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
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.16K+ 6.95% |
$922K - $1.08M
|
64K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.16K+ 0.38% |
$922K - $1.08M
|
1.1M
$269M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
4.15K+ 72.23% |
$921K - $1.08M
|
9.91K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.15K+ 11.57% |
$921K - $1.08M
|
40.1K
$9.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
4.14K+ 1.46% |
$918K - $1.07M
|
288K
$70.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.13K+ 11.54% |
$915K - $1.07M
|
39.9K
$9.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.11K+ 1.92% |
$912K - $1.07M
|
218K
$53.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
4.1KNew |
$908K - $1.06M
|
4.1K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.09K+ 3.25% |
$906K - $1.06M
|
130K
$31.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
4.08KNew |
$904K - $1.06M
|
4.08K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
4.08K+ 3.6% |
$904K - $1.06M
|
117K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.08K+ 3.84% |
$904K - $1.06M
|
110K
$27.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.08K+ 5.2% |
$904K - $1.06M
|
82.5K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.08KNew |
$903K - $1.06M
|
4.08K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.08KNew |
$903K - $1.06M
|
4.08K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
4.07K+ 704.15% |
$902K - $1.05M
|
4.65K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.04K+ 10.47% |
$895K - $1.05M
|
42.6K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.02KNew |
$892K - $1.04M
|
4.02K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
4.02K+ 44.29% |
$890K - $1.04M
|
13.1K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.01K+ 362.33% |
$889K - $1.04M
|
5.12K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4K+ 12.86% |
$886K - $1.04M
|
35.1K
$8.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.99KNew |
$885K - $1.03M
|
3.99K
$980K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.98K+ 13.3% |
$882K - $1.03M
|
33.9K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.98K+ 8.95% |
$882K - $1.03M
|
48.4K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3.95K+ 45.92% |
$875K - $1.02M
|
12.5K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.94KNew |
$872K - $1.02M
|
3.94K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.92K+ 63.55% |
$869K - $1.02M
|
10.1K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.92K+ 52.59% |
$869K - $1.02M
|
11.4K
$2.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.91K+ 1.76% |
$867K - $1.01M
|
226K
$55.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.91K+ 1.79% |
$866K - $1.01M
|
222K
$54.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
3.9KNew |
$865K - $1.01M
|
3.9K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.89K+ 17.11% |
$863K - $1.01M
|
26.6K
$6.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.89KNew |
$862K - $1.01M
|
3.89K
$955K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.89K+ 9.58% |
$862K - $1.01M
|
44.4K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3.88K+ 6.68% |
$859K - $1M
|
61.9K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.87K+ 59.87% |
$857K - $1M
|
10.3K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.86KNew |
$855K - $999K
|
3.86K
$947K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.82K+ 3.46% |
$847K - $990K
|
114K
$28M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.81K+ 21.42% |
$845K - $987K
|
21.6K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
3.81K+ 15.7% |
$844K - $986K
|
28.1K
$6.89M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.8K+ 0.78% |
$841K - $983K
|
489K
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.77KNew |
$837K - $978K
|
3.77K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.77K+ 7.07% |
$835K - $975K
|
57K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.73K+ 19.27% |
$828K - $967K
|
23.1K
$5.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 0.74% |
$826K - $965K
|
509K
$125M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.73K+ 2.81% |
$826K - $965K
|
136K
$33.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
3.71KNew |
$823K - $961K
|
3.71K
$911K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
3.68KNew |
$817K - $954K
|
3.68K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.68K+ 6.37% |
$815K - $952K
|
61.4K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.67K+ 36.92% |
$813K - $950K
|
13.6K
$3.34M
|