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 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.48K+ 2.47% |
$329K - $384K
|
61.5K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.48K+ 1.56% |
$328K - $384K
|
96.3K
$22.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$327K - $382K
|
1.47K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.47K+ 10.35% |
$327K - $382K
|
15.7K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
1.47K+ 5.54% |
$327K - $382K
|
28K
$6.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
1.47KNew |
$326K - $381K
|
1.47K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.46K+ 156.99% |
$324K - $378K
|
2.39K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.45K+ 5.71% |
$321K - $375K
|
26.8K
$6.16M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 3.33% |
$321K - $375K
|
44.8K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.45K+ 39.95% |
$320K - $374K
|
5.06K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.45KNew |
$320K - $374K
|
1.45K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 2.77% |
$319K - $372K
|
53.3K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 0.45% |
$318K - $372K
|
322K
$74M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.43KNew |
$317K - $370K
|
1.43K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.42K+ 0.65% |
$316K - $369K
|
221K
$50.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.42K+ 5.45% |
$315K - $368K
|
27.4K
$6.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.42K+ 3.42% |
$314K - $367K
|
42.9K
$9.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.41K+ 6.3% |
$312K - $365K
|
23.8K
$5.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.41K+ 0.25% |
$312K - $365K
|
557K
$128M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.41KNew |
$312K - $364K
|
1.41K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.41K+ 14.69% |
$311K - $364K
|
11K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.4K+ 3.96% |
$311K - $363K
|
36.8K
$8.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.4K+ 2.15% |
$310K - $362K
|
66.5K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
1.4KNew |
$309K - $361K
|
1.4K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.39K+ 3.41% |
$307K - $359K
|
42K
$9.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.38K+ 0.56% |
$307K - $358K
|
250K
$57.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 13.93% |
$306K - $357K
|
11.3K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.38K+ 16.05% |
$305K - $357K
|
9.96K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 60.1% |
$305K - $356K
|
3.66K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.38KNew |
$305K - $356K
|
1.38K
$316K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 2.03% |
$304K - $355K
|
69K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.37K+ 0.98% |
$304K - $355K
|
141K
$32.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.37K+ 4.64% |
$304K - $355K
|
30.9K
$7.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.37K+ 2.99% |
$303K - $354K
|
47.1K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 27.49% |
$303K - $354K
|
6.33K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.36K+ 1.02% |
$302K - $353K
|
134K
$30.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 4.35% |
$302K - $353K
|
32.7K
$7.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.35K+ 0.89% |
$300K - $351K
|
153K
$35.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.35K+ 1.04% |
$300K - $350K
|
131K
$30.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.35K+ 4.13% |
$300K - $350K
|
34.1K
$7.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.35K+ 4.94% |
$299K - $350K
|
28.7K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.35K+ 6.78% |
$298K - $349K
|
21.2K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.34K+ 1.91% |
$298K - $348K
|
71.6K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.34K+ 1.0% |
$296K - $346K
|
135K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.34K+ 6.85% |
$296K - $346K
|
20.8K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
1.33K+ 3.62% |
$295K - $344K
|
38.1K
$8.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.33K+ 17.24% |
$294K - $344K
|
9.03K
$2.07M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.32K+ 5.91% |
$294K - $343K
|
23.7K
$5.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.32KNew |
$293K - $343K
|
1.32K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.32K+ 2.67% |
$293K - $342K
|
50.8K
$11.7M
|