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 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.82K+ 3.64% |
$625K - $730K
|
80.2K
$19.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.81K+ 2.43% |
$623K - $727K
|
118K
$29M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.8K+ 2.21% |
$621K - $726K
|
130K
$31.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.8K+ 5.4% |
$620K - $725K
|
54.6K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.79K+ 7.31% |
$619K - $724K
|
41K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.79KNew |
$618K - $722K
|
2.79K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.79K+ 1.52% |
$618K - $722K
|
187K
$45.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.78K+ 2.21% |
$615K - $719K
|
128K
$31.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.76K+ 4.35% |
$612K - $715K
|
66.3K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.74K+ 1.67% |
$607K - $709K
|
167K
$40.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.73K+ 2.98% |
$606K - $708K
|
94.5K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.73K+ 7.37% |
$605K - $707K
|
39.8K
$9.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.71K+ 5.28% |
$602K - $703K
|
54.1K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 1.73% |
$600K - $701K
|
159K
$39M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 4.2% |
$597K - $698K
|
66.9K
$16.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.69KNew |
$595K - $695K
|
2.69K
$659K
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
2.68KNew |
$594K - $694K
|
2.68K
$658K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.66K+ 1.54% |
$590K - $690K
|
176K
$43.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2.65K+ 10.74% |
$587K - $686K
|
27.3K
$6.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.65K+ 12.92% |
$587K - $685K
|
23.1K
$5.68M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
2.64KNew |
$586K - $685K
|
2.64K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.62K+ 3.38% |
$581K - $679K
|
80.3K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.61K+ 3.47% |
$579K - $676K
|
77.8K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 1.44% |
$579K - $676K
|
184K
$45.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.61K+ 19.83% |
$578K - $676K
|
15.8K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.6K+ 9.53% |
$576K - $673K
|
29.9K
$7.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.58K+ 3.7% |
$572K - $669K
|
72.4K
$17.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.58K+ 4.54% |
$572K - $668K
|
59.4K
$14.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 3.81% |
$571K - $667K
|
70.2K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.57K+ 6.22% |
$570K - $665K
|
43.8K
$10.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.56K+ 8.42% |
$568K - $663K
|
33K
$8.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.55K+ 4.2% |
$565K - $661K
|
63.2K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.55K+ 1.02% |
$564K - $659K
|
252K
$61.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.54KNew |
$562K - $657K
|
2.54K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.52K+ 5.55% |
$559K - $654K
|
48K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.52K+ 3.45% |
$559K - $653K
|
75.7K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.51K+ 4.02% |
$557K - $651K
|
65K
$16M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.5K+ 9.85% |
$553K - $647K
|
27.8K
$6.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.48K+ 16.46% |
$550K - $643K
|
17.6K
$4.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.47K+ 11.78% |
$547K - $639K
|
23.4K
$5.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.47K+ 2.21% |
$546K - $638K
|
114K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.47K+ 16.18% |
$546K - $638K
|
17.7K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.45K+ 3.72% |
$544K - $635K
|
68.5K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.44K+ 12.7% |
$542K - $633K
|
21.7K
$5.32M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.44K+ 0.33% |
$541K - $632K
|
747K
$183M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.43K+ 1.94% |
$539K - $629K
|
128K
$31.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.43K+ 8.68% |
$538K - $628K
|
30.4K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.42K+ 5.69% |
$537K - $628K
|
45K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 5.03% |
$537K - $627K
|
50.6K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.42K+ 3.88% |
$536K - $627K
|
64.8K
$15.9M
|