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 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
361+ 0.5% |
$80K - $93.5K
|
72.4K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
361+ 5.81% |
$80K - $93.5K
|
6.57K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
359+ 3.04% |
$79.6K - $93K
|
12.2K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
357+ 0.35% |
$79.1K - $92.5K
|
103K
$20.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
356+ 0.61% |
$78.9K - $92.2K
|
58.4K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
355New |
$78.7K - $92K
|
355
$71.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
354+ 7.92% |
$78.5K - $91.7K
|
4.82K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
353+ 1.69% |
$78.3K - $91.4K
|
21.2K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
352+ 5.36% |
$78K - $91.2K
|
6.92K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
351+ 3.37% |
$77.8K - $90.9K
|
10.8K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
351+ 0.57% |
$77.8K - $90.9K
|
62.1K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
349+ 1.09% |
$77.4K - $90.4K
|
32.3K
$6.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
346+ 0.96% |
$76.7K - $89.6K
|
36.5K
$7.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
346+ 0.89% |
$76.7K - $89.6K
|
39K
$7.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
344+ 1.27% |
$76.3K - $89.1K
|
27.4K
$5.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
344+ 1.62% |
$76.3K - $89.1K
|
21.5K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
343+ 3.15% |
$76K - $88.8K
|
11.2K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
343+ 0.17% |
$76K - $88.8K
|
204K
$40.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
341+ 0.48% |
$75.6K - $88.3K
|
72K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
340+ 2.95% |
$75.4K - $88.1K
|
11.9K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
340+ 2.27% |
$75.4K - $88.1K
|
15.3K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
340+ 28.43% |
$75.4K - $88.1K
|
1.54K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
340+ 0.93% |
$75.4K - $88.1K
|
36.9K
$7.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
337+ 1.98% |
$74.7K - $87.3K
|
17.4K
$3.49M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
335+ 0.85% |
$74.3K - $86.8K
|
40K
$8.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
335+ 0.61% |
$74.3K - $86.8K
|
55.7K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
333New |
$73.8K - $86.3K
|
333
$66.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
331+ 0.29% |
$73.4K - $85.7K
|
115K
$23.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
328New |
$72.7K - $85K
|
328
$65.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
328+ 2.59% |
$72.7K - $85K
|
13K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
327+ 8.31% |
$72.5K - $84.7K
|
4.26K
$856K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
326+ 8.79% |
$72.3K - $84.4K
|
4.04K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
325+ 1.43% |
$72K - $84.2K
|
23K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
325+ 1.6% |
$72K - $84.2K
|
20.7K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
323+ 0.21% |
$71.6K - $83.7K
|
157K
$31.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
321+ 18.16% |
$71.2K - $83.1K
|
2.09K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
321+ 3.68% |
$71.2K - $83.1K
|
9.05K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
320+ 0.85% |
$70.9K - $82.9K
|
37.8K
$7.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
316+ 2.37% |
$70.1K - $81.9K
|
13.6K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
314+ 2.52% |
$69.6K - $81.3K
|
12.8K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
313+ 0.54% |
$69.4K - $81.1K
|
58K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
313+ 2.28% |
$69.4K - $81.1K
|
14.1K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
310+ 0.85% |
$68.7K - $80.3K
|
36.6K
$7.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
310+ 2.45% |
$68.7K - $80.3K
|
13K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
310+ 1.87% |
$68.7K - $80.3K
|
16.9K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
309+ 0.38% |
$68.5K - $80K
|
80.7K
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
309+ 5.67% |
$68.5K - $80K
|
5.76K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
307+ 0.24% |
$68.1K - $79.5K
|
126K
$25.3M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
306+ 0.65% |
$67.8K - $79.3K
|
47.6K
$9.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
305+ 1.58% |
$67.6K - $79K
|
19.6K
$3.94M
|