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 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15+ 0.05% |
$3.11K - $3.52K
|
31.7K
$7.44M
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14+ 0.22% |
$2.9K - $3.29K
|
6.26K
$1.47M
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
13+ 1.31% |
$2.69K - $3.05K
|
1K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$2.69K - $3.05K
|
16.9K
$3.97M
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
12+ 0.04% |
$2.49K - $2.82K
|
27.4K
$6.43M
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12+ 0.04% |
$2.49K - $2.82K
|
33K
$7.75M
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.09% |
$2.49K - $2.82K
|
12.7K
$2.99M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
12+ 0.15% |
$2.49K - $2.82K
|
8.13K
$1.91M
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
11+ 0.09% |
$2.28K - $2.58K
|
12.8K
$3.02M
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.04% |
$2.28K - $2.58K
|
28.6K
$6.73M
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
11+ 0.02% |
$2.28K - $2.58K
|
68K
$16M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11+ 0.2% |
$2.28K - $2.58K
|
5.43K
$1.28M
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
10+ 0.11% |
$2.07K - $2.35K
|
9.05K
$2.13M
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
10+ 0.04% |
$2.07K - $2.35K
|
22.6K
$5.3M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
9+ 0.11% |
$1.87K - $2.11K
|
8.41K
$1.98M
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.09% |
$1.87K - $2.11K
|
10.5K
$2.46M
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.08% |
$1.87K - $2.11K
|
11.8K
$2.77M
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8+ 0.14% |
$1.66K - $1.88K
|
5.84K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.04% |
$1.66K - $1.88K
|
20.1K
$4.71M
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
8+ 0.02% |
$1.66K - $1.88K
|
34.2K
$8.04M
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
8+ 0.04% |
$1.66K - $1.88K
|
20.9K
$4.92M
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
7+ 0.05% |
$1.45K - $1.64K
|
13.6K
$3.2M
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7+ 0.05% |
$1.45K - $1.64K
|
12.9K
$3.03M
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.06% |
$1.24K - $1.41K
|
10K
$2.36M
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.1% |
$1.24K - $1.41K
|
6.11K
$1.43M
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6+ 0.1% |
$1.24K - $1.41K
|
6.07K
$1.43M
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6+ 0.06% |
$1.24K - $1.41K
|
10.7K
$2.52M
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$1.24K - $1.41K
|
9.82K
$2.31M
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
6+ 0.13% |
$1.24K - $1.41K
|
4.59K
$1.08M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.04K - $1.17K
|
9.38K
$2.2M
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$1.04K - $1.17K
|
6.21K
$1.46M
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.04% |
$1.04K - $1.17K
|
14.3K
$3.35M
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5+ 0.08% |
$1.04K - $1.17K
|
6.66K
$1.56M
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.28% |
$1.04K - $1.17K
|
1.79K
$421K
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
5+ 0.02% |
$1.04K - $1.17K
|
30.5K
$7.17M
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5+ 0.08% |
$1.04K - $1.17K
|
6.12K
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
5+ 0.0% |
$1.04K - $1.17K
|
495K
$116M
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
5+ 0.01% |
$1.04K - $1.17K
|
69.8K
$16.4M
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4+ 0.07% |
$829 - $939
|
5.54K
$1.3M
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.08% |
$829 - $939
|
4.97K
$1.17M
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
4+ 0.08% |
$829 - $939
|
5.03K
$1.18M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$829 - $939
|
9.13K
$2.14M
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4+ 0.03% |
$829 - $939
|
12.8K
$3.01M
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4+ 0.11% |
$829 - $939
|
3.6K
$847K
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$829 - $939
|
3.77K
$885K
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.06% |
$829 - $939
|
7.01K
$1.65M
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3+ 0.09% |
$622 - $704
|
3.22K
$757K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
3+ 0.08% |
$622 - $704
|
3.83K
$899K
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3+ 0.1% |
$622 - $704
|
2.97K
$698K
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3+ 0.09% |
$622 - $704
|
3.32K
$779K
|