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 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
11KNew |
$2.44M - $2.85M
|
11K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
11KNew |
$2.43M - $2.84M
|
11K
$2.2M
|
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
11KNew |
$2.43M - $2.84M
|
11K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10.9K+ 36.66% |
$2.42M - $2.83M
|
40.7K
$8.15M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
10.9K+ 40.22% |
$2.42M - $2.83M
|
38.1K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10.9KNew |
$2.42M - $2.83M
|
10.9K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.9K+ 6.2% |
$2.41M - $2.82M
|
186K
$37.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10.8K+ 1.34% |
$2.4M - $2.8M
|
822K
$165M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10.8K+ 12.45% |
$2.4M - $2.8M
|
97.7K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
10.8K+ 99.01% |
$2.39M - $2.79M
|
21.7K
$4.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.7K+ 8.37% |
$2.37M - $2.77M
|
138K
$27.7M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
10.7KNew |
$2.37M - $2.76M
|
10.7K
$2.14M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
10.6KNew |
$2.34M - $2.73M
|
10.6K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
10.6K+ 7.24% |
$2.34M - $2.73M
|
156K
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
10.5KNew |
$2.34M - $2.73M
|
10.5K
$2.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
10.5KNew |
$2.34M - $2.73M
|
10.5K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
10.5KNew |
$2.33M - $2.72M
|
10.5K
$2.1M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
10.5K+ 23.93% |
$2.33M - $2.72M
|
54.3K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10.5K+ 1.24% |
$2.32M - $2.72M
|
854K
$171M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.5KNew |
$2.32M - $2.71M
|
10.5K
$2.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.5K+ 39.07% |
$2.32M - $2.71M
|
37.3K
$7.47M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.5KNew |
$2.32M - $2.71M
|
10.5K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
10.4KNew |
$2.31M - $2.7M
|
10.4K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
10.4KNew |
$2.3M - $2.69M
|
10.4K
$2.08M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
10.4KNew |
$2.3M - $2.69M
|
10.4K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
10.4K+ 13.21% |
$2.3M - $2.68M
|
88.8K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
10.4KNew |
$2.3M - $2.68M
|
10.4K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
10.3KNew |
$2.29M - $2.68M
|
10.3K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 29.23% |
$2.29M - $2.67M
|
45.7K
$9.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 1.24% |
$2.28M - $2.66M
|
840K
$168M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.2K+ 7.27% |
$2.27M - $2.65M
|
151K
$30.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
10.2KNew |
$2.26M - $2.64M
|
10.2K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
10.2K+ 3.55% |
$2.25M - $2.63M
|
296K
$59.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10.2KNew |
$2.25M - $2.63M
|
10.2K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$2.24M - $2.62M
|
10.1K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.1KNew |
$2.24M - $2.62M
|
10.1K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10.1K+ 19.42% |
$2.24M - $2.61M
|
62K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
10.1KNew |
$2.24M - $2.61M
|
10.1K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10KNew |
$2.23M - $2.6M
|
10K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
10K+ 5.37% |
$2.22M - $2.59M
|
196K
$39.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10K+ 2.08% |
$2.22M - $2.59M
|
491K
$98.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
10KNew |
$2.22M - $2.59M
|
10K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
10K+ 0.44% |
$2.22M - $2.59M
|
2.27M
$455M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
9.99K+ 6.63% |
$2.21M - $2.59M
|
161K
$32.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9.96K+ 24.98% |
$2.21M - $2.58M
|
49.9K
$9.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 4.88% |
$2.21M - $2.58M
|
214K
$42.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
9.96KNew |
$2.21M - $2.58M
|
9.96K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
9.94KNew |
$2.2M - $2.57M
|
9.94K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.92K+ 8.0% |
$2.2M - $2.57M
|
134K
$26.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9.86KNew |
$2.19M - $2.55M
|
9.86K
$1.97M
|