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
|
Cypress Wealth Services, LLC
|
BUY
|
- |
462+ 0.35% |
$102K - $120K
|
134K
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
462+ 26.12% |
$102K - $120K
|
2.23K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
460+ 22.1% |
$102K - $119K
|
2.54K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
458+ 18.86% |
$102K - $119K
|
2.89K
$776K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
454+ 0.38% |
$101K - $118K
|
119K
$32.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
453+ 0.8% |
$100K - $117K
|
57.4K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
450+ 8.96% |
$99.8K - $117K
|
5.47K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
449+ 2.93% |
$99.5K - $116K
|
15.8K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
447+ 2.94% |
$99.1K - $116K
|
15.7K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
446+ 2.96% |
$98.9K - $116K
|
15.5K
$4.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
445+ 1.04% |
$98.7K - $115K
|
43.4K
$11.7M
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
445New |
$98.7K - $115K
|
445
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
443+ 12.01% |
$98.2K - $115K
|
4.13K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
443+ 1.11% |
$98.2K - $115K
|
40.4K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
442+ 7.45% |
$98K - $114K
|
6.37K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
441+ 0.58% |
$97.8K - $114K
|
77K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
441+ 0.86% |
$97.8K - $114K
|
51.6K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
440+ 2.18% |
$97.5K - $114K
|
20.6K
$5.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
438+ 0.24% |
$97.1K - $113K
|
185K
$49.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
433+ 31.72% |
$96K - $112K
|
1.8K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
432+ 4.92% |
$95.8K - $112K
|
9.22K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
430+ 0.3% |
$95.3K - $111K
|
143K
$38.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
428+ 0.2% |
$94.9K - $111K
|
216K
$58M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
427+ 1.25% |
$94.7K - $111K
|
34.7K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
427+ 30.65% |
$94.7K - $111K
|
1.82K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
425+ 2.01% |
$94.2K - $110K
|
21.6K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
425+ 4.71% |
$94.2K - $110K
|
9.45K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
423+ 0.03% |
$93.8K - $110K
|
1.46M
$392M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
423+ 6.83% |
$93.8K - $110K
|
6.61K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
418+ 3.41% |
$92.7K - $108K
|
12.7K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
418+ 0.89% |
$92.7K - $108K
|
47.3K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
417+ 7.53% |
$92.4K - $108K
|
5.96K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
416+ 4.53% |
$92.2K - $108K
|
9.59K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
414+ 0.4% |
$91.8K - $107K
|
105K
$28.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
412+ 8.54% |
$91.3K - $107K
|
5.23K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
410+ 1.33% |
$90.9K - $106K
|
31.3K
$8.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
409+ 16.59% |
$90.7K - $106K
|
2.87K
$773K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
409+ 4.58% |
$90.7K - $106K
|
9.33K
$2.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
409+ 1.08% |
$90.7K - $106K
|
38.2K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
407+ 2.55% |
$90.2K - $105K
|
16.3K
$4.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
406+ 1.0% |
$90K - $105K
|
40.9K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
405+ 39.63% |
$89.8K - $105K
|
1.43K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
404+ 1.54% |
$89.6K - $105K
|
26.6K
$7.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
402+ 5.76% |
$89.1K - $104K
|
7.39K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
400+ 1.11% |
$88.7K - $104K
|
36.4K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400+ 28.53% |
$88.7K - $104K
|
1.8K
$484K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
399+ 7.87% |
$88.5K - $103K
|
5.47K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
395+ 2.91% |
$87.6K - $102K
|
14K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
395+ 16.29% |
$87.6K - $102K
|
2.82K
$758K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
395+ 0.8% |
$87.6K - $102K
|
50.1K
$13.5M
|