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 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
943+ 6.51% |
$209K - $244K
|
15.4K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
942+ 16.73% |
$209K - $244K
|
6.57K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
942+ 0.5% |
$209K - $244K
|
188K
$37.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
941+ 4.59% |
$209K - $244K
|
21.4K
$4.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
939+ 1.29% |
$208K - $243K
|
73.9K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
938+ 13.41% |
$208K - $243K
|
7.93K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
937+ 4.6% |
$208K - $243K
|
21.3K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
935+ 0.88% |
$207K - $242K
|
107K
$21.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
932+ 11.4% |
$207K - $241K
|
9.11K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
931+ 3.62% |
$206K - $241K
|
26.7K
$5.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
929+ 3.71% |
$206K - $241K
|
26K
$5.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
927+ 31.69% |
$206K - $240K
|
3.85K
$774K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
927+ 5.98% |
$206K - $240K
|
16.4K
$3.3M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
927New |
$206K - $240K
|
927
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
BUY
|
- |
925+ 23.45% |
$205K - $240K
|
4.87K
$979K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
923+ 0.94% |
$205K - $239K
|
98.7K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
920+ 194.09% |
$204K - $238K
|
1.39K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
920+ 0.18% |
$204K - $238K
|
507K
$102M
|
|
|
Apr 01, 2025
Q4 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
915New |
$203K - $237K
|
915
$184K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
914+ 1.68% |
$203K - $237K
|
55.4K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
912New |
$202K - $236K
|
912
$183K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
911+ 2.66% |
$202K - $236K
|
35.2K
$7.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
909+ 0.71% |
$202K - $235K
|
129K
$25.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
908+ 0.82% |
$201K - $235K
|
112K
$22.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
905+ 3.56% |
$201K - $234K
|
26.4K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
905+ 1.82% |
$201K - $234K
|
50.5K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
899New |
$199K - $233K
|
899
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
895+ 2.64% |
$198K - $232K
|
34.8K
$6.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
895+ 3.6% |
$198K - $232K
|
25.8K
$5.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
895+ 2.77% |
$198K - $232K
|
33.2K
$6.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
892+ 0.65% |
$198K - $231K
|
139K
$28M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
889New |
$197K - $230K
|
889
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
886+ 8.09% |
$196K - $229K
|
11.8K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
886+ 9.65% |
$196K - $229K
|
10.1K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
884+ 1.48% |
$196K - $229K
|
60.7K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
884New |
$196K - $229K
|
884
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
883+ 5.86% |
$196K - $229K
|
16K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
883+ 0.92% |
$196K - $229K
|
96.5K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
882+ 6.85% |
$196K - $228K
|
13.8K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
880+ 14.13% |
$195K - $228K
|
7.11K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
879+ 2.73% |
$195K - $228K
|
33K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
879+ 2.84% |
$195K - $228K
|
31.8K
$6.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
874+ 0.1% |
$194K - $226K
|
841K
$169M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
872+ 0.85% |
$193K - $226K
|
103K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
871+ 10.36% |
$193K - $226K
|
9.28K
$1.87M
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
869+ 9.49% |
$193K - $225K
|
10K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
868+ 5.35% |
$192K - $225K
|
17.1K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
867+ 6.11% |
$192K - $225K
|
15.1K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
864New |
$192K - $224K
|
864
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
850New |
$188K - $220K
|
850
$171K
|