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
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.98KNew |
$660K - $771K
|
2.98K
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.96K+ 26.88% |
$657K - $768K
|
14K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.96K+ 1.72% |
$656K - $767K
|
175K
$35.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.95K+ 3.46% |
$655K - $765K
|
88.3K
$17.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.95KNew |
$654K - $765K
|
2.95K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.95K+ 7975.68% |
$654K - $764K
|
2.99K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.94K+ 8.56% |
$652K - $762K
|
37.3K
$7.51M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
2.94KNew |
$651K - $760K
|
2.94K
$590K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.91K+ 2.35% |
$644K - $753K
|
127K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.9KNew |
$644K - $752K
|
2.9K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
2.88KNew |
$638K - $746K
|
2.88K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.86K+ 1.38% |
$634K - $740K
|
210K
$42.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.85K+ 6.4% |
$631K - $737K
|
47.3K
$9.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.84K+ 4.93% |
$629K - $735K
|
60.4K
$12.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
2.83K+ 2.82% |
$627K - $733K
|
103K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.82K+ 3.64% |
$625K - $730K
|
80.2K
$16.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.81K+ 2.43% |
$623K - $727K
|
118K
$23.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.8K+ 2.21% |
$621K - $726K
|
130K
$26.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.8K+ 5.4% |
$620K - $725K
|
54.6K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.79K+ 7.31% |
$619K - $724K
|
41K
$8.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.79KNew |
$618K - $722K
|
2.79K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.79K+ 1.52% |
$618K - $722K
|
187K
$37.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.78K+ 2.21% |
$615K - $719K
|
128K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.76K+ 4.35% |
$612K - $715K
|
66.3K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.74K+ 1.67% |
$607K - $709K
|
167K
$33.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.73K+ 2.98% |
$606K - $708K
|
94.5K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.73K+ 7.37% |
$605K - $707K
|
39.8K
$7.99M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.71K+ 5.28% |
$602K - $703K
|
54.1K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 1.73% |
$600K - $701K
|
159K
$31.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 4.2% |
$597K - $698K
|
66.9K
$13.4M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.69KNew |
$596K - $696K
|
2.69K
$540K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.69KNew |
$595K - $695K
|
2.69K
$540K
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
2.68KNew |
$594K - $694K
|
2.68K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.66K+ 1.54% |
$590K - $690K
|
176K
$35.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2.65K+ 10.74% |
$587K - $686K
|
27.3K
$5.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.65K+ 12.92% |
$587K - $685K
|
23.1K
$4.65M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
2.64KNew |
$586K - $685K
|
2.64K
$531K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.62K+ 3.38% |
$581K - $679K
|
80.3K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.61K+ 3.47% |
$579K - $676K
|
77.8K
$15.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 1.44% |
$579K - $676K
|
184K
$37M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.61K+ 19.83% |
$578K - $676K
|
15.8K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.6K+ 9.53% |
$576K - $673K
|
29.9K
$6M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2.59KNew |
$574K - $671K
|
2.59K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.58K+ 3.7% |
$572K - $669K
|
72.4K
$14.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.58K+ 4.54% |
$572K - $668K
|
59.4K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 3.81% |
$571K - $667K
|
70.2K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.57K+ 6.22% |
$570K - $665K
|
43.8K
$8.81M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.56K+ 8.42% |
$568K - $663K
|
33K
$6.63M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2.56K+ 3650.0% |
$566K - $662K
|
2.63K
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.55K+ 4.2% |
$565K - $661K
|
63.2K
$12.7M
|