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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6.44K+ 12.02% |
$1.43M - $1.67M
|
60K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
6.44KNew |
$1.43M - $1.67M
|
6.44K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.42K+ 0.6% |
$1.42M - $1.66M
|
1.07M
$263M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.42K+ 1.75% |
$1.42M - $1.66M
|
373K
$91.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
6.37K+ 0.47% |
$1.41M - $1.65M
|
1.35M
$332M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
6.34KNew |
$1.41M - $1.64M
|
6.34K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.33K+ 22.05% |
$1.4M - $1.64M
|
35K
$8.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
6.31KNew |
$1.4M - $1.63M
|
6.31K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6.3K+ 15.8% |
$1.4M - $1.63M
|
46.2K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.24K+ 4.39% |
$1.38M - $1.62M
|
148K
$36.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
6.22K+ 42.03% |
$1.38M - $1.61M
|
21K
$5.16M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
6.21K+ 6.04% |
$1.38M - $1.61M
|
109K
$26.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.17K+ 25.39% |
$1.37M - $1.6M
|
30.5K
$7.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.16K+ 32.88% |
$1.37M - $1.6M
|
24.9K
$6.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
6.13KNew |
$1.36M - $1.59M
|
6.13K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6.11K+ 19.33% |
$1.36M - $1.58M
|
37.7K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.1K+ 10.26% |
$1.35M - $1.58M
|
65.6K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.05K+ 45.02% |
$1.34M - $1.57M
|
19.5K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
6.04K+ 19.31% |
$1.34M - $1.56M
|
37.3K
$9.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.04KNew |
$1.34M - $1.56M
|
6.04K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.03K+ 0.4% |
$1.34M - $1.56M
|
1.52M
$372M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6K+ 9.54% |
$1.33M - $1.56M
|
68.9K
$16.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6K+ 117.42% |
$1.33M - $1.55M
|
11.1K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.98K+ 7.27% |
$1.32M - $1.55M
|
88.2K
$21.7M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.94K+ 5.92% |
$1.32M - $1.54M
|
106K
$26.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
5.94K+ 4.7% |
$1.32M - $1.54M
|
132K
$32.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.93KNew |
$1.31M - $1.54M
|
5.93K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.92K+ 16.52% |
$1.31M - $1.53M
|
41.7K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
5.89KNew |
$1.31M - $1.53M
|
5.89K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.86K+ 38.55% |
$1.3M - $1.52M
|
21.1K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.85K+ 29.02% |
$1.3M - $1.52M
|
26K
$6.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.84K+ 52.14% |
$1.29M - $1.51M
|
17K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.83K+ 1.33% |
$1.29M - $1.51M
|
445K
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.83K+ 1.69% |
$1.29M - $1.51M
|
350K
$85.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
5.79K+ 49.6% |
$1.28M - $1.5M
|
17.5K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
5.74KNew |
$1.27M - $1.49M
|
5.74K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
5.72K+ 12.92% |
$1.27M - $1.48M
|
50K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
5.71KNew |
$1.27M - $1.48M
|
5.71K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.69K+ 7.37% |
$1.26M - $1.47M
|
82.9K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.67K+ 2.25% |
$1.26M - $1.47M
|
257K
$63.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.63K+ 4.69% |
$1.25M - $1.46M
|
126K
$30.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.58K+ 23.28% |
$1.24M - $1.45M
|
29.6K
$7.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
5.56KNew |
$1.23M - $1.44M
|
5.56K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
5.56KNew |
$1.23M - $1.44M
|
5.56K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.55K+ 10.36% |
$1.23M - $1.44M
|
59.1K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
5.53K+ 36.18% |
$1.23M - $1.43M
|
20.8K
$5.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.51K+ 4.47% |
$1.22M - $1.43M
|
129K
$31.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.49K+ 1.67% |
$1.22M - $1.42M
|
334K
$82M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.45K+ 7.0% |
$1.21M - $1.41M
|
83.3K
$20.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
5.44K+ 0.95% |
$1.21M - $1.41M
|
577K
$142M
|