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 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.15K+ 62.94% |
$1.81M - $2.11M
|
21.1K
$5.18M
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.13KNew |
$1.8M - $2.11M
|
8.13K
$2M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8.11K+ 42.17% |
$1.8M - $2.1M
|
27.3K
$6.71M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
8.08KNew |
$1.79M - $2.09M
|
8.08K
$1.98M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.06K+ 1.34% |
$1.79M - $2.09M
|
612K
$150M
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
8.06KNew |
$1.79M - $2.09M
|
8.06K
$1.98M
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
8.05K+ 92.38% |
$1.78M - $2.09M
|
16.8K
$4.12M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.02K+ 7.51% |
$1.78M - $2.08M
|
115K
$28.2M
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
7.98KNew |
$1.77M - $2.07M
|
7.98K
$1.96M
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7.89K+ 38.21% |
$1.75M - $2.04M
|
28.5K
$7.01M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.89K+ 2.62% |
$1.75M - $2.04M
|
309K
$75.9M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7.83K+ 9.86% |
$1.74M - $2.03M
|
87.2K
$21.4M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.83KNew |
$1.74M - $2.03M
|
7.83K
$1.92M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.81K+ 6.39% |
$1.73M - $2.02M
|
130K
$31.9M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.79K+ 3.35% |
$1.73M - $2.02M
|
240K
$59M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.78K+ 9.12% |
$1.72M - $2.01M
|
93.1K
$22.9M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.77K+ 0.06% |
$1.72M - $2.01M
|
12.2M
$2.98B
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
7.76KNew |
$1.72M - $2.01M
|
7.76K
$1.9M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
7.76KNew |
$1.72M - $2.01M
|
7.76K
$1.9M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.75K+ 18.04% |
$1.72M - $2.01M
|
50.7K
$12.5M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.75K+ 22.55% |
$1.72M - $2.01M
|
42.1K
$10.3M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.74K+ 2.45% |
$1.72M - $2.01M
|
323K
$79.4M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
7.71KNew |
$1.71M - $2M
|
7.71K
$1.89M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
7.71K+ 3.32% |
$1.71M - $2M
|
240K
$58.9M
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.7KNew |
$1.71M - $1.99M
|
7.7K
$1.89M
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
7.7KNew |
$1.71M - $1.99M
|
7.7K
$1.89M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.67K+ 4.39% |
$1.7M - $1.99M
|
182K
$44.8M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.67KNew |
$1.7M - $1.99M
|
7.67K
$1.88M
|
|
Jan 24, 2025
Q4 2024
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
7.65KNew |
$1.7M - $1.98M
|
7.65K
$1.88M
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
7.65KNew |
$1.7M - $1.98M
|
7.65K
$1.88M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
7.63K+ 8.1% |
$1.69M - $1.98M
|
102K
$25M
|
|
Feb 13, 2025
Q4 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
7.61K+ 126.9% |
$1.69M - $1.97M
|
13.6K
$3.34M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
7.61KNew |
$1.69M - $1.97M
|
7.61K
$1.87M
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
7.6K+ 303.76% |
$1.69M - $1.97M
|
10.1K
$2.48M
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
7.6KNew |
$1.68M - $1.97M
|
7.6K
$1.87M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.57K+ 2.24% |
$1.68M - $1.96M
|
346K
$84.9M
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
7.53K+ 0.45% |
$1.67M - $1.95M
|
1.66M
$408M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7.5K+ 7.67% |
$1.66M - $1.94M
|
105K
$25.8M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.5K+ 8.51% |
$1.66M - $1.94M
|
95.7K
$23.5M
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
7.5KNew |
$1.66M - $1.94M
|
7.5K
$1.84M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.49K+ 6.24% |
$1.66M - $1.94M
|
128K
$31.3M
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
7.48K+ 5.35% |
$1.66M - $1.94M
|
147K
$36.2M
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
7.46K+ 34.62% |
$1.65M - $1.93M
|
29K
$7.12M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.43K+ 0.34% |
$1.65M - $1.93M
|
2.19M
$539M
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.38K+ 15.16% |
$1.64M - $1.91M
|
56K
$13.8M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.37K+ 7.17% |
$1.63M - $1.91M
|
110K
$27.1M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.29K+ 1.04% |
$1.62M - $1.89M
|
710K
$174M
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.26K+ 10.91% |
$1.61M - $1.88M
|
73.8K
$18.1M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.25KNew |
$1.61M - $1.88M
|
7.25K
$1.78M
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
7.25KNew |
$1.61M - $1.88M
|
7.25K
$1.78M
|