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 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
95+ 1.45% |
$19.7K - $22.3K
|
6.63K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
95+ 1.37% |
$19.7K - $22.3K
|
7.01K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
94+ 0.22% |
$19.5K - $22.1K
|
42.2K
$9.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.69% |
$19.5K - $22.1K
|
5.66K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
93+ 0.39% |
$19.3K - $21.8K
|
23.9K
$5.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
88+ 0.13% |
$18.2K - $20.7K
|
70K
$16.5M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
88+ 1.27% |
$18.2K - $20.7K
|
7.03K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
88+ 0.26% |
$18.2K - $20.7K
|
33.6K
$7.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
87+ 0.33% |
$18K - $20.4K
|
26.6K
$6.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
87+ 1.37% |
$18K - $20.4K
|
6.42K
$1.51M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
87+ 2.76% |
$18K - $20.4K
|
3.24K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
86+ 4.6% |
$17.8K - $20.2K
|
1.96K
$460K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
86+ 3.09% |
$17.8K - $20.2K
|
2.87K
$673K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
85+ 0.35% |
$17.6K - $20K
|
24.6K
$5.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
85+ 3.82% |
$17.6K - $20K
|
2.31K
$543K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
85+ 0.47% |
$17.6K - $20K
|
18.1K
$4.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
84+ 2.26% |
$17.4K - $19.7K
|
3.8K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
84+ 6.69% |
$17.4K - $19.7K
|
1.34K
$315K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
83+ 0.23% |
$17.2K - $19.5K
|
36.9K
$8.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
83+ 3.2% |
$17.2K - $19.5K
|
2.68K
$629K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
82+ 0.39% |
$17K - $19.3K
|
21.2K
$4.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
81+ 0.66% |
$16.8K - $19K
|
12.4K
$2.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
80+ 1.05% |
$16.6K - $18.8K
|
7.69K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
80+ 0.75% |
$16.6K - $18.8K
|
10.7K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
80+ 0.36% |
$16.6K - $18.8K
|
22.3K
$5.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
79+ 0.69% |
$16.4K - $18.6K
|
11.5K
$2.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
78+ 0.81% |
$16.2K - $18.3K
|
9.73K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
78+ 0.11% |
$16.2K - $18.3K
|
70.7K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
77+ 2.38% |
$16K - $18.1K
|
3.31K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
75+ 0.12% |
$15.5K - $17.6K
|
62.9K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
74+ 1.14% |
$15.3K - $17.4K
|
6.54K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
74+ 0.53% |
$15.3K - $17.4K
|
14.2K
$3.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
73+ 3.63% |
$15.1K - $17.1K
|
2.08K
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
73+ 1.09% |
$15.1K - $17.1K
|
6.75K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.33% |
$15.1K - $17.1K
|
22.5K
$5.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
70+ 1.43% |
$14.5K - $16.4K
|
4.98K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
70+ 0.49% |
$14.5K - $16.4K
|
14.4K
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
69+ 0.54% |
$14.3K - $16.2K
|
12.8K
$3.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
68+ 0.49% |
$14.1K - $16K
|
13.9K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
68+ 0.08% |
$14.1K - $16K
|
86.4K
$20.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
67+ 1.5% |
$13.9K - $15.7K
|
4.55K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
67+ 0.2% |
$13.9K - $15.7K
|
33.7K
$7.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
66+ 3.88% |
$13.7K - $15.5K
|
1.77K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
66+ 0.71% |
$13.7K - $15.5K
|
9.36K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
66+ 0.18% |
$13.7K - $15.5K
|
35.8K
$8.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
66+ 0.27% |
$13.7K - $15.5K
|
24.5K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.08% |
$13.7K - $15.5K
|
79.1K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
65+ 0.37% |
$13.5K - $15.3K
|
17.4K
$4.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
63+ 0.15% |
$13.1K - $14.8K
|
42.3K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
63+ 0.31% |
$13.1K - $14.8K
|
20.6K
$4.83M
|