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
|
Phillips Financial Management, LLC
|
BUY
|
- |
425+ 2.01% |
$94.2K - $110K
|
21.6K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
425+ 4.71% |
$94.2K - $110K
|
9.45K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
423+ 0.03% |
$93.8K - $110K
|
1.46M
$293M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
423+ 6.83% |
$93.8K - $110K
|
6.61K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
418+ 3.41% |
$92.7K - $108K
|
12.7K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
418+ 0.89% |
$92.7K - $108K
|
47.3K
$9.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
417+ 7.53% |
$92.4K - $108K
|
5.96K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
416+ 4.53% |
$92.2K - $108K
|
9.59K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
414+ 0.4% |
$91.8K - $107K
|
105K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
412+ 8.54% |
$91.3K - $107K
|
5.23K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
410+ 1.33% |
$90.9K - $106K
|
31.3K
$6.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
409+ 16.59% |
$90.7K - $106K
|
2.87K
$578K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
409+ 4.58% |
$90.7K - $106K
|
9.33K
$1.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
409+ 1.08% |
$90.7K - $106K
|
38.2K
$7.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
407+ 2.55% |
$90.2K - $105K
|
16.3K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
406+ 1.0% |
$90K - $105K
|
40.9K
$8.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
405+ 39.63% |
$89.8K - $105K
|
1.43K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
404+ 1.54% |
$89.6K - $105K
|
26.6K
$5.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
402+ 5.76% |
$89.1K - $104K
|
7.39K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
400+ 1.11% |
$88.7K - $104K
|
36.4K
$7.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400+ 28.53% |
$88.7K - $104K
|
1.8K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
399+ 7.87% |
$88.5K - $103K
|
5.47K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
395+ 2.91% |
$87.6K - $102K
|
14K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
395+ 16.29% |
$87.6K - $102K
|
2.82K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
395+ 0.8% |
$87.6K - $102K
|
50.1K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
394+ 2.26% |
$87.3K - $102K
|
17.8K
$3.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
393+ 1.29% |
$87.1K - $102K
|
30.9K
$6.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
393+ 2.57% |
$87.1K - $102K
|
15.7K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
392+ 2.7% |
$86.9K - $102K
|
14.9K
$3M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
391+ 0.92% |
$86.7K - $101K
|
42.8K
$8.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
389+ 3.19% |
$86.2K - $101K
|
12.6K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
389+ 1.16% |
$86.2K - $101K
|
34K
$6.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
388+ 3.17% |
$86K - $100K
|
12.6K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
386+ 2.56% |
$85.6K - $100K
|
15.4K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
383+ 8.99% |
$84.9K - $99.2K
|
4.65K
$934K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
383New |
$84.9K - $99.2K
|
383
$77K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
381+ 4.43% |
$84.5K - $98.7K
|
8.97K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
380+ 4.71% |
$84.2K - $98.4K
|
8.44K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
377+ 0.7% |
$83.6K - $97.7K
|
54.2K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
376+ 4.51% |
$83.4K - $97.4K
|
8.72K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
376+ 4.55% |
$83.4K - $97.4K
|
8.64K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
376+ 2.75% |
$83.4K - $97.4K
|
14.1K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
373+ 6.48% |
$82.7K - $96.6K
|
6.13K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
373+ 2.55% |
$82.7K - $96.6K
|
15K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
371+ 1.21% |
$82.2K - $96.1K
|
30.9K
$6.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
369+ 1.2% |
$81.8K - $95.6K
|
31K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
366+ 3.81% |
$81.1K - $94.8K
|
9.98K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
366+ 1.81% |
$81.1K - $94.8K
|
20.5K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
366+ 1.91% |
$81.1K - $94.8K
|
19.5K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
364+ 2.64% |
$80.7K - $94.3K
|
14.1K
$2.84M
|