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
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.66K+ 0.12% |
$368K - $429K
|
1.41M
$283M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.66K+ 3.67% |
$367K - $429K
|
46.8K
$9.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 4.99% |
$363K - $424K
|
34.4K
$6.92M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
1.63KNew |
$362K - $423K
|
1.63K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1.63K+ 0.75% |
$361K - $422K
|
220K
$44.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.63K+ 5.44% |
$360K - $421K
|
31.5K
$6.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.62KNew |
$360K - $420K
|
1.62K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.62KNew |
$359K - $420K
|
1.62K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.62KNew |
$359K - $419K
|
1.62K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.61K+ 0.74% |
$357K - $417K
|
218K
$43.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.61K+ 4.55% |
$356K - $416K
|
36.9K
$7.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.6K+ 27.52% |
$356K - $415K
|
7.43K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.6KNew |
$354K - $413K
|
1.6K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.59K+ 15.66% |
$353K - $413K
|
11.8K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.59K+ 3.01% |
$353K - $412K
|
54.4K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 0.93% |
$352K - $412K
|
172K
$34.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.57K+ 5.09% |
$348K - $407K
|
32.5K
$6.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.56K+ 21.84% |
$345K - $403K
|
8.69K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.56K+ 2.07% |
$345K - $403K
|
76.6K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.55K+ 10.24% |
$344K - $402K
|
16.7K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.55K+ 3.49% |
$343K - $400K
|
45.8K
$9.2M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.55KNew |
$343K - $400K
|
1.55K
$311K
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.54KNew |
$341K - $399K
|
1.54K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 7.75% |
$341K - $399K
|
21.4K
$4.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.54KNew |
$340K - $398K
|
1.54K
$309K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.53K+ 0.84% |
$339K - $397K
|
184K
$37M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.53K+ 2.8% |
$339K - $396K
|
56K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.52K+ 28.24% |
$337K - $394K
|
6.91K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.52KNew |
$337K - $394K
|
1.52K
$306K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.52K+ 1.68% |
$337K - $394K
|
92.1K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.51K+ 7.93% |
$334K - $390K
|
20.5K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.5K+ 36.59% |
$333K - $389K
|
5.6K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.5K+ 6.94% |
$331K - $387K
|
23.1K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.5K+ 11.22% |
$331K - $387K
|
14.8K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.49K+ 1.28% |
$330K - $385K
|
118K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.49K+ 0.56% |
$330K - $385K
|
267K
$53.7M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.49K+ 3.49% |
$329K - $385K
|
44K
$8.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.48K+ 2.47% |
$329K - $384K
|
61.5K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.48K+ 1.56% |
$328K - $384K
|
96.3K
$19.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$327K - $382K
|
1.47K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.47K+ 10.35% |
$327K - $382K
|
15.7K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
1.47K+ 5.54% |
$327K - $382K
|
28K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
1.47KNew |
$326K - $381K
|
1.47K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.46K+ 156.99% |
$324K - $378K
|
2.39K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.45K+ 5.71% |
$321K - $375K
|
26.8K
$5.39M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 3.33% |
$321K - $375K
|
44.8K
$9.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.45K+ 39.95% |
$320K - $374K
|
5.06K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.45KNew |
$320K - $374K
|
1.45K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 2.77% |
$319K - $372K
|
53.3K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 0.45% |
$318K - $372K
|
322K
$64.8M
|