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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
652+ 0.19% |
$145K - $169K
|
353K
$70.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
651+ 4.77% |
$144K - $169K
|
14.3K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
650+ 14.25% |
$144K - $168K
|
5.21K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
650New |
$144K - $168K
|
650
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
647+ 4.08% |
$143K - $168K
|
16.5K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
646+ 9.93% |
$143K - $167K
|
7.15K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
645+ 4.52% |
$143K - $167K
|
14.9K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
642+ 0.36% |
$142K - $166K
|
180K
$36.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
642+ 1.64% |
$142K - $166K
|
39.9K
$8.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
640+ 0.67% |
$142K - $166K
|
96.1K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
640+ 1.77% |
$142K - $166K
|
36.9K
$7.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
639+ 0.39% |
$142K - $166K
|
164K
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
635+ 6.06% |
$141K - $164K
|
11.1K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
634+ 7.18% |
$141K - $164K
|
9.46K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
634+ 1.68% |
$141K - $164K
|
38.3K
$7.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
633+ 1.2% |
$140K - $164K
|
53.5K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
633+ 2.21% |
$140K - $164K
|
29.2K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
630+ 1.7% |
$140K - $163K
|
37.7K
$7.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
628+ 5.54% |
$139K - $163K
|
12K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
628+ 12.25% |
$139K - $163K
|
5.75K
$1.16M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
628+ 8.34% |
$139K - $163K
|
8.16K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
627+ 3.06% |
$139K - $162K
|
21.1K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
626+ 17.74% |
$139K - $162K
|
4.15K
$835K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
624+ 1.07% |
$138K - $162K
|
58.8K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
622+ 1.05% |
$138K - $161K
|
59.9K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
621+ 0.33% |
$138K - $161K
|
186K
$37.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
614+ 4.6% |
$136K - $159K
|
14K
$2.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
613+ 2.33% |
$136K - $159K
|
26.9K
$5.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
607+ 0.77% |
$135K - $157K
|
79.1K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
603+ 3.65% |
$134K - $156K
|
17.1K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
603New |
$134K - $156K
|
603
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
603+ 3.27% |
$134K - $156K
|
19K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
602+ 3.13% |
$133K - $156K
|
19.8K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
600+ 1.01% |
$133K - $155K
|
59.8K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
596+ 5.37% |
$132K - $154K
|
11.7K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
596+ 1.36% |
$132K - $154K
|
44.3K
$8.9M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
596+ 3.32% |
$132K - $154K
|
18.5K
$3.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
594+ 11.35% |
$132K - $154K
|
5.83K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
592+ 4.93% |
$131K - $153K
|
12.6K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
592+ 8.84% |
$131K - $153K
|
7.29K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
592+ 2.31% |
$131K - $153K
|
26.2K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
590+ 8.68% |
$131K - $153K
|
7.39K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
589New |
$131K - $153K
|
589
$118K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
584+ 1.0% |
$129K - $151K
|
58.7K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
584+ 0.32% |
$129K - $151K
|
183K
$36.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
583+ 65.36% |
$129K - $151K
|
1.48K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
583+ 0.03% |
$129K - $151K
|
2.31M
$465M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
580+ 3.31% |
$129K - $150K
|
18.1K
$3.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
579+ 5.35% |
$128K - $150K
|
11.4K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
578+ 2.07% |
$128K - $150K
|
28.6K
$5.74M
|