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 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-874- 4.14% |
$181K - $205K
|
20.2K
$4.3M
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-874- 1.09% |
$181K - $205K
|
79.2K
$16.8M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-880- 0.7% |
$182K - $207K
|
124K
$26.4M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-881- 1.5% |
$183K - $207K
|
57.9K
$12.3M
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-883- 0.83% |
$183K - $207K
|
105K
$22.3M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-886- 3.92% |
$184K - $208K
|
21.7K
$4.62M
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-887- 0.95% |
$184K - $208K
|
92.4K
$19.6M
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-890- 2.07% |
$184K - $209K
|
42.1K
$8.95M
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-890- 5.55% |
$184K - $209K
|
15.2K
$3.22M
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-891- 3.83% |
$185K - $209K
|
22.4K
$4.75M
|
|
Nov 13, 2024
Q3 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-894- 13.87% |
$185K - $210K
|
5.55K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-895- 10.13% |
$185K - $210K
|
7.94K
$1.69M
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-898- 1.95% |
$186K - $211K
|
45.1K
$9.59M
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-898- 5.21% |
$186K - $211K
|
16.3K
$3.47M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-901- 2.26% |
$187K - $212K
|
39K
$8.28M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-903- 0.99% |
$187K - $212K
|
90K
$19.1M
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-907- 2.88% |
$188K - $213K
|
30.6K
$6.5M
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-907- 2.86% |
$188K - $213K
|
30.8K
$6.54M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-907- 0.06% |
$188K - $213K
|
1.51M
$321M
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-909- 1.0% |
$188K - $213K
|
89.7K
$19.1M
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-910- 0.68% |
$189K - $214K
|
132K
$28.1M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-910- 1.58% |
$189K - $214K
|
56.7K
$12M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-912- 10.07% |
$189K - $214K
|
8.14K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-914- 1.81% |
$189K - $215K
|
49.5K
$10.5M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-921- 2.66% |
$191K - $216K
|
33.7K
$7.16M
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-923- 3.04% |
$191K - $217K
|
29.5K
$6.27M
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-923- 1.09% |
$191K - $217K
|
84.1K
$17.9M
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-923- 2.15% |
$191K - $217K
|
42.1K
$8.95M
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-925- 1.56% |
$192K - $217K
|
58.3K
$12.4M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-929- 1.49% |
$193K - $218K
|
61.5K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-930- 10.65% |
$193K - $218K
|
7.8K
$1.66M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-931- 1.46% |
$193K - $219K
|
62.8K
$13.3M
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-939- 1.43% |
$195K - $220K
|
64.5K
$13.7M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-939- 4.46% |
$195K - $220K
|
20.1K
$4.28M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-939- 4.8% |
$195K - $220K
|
18.6K
$3.96M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-939- 0.83% |
$195K - $220K
|
112K
$23.7M
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-945- 0.63% |
$196K - $222K
|
148K
$31.5M
|
|
Oct 01, 2024
Q3 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-949- 0.67% |
$197K - $223K
|
141K
$30M
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-950- 0.46% |
$197K - $223K
|
207K
$44.1M
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-951- 6.13% |
$197K - $223K
|
14.6K
$3.1M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-952- 1.22% |
$197K - $224K
|
77.1K
$16.4M
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-953- 2.35% |
$197K - $224K
|
39.6K
$8.41M
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-961- 0.38% |
$199K - $226K
|
253K
$53.8M
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-962- 0.28% |
$199K - $226K
|
346K
$73.6M
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-963- 1.54% |
$200K - $226K
|
61.4K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-965- 16.28% |
$200K - $227K
|
4.96K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-966- 10.61% |
$200K - $227K
|
8.14K
$1.73M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-968- 17.99% |
$201K - $227K
|
4.41K
$938K
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-969- 2.83% |
$201K - $228K
|
33.3K
$7.07M
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-969- 6.17% |
$201K - $228K
|
14.7K
$3.13M
|