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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
14.1K+ 4.07% |
$3.12M - $3.65M
|
360K
$72.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
14.1KNew |
$3.12M - $3.65M
|
14.1K
$2.82M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
14.1KNew |
$3.12M - $3.64M
|
14.1K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14K+ 2.0% |
$3.11M - $3.64M
|
715K
$143M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14K+ 0.3% |
$3.1M - $3.62M
|
4.62M
$925M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
13.9K+ 11.82% |
$3.09M - $3.61M
|
132K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
13.9KNew |
$3.09M - $3.61M
|
13.9K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
13.9K+ 14.67% |
$3.08M - $3.6M
|
109K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
13.9K+ 13.98% |
$3.08M - $3.59M
|
113K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13.9K+ 18.23% |
$3.07M - $3.59M
|
90K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
13.8K+ 2.13% |
$3.07M - $3.59M
|
664K
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
13.8KNew |
$3.07M - $3.58M
|
13.8K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
13.8KNew |
$3.06M - $3.58M
|
13.8K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.8K+ 0.02% |
$3.06M - $3.57M
|
65.9M
$13.2B
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 3.13% |
$3.06M - $3.57M
|
455K
$91M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
13.8K+ 0.25% |
$3.05M - $3.56M
|
5.47M
$1.09B
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
13.7K+ 7.45% |
$3.05M - $3.56M
|
198K
$39.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
13.7K+ 119.61% |
$3.04M - $3.55M
|
25.2K
$5.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
13.7KNew |
$3.04M - $3.55M
|
13.7K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.7K+ 1.35% |
$3.03M - $3.54M
|
1.02M
$205M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.6K+ 80.0% |
$3.01M - $3.52M
|
30.6K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
13.6KNew |
$3.01M - $3.51M
|
13.6K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.5K+ 5.62% |
$3M - $3.51M
|
255K
$51M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
13.5KNew |
$2.99M - $3.49M
|
13.5K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
13.5KNew |
$2.98M - $3.49M
|
13.5K
$2.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
13.4KNew |
$2.98M - $3.48M
|
13.4K
$2.69M
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$2.93M - $3.42M
|
13.2K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
13.2KNew |
$2.92M - $3.41M
|
13.2K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
13.2K+ 22.99% |
$2.92M - $3.41M
|
70.4K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
13KNew |
$2.89M - $3.38M
|
13K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
13K+ 1.15% |
$2.89M - $3.38M
|
1.14M
$229M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
13KNew |
$2.89M - $3.37M
|
13K
$2.61M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
13KNew |
$2.87M - $3.36M
|
13K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
12.9K+ 17.64% |
$2.86M - $3.35M
|
86.1K
$17.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.8K+ 7.53% |
$2.85M - $3.33M
|
183K
$36.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
12.8KNew |
$2.84M - $3.32M
|
12.8K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.8K+ 27.07% |
$2.83M - $3.31M
|
59.9K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
12.8K+ 175.64% |
$2.83M - $3.31M
|
20K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
12.7KNew |
$2.82M - $3.3M
|
12.7K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
12.7K+ 28.19% |
$2.82M - $3.29M
|
57.8K
$11.6M
|
|
|
Apr 18, 2025
Q4 2024
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
12.7KNew |
$2.81M - $3.29M
|
12.7K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.7K+ 26.85% |
$2.81M - $3.28M
|
59.9K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
12.6KNew |
$2.79M - $3.26M
|
12.6K
$2.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
12.6K+ 6.99% |
$2.79M - $3.25M
|
192K
$38.5M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
12.5KNew |
$2.78M - $3.25M
|
12.5K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
12.5KNew |
$2.77M - $3.24M
|
12.5K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
12.5KNew |
$2.77M - $3.24M
|
12.5K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.5K+ 26.69% |
$2.77M - $3.24M
|
59.3K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
New Gen Asset Management LTD
|
BUY
|
- |
12.5KNew |
$2.77M - $3.24M
|
12.5K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.5K+ 4.47% |
$2.76M - $3.23M
|
291K
$58.3M
|