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
|
Founders Capital Management
|
SELL
|
- |
-4.29K- 9.79% |
$889K - $1.01M
|
39.5K
$9.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.29K- 1.19% |
$890K - $1.01M
|
357K
$83.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.29K- 1.18% |
$890K - $1.01M
|
360K
$84.6M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-4.3K- 3.31% |
$892K - $1.01M
|
126K
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 33.57% |
$892K - $1.01M
|
8.52K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.31K- 4.73% |
$894K - $1.01M
|
86.8K
$20.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.33K- 2.19% |
$897K - $1.02M
|
194K
$45.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-4.33K- 8.8% |
$897K - $1.02M
|
44.8K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-4.36K- 3.72% |
$904K - $1.02M
|
113K
$26.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-4.39K- 12.43% |
$910K - $1.03M
|
30.9K
$7.27M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.39K- 5.94% |
$910K - $1.03M
|
69.5K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.4K- 0.94% |
$913K - $1.03M
|
465K
$109M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4.41K- 6.49% |
$913K - $1.03M
|
63.5K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.43K- 2.63% |
$917K - $1.04M
|
164K
$38.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.45K- 6.09% |
$922K - $1.04M
|
68.6K
$16.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.45K- 2.84% |
$923K - $1.05M
|
152K
$35.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-4.46K- 17.67% |
$923K - $1.05M
|
20.8K
$4.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-4.46K- 2.21% |
$923K - $1.05M
|
197K
$46.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-4.47K- 1.69% |
$926K - $1.05M
|
260K
$61.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-4.48K- 43.43% |
$928K - $1.05M
|
5.83K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.48K- 0.33% |
$929K - $1.05M
|
1.34M
$314M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.48K- 9.85% |
$929K - $1.05M
|
41K
$9.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-4.49K- 7.87% |
$931K - $1.05M
|
52.6K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.5K- 2.59% |
$931K - $1.06M
|
169K
$39.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-4.5K- 54.88% |
$933K - $1.06M
|
3.7K
$869K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4.5K- 3.6% |
$933K - $1.06M
|
121K
$28.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.51K- 2.68% |
$934K - $1.06M
|
164K
$38.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.51K- 2.47% |
$934K - $1.06M
|
178K
$41.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-4.51K- 8.3% |
$935K - $1.06M
|
49.8K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-4.54K- 3.98% |
$940K - $1.06M
|
109K
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.56K- 26.43% |
$944K - $1.07M
|
12.7K
$2.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-4.57K- 0.71% |
$946K - $1.07M
|
638K
$150M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.58K- 0.66% |
$949K - $1.08M
|
686K
$161M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.58K- 0.73% |
$949K - $1.08M
|
626K
$147M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-4.58K- 5.55% |
$950K - $1.08M
|
78.1K
$18.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.59K- 10.36% |
$950K - $1.08M
|
39.7K
$9.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.6K- 3.34% |
$952K - $1.08M
|
133K
$31.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.6K- 4.5% |
$952K - $1.08M
|
97.5K
$22.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.6K- 2.99% |
$952K - $1.08M
|
149K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-4.6K- 10.6% |
$954K - $1.08M
|
38.8K
$9.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4.61K- 22.95% |
$955K - $1.08M
|
15.5K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-4.61K- 25.47% |
$956K - $1.08M
|
13.5K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-4.63K- 3.11% |
$959K - $1.09M
|
144K
$33.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-4.66K- 30.54% |
$966K - $1.09M
|
10.6K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.67K- 49.02% |
$968K - $1.1M
|
4.86K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.69K- 0.55% |
$971K - $1.1M
|
849K
$200M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.69K- 3.55% |
$972K - $1.1M
|
127K
$29.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-4.7K- 21.81% |
$974K - $1.1M
|
16.9K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-4.72K- 3.73% |
$978K - $1.11M
|
122K
$28.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.72K- 2.95% |
$978K - $1.11M
|
156K
$36.5M
|