Purchases and Sales Made in Q4 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33.8K+ 55.42% |
$7.48M - $8.74M
|
94.7K
$19M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
33.7KNew |
$7.47M - $8.73M
|
33.7K
$6.75M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
33.1KNew |
$7.34M - $8.58M
|
33.1K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
33.1K+ 7.35% |
$7.34M - $8.57M
|
483K
$96.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33KNew |
$7.31M - $8.54M
|
33K
$6.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
32.9K+ 12.42% |
$7.29M - $8.52M
|
298K
$59.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
32.9KNew |
$7.28M - $8.51M
|
32.9K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32.7K+ 16.92% |
$7.25M - $8.48M
|
226K
$45.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
32.7KNew |
$7.24M - $8.46M
|
32.7K
$6.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
32.6K+ 53.31% |
$7.23M - $8.45M
|
93.8K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
32.3KNew |
$7.17M - $8.37M
|
32.3K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
31.9K+ 79.66% |
$7.07M - $8.26M
|
71.9K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
31.9K+ 372.99% |
$7.06M - $8.25M
|
40.4K
$8.09M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
31.9KNew |
$7.06M - $8.25M
|
31.9K
$6.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
31.8K+ 7.51% |
$7.06M - $8.25M
|
456K
$91.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
31.6KNew |
$7.01M - $8.19M
|
31.6K
$6.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
31.6K+ 15.11% |
$7.01M - $8.18M
|
241K
$48.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
31.6KNew |
$7M - $8.18M
|
31.6K
$6.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
31.5K+ 8.2% |
$6.99M - $8.16M
|
416K
$83.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
31.2K+ 0.36% |
$6.92M - $8.09M
|
8.65M
$1.73B
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
31.2KNew |
$6.91M - $8.07M
|
31.2K
$6.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
31.1KNew |
$6.89M - $8.05M
|
31.1K
$6.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31K+ 12.14% |
$6.87M - $8.03M
|
286K
$57.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
31K+ 57.85% |
$6.87M - $8.03M
|
84.6K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
30.9KNew |
$6.85M - $8M
|
30.9K
$6.19M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
30.9KNew |
$6.85M - $8M
|
30.9K
$6.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
30.7KNew |
$6.81M - $7.96M
|
30.7K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
30.7KNew |
$6.81M - $7.96M
|
30.7K
$6.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
30.7KNew |
$6.81M - $7.95M
|
30.7K
$6.15M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
30.6K+ 86.95% |
$6.78M - $7.93M
|
65.8K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
30.6KNew |
$6.78M - $7.92M
|
30.6K
$6.12M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30.5K+ 15.24% |
$6.76M - $7.9M
|
231K
$46.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
30.5K+ 5.39% |
$6.76M - $7.9M
|
597K
$119M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
30.1KNew |
$6.68M - $7.81M
|
30.1K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
30.1KNew |
$6.67M - $7.8M
|
30.1K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
30K+ 5.66% |
$6.66M - $7.78M
|
561K
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
29.8K+ 6.71% |
$6.6M - $7.71M
|
473K
$94.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
29.7KNew |
$6.58M - $7.69M
|
29.7K
$5.95M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
29.6KNew |
$6.56M - $7.67M
|
29.6K
$5.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
29.3K+ 1.52% |
$6.51M - $7.6M
|
1.96M
$393M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
29.2K+ 9.44% |
$6.47M - $7.56M
|
338K
$67.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
29.1KNew |
$6.46M - $7.55M
|
29.1K
$5.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29K+ 1.35% |
$6.43M - $7.52M
|
2.17M
$435M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.9KNew |
$6.41M - $7.49M
|
28.9K
$5.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
28.8KNew |
$6.38M - $7.46M
|
28.8K
$5.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
28.7KNew |
$6.37M - $7.44M
|
28.7K
$5.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
28.6K+ 12.99% |
$6.35M - $7.42M
|
249K
$49.9M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
28.5KNew |
$6.33M - $7.39M
|
28.5K
$5.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
28.5K+ 3.53% |
$6.31M - $7.37M
|
835K
$167M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
28.4KNew |
$6.3M - $7.36M
|
28.4K
$5.69M
|