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
|
Ninepoint Partners LP
|
BUY
|
- |
793+ 16.81% |
$176K - $205K
|
5.51K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
787+ 1.03% |
$174K - $204K
|
77K
$17.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
786+ 0.66% |
$174K - $204K
|
119K
$27.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
783+ 3.18% |
$174K - $203K
|
25.4K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
782+ 2.79% |
$173K - $203K
|
28.8K
$6.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
771+ 3.27% |
$171K - $200K
|
24.4K
$5.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
771+ 6.51% |
$171K - $200K
|
12.6K
$2.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
769+ 2.83% |
$170K - $199K
|
28K
$6.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
768+ 3.57% |
$170K - $199K
|
22.3K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
764+ 0.56% |
$169K - $198K
|
136K
$31.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
761+ 2.78% |
$169K - $197K
|
28.1K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
BUY
|
- |
760+ 0.9% |
$168K - $197K
|
84.8K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
756+ 4.47% |
$168K - $196K
|
17.7K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
753+ 28.31% |
$167K - $195K
|
3.41K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
750+ 25.35% |
$166K - $194K
|
3.71K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
748+ 23.27% |
$166K - $194K
|
3.96K
$910K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
748+ 72.69% |
$166K - $194K
|
1.78K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
745+ 6.0% |
$165K - $193K
|
13.2K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
743+ 2.97% |
$165K - $192K
|
25.8K
$5.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
742+ 1.49% |
$164K - $192K
|
50.7K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
741+ 34.23% |
$164K - $192K
|
2.91K
$667K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
741+ 2.04% |
$164K - $192K
|
37K
$8.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
736+ 0.91% |
$163K - $191K
|
81.3K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
734+ 1.31% |
$163K - $190K
|
56.9K
$13.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
733+ 8.48% |
$162K - $190K
|
9.37K
$2.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
728+ 6.59% |
$161K - $189K
|
11.8K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
727+ 3.07% |
$161K - $188K
|
24.4K
$5.61M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
727+ 11.8% |
$161K - $188K
|
6.89K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
723+ 0.2% |
$160K - $187K
|
371K
$85.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
716New |
$159K - $185K
|
716
$164K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
716+ 0.64% |
$159K - $185K
|
112K
$25.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
711+ 0.7% |
$158K - $184K
|
102K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
710+ 11.2% |
$157K - $184K
|
7.05K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
709+ 2.29% |
$157K - $184K
|
31.6K
$7.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
704+ 29.37% |
$156K - $182K
|
3.1K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
703+ 0.46% |
$156K - $182K
|
153K
$35M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
701+ 2.82% |
$155K - $182K
|
25.6K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
700+ 0.32% |
$155K - $181K
|
219K
$50.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
699+ 2.41% |
$155K - $181K
|
29.7K
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
695+ 26.04% |
$154K - $180K
|
3.36K
$773K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
692+ 2.56% |
$153K - $179K
|
27.7K
$6.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
689+ 5.43% |
$153K - $178K
|
13.4K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
687+ 2.74% |
$152K - $178K
|
25.8K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
686+ 1.87% |
$152K - $178K
|
37.3K
$8.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
685+ 3.26% |
$152K - $177K
|
21.7K
$4.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
681+ 10.04% |
$151K - $176K
|
7.47K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
676+ 0.65% |
$150K - $175K
|
105K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
670+ 2.56% |
$149K - $174K
|
26.8K
$6.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
669+ 9.17% |
$148K - $173K
|
7.97K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
669+ 1.31% |
$148K - $173K
|
51.6K
$11.9M
|