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 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
327+ 8.31% |
$72.5K - $84.7K
|
4.26K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
326+ 8.79% |
$72.3K - $84.4K
|
4.04K
$991K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
325+ 1.43% |
$72K - $84.2K
|
23K
$5.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
325+ 1.6% |
$72K - $84.2K
|
20.7K
$5.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
323+ 0.21% |
$71.6K - $83.7K
|
157K
$38.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
321+ 18.16% |
$71.2K - $83.1K
|
2.09K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
321+ 3.68% |
$71.2K - $83.1K
|
9.05K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
320+ 0.85% |
$70.9K - $82.9K
|
37.8K
$9.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
316+ 2.37% |
$70.1K - $81.9K
|
13.6K
$3.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
314+ 2.52% |
$69.6K - $81.3K
|
12.8K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
313+ 0.54% |
$69.4K - $81.1K
|
58K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
313+ 2.28% |
$69.4K - $81.1K
|
14.1K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
310+ 0.85% |
$68.7K - $80.3K
|
36.6K
$8.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
310+ 2.45% |
$68.7K - $80.3K
|
13K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
310+ 1.87% |
$68.7K - $80.3K
|
16.9K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
309+ 0.38% |
$68.5K - $80K
|
80.7K
$19.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
309+ 5.67% |
$68.5K - $80K
|
5.76K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
307+ 0.24% |
$68.1K - $79.5K
|
126K
$30.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
305+ 1.58% |
$67.6K - $79K
|
19.6K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
303+ 1.07% |
$67.2K - $78.5K
|
28.7K
$7.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
300+ 0.1% |
$66.5K - $77.7K
|
304K
$74.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
300+ 1.84% |
$66.5K - $77.7K
|
16.6K
$4.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
298+ 0.79% |
$66.1K - $77.2K
|
38.2K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
294+ 1.43% |
$65.2K - $76.2K
|
20.8K
$5.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
291+ 0.86% |
$64.5K - $75.4K
|
34K
$8.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
291+ 0.24% |
$64.5K - $75.4K
|
120K
$29.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
290+ 2.32% |
$64.3K - $75.1K
|
12.8K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
290+ 1.02% |
$64.3K - $75.1K
|
28.8K
$7.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
290+ 0.39% |
$64.3K - $75.1K
|
74.7K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
289+ 1.68% |
$64.1K - $74.9K
|
17.5K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
289+ 0.79% |
$64.1K - $74.9K
|
36.9K
$9.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
288+ 0.07% |
$63.8K - $74.6K
|
395K
$97M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
288+ 0.38% |
$63.8K - $74.6K
|
76.6K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
288+ 0.2% |
$63.8K - $74.6K
|
142K
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
287+ 10.07% |
$63.6K - $74.3K
|
3.14K
$770K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
286+ 2.61% |
$63.4K - $74.1K
|
11.3K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
286+ 4.22% |
$63.4K - $74.1K
|
7.06K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
286+ 6.59% |
$63.4K - $74.1K
|
4.63K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
285+ 3.54% |
$63.2K - $73.8K
|
8.33K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
285+ 0.42% |
$63.2K - $73.8K
|
68.5K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
282+ 0.98% |
$62.5K - $73K
|
29K
$7.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
282+ 6.59% |
$62.5K - $73K
|
4.56K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
276+ 0.81% |
$61.2K - $71.5K
|
34.4K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
276+ 0.36% |
$61.2K - $71.5K
|
76.9K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
275+ 0.88% |
$61K - $71.2K
|
31.5K
$7.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
272+ 1.99% |
$60.3K - $70.5K
|
13.9K
$3.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
272+ 0.51% |
$60.3K - $70.5K
|
54.1K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
272+ 1.46% |
$60.3K - $70.5K
|
18.9K
$4.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
271+ 3.07% |
$60.1K - $70.2K
|
9.09K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
267+ 0.1% |
$59.2K - $69.2K
|
275K
$67.4M
|