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
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
525+ 24.24% |
$116K - $136K
|
2.69K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
523+ 3.72% |
$116K - $135K
|
14.6K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
521+ 0.76% |
$116K - $135K
|
68.7K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
516+ 0.52% |
$114K - $134K
|
99.1K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
515+ 11.67% |
$114K - $133K
|
4.93K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
510+ 1.13% |
$113K - $132K
|
45.6K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
501+ 2.69% |
$111K - $130K
|
19.1K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
500+ 1.15% |
$111K - $130K
|
44.1K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
500+ 4.72% |
$111K - $130K
|
11.1K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
500+ 3.63% |
$111K - $130K
|
14.3K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
499+ 3.56% |
$111K - $129K
|
14.5K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
497+ 2.12% |
$110K - $129K
|
24K
$5.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
497+ 1.18% |
$110K - $129K
|
42.8K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
496+ 2.03% |
$110K - $128K
|
24.9K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
496+ 1.17% |
$110K - $128K
|
43.1K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
493+ 0.85% |
$109K - $128K
|
58.8K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
493+ 18.27% |
$109K - $128K
|
3.19K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
492+ 0.76% |
$109K - $127K
|
64.9K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
491+ 0.72% |
$109K - $127K
|
68.4K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
490+ 0.36% |
$109K - $127K
|
136K
$33.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
489+ 1.24% |
$108K - $127K
|
39.9K
$9.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
489+ 1.62% |
$108K - $127K
|
30.6K
$7.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
487+ 3.27% |
$108K - $126K
|
15.4K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
487+ 9.81% |
$108K - $126K
|
5.45K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
486+ 3.21% |
$108K - $126K
|
15.6K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
486+ 1.04% |
$108K - $126K
|
47.1K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
481+ 1.2% |
$107K - $125K
|
40.6K
$9.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
480+ 0.57% |
$106K - $124K
|
85.2K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
480+ 4.13% |
$106K - $124K
|
12.1K
$2.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
479+ 9.66% |
$106K - $124K
|
5.44K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
478+ 5.58% |
$106K - $124K
|
9.04K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
476+ 0.57% |
$106K - $123K
|
84K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
474+ 5.5% |
$105K - $123K
|
9.1K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
472+ 3.18% |
$105K - $122K
|
15.3K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
472+ 0.93% |
$105K - $122K
|
51.4K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
470+ 1.8% |
$104K - $122K
|
26.6K
$6.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
467+ 2.83% |
$104K - $121K
|
16.9K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
466+ 2.33% |
$103K - $121K
|
20.4K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
465+ 2.63% |
$103K - $120K
|
18.1K
$4.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
465+ 0.58% |
$103K - $120K
|
80.5K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
463+ 0.74% |
$103K - $120K
|
63K
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
463+ 0.94% |
$103K - $120K
|
49.7K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
462+ 0.35% |
$102K - $120K
|
134K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
462+ 26.12% |
$102K - $120K
|
2.23K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
460+ 22.1% |
$102K - $119K
|
2.54K
$624K
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
458+ 18.86% |
$102K - $119K
|
2.89K
$709K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
454+ 0.38% |
$101K - $118K
|
119K
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
453+ 0.8% |
$100K - $117K
|
57.4K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
450+ 8.96% |
$99.8K - $117K
|
5.47K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
449+ 2.93% |
$99.5K - $116K
|
15.8K
$3.88M
|