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 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$207 - $235
|
959K
$225M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$414 - $470
|
7.35K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2- -0.0% |
$414 - $470
|
1.44M
$338M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3- 0.2% |
$622 - $704
|
1.53K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3- -0.0% |
$622 - $704
|
113K
$26.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3- 0.05% |
$622 - $704
|
5.63K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.02% |
$622 - $704
|
13.9K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$622 - $704
|
11.4K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.01% |
$622 - $704
|
39.6K
$9.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-4- 0.03% |
$829 - $939
|
14.8K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4- 0.01% |
$829 - $939
|
29.9K
$7.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-4- 0.17% |
$829 - $939
|
2.34K
$551K
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-4- 0.19% |
$829 - $939
|
2.12K
$498K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4- 0.01% |
$829 - $939
|
28.3K
$6.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4- 0.14% |
$829 - $939
|
2.93K
$687K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-4- 0.02% |
$829 - $939
|
16.5K
$3.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-5- 0.1% |
$1.04K - $1.17K
|
4.86K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-5- 0.01% |
$1.04K - $1.17K
|
52.8K
$12.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-5- 0.39% |
$1.04K - $1.17K
|
1.26K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-5- 0.02% |
$1.04K - $1.17K
|
31.2K
$7.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-5- 0.03% |
$1.04K - $1.17K
|
16.9K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-5- 0.17% |
$1.04K - $1.17K
|
2.89K
$679K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6- 0.16% |
$1.24K - $1.41K
|
3.78K
$887K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-6- 0.07% |
$1.24K - $1.41K
|
9.18K
$2.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-6- 0.01% |
$1.24K - $1.41K
|
65.7K
$15.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-6- 0.02% |
$1.24K - $1.41K
|
36.8K
$8.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-7- 0.08% |
$1.45K - $1.64K
|
8.94K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7- 0.06% |
$1.45K - $1.64K
|
11.3K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-7- 0.04% |
$1.45K - $1.64K
|
17K
$3.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-8- 0.03% |
$1.66K - $1.88K
|
25.6K
$6.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-8- 0.16% |
$1.66K - $1.88K
|
5.14K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-8- 0.64% |
$1.66K - $1.88K
|
1.25K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8- 0.04% |
$1.66K - $1.88K
|
22.5K
$5.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-9- 0.05% |
$1.87K - $2.11K
|
16.7K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-9- 0.03% |
$1.87K - $2.11K
|
27.5K
$6.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-9- 0.84% |
$1.87K - $2.11K
|
1.07K
$251K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 0.05% |
$2.07K - $2.35K
|
20.4K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-10- 0.26% |
$2.07K - $2.35K
|
3.83K
$900K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-10- 0.15% |
$2.07K - $2.35K
|
6.85K
$1.61M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-11- 0.47% |
$2.28K - $2.58K
|
2.31K
$543K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-12- 0.09% |
$2.49K - $2.82K
|
12.8K
$3.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-12- 0.06% |
$2.49K - $2.82K
|
19.1K
$4.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-12- 0.12% |
$2.49K - $2.82K
|
10.4K
$2.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-13- 0.25% |
$2.69K - $3.05K
|
5.23K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-13- 0.09% |
$2.69K - $3.05K
|
14.5K
$3.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-13- 0.03% |
$2.69K - $3.05K
|
43.9K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-13- -0.0% |
$2.69K - $3.05K
|
315K
$74.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-14- 0.23% |
$2.9K - $3.29K
|
6.14K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14- 0.29% |
$2.9K - $3.29K
|
4.88K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-14- 0.11% |
$2.9K - $3.29K
|
12.7K
$2.98M
|