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
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
578+ 4.37% |
$128K - $150K
|
13.8K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
573+ 7.22% |
$127K - $148K
|
8.51K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
572+ 3.8% |
$127K - $148K
|
15.6K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
572+ 1.1% |
$127K - $148K
|
52.7K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
570+ 0.69% |
$126K - $148K
|
82.9K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
568+ 0.62% |
$126K - $147K
|
92.8K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
568+ 2.06% |
$126K - $147K
|
28.1K
$5.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
567+ 1.95% |
$126K - $147K
|
29.7K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
566+ 12.01% |
$125K - $147K
|
5.28K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
565+ 3.06% |
$125K - $146K
|
19K
$3.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
561New |
$124K - $145K
|
561
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
557+ 0.44% |
$123K - $144K
|
127K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
553+ 3.07% |
$123K - $143K
|
18.6K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
552+ 3.75% |
$122K - $143K
|
15.3K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
551+ 1.48% |
$122K - $143K
|
37.7K
$7.58M
|
|
|
Feb 14, 2025
Q4 2024
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
550+ 0.6% |
$122K - $142K
|
92.2K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
545+ 7.43% |
$121K - $141K
|
7.88K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
544+ 0.98% |
$121K - $141K
|
56K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
543+ 1.05% |
$120K - $141K
|
52.1K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
543+ 2.44% |
$120K - $141K
|
22.8K
$4.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
541+ 1.56% |
$120K - $140K
|
35.3K
$7.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
539+ 1.8% |
$119K - $140K
|
30.5K
$6.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
538+ 2.41% |
$119K - $139K
|
22.9K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
537+ 1.65% |
$119K - $139K
|
33.1K
$6.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
536+ 0.84% |
$119K - $139K
|
64.6K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
535+ 0.39% |
$119K - $139K
|
137K
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
532+ 3.69% |
$118K - $138K
|
15K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
532+ 17.14% |
$118K - $138K
|
3.64K
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
530+ 2.35% |
$117K - $137K
|
23.1K
$4.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
529+ 2.05% |
$117K - $137K
|
26.4K
$5.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
527+ 3.14% |
$117K - $137K
|
17.3K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
527+ 1.47% |
$117K - $137K
|
36.3K
$7.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
526+ 0.44% |
$117K - $136K
|
119K
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
525+ 24.24% |
$116K - $136K
|
2.69K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
523+ 3.72% |
$116K - $135K
|
14.6K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
521+ 0.76% |
$116K - $135K
|
68.7K
$13.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
518+ 7.39% |
$115K - $134K
|
7.53K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
516+ 0.52% |
$114K - $134K
|
99.1K
$19.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
515+ 11.67% |
$114K - $133K
|
4.93K
$991K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
510+ 1.13% |
$113K - $132K
|
45.6K
$9.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
501+ 2.69% |
$111K - $130K
|
19.1K
$3.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
500+ 1.15% |
$111K - $130K
|
44.1K
$8.86M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
500+ 4.72% |
$111K - $130K
|
11.1K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
500+ 3.63% |
$111K - $130K
|
14.3K
$2.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
499+ 3.56% |
$111K - $129K
|
14.5K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
497+ 2.12% |
$110K - $129K
|
24K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
497+ 1.18% |
$110K - $129K
|
42.8K
$8.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
496+ 2.03% |
$110K - $128K
|
24.9K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
496+ 1.17% |
$110K - $128K
|
43.1K
$8.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
493+ 0.85% |
$109K - $128K
|
58.8K
$11.8M
|