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 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$520K - $607K
|
2.35K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
2.33KNew |
$517K - $605K
|
2.33K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.33K+ 14.65% |
$517K - $604K
|
18.2K
$4.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 51.68% |
$516K - $603K
|
6.84K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.33K+ 8.64% |
$516K - $603K
|
29.3K
$6.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
2.32K+ 5.27% |
$515K - $601K
|
46.4K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.31K+ 39.4% |
$511K - $597K
|
8.16K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.3K+ 6.27% |
$509K - $595K
|
38.9K
$8.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.3K+ 18.78% |
$509K - $595K
|
14.5K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.28K+ 7.92% |
$506K - $591K
|
31.1K
$7.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.28K+ 7.44% |
$506K - $591K
|
32.9K
$7.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.28K+ 5.88% |
$506K - $591K
|
41.1K
$9.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.27K+ 1.58% |
$504K - $589K
|
146K
$33.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 12.17% |
$499K - $584K
|
20.8K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.25K+ 1.82% |
$499K - $583K
|
126K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$499K - $583K
|
2.25K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.24K+ 6.74% |
$497K - $581K
|
35.5K
$8.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.24K+ 2.0% |
$497K - $580K
|
114K
$26.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.23K+ 0.61% |
$495K - $579K
|
370K
$84.9M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.21K+ 4.12% |
$490K - $572K
|
55.9K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
2.2K+ 57.44% |
$487K - $569K
|
6.02K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2.18K+ 8.92% |
$483K - $564K
|
26.6K
$6.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.17K+ 3.75% |
$482K - $563K
|
60.2K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
2.17K+ 1.85% |
$481K - $562K
|
119K
$27.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.16K+ 14.99% |
$480K - $560K
|
16.6K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.16K+ 1.54% |
$479K - $560K
|
143K
$32.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.16K+ 164.63% |
$479K - $559K
|
3.47K
$797K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 10.51% |
$478K - $559K
|
22.7K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
2.15K+ 145.84% |
$478K - $558K
|
3.63K
$834K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.14K+ 2.56% |
$475K - $555K
|
85.7K
$19.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.14K+ 3.82% |
$474K - $553K
|
58.1K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.13K+ 10.59% |
$472K - $552K
|
22.3K
$5.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.13K+ 3.2% |
$472K - $551K
|
68.5K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.12K+ 8.8% |
$471K - $550K
|
26.3K
$6.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.12KNew |
$471K - $550K
|
2.12K
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.12K+ 7.3% |
$470K - $549K
|
31.1K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.12K+ 1.47% |
$469K - $548K
|
146K
$33.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
2.11K+ 0.96% |
$468K - $546K
|
221K
$50.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.11K+ 2.69% |
$467K - $546K
|
80.6K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.11K+ 1.77% |
$467K - $546K
|
121K
$27.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 9.73% |
$464K - $542K
|
23.6K
$5.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.07K+ 14.18% |
$458K - $535K
|
16.6K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.06KNew |
$457K - $534K
|
2.06K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.06K+ 4.0% |
$456K - $533K
|
53.4K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 10.2% |
$456K - $532K
|
22.2K
$5.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.05K+ 20.16% |
$455K - $532K
|
12.2K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.05K+ 3.49% |
$455K - $532K
|
60.9K
$14M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.05K+ 18.18% |
$454K - $531K
|
13.3K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.05K+ 10.59% |
$454K - $530K
|
21.4K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.04KNew |
$453K - $529K
|
2.04K
$469K
|