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 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
848+ 15.74% |
$188K - $220K
|
6.24K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
844New |
$187K - $219K
|
844
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
844New |
$187K - $219K
|
844
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
843+ 0.67% |
$187K - $218K
|
127K
$25.5M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
840+ 2.76% |
$186K - $218K
|
31.3K
$6.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
838+ 7.85% |
$186K - $217K
|
11.5K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
837+ 0.37% |
$186K - $217K
|
230K
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
837New |
$186K - $217K
|
837
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
835+ 3.04% |
$185K - $216K
|
28.3K
$5.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
834+ 1.94% |
$185K - $216K
|
43.8K
$8.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
833+ 3.42% |
$185K - $216K
|
25.2K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
833+ 0.41% |
$185K - $216K
|
202K
$40.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
831+ 4.45% |
$184K - $215K
|
19.5K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
830+ 0.74% |
$184K - $215K
|
113K
$22.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
830+ 5.9% |
$184K - $215K
|
14.9K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
829+ 0.64% |
$184K - $215K
|
130K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
826New |
$183K - $214K
|
826
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
821New |
$182K - $213K
|
821
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
820+ 1.72% |
$182K - $212K
|
48.6K
$9.77M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
819+ 2.0% |
$182K - $212K
|
41.9K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
818New |
$181K - $212K
|
818
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
817+ 1.57% |
$181K - $212K
|
52.8K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
812New |
$180K - $210K
|
812
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
811New |
$180K - $210K
|
811
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
811+ 2.85% |
$180K - $210K
|
29.3K
$5.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
811+ 0.52% |
$180K - $210K
|
156K
$31.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
809+ 0.36% |
$179K - $210K
|
223K
$44.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
808+ 3.23% |
$179K - $209K
|
25.8K
$5.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
805+ 1.19% |
$178K - $209K
|
68.4K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
804+ 1.38% |
$178K - $208K
|
59.2K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
802New |
$178K - $208K
|
802
$161K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
802+ 3.26% |
$178K - $208K
|
25.4K
$5.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
800New |
$177K - $207K
|
800
$161K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
797+ 0.68% |
$177K - $206K
|
117K
$23.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
795+ 0.77% |
$176K - $206K
|
104K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
794+ 1.02% |
$176K - $206K
|
78.5K
$15.8M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
794+ 1.21% |
$176K - $206K
|
66.3K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
793+ 16.81% |
$176K - $205K
|
5.51K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
787+ 1.03% |
$174K - $204K
|
77K
$15.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
786+ 0.66% |
$174K - $204K
|
119K
$24M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
783+ 3.18% |
$174K - $203K
|
25.4K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
782+ 2.79% |
$173K - $203K
|
28.8K
$5.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
771+ 3.27% |
$171K - $200K
|
24.4K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
771+ 6.51% |
$171K - $200K
|
12.6K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
769+ 2.83% |
$170K - $199K
|
28K
$5.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
768+ 3.57% |
$170K - $199K
|
22.3K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
764+ 0.56% |
$169K - $198K
|
136K
$27.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
761+ 2.78% |
$169K - $197K
|
28.1K
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
BUY
|
- |
760+ 0.9% |
$168K - $197K
|
84.8K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
756+ 4.47% |
$168K - $196K
|
17.7K
$3.55M
|