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 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
10.2KNew |
$2.26M - $2.64M
|
10.2K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
10.2K+ 3.55% |
$2.25M - $2.63M
|
296K
$72.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10.2KNew |
$2.25M - $2.63M
|
10.2K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$2.24M - $2.62M
|
10.1K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.1KNew |
$2.24M - $2.62M
|
10.1K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10.1K+ 19.42% |
$2.24M - $2.61M
|
62K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
10.1KNew |
$2.24M - $2.61M
|
10.1K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10KNew |
$2.23M - $2.6M
|
10K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
10K+ 5.37% |
$2.22M - $2.59M
|
196K
$48.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10K+ 2.08% |
$2.22M - $2.59M
|
491K
$120M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
10KNew |
$2.22M - $2.59M
|
10K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
10K+ 0.44% |
$2.22M - $2.59M
|
2.27M
$558M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
9.99K+ 6.63% |
$2.21M - $2.59M
|
161K
$39.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9.96K+ 24.98% |
$2.21M - $2.58M
|
49.9K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 4.88% |
$2.21M - $2.58M
|
214K
$52.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
9.96KNew |
$2.21M - $2.58M
|
9.96K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
9.94KNew |
$2.2M - $2.57M
|
9.94K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.92K+ 8.0% |
$2.2M - $2.57M
|
134K
$32.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9.86KNew |
$2.19M - $2.55M
|
9.86K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.84KNew |
$2.18M - $2.55M
|
9.84K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.84K+ 9.63% |
$2.18M - $2.55M
|
112K
$27.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
9.83KNew |
$2.18M - $2.55M
|
9.83K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.8K+ 84.15% |
$2.17M - $2.54M
|
21.5K
$5.27M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.79KNew |
$2.17M - $2.54M
|
9.79K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
9.79K+ 41.47% |
$2.17M - $2.53M
|
33.4K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
9.74KNew |
$2.16M - $2.52M
|
9.74K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
9.7K+ 3178.69% |
$2.15M - $2.51M
|
10K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
9.67K+ 290.3% |
$2.14M - $2.5M
|
13K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
9.62K+ 492.88% |
$2.13M - $2.49M
|
11.6K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
9.57KNew |
$2.12M - $2.48M
|
9.57K
$2.35M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.55KNew |
$2.12M - $2.47M
|
9.55K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
9.54KNew |
$2.11M - $2.47M
|
9.54K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
9.53KNew |
$2.11M - $2.47M
|
9.53K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.52K+ 49.41% |
$2.11M - $2.47M
|
28.8K
$7.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
9.47K+ 6.87% |
$2.1M - $2.45M
|
147K
$36.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.47K+ 3.38% |
$2.1M - $2.45M
|
290K
$71.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.46K+ 31.95% |
$2.1M - $2.45M
|
39.1K
$9.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.45K+ 5.87% |
$2.1M - $2.45M
|
171K
$41.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9.44K+ 45.37% |
$2.09M - $2.44M
|
30.2K
$7.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
9.43KNew |
$2.09M - $2.44M
|
9.43K
$2.31M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
9.41KNew |
$2.09M - $2.44M
|
9.41K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
9.39KNew |
$2.08M - $2.43M
|
9.39K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
9.33K+ 1.33% |
$2.07M - $2.42M
|
711K
$175M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.3K+ 1.47% |
$2.06M - $2.41M
|
640K
$157M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.29K+ 6.53% |
$2.06M - $2.41M
|
152K
$37.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.28KNew |
$2.06M - $2.4M
|
9.28K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
9.21K+ 4.03% |
$2.04M - $2.39M
|
238K
$58.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
9.2KNew |
$2.04M - $2.38M
|
9.2K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
9.18K+ 74.68% |
$2.04M - $2.38M
|
21.5K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
9.17K+ 3.56% |
$2.03M - $2.38M
|
267K
$65.5M
|