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 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-375- 6.89% |
$77.7K - $88.1K
|
5.07K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-375- 0.86% |
$77.7K - $88.1K
|
43.4K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-375- 4.17% |
$77.7K - $88.1K
|
8.62K
$2.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-379- 0.57% |
$78.5K - $89K
|
66.5K
$15.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-379- 1.34% |
$78.5K - $89K
|
27.9K
$6.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-379- 0.8% |
$78.5K - $89K
|
46.8K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-380- 0.52% |
$78.7K - $89.2K
|
72.4K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-380- 2.25% |
$78.7K - $89.2K
|
16.5K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-380- 1.65% |
$78.7K - $89.2K
|
22.6K
$5.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-381- 4.53% |
$79K - $89.5K
|
8.02K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-381- 5.76% |
$79K - $89.5K
|
6.24K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-383- 1.61% |
$79.4K - $89.9K
|
23.4K
$5.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-384- 0.65% |
$79.6K - $90.2K
|
59.1K
$13.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-385- 0.49% |
$79.8K - $90.4K
|
77.7K
$18.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-385- 1.68% |
$79.8K - $90.4K
|
22.6K
$5.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-386- 3.88% |
$80K - $90.6K
|
9.57K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-388- 0.69% |
$80.4K - $91.1K
|
56.2K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-388- 0.44% |
$80.4K - $91.1K
|
88.2K
$20.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-389- 0.39% |
$80.6K - $91.3K
|
100K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-391- 2.85% |
$81K - $91.8K
|
13.3K
$3.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-392- 7.06% |
$81.2K - $92K
|
5.16K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-393- 3.42% |
$81.4K - $92.3K
|
11.1K
$2.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-393- 3.51% |
$81.4K - $92.3K
|
10.8K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-393- 0.23% |
$81.4K - $92.3K
|
169K
$39.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-393- 4.31% |
$81.4K - $92.3K
|
8.73K
$2.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-394- 1.33% |
$81.6K - $92.5K
|
29.1K
$6.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-394- 1.6% |
$81.6K - $92.5K
|
24.3K
$5.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-394- 1.0% |
$81.6K - $92.5K
|
38.9K
$9.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-396- 15.46% |
$82.1K - $93K
|
2.17K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-396- 5.98% |
$82.1K - $93K
|
6.22K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-398- 6.22% |
$82.5K - $93.5K
|
6.01K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-399- 2.9% |
$82.7K - $93.7K
|
13.4K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-399- 1.39% |
$82.7K - $93.7K
|
28.4K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-399- 0.65% |
$82.7K - $93.7K
|
61.2K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-400- 3.06% |
$82.9K - $93.9K
|
12.7K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-400- 6.63% |
$82.9K - $93.9K
|
5.64K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-400- 2.99% |
$82.9K - $93.9K
|
13K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-400- 0.4% |
$82.9K - $93.9K
|
99.8K
$23.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-400- 0.37% |
$82.9K - $93.9K
|
108K
$25.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-402- 0.27% |
$83.3K - $94.4K
|
150K
$35.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-402- 2.6% |
$83.3K - $94.4K
|
15K
$3.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-404- 3.12% |
$83.7K - $94.9K
|
12.5K
$2.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-404- 0.44% |
$83.7K - $94.9K
|
91K
$21.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-404- 0.4% |
$83.7K - $94.9K
|
99.9K
$23.5M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-405- 1.07% |
$83.9K - $95.1K
|
37.6K
$8.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-406- 1.06% |
$84.1K - $95.3K
|
38K
$8.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-407- 9.96% |
$84.3K - $95.6K
|
3.68K
$864K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-409- 1.24% |
$84.8K - $96K
|
32.6K
$7.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-410- 0.92% |
$85K - $96.3K
|
44.2K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-411- 0.57% |
$85.2K - $96.5K
|
71.2K
$16.7M
|