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 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
63+ 0.31% |
$13.1K - $14.8K
|
20.6K
$4.32M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
62+ 0.48% |
$12.8K - $14.6K
|
13.1K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
62+ 0.21% |
$12.8K - $14.6K
|
29.1K
$6.11M
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
61+ 1.75% |
$12.6K - $14.3K
|
3.54K
$743K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.72% |
$12.6K - $14.3K
|
8.58K
$1.8M
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
61+ 7.34% |
$12.6K - $14.3K
|
892
$187K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
61+ 0.69% |
$12.6K - $14.3K
|
8.92K
$1.87M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
60+ 1.64% |
$12.4K - $14.1K
|
3.71K
$779K
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
58+ 0.08% |
$12K - $13.6K
|
71.4K
$15M
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
57+ 0.31% |
$11.8K - $13.4K
|
18.4K
$3.87M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
57+ 0.86% |
$11.8K - $13.4K
|
6.69K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
57+ 0.03% |
$11.8K - $13.4K
|
165K
$34.7M
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
57+ 0.2% |
$11.8K - $13.4K
|
28.3K
$5.94M
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
56+ 0.42% |
$11.6K - $13.1K
|
13.5K
$2.84M
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
55+ 0.32% |
$11.4K - $12.9K
|
17.3K
$3.63M
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
55+ 0.39% |
$11.4K - $12.9K
|
14.2K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
53+ 0.14% |
$11K - $12.4K
|
37.5K
$7.88M
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
52+ 0.08% |
$10.8K - $12.2K
|
65.2K
$13.7M
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
51+ 0.17% |
$10.6K - $12K
|
29.9K
$6.28M
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
51+ 0.64% |
$10.6K - $12K
|
7.99K
$1.68M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
50+ 0.29% |
$10.4K - $11.7K
|
17.2K
$3.62M
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
50+ 1.82% |
$10.4K - $11.7K
|
2.8K
$588K
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
50+ 90.91% |
$10.4K - $11.7K
|
105
$22.1K
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
49+ 0.03% |
$10.2K - $11.5K
|
161K
$33.9M
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
49+ 0.26% |
$10.2K - $11.5K
|
19.1K
$4.01M
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
48+ 0.46% |
$9.95K - $11.3K
|
10.4K
$2.19M
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
48+ 0.08% |
$9.95K - $11.3K
|
58.4K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
48+ 0.39% |
$9.95K - $11.3K
|
12.2K
$2.57M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
47+ 0.04% |
$9.74K - $11K
|
108K
$22.6M
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
47+ 0.65% |
$9.74K - $11K
|
7.27K
$1.53M
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.34% |
$9.53K - $10.8K
|
3.49K
$733K
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
46+ 0.06% |
$9.53K - $10.8K
|
82.7K
$17.4M
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
45+ 0.47% |
$9.33K - $10.6K
|
9.65K
$2.03M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
43+ 0.1% |
$8.91K - $10.1K
|
41.3K
$8.68M
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
42+ 0.39% |
$8.7K - $9.86K
|
10.9K
$2.29M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
42+ 0.2% |
$8.7K - $9.86K
|
20.6K
$4.33M
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
40+ 1.04% |
$8.29K - $9.39K
|
3.9K
$819K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
39+ 0.32% |
$8.08K - $9.16K
|
12.1K
$2.54M
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
39+ 1.72% |
$8.08K - $9.16K
|
2.31K
$484K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
38+ 0.17% |
$7.87K - $8.92K
|
22.4K
$4.7M
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
38+ 0.19% |
$7.87K - $8.92K
|
20.6K
$4.32M
|
|
May 19, 2025
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
38+ 0.19% |
$7.87K - $8.92K
|
20.6K
$4.32M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37+ 1.32% |
$7.67K - $8.69K
|
2.83K
$595K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
35+ 0.24% |
$7.25K - $8.22K
|
14.8K
$3.1M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
35+ 0.15% |
$7.25K - $8.22K
|
23.7K
$4.98M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
35+ 0.09% |
$7.25K - $8.22K
|
40.8K
$8.57M
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
34+ 0.21% |
$7.05K - $7.98K
|
15.9K
$3.33M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
34+ 0.13% |
$7.05K - $7.98K
|
26.2K
$5.51M
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
34+ 0.06% |
$7.05K - $7.98K
|
53.2K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
34+ 3.51% |
$7.05K - $7.98K
|
1K
$211K
|