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
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12.5K+ 16.42% |
$2.76M - $3.23M
|
88.4K
$17.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.5K+ 19.9% |
$2.76M - $3.23M
|
75K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.3K+ 1.71% |
$2.74M - $3.2M
|
734K
$147M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
12.3K+ 15.79% |
$2.74M - $3.2M
|
90.6K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
12.2K+ 218.78% |
$2.71M - $3.17M
|
17.8K
$3.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
12.2K+ 35.03% |
$2.71M - $3.16M
|
47.1K
$9.43M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
12.2K+ 9.82% |
$2.71M - $3.16M
|
137K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.2K+ 1.51% |
$2.7M - $3.15M
|
816K
$163M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
12.1KNew |
$2.69M - $3.15M
|
12.1K
$2.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 144.75% |
$2.69M - $3.15M
|
20.5K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1KNew |
$2.68M - $3.13M
|
12.1K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
12KNew |
$2.67M - $3.12M
|
12K
$2.41M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
12KNew |
$2.66M - $3.11M
|
12K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12K+ 247.17% |
$2.66M - $3.11M
|
16.9K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
12KNew |
$2.65M - $3.1M
|
12K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
12K+ 3.4% |
$2.65M - $3.1M
|
363K
$72.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 2.21% |
$2.64M - $3.09M
|
552K
$111M
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
11.9KNew |
$2.64M - $3.08M
|
11.9K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
11.9K+ 12.82% |
$2.64M - $3.08M
|
105K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
11.9KNew |
$2.63M - $3.07M
|
11.9K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11.9K+ 26.3% |
$2.63M - $3.07M
|
57K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
11.8K+ 234.89% |
$2.62M - $3.06M
|
16.9K
$3.38M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
11.8KNew |
$2.61M - $3.04M
|
11.8K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
11.7KNew |
$2.6M - $3.04M
|
11.7K
$2.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
11.7KNew |
$2.6M - $3.04M
|
11.7K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
11.7K+ 18.75% |
$2.6M - $3.03M
|
74.1K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
11.7K+ 3.19% |
$2.59M - $3.03M
|
379K
$75.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
11.7KNew |
$2.59M - $3.03M
|
11.7K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.7K+ 4.88% |
$2.59M - $3.02M
|
251K
$50.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
11.5K+ 120.87% |
$2.56M - $2.99M
|
21.1K
$4.22M
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
11.5KNew |
$2.56M - $2.99M
|
11.5K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$2.55M - $2.98M
|
11.5K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.5K+ 40.98% |
$2.55M - $2.98M
|
39.6K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
11.5KNew |
$2.54M - $2.97M
|
11.5K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
11.4KNew |
$2.53M - $2.95M
|
11.4K
$2.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
11.4KNew |
$2.52M - $2.95M
|
11.4K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
11.4KNew |
$2.52M - $2.94M
|
11.4K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.3K+ 0.33% |
$2.51M - $2.93M
|
3.47M
$694M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
11.3K+ 87.14% |
$2.5M - $2.92M
|
24.2K
$4.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.3K+ 49.25% |
$2.5M - $2.92M
|
34.1K
$6.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
11.2KNew |
$2.49M - $2.91M
|
11.2K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$2.49M - $2.9M
|
11.2K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11.2K+ 2.14% |
$2.48M - $2.9M
|
534K
$107M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
11.2KNew |
$2.48M - $2.9M
|
11.2K
$2.24M
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
11.2KNew |
$2.47M - $2.89M
|
11.2K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 2.42% |
$2.47M - $2.89M
|
472K
$94.6M
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
11.1KNew |
$2.46M - $2.87M
|
11.1K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
11.1KNew |
$2.46M - $2.87M
|
11.1K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
11.1KNew |
$2.46M - $2.87M
|
11.1K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
11KNew |
$2.45M - $2.86M
|
11K
$2.21M
|