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 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.97KNew |
$436K - $510K
|
1.97K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.96K+ 4.26% |
$435K - $509K
|
48.1K
$9.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
1.96K+ 12.52% |
$435K - $508K
|
17.6K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.96KNew |
$435K - $508K
|
1.96K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.95K+ 4.16% |
$433K - $506K
|
48.9K
$9.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.95K+ 4.04% |
$432K - $505K
|
50.2K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.94K+ 5.79% |
$431K - $503K
|
35.5K
$7.13M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.93K+ 6.59% |
$427K - $499K
|
31.2K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.92K+ 0.75% |
$425K - $497K
|
256K
$51.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.91K+ 2.59% |
$424K - $496K
|
75.8K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.91K+ 7.96% |
$424K - $495K
|
25.9K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.89K+ 9.61% |
$420K - $491K
|
21.6K
$4.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1.89K+ 97.47% |
$419K - $490K
|
3.83K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.89K+ 2.16% |
$419K - $489K
|
89.2K
$17.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.88K+ 7.1% |
$416K - $486K
|
28.3K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.87K+ 20.75% |
$413K - $483K
|
10.9K
$2.18M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.86K+ 7.23% |
$413K - $483K
|
27.6K
$5.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.86K+ 9.97% |
$412K - $482K
|
20.5K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.85K+ 13.87% |
$411K - $480K
|
15.2K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.85KNew |
$409K - $478K
|
1.85K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.84K+ 3.28% |
$408K - $477K
|
58.1K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.83K+ 14.99% |
$406K - $475K
|
14.1K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.83K+ 14.47% |
$406K - $474K
|
14.5K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.8K+ 4.45% |
$399K - $466K
|
42.2K
$8.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 1.36% |
$398K - $465K
|
134K
$26.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.78K+ 1.22% |
$395K - $462K
|
148K
$29.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.78KNew |
$395K - $462K
|
1.78K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.78K+ 9.16% |
$394K - $461K
|
21.2K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.76KNew |
$391K - $456K
|
1.76K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.75K+ 3.34% |
$388K - $454K
|
54.2K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.75K+ 0.11% |
$388K - $454K
|
1.61M
$324M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
1.75KNew |
$387K - $452K
|
1.75K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.73K+ 2162.5% |
$384K - $448K
|
1.81K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.73K+ 1.76% |
$383K - $447K
|
99.9K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.72K+ 1.21% |
$380K - $444K
|
143K
$28.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.71K+ 6.45% |
$380K - $444K
|
28.3K
$5.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.71K+ 16.53% |
$380K - $444K
|
12.1K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
1.71K+ 8.28% |
$380K - $444K
|
22.4K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.71K+ 2.93% |
$379K - $443K
|
60.1K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.71K+ 3.22% |
$378K - $442K
|
54.7K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.7K+ 6.27% |
$377K - $441K
|
28.8K
$5.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.7K+ 41.94% |
$376K - $440K
|
5.74K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.7K+ 0.47% |
$376K - $439K
|
362K
$72.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 1.88% |
$376K - $439K
|
91.8K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.69K+ 1.37% |
$374K - $437K
|
125K
$25.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.69K+ 5.07% |
$374K - $437K
|
35K
$7.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.68K+ 3.04% |
$372K - $435K
|
57K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.68K+ 4.53% |
$372K - $435K
|
38.8K
$7.79M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.67K+ 3.52% |
$371K - $434K
|
49.2K
$9.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.67K+ 0.59% |
$369K - $432K
|
282K
$56.8M
|