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 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
394+ 2.26% |
$87.3K - $102K
|
17.8K
$4.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
393+ 1.29% |
$87.1K - $102K
|
30.9K
$8.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
393+ 2.57% |
$87.1K - $102K
|
15.7K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
392+ 2.7% |
$86.9K - $102K
|
14.9K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
391+ 0.92% |
$86.7K - $101K
|
42.8K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
389+ 3.19% |
$86.2K - $101K
|
12.6K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
389+ 1.16% |
$86.2K - $101K
|
34K
$9.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
388+ 3.17% |
$86K - $100K
|
12.6K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
386+ 2.56% |
$85.6K - $100K
|
15.4K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
383+ 8.99% |
$84.9K - $99.2K
|
4.65K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
383New |
$84.9K - $99.2K
|
383
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
381+ 4.43% |
$84.5K - $98.7K
|
8.97K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
380+ 4.71% |
$84.2K - $98.4K
|
8.44K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
377+ 0.7% |
$83.6K - $97.7K
|
54.2K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
376+ 4.51% |
$83.4K - $97.4K
|
8.72K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
376+ 4.55% |
$83.4K - $97.4K
|
8.64K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
376+ 2.75% |
$83.4K - $97.4K
|
14.1K
$3.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
373+ 6.48% |
$82.7K - $96.6K
|
6.13K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
373+ 2.55% |
$82.7K - $96.6K
|
15K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
371+ 1.21% |
$82.2K - $96.1K
|
30.9K
$8.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
369+ 1.2% |
$81.8K - $95.6K
|
31K
$8.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
366+ 3.81% |
$81.1K - $94.8K
|
9.98K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
366+ 1.81% |
$81.1K - $94.8K
|
20.5K
$5.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
366+ 1.91% |
$81.1K - $94.8K
|
19.5K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
364+ 2.64% |
$80.7K - $94.3K
|
14.1K
$3.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
362+ 2.41% |
$80.3K - $93.8K
|
15.4K
$4.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
361+ 0.5% |
$80K - $93.5K
|
72.4K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
361+ 5.81% |
$80K - $93.5K
|
6.57K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
359+ 3.04% |
$79.6K - $93K
|
12.2K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
357+ 0.35% |
$79.1K - $92.5K
|
103K
$27.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
356+ 0.61% |
$78.9K - $92.2K
|
58.4K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
355New |
$78.7K - $92K
|
355
$96.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
354+ 7.92% |
$78.5K - $91.7K
|
4.82K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
353+ 1.69% |
$78.3K - $91.4K
|
21.2K
$5.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
352+ 5.36% |
$78K - $91.2K
|
6.92K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
351+ 3.37% |
$77.8K - $90.9K
|
10.8K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
351+ 0.57% |
$77.8K - $90.9K
|
62.1K
$16.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
349+ 1.09% |
$77.4K - $90.4K
|
32.3K
$8.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
346+ 0.96% |
$76.7K - $89.6K
|
36.5K
$9.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
346+ 0.89% |
$76.7K - $89.6K
|
39K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
344+ 1.27% |
$76.3K - $89.1K
|
27.4K
$7.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
344+ 1.62% |
$76.3K - $89.1K
|
21.5K
$5.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
343+ 3.15% |
$76K - $88.8K
|
11.2K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
343+ 0.17% |
$76K - $88.8K
|
204K
$55.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
341+ 0.48% |
$75.6K - $88.3K
|
72K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
340+ 2.95% |
$75.4K - $88.1K
|
11.9K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
340+ 2.27% |
$75.4K - $88.1K
|
15.3K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
340+ 28.43% |
$75.4K - $88.1K
|
1.54K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
340+ 0.93% |
$75.4K - $88.1K
|
36.9K
$10M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
337+ 1.98% |
$74.7K - $87.3K
|
17.4K
$4.71M
|