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 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
686+ 1.87% |
$152K - $178K
|
37.3K
$9.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
685+ 3.26% |
$152K - $177K
|
21.7K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
681+ 10.04% |
$151K - $176K
|
7.47K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
676+ 0.65% |
$150K - $175K
|
105K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
670+ 2.56% |
$149K - $174K
|
26.8K
$6.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
669+ 9.17% |
$148K - $173K
|
7.97K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
669+ 1.31% |
$148K - $173K
|
51.6K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
667+ 1.71% |
$148K - $173K
|
39.6K
$9.73M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
665+ 0.85% |
$147K - $172K
|
79K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
663+ 27.71% |
$147K - $172K
|
3.06K
$750K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
663+ 0.32% |
$147K - $172K
|
208K
$51.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
663+ 10.66% |
$147K - $172K
|
6.88K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
662+ 4.75% |
$147K - $171K
|
14.6K
$3.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
659+ 10.26% |
$146K - $171K
|
7.08K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
658+ 4.52% |
$146K - $170K
|
15.2K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
657+ 1.34% |
$146K - $170K
|
49.6K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
656+ 1.63% |
$145K - $170K
|
40.8K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
655+ 0.96% |
$145K - $170K
|
68.7K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
654+ 4.14% |
$145K - $169K
|
16.4K
$4.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
652+ 0.19% |
$145K - $169K
|
353K
$86.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
651+ 4.77% |
$144K - $169K
|
14.3K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
650+ 14.25% |
$144K - $168K
|
5.21K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
650New |
$144K - $168K
|
650
$160K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
647+ 4.08% |
$143K - $168K
|
16.5K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
646+ 9.93% |
$143K - $167K
|
7.15K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
645+ 4.52% |
$143K - $167K
|
14.9K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
642+ 0.36% |
$142K - $166K
|
180K
$44.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
642+ 1.64% |
$142K - $166K
|
39.9K
$9.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
640+ 0.67% |
$142K - $166K
|
96.1K
$23.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
640+ 1.77% |
$142K - $166K
|
36.9K
$9.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
639+ 0.39% |
$142K - $166K
|
164K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
635+ 6.06% |
$141K - $164K
|
11.1K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
634+ 7.18% |
$141K - $164K
|
9.46K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
634+ 1.68% |
$141K - $164K
|
38.3K
$9.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
633+ 1.2% |
$140K - $164K
|
53.5K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
633+ 2.21% |
$140K - $164K
|
29.2K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
630+ 1.7% |
$140K - $163K
|
37.7K
$9.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
628+ 5.54% |
$139K - $163K
|
12K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
628+ 12.25% |
$139K - $163K
|
5.75K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
627+ 3.06% |
$139K - $162K
|
21.1K
$5.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
626+ 17.74% |
$139K - $162K
|
4.15K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
624+ 1.07% |
$138K - $162K
|
58.8K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
622+ 1.05% |
$138K - $161K
|
59.9K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
621+ 0.33% |
$138K - $161K
|
186K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
614+ 4.6% |
$136K - $159K
|
14K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
613+ 2.33% |
$136K - $159K
|
26.9K
$6.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
607+ 0.77% |
$135K - $157K
|
79.1K
$19.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
603+ 3.65% |
$134K - $156K
|
17.1K
$4.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
603New |
$134K - $156K
|
603
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
603+ 3.27% |
$134K - $156K
|
19K
$4.67M
|