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 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
266+ 0.11% |
$59K - $68.9K
|
247K
$60.6M
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
266+ 1.75% |
$59K - $68.9K
|
15.5K
$3.8M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
265+ 0.18% |
$58.7K - $68.6K
|
148K
$36.4M
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
265+ 14.13% |
$58.7K - $68.6K
|
2.14K
$526K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
264+ 1.88% |
$58.5K - $68.4K
|
14.3K
$3.51M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
262+ 1.27% |
$58.1K - $67.9K
|
20.9K
$5.14M
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
261+ 9.75% |
$57.9K - $67.6K
|
2.94K
$721K
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
260+ 0.57% |
$57.6K - $67.3K
|
46K
$11.3M
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
260New |
$57.6K - $67.3K
|
260
$63.8K
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
259+ 0.39% |
$57.4K - $67.1K
|
65.8K
$16.2M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
256+ 2.34% |
$56.8K - $66.3K
|
11.2K
$2.75M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
255+ 1.82% |
$56.5K - $66.1K
|
14.2K
$3.5M
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
255+ 7.08% |
$56.5K - $66.1K
|
3.86K
$947K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
253+ 0.59% |
$56.1K - $65.5K
|
43.2K
$10.6M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
252+ 1.27% |
$55.9K - $65.3K
|
20.1K
$4.92M
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
251New |
$55.6K - $65K
|
251
$61.6K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
250+ 1.15% |
$55.4K - $64.8K
|
22K
$5.4M
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
250+ 0.29% |
$55.4K - $64.8K
|
85.2K
$20.9M
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
250+ 2.82% |
$55.4K - $64.8K
|
9.12K
$2.24M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
248+ 5.15% |
$55K - $64.2K
|
5.06K
$1.24M
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
248+ 10.51% |
$55K - $64.2K
|
2.61K
$640K
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
247+ 5.75% |
$54.8K - $64K
|
4.54K
$1.12M
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
247+ 5.75% |
$54.8K - $64K
|
4.54K
$1.12M
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
245+ 0.77% |
$54.3K - $63.5K
|
32.1K
$7.88M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
244+ 0.31% |
$54.1K - $63.2K
|
79.2K
$19.4M
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
242+ 1.81% |
$53.6K - $62.7K
|
13.6K
$3.34M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
241+ 0.3% |
$53.4K - $62.4K
|
80.6K
$19.8M
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
240+ 0.23% |
$53.2K - $62.2K
|
103K
$25.4M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
238+ 0.47% |
$52.8K - $61.6K
|
50.7K
$12.4M
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
237+ 2.37% |
$52.5K - $61.4K
|
10.2K
$2.51M
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
236+ 1.74% |
$52.3K - $61.1K
|
13.8K
$3.38M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
236+ 0.11% |
$52.3K - $61.1K
|
207K
$50.8M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
233+ 2.84% |
$51.7K - $60.4K
|
8.44K
$2.07M
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
232+ 0.86% |
$51.4K - $60.1K
|
27.2K
$6.69M
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
231+ 2.06% |
$51.2K - $59.8K
|
11.4K
$2.81M
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
229+ 2.52% |
$50.8K - $59.3K
|
9.32K
$2.29M
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
227+ 0.51% |
$50.3K - $58.8K
|
45K
$11M
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
227+ 1.53% |
$50.3K - $58.8K
|
15K
$3.69M
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
226+ 12.77% |
$50.1K - $58.5K
|
2K
$490K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
226+ 1.74% |
$50.1K - $58.5K
|
13.2K
$3.25M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
223+ 0.62% |
$49.4K - $57.8K
|
36.4K
$8.95M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
223+ 0.48% |
$49.4K - $57.8K
|
47K
$11.5M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
221+ 0.25% |
$49K - $57.2K
|
88.8K
$21.8M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
221+ 0.34% |
$49K - $57.2K
|
65.4K
$16.1M
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
221+ 0.82% |
$49K - $57.2K
|
27.2K
$6.68M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
219+ 0.5% |
$48.6K - $56.7K
|
44.2K
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
219+ 0.92% |
$48.6K - $56.7K
|
24K
$5.88M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
216+ 0.77% |
$47.9K - $55.9K
|
28.5K
$6.99M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
216+ 1.21% |
$47.9K - $55.9K
|
18.1K
$4.44M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
215+ 0.53% |
$47.7K - $55.7K
|
40.6K
$9.98M
|