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 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
602+ 3.13% |
$133K - $156K
|
19.8K
$4.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
600+ 1.01% |
$133K - $155K
|
59.8K
$14.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
596+ 5.37% |
$132K - $154K
|
11.7K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
596+ 1.36% |
$132K - $154K
|
44.3K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
594+ 11.35% |
$132K - $154K
|
5.83K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
592+ 4.93% |
$131K - $153K
|
12.6K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
592+ 8.84% |
$131K - $153K
|
7.29K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
592+ 2.31% |
$131K - $153K
|
26.2K
$6.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
590+ 8.68% |
$131K - $153K
|
7.39K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
589New |
$131K - $153K
|
589
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
584+ 1.0% |
$129K - $151K
|
58.7K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
584+ 0.32% |
$129K - $151K
|
183K
$45M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
583+ 65.36% |
$129K - $151K
|
1.48K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
583+ 0.03% |
$129K - $151K
|
2.31M
$568M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
580+ 3.31% |
$129K - $150K
|
18.1K
$4.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
579+ 5.35% |
$128K - $150K
|
11.4K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
578+ 2.07% |
$128K - $150K
|
28.6K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
578+ 4.37% |
$128K - $150K
|
13.8K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
573+ 7.22% |
$127K - $148K
|
8.51K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
572+ 3.8% |
$127K - $148K
|
15.6K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
572+ 1.1% |
$127K - $148K
|
52.7K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
570+ 0.69% |
$126K - $148K
|
82.9K
$20.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
568+ 0.62% |
$126K - $147K
|
92.8K
$22.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
568+ 2.06% |
$126K - $147K
|
28.1K
$6.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
567+ 1.95% |
$126K - $147K
|
29.7K
$7.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
566+ 12.01% |
$125K - $147K
|
5.28K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
565+ 3.06% |
$125K - $146K
|
19K
$4.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
561New |
$124K - $145K
|
561
$138K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
557+ 0.44% |
$123K - $144K
|
127K
$31.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
553+ 3.07% |
$123K - $143K
|
18.6K
$4.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
552+ 3.75% |
$122K - $143K
|
15.3K
$3.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
551+ 1.48% |
$122K - $143K
|
37.7K
$9.25M
|
|
|
Feb 14, 2025
Q4 2024
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
550+ 0.6% |
$122K - $142K
|
92.2K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
545+ 7.43% |
$121K - $141K
|
7.88K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
544+ 0.98% |
$121K - $141K
|
56K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
543+ 1.05% |
$120K - $141K
|
52.1K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
543+ 2.44% |
$120K - $141K
|
22.8K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
541+ 1.56% |
$120K - $140K
|
35.3K
$8.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
539+ 1.8% |
$119K - $140K
|
30.5K
$7.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
538+ 2.41% |
$119K - $139K
|
22.9K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
537+ 1.65% |
$119K - $139K
|
33.1K
$8.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
536+ 0.84% |
$119K - $139K
|
64.6K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
535+ 0.39% |
$119K - $139K
|
137K
$33.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
532+ 3.69% |
$118K - $138K
|
15K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
532+ 17.14% |
$118K - $138K
|
3.64K
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
530+ 2.35% |
$117K - $137K
|
23.1K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
529+ 2.05% |
$117K - $137K
|
26.4K
$6.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
527+ 3.14% |
$117K - $137K
|
17.3K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
527+ 1.47% |
$117K - $137K
|
36.3K
$8.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
526+ 0.44% |
$117K - $136K
|
119K
$29.3M
|