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 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
32+ 0.17% |
$6.63K - $7.51K
|
18.9K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
31+ 1.1% |
$6.42K - $7.28K
|
2.85K
$669K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
30+ 1.16% |
$6.22K - $7.04K
|
2.62K
$616K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 0.47% |
$6.22K - $7.04K
|
6.4K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
30+ 0.23% |
$6.22K - $7.04K
|
13.2K
$3.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
30+ 0.09% |
$6.22K - $7.04K
|
34K
$7.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
30+ 0.24% |
$6.22K - $7.04K
|
12.5K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
29+ 2.37% |
$6.01K - $6.81K
|
1.25K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
29+ 0.04% |
$6.01K - $6.81K
|
70.6K
$16.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
28+ 0.49% |
$5.8K - $6.57K
|
5.8K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
28+ 0.09% |
$5.8K - $6.57K
|
31.6K
$7.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
28+ 0.67% |
$5.8K - $6.57K
|
4.21K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
28+ 0.01% |
$5.8K - $6.57K
|
300K
$70.6M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27+ 0.4% |
$5.6K - $6.34K
|
6.76K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
27+ 0.08% |
$5.6K - $6.34K
|
32.5K
$7.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
26+ 2.19% |
$5.39K - $6.11K
|
1.22K
$285K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
25+ 0.24% |
$5.18K - $5.87K
|
10.4K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
25+ 0.08% |
$5.18K - $5.87K
|
30.5K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 0.05% |
$5.18K - $5.87K
|
47.9K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
25+ 0.02% |
$5.18K - $5.87K
|
117K
$27.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
24+ 0.05% |
$4.97K - $5.64K
|
52.1K
$12.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
24+ 0.17% |
$4.97K - $5.64K
|
13.8K
$3.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
23+ 0.3% |
$4.77K - $5.4K
|
7.77K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
22+ 0.13% |
$4.56K - $5.17K
|
17.1K
$4.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
21+ 0.03% |
$4.35K - $4.93K
|
71.5K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
21+ 0.08% |
$4.35K - $4.93K
|
25.9K
$6.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
21+ 0.06% |
$4.35K - $4.93K
|
34K
$7.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
21+ 0.19% |
$4.35K - $4.93K
|
11K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
21+ 0.49% |
$4.35K - $4.93K
|
4.27K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20+ 0.14% |
$4.14K - $4.7K
|
14K
$3.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
20+ 0.46% |
$4.14K - $4.7K
|
4.37K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
20+ 0.25% |
$4.14K - $4.7K
|
7.87K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
20+ 0.04% |
$4.14K - $4.7K
|
47K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
19+ 0.19% |
$3.94K - $4.46K
|
10.3K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
19+ 0.09% |
$3.94K - $4.46K
|
20.3K
$4.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
18+ 0.11% |
$3.73K - $4.23K
|
16.9K
$3.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
18+ 0.2% |
$3.73K - $4.23K
|
8.93K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
18+ 0.12% |
$3.73K - $4.23K
|
15.5K
$3.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
17+ 0.05% |
$3.52K - $3.99K
|
32K
$7.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
17+ 0.01% |
$3.52K - $3.99K
|
245K
$57.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
17+ 0.02% |
$3.52K - $3.99K
|
91.4K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
17+ 32.08% |
$3.52K - $3.99K
|
70
$16.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
16+ 0.01% |
$3.32K - $3.76K
|
111K
$26M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.07% |
$3.32K - $3.76K
|
21.7K
$5.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
16+ 0.08% |
$3.32K - $3.76K
|
20K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
16+ 0.05% |
$3.32K - $3.76K
|
32.4K
$7.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
16+ 0.01% |
$3.32K - $3.76K
|
133K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
16+ 1.34% |
$3.32K - $3.76K
|
1.21K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15+ 0.43% |
$3.11K - $3.52K
|
3.51K
$824K
|
|
|
Nov 05, 2024
Q3 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
15+ 0.0% |
$3.11K - $3.52K
|
514K
$121M
|