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 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2.42KNew |
$536K - $627K
|
2.42K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
2.42K+ 6.15% |
$536K - $626K
|
41.7K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.42K+ 2.02% |
$536K - $626K
|
122K
$29.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.41K+ 4.78% |
$535K - $625K
|
52.9K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
2.41KNew |
$534K - $624K
|
2.41K
$592K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.41KNew |
$533K - $623K
|
2.41K
$591K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.4K+ 2.49% |
$533K - $622K
|
99K
$24.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.4KNew |
$531K - $620K
|
2.4K
$588K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.39K+ 5.52% |
$531K - $620K
|
45.7K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.39K+ 14.27% |
$531K - $620K
|
19.2K
$4.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
2.39K+ 3.27% |
$530K - $619K
|
75.5K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.38KNew |
$529K - $618K
|
2.38K
$585K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.38K+ 0.68% |
$528K - $617K
|
351K
$86.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.36K+ 7.71% |
$524K - $612K
|
33K
$8.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.36K+ 2.71% |
$523K - $611K
|
89.6K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.36K+ 22.25% |
$523K - $611K
|
13K
$3.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.36K+ 16.53% |
$523K - $611K
|
16.6K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.35K+ 0.38% |
$521K - $609K
|
627K
$154M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.35K+ 1.96% |
$521K - $608K
|
122K
$30M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.35K+ 19.46% |
$520K - $608K
|
14.4K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$520K - $607K
|
2.35K
$576K
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
2.33KNew |
$517K - $605K
|
2.33K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.33K+ 14.65% |
$517K - $604K
|
18.2K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 51.68% |
$516K - $603K
|
6.84K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.33K+ 8.64% |
$516K - $603K
|
29.3K
$7.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
2.32K+ 5.27% |
$515K - $601K
|
46.4K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.31K+ 39.4% |
$511K - $597K
|
8.16K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.3K+ 6.27% |
$509K - $595K
|
38.9K
$9.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.3K+ 18.78% |
$509K - $595K
|
14.5K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.28K+ 7.92% |
$506K - $591K
|
31.1K
$7.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.28K+ 7.44% |
$506K - $591K
|
32.9K
$8.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.28K+ 5.88% |
$506K - $591K
|
41.1K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.27K+ 1.58% |
$504K - $589K
|
146K
$35.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 12.17% |
$499K - $584K
|
20.8K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.25K+ 1.82% |
$499K - $583K
|
126K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$499K - $583K
|
2.25K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.24K+ 6.74% |
$497K - $581K
|
35.5K
$8.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.24K+ 2.0% |
$497K - $580K
|
114K
$28M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.23K+ 0.61% |
$495K - $579K
|
370K
$90.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.21K+ 4.12% |
$490K - $572K
|
55.9K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
2.2K+ 57.44% |
$487K - $569K
|
6.02K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2.18K+ 8.92% |
$483K - $564K
|
26.6K
$6.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.17K+ 3.75% |
$482K - $563K
|
60.2K
$14.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
2.17K+ 1.85% |
$481K - $562K
|
119K
$29.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.16K+ 14.99% |
$480K - $560K
|
16.6K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.16K+ 1.54% |
$479K - $560K
|
143K
$35.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.16K+ 164.63% |
$479K - $559K
|
3.47K
$853K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 10.51% |
$478K - $559K
|
22.7K
$5.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
2.15K+ 145.84% |
$478K - $558K
|
3.63K
$892K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.14K+ 2.56% |
$475K - $555K
|
85.7K
$21M
|