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 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.84KNew |
$2.18M - $2.55M
|
9.84K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.84K+ 9.63% |
$2.18M - $2.55M
|
112K
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
9.83KNew |
$2.18M - $2.55M
|
9.83K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.8K+ 84.15% |
$2.17M - $2.54M
|
21.5K
$4.3M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.79KNew |
$2.17M - $2.54M
|
9.79K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
9.79K+ 41.47% |
$2.17M - $2.53M
|
33.4K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
9.74KNew |
$2.16M - $2.52M
|
9.74K
$1.95M
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.73KNew |
$2.16M - $2.52M
|
9.73K
$1.95M
|
|
|
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
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
9.67K+ 290.3% |
$2.14M - $2.5M
|
13K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
9.62K+ 492.88% |
$2.13M - $2.49M
|
11.6K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
9.57KNew |
$2.12M - $2.48M
|
9.57K
$1.92M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.55KNew |
$2.12M - $2.47M
|
9.55K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
9.54KNew |
$2.11M - $2.47M
|
9.54K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
9.53KNew |
$2.11M - $2.47M
|
9.53K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.52K+ 49.41% |
$2.11M - $2.47M
|
28.8K
$5.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
9.47K+ 6.87% |
$2.1M - $2.45M
|
147K
$29.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.47K+ 3.38% |
$2.1M - $2.45M
|
290K
$58M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.46K+ 31.95% |
$2.1M - $2.45M
|
39.1K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.45K+ 5.87% |
$2.1M - $2.45M
|
171K
$34.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
9.44KNew |
$2.09M - $2.45M
|
9.44K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9.44K+ 45.37% |
$2.09M - $2.44M
|
30.2K
$6.06M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.43KNew |
$2.09M - $2.44M
|
9.43K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
9.43KNew |
$2.09M - $2.44M
|
9.43K
$1.89M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
9.41KNew |
$2.09M - $2.44M
|
9.41K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
9.39KNew |
$2.08M - $2.43M
|
9.39K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
9.33K+ 1.33% |
$2.07M - $2.42M
|
711K
$142M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.3K+ 1.47% |
$2.06M - $2.41M
|
640K
$128M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.29K+ 6.53% |
$2.06M - $2.41M
|
152K
$30.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.28KNew |
$2.06M - $2.4M
|
9.28K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
9.21K+ 4.03% |
$2.04M - $2.39M
|
238K
$47.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
9.2KNew |
$2.04M - $2.38M
|
9.2K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
9.18K+ 74.68% |
$2.04M - $2.38M
|
21.5K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
9.17K+ 3.56% |
$2.03M - $2.38M
|
267K
$53.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
9.16K+ 5.72% |
$2.03M - $2.37M
|
169K
$33.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.13KNew |
$2.02M - $2.37M
|
9.13K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.11KNew |
$2.02M - $2.36M
|
9.11K
$1.83M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
9.11KNew |
$2.02M - $2.36M
|
9.11K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.11KNew |
$2.02M - $2.36M
|
9.11K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
9.11K+ 4.69% |
$2.02M - $2.36M
|
203K
$40.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.05K+ 20.15% |
$2.01M - $2.34M
|
53.9K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
9.01K+ 14.35% |
$2M - $2.33M
|
71.8K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9.01K+ 65.23% |
$2M - $2.33M
|
22.8K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.96K+ 2.69% |
$1.99M - $2.32M
|
342K
$68.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.96KNew |
$1.99M - $2.32M
|
8.96K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.92K+ 2.02% |
$1.98M - $2.31M
|
452K
$90.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
8.9KNew |
$1.97M - $2.3M
|
8.9K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.89K+ 16.94% |
$1.97M - $2.3M
|
61.4K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
8.87KNew |
$1.97M - $2.3M
|
8.87K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.86KNew |
$1.97M - $2.3M
|
8.86K
$1.78M
|