 4.52% |
$91.4K - $104K
|
10.2K
$2.14M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
439+ 0.54% |
$91K - $103K
|
82.3K
$17.3M
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
437+ 3.7% |
$90.6K - $103K
|
12.2K
$2.57M
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
434+ 3.93% |
$89.9K - $102K
|
11.5K
$2.41M
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
433+ 1.09% |
$89.7K - $102K
|
40.1K
$8.42M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
431+ 0.81% |
$89.3K - $101K
|
53.9K
$11.3M
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
431+ 1.06% |
$89.3K - $101K
|
41.2K
$8.66M
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
430+ 0.32% |
$89.1K - $101K
|
136K
$28.7M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
429+ 12.24% |
$88.9K - $101K
|
3.93K
$826K
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
429+ 5.28% |
$88.9K - $101K
|
8.55K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
427+ 1.85% |
$88.5K - $100K
|
23.5K
$4.94M
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
426+ 4.32% |
$88.3K - $100K
|
10.3K
$2.16M
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
422+ 7.87% |
$87.5K - $99.1K
|
5.79K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
420+ 1.5% |
$87K - $98.6K
|
28.5K
$5.98M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
418+ 3.16% |
$86.6K - $98.2K
|
13.6K
$2.86M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
418+ 0.81% |
$86.6K - $98.2K
|
51.7K
$10.9M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
418+ 1.56% |
$86.6K - $98.2K
|
27.3K
$5.72M
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
417+ 0.25% |
$86.4K - $97.9K
|
168K
$35.3M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
416+ 0.77% |
$86.2K - $97.7K
|
54.7K
$11.5M
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
416+ 6.55% |
$86.2K - $97.7K
|
6.77K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
410+ 0.14% |
$85K - $96.3K
|
287K
$60.2M
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
408+ 2.55% |
$84.5K - $95.8K
|
16.4K
$3.45M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
406+ 3.96% |
$84.1K - $95.3K
|
10.7K
$2.24M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
405+ 0.09% |
$83.9K - $95.1K
|
470K
$98.6M
|
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
405+ 0.91% |
$83.9K - $95.1K
|
45K
$9.45M
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
404+ 0.69% |
$83.7K - $94.9K
|
59.2K
$12.4M
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
400+ 43.86% |
$82.9K - $93.9K
|
1.31K
$276K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400+ 19.05% |
$82.9K - $93.9K
|
2.5K
$525K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
399+ 2.38% |
$82.7K - $93.7K
|
17.2K
$3.61M
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
397+ 2.43% |
$82.3K - $93.2K
|
16.7K
$3.51M
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
396+ 1.09% |
$82.1K - $93K
|
36.6K
$7.69M
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
396+ 25.47% |
$82.1K - $93K
|
1.95K
$410K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
395+ 0.14% |
$81.9K - $92.8K
|
290K
$60.9M
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
395+ 0.64% |
$81.9K - $92.8K
|
62.3K
$13.1M
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
393+ 0.43% |
$81.4K - $92.3K
|
92.3K
$19.4M
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
393+ 0.91% |
$81.4K - $92.3K
|
43.4K
$9.11M
|