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 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
3.81K+ 15.7% |
$844K - $986K
|
28.1K
$5.64M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.8K+ 0.78% |
$841K - $983K
|
489K
$98.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
3.78KNew |
$838K - $980K
|
3.78K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.77KNew |
$837K - $978K
|
3.77K
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.77K+ 7.07% |
$835K - $975K
|
57K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.73K+ 19.27% |
$828K - $967K
|
23.1K
$4.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 0.74% |
$826K - $965K
|
509K
$102M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.73K+ 2.81% |
$826K - $965K
|
136K
$27.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
3.71KNew |
$823K - $961K
|
3.71K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
3.68KNew |
$817K - $954K
|
3.68K
$741K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.68K+ 6.37% |
$815K - $952K
|
61.4K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.67K+ 36.92% |
$813K - $950K
|
13.6K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.65K+ 6.99% |
$809K - $945K
|
55.8K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.65K+ 0.92% |
$809K - $945K
|
400K
$80.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.63K+ 5.36% |
$806K - $941K
|
71.5K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
3.63KNew |
$804K - $940K
|
3.63K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.62K+ 11.09% |
$803K - $938K
|
36.3K
$7.29M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.62K+ 6.52% |
$803K - $938K
|
59.2K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.61K+ 41.17% |
$801K - $936K
|
12.4K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.61KNew |
$799K - $934K
|
3.61K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
3.6KNew |
$798K - $932K
|
3.6K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.59K+ 3.38% |
$795K - $929K
|
110K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.58K+ 9.51% |
$794K - $928K
|
41.2K
$8.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.58K+ 9.19% |
$793K - $926K
|
42.5K
$8.54M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.57K+ 0.77% |
$792K - $926K
|
470K
$94.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
3.57K+ 8.54% |
$792K - $925K
|
45.4K
$9.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
3.55KNew |
$788K - $921K
|
3.55K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.51K+ 4.23% |
$778K - $909K
|
86.6K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.51K+ 5.71% |
$777K - $908K
|
65K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3.5KNew |
$776K - $907K
|
3.5K
$704K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.49K+ 3.67% |
$774K - $904K
|
98.7K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.49K+ 9.91% |
$773K - $904K
|
38.7K
$7.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.49K+ 7.77% |
$773K - $903K
|
48.4K
$9.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.48K+ 14.6% |
$770K - $900K
|
27.3K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.47K+ 26.91% |
$769K - $899K
|
16.4K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.47K+ 0.34% |
$769K - $898K
|
1.03M
$207M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.46K+ 6.78% |
$768K - $897K
|
54.5K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3.46KNew |
$767K - $896K
|
3.46K
$695K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.45K+ 3.44% |
$765K - $893K
|
104K
$20.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
3.45KNew |
$764K - $893K
|
3.45K
$693K
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
3.44K+ 32.58% |
$763K - $891K
|
14K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
3.44K+ 11.1% |
$762K - $890K
|
34.4K
$6.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.43K+ 29.06% |
$761K - $889K
|
15.2K
$3.07M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.42KNew |
$758K - $886K
|
3.42K
$688K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.42K+ 15.32% |
$757K - $885K
|
25.7K
$5.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
3.41KNew |
$756K - $883K
|
3.41K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.39K+ 41.41% |
$751K - $877K
|
11.6K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.37KNew |
$748K - $874K
|
3.37K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.35KNew |
$743K - $868K
|
3.35K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.35K+ 3.7% |
$742K - $867K
|
93.7K
$18.8M
|