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 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.01K+ 8.19% |
$225K - $263K
|
13.4K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.01KNew |
$225K - $262K
|
1.01K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.01K+ 7.51% |
$225K - $262K
|
14.5K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.01KNew |
$223K - $261K
|
1.01K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.01K+ 1.08% |
$223K - $261K
|
94.4K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1K+ 9.8% |
$223K - $260K
|
11.3K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1K+ 96.99% |
$222K - $259K
|
2.03K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 27.03% |
$222K - $259K
|
4.7K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1K+ 33.78% |
$222K - $259K
|
3.96K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
999+ 3.9% |
$221K - $259K
|
26.6K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
999New |
$221K - $259K
|
999
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
987+ 6.41% |
$219K - $256K
|
16.4K
$4.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
977New |
$217K - $253K
|
977
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
976+ 2.62% |
$216K - $253K
|
38.2K
$9.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
976+ 1.18% |
$216K - $253K
|
83.7K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
976+ 2.24% |
$216K - $253K
|
44.5K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
973+ 5.29% |
$216K - $252K
|
19.4K
$4.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
970New |
$215K - $251K
|
970
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
970+ 96.61% |
$215K - $251K
|
1.97K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
967+ 2.19% |
$214K - $250K
|
45.1K
$11.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
962+ 1.47% |
$213K - $249K
|
66.5K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
954+ 3.64% |
$211K - $247K
|
27.1K
$6.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
954+ 1.15% |
$211K - $247K
|
83.6K
$20.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
953+ 0.77% |
$211K - $247K
|
124K
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
951+ 0.32% |
$211K - $246K
|
301K
$74M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
949+ 8.38% |
$210K - $246K
|
12.3K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
943+ 6.51% |
$209K - $244K
|
15.4K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
942+ 16.73% |
$209K - $244K
|
6.57K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
942+ 0.5% |
$209K - $244K
|
188K
$46.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
941+ 4.59% |
$209K - $244K
|
21.4K
$5.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
939+ 1.29% |
$208K - $243K
|
73.9K
$18.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
938+ 13.41% |
$208K - $243K
|
7.93K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
937+ 4.6% |
$208K - $243K
|
21.3K
$5.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
935+ 0.88% |
$207K - $242K
|
107K
$26.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
932+ 11.4% |
$207K - $241K
|
9.11K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
931+ 3.62% |
$206K - $241K
|
26.7K
$6.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
929+ 3.71% |
$206K - $241K
|
26K
$6.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
927+ 31.69% |
$206K - $240K
|
3.85K
$946K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
927+ 5.98% |
$206K - $240K
|
16.4K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
BUY
|
- |
925+ 23.45% |
$205K - $240K
|
4.87K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
923+ 0.94% |
$205K - $239K
|
98.7K
$24.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
920+ 194.09% |
$204K - $238K
|
1.39K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
920+ 0.18% |
$204K - $238K
|
507K
$124M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
914+ 1.68% |
$203K - $237K
|
55.4K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
912New |
$202K - $236K
|
912
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
911+ 2.66% |
$202K - $236K
|
35.2K
$8.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
909+ 0.71% |
$202K - $235K
|
129K
$31.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
905+ 3.56% |
$201K - $234K
|
26.4K
$6.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
905+ 1.82% |
$201K - $234K
|
50.5K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
899New |
$199K - $233K
|
899
$221K
|