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 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-591- 0.46% |
$122K - $139K
|
128K
$30M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-593- 1.71% |
$123K - $139K
|
34.1K
$8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-596- 2.54% |
$124K - $140K
|
22.8K
$5.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-597- 7.03% |
$124K - $140K
|
7.9K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-598- 7.67% |
$124K - $140K
|
7.2K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-602- 1.22% |
$125K - $141K
|
48.8K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-603- 4.24% |
$125K - $142K
|
13.6K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-606- 1.78% |
$126K - $142K
|
33.5K
$7.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-606- 2.2% |
$126K - $142K
|
27K
$6.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-609- 10.42% |
$126K - $143K
|
5.24K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-609- 1.59% |
$126K - $143K
|
37.6K
$8.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-610- 6.21% |
$126K - $143K
|
9.22K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-610- 11.09% |
$126K - $143K
|
4.89K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-613- 0.47% |
$127K - $144K
|
129K
$30.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-614- 1.16% |
$127K - $144K
|
52.2K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-615- 2.53% |
$127K - $144K
|
23.7K
$5.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-617- 0.35% |
$128K - $145K
|
174K
$41M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-617- 1.38% |
$128K - $145K
|
44K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-618- 2.92% |
$128K - $145K
|
20.5K
$4.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-619- 3.68% |
$128K - $145K
|
16.2K
$3.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-621- 1.62% |
$129K - $146K
|
37.8K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-622- 3.9% |
$129K - $146K
|
15.3K
$3.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-625- 1.13% |
$130K - $147K
|
54.6K
$12.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-630- 6.66% |
$131K - $148K
|
8.83K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-630- 2.74% |
$131K - $148K
|
22.4K
$5.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-630- 1.57% |
$131K - $148K
|
39.4K
$9.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-632- 0.68% |
$131K - $148K
|
92.3K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-633- 0.36% |
$131K - $149K
|
174K
$40.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-638- 3.02% |
$132K - $150K
|
20.5K
$4.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-639- 2.79% |
$132K - $150K
|
22.2K
$5.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-641- 6.6% |
$133K - $151K
|
9.08K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-641- 4.86% |
$133K - $151K
|
12.6K
$2.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-642- 2.85% |
$133K - $151K
|
21.9K
$5.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-642- 0.7% |
$133K - $151K
|
90.9K
$21.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-642- 0.69% |
$133K - $151K
|
92.4K
$21.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-643- 2.78% |
$133K - $151K
|
22.5K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-648- 0.66% |
$134K - $152K
|
96.9K
$22.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-649- 1.73% |
$134K - $152K
|
36.9K
$8.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-650- 0.48% |
$135K - $153K
|
133K
$31.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-650- 0.61% |
$135K - $153K
|
106K
$24.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-650- 1.84% |
$135K - $153K
|
34.8K
$8.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-650- 0.65% |
$135K - $153K
|
98.8K
$23.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-653- 0.19% |
$135K - $153K
|
341K
$80.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-653- 1.06% |
$135K - $153K
|
60.8K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-655- 2.01% |
$136K - $154K
|
31.9K
$7.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-657- 0.93% |
$136K - $154K
|
70K
$16.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-659- 4.37% |
$137K - $155K
|
14.4K
$3.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-660- 0.43% |
$137K - $155K
|
153K
$35.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-661- 1.33% |
$137K - $155K
|
48.9K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-661- 0.6% |
$137K - $155K
|
109K
$25.6M
|