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 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-394- 1.33% |
$81.6K - $92.5K
|
29.1K
$6.25M
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-394- 1.6% |
$81.6K - $92.5K
|
24.3K
$5.21M
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-394- 1.0% |
$81.6K - $92.5K
|
38.9K
$8.33M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-396- 15.46% |
$82.1K - $93K
|
2.17K
$464K
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-396- 5.98% |
$82.1K - $93K
|
6.22K
$1.33M
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-398- 6.22% |
$82.5K - $93.5K
|
6.01K
$1.29M
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-399- 2.9% |
$82.7K - $93.7K
|
13.4K
$2.87M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-399- 1.39% |
$82.7K - $93.7K
|
28.4K
$6.08M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-399- 0.65% |
$82.7K - $93.7K
|
61.2K
$13.1M
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-400- 3.06% |
$82.9K - $93.9K
|
12.7K
$2.71M
|
|
Oct 25, 2024
Q3 2024
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-400- 6.63% |
$82.9K - $93.9K
|
5.64K
$1.21M
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-400- 2.99% |
$82.9K - $93.9K
|
13K
$2.78M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-400- 0.4% |
$82.9K - $93.9K
|
99.8K
$21.4M
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-400- 0.37% |
$82.9K - $93.9K
|
108K
$23.1M
|
|
Feb 05, 2025
Q3 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-400- 1.63% |
$82.9K - $93.9K
|
24.1K
$5.16M
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-402- 0.27% |
$83.3K - $94.4K
|
150K
$32.1M
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-402- 2.6% |
$83.3K - $94.4K
|
15K
$3.22M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-404- 3.12% |
$83.7K - $94.9K
|
12.5K
$2.69M
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-404- 0.44% |
$83.7K - $94.9K
|
91K
$19.5M
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-404- 0.4% |
$83.7K - $94.9K
|
99.9K
$21.4M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-405- 1.07% |
$83.9K - $95.1K
|
37.6K
$8.06M
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-406- 1.06% |
$84.1K - $95.3K
|
38K
$8.16M
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-407- 9.96% |
$84.3K - $95.6K
|
3.68K
$789K
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-409- 1.24% |
$84.8K - $96K
|
32.6K
$7M
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-410- 0.92% |
$85K - $96.3K
|
44.2K
$9.47M
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-411- 0.57% |
$85.2K - $96.5K
|
71.2K
$15.3M
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-412- 0.12% |
$85.4K - $96.7K
|
342K
$73.4M
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-412- 0.48% |
$85.4K - $96.7K
|
85.6K
$18.3M
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-413- 0.44% |
$85.6K - $97K
|
92.9K
$19.9M
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-413- 9.66% |
$85.6K - $97K
|
3.86K
$828K
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-414- 0.5% |
$85.8K - $97.2K
|
82.3K
$17.6M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-415- 4.68% |
$86K - $97.5K
|
8.44K
$1.81M
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-416- 2.74% |
$86.2K - $97.7K
|
14.8K
$3.16M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-416- 1.08% |
$86.2K - $97.7K
|
38.1K
$8.17M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-418- 0.14% |
$86.6K - $98.2K
|
288K
$61.8M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-420- 1.35% |
$87K - $98.6K
|
30.6K
$6.57M
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-420- 0.64% |
$87K - $98.6K
|
65.3K
$14M
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-421- 1.16% |
$87.2K - $98.9K
|
36K
$7.72M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-423- 0.06% |
$87.7K - $99.3K
|
674K
$145M
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-423- 7.66% |
$87.7K - $99.3K
|
5.1K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-425- 2.87% |
$88.1K - $99.8K
|
14.4K
$3.09M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-426- 12.71% |
$88.3K - $100K
|
2.93K
$627K
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-427- 1.98% |
$88.5K - $100K
|
21.2K
$4.54M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-427- 3.35% |
$88.5K - $100K
|
12.3K
$2.64M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-428- 4.91% |
$88.7K - $101K
|
8.29K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
SELL
|
- |
-428- 3.11% |
$88.7K - $101K
|
13.3K
$2.86M
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-429- 4.15% |
$88.9K - $101K
|
9.91K
$2.12M
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-429- 0.82% |
$88.9K - $101K
|
52.2K
$11.2M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-430- 1.87% |
$89.1K - $101K
|
22.6K
$4.85M
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-433- 0.35% |
$89.7K - $102K
|
123K
$26.5M
|