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 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-839- 1.56% |
$174K - $197K
|
52.8K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-839- 4.42% |
$174K - $197K
|
18.1K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-840- 2.08% |
$174K - $197K
|
39.6K
$9.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-840- 3.7% |
$174K - $197K
|
21.8K
$5.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-844- 0.81% |
$175K - $198K
|
103K
$24.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-845- 1.92% |
$175K - $198K
|
43.1K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-845- 2.12% |
$175K - $198K
|
39K
$9.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-847- 1.44% |
$176K - $199K
|
58K
$13.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-847- 3.69% |
$176K - $199K
|
22.1K
$5.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-850- 0.57% |
$176K - $200K
|
148K
$34.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-853- 3.36% |
$177K - $200K
|
24.6K
$5.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-855- 1.41% |
$177K - $201K
|
59.9K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-856- 5.89% |
$177K - $201K
|
13.7K
$3.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-859- 4.84% |
$178K - $202K
|
16.9K
$3.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-861- 2.28% |
$178K - $202K
|
36.9K
$8.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-864- 6.52% |
$179K - $203K
|
12.4K
$2.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-864- 6.52% |
$179K - $203K
|
12.4K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-866- 1.04% |
$179K - $203K
|
82.3K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
SELL
|
- |
-868- 5.67% |
$180K - $204K
|
14.4K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-873- 0.48% |
$181K - $205K
|
180K
$42.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-874- 4.14% |
$181K - $205K
|
20.2K
$4.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-874- 1.09% |
$181K - $205K
|
79.2K
$18.6M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-880- 0.7% |
$182K - $207K
|
124K
$29.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-881- 1.5% |
$183K - $207K
|
57.9K
$13.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-883- 0.83% |
$183K - $207K
|
105K
$24.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-886- 3.92% |
$184K - $208K
|
21.7K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-887- 0.95% |
$184K - $208K
|
92.4K
$21.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-890- 2.07% |
$184K - $209K
|
42.1K
$9.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-890- 5.55% |
$184K - $209K
|
15.2K
$3.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-891- 3.83% |
$185K - $209K
|
22.4K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-894- 13.87% |
$185K - $210K
|
5.55K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-895- 10.13% |
$185K - $210K
|
7.94K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-898- 1.95% |
$186K - $211K
|
45.1K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-898- 5.21% |
$186K - $211K
|
16.3K
$3.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-901- 2.26% |
$187K - $212K
|
39K
$9.15M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-903- 0.99% |
$187K - $212K
|
90K
$21.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-907- 2.88% |
$188K - $213K
|
30.6K
$7.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-907- 2.86% |
$188K - $213K
|
30.8K
$7.23M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-907- 0.06% |
$188K - $213K
|
1.51M
$355M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-909- 1.0% |
$188K - $213K
|
89.7K
$21.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-910- 0.68% |
$189K - $214K
|
132K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-910- 1.58% |
$189K - $214K
|
56.7K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-912- 10.07% |
$189K - $214K
|
8.14K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-914- 1.81% |
$189K - $215K
|
49.5K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-921- 2.66% |
$191K - $216K
|
33.7K
$7.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-923- 3.04% |
$191K - $217K
|
29.5K
$6.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-923- 1.09% |
$191K - $217K
|
84.1K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-923- 2.15% |
$191K - $217K
|
42.1K
$9.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-925- 1.56% |
$192K - $217K
|
58.3K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-929- 1.49% |
$193K - $218K
|
61.5K
$14.4M
|