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 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1.06KNew |
$234K - $274K
|
1.06K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.06K+ 1.41% |
$234K - $274K
|
76.2K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
1.05KNew |
$233K - $272K
|
1.05K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.05K+ 1.95% |
$233K - $272K
|
54.9K
$11M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 0.95% |
$233K - $272K
|
112K
$22.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$233K - $272K
|
1.05K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.05K+ 0.13% |
$233K - $272K
|
815K
$164M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.05K+ 0.67% |
$232K - $271K
|
157K
$31.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.05K+ 1.05% |
$232K - $271K
|
101K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.04K+ 6.08% |
$231K - $270K
|
18.2K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.04K+ 2.85% |
$231K - $270K
|
37.7K
$7.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.04K+ 56.0% |
$231K - $270K
|
2.9K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.04K+ 0.32% |
$230K - $269K
|
322K
$64.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.04K+ 7.69% |
$230K - $269K
|
14.5K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.04K+ 14.27% |
$230K - $268K
|
8.3K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.04K+ 0.54% |
$230K - $268K
|
192K
$38.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.03K+ 2.07% |
$229K - $268K
|
51K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.03K+ 4.05% |
$229K - $267K
|
26.5K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
1.03KNew |
$228K - $267K
|
1.03K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.03K+ 3.65% |
$228K - $267K
|
29.2K
$5.88M
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.03K+ 24.62% |
$227K - $266K
|
5.19K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
1.02K+ 4.38% |
$225K - $263K
|
24.2K
$4.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
1.02K+ 59.73% |
$225K - $263K
|
2.72K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.01K+ 8.19% |
$225K - $263K
|
13.4K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.01K+ 8.19% |
$225K - $263K
|
13.4K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.01KNew |
$225K - $262K
|
1.01K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.01K+ 7.51% |
$225K - $262K
|
14.5K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.01KNew |
$223K - $261K
|
1.01K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.01K+ 1.08% |
$223K - $261K
|
94.4K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1K+ 9.8% |
$223K - $260K
|
11.3K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1K+ 96.99% |
$222K - $259K
|
2.03K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 27.03% |
$222K - $259K
|
4.7K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1K+ 33.78% |
$222K - $259K
|
3.96K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
999+ 3.9% |
$221K - $259K
|
26.6K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
999New |
$221K - $259K
|
999
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
987+ 6.41% |
$219K - $256K
|
16.4K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
977New |
$217K - $253K
|
977
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
976+ 2.62% |
$216K - $253K
|
38.2K
$7.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
976+ 1.18% |
$216K - $253K
|
83.7K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
976+ 2.24% |
$216K - $253K
|
44.5K
$8.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
973+ 5.29% |
$216K - $252K
|
19.4K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
970New |
$215K - $251K
|
970
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
970+ 96.61% |
$215K - $251K
|
1.97K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
967+ 2.19% |
$214K - $250K
|
45.1K
$9.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
962+ 1.47% |
$213K - $249K
|
66.5K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
954+ 3.64% |
$211K - $247K
|
27.1K
$5.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
954+ 1.15% |
$211K - $247K
|
83.6K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
953+ 0.77% |
$211K - $247K
|
124K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
951+ 0.32% |
$211K - $246K
|
301K
$60.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
949+ 8.38% |
$210K - $246K
|
12.3K
$2.47M
|