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 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
213+ 2.07% |
$47.2K - $55.2K
|
10.5K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
212+ 3.13% |
$47K - $54.9K
|
6.98K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
211+ 0.45% |
$46.8K - $54.7K
|
46.9K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
209+ 0.51% |
$46.3K - $54.1K
|
40.8K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
207+ 2.08% |
$45.9K - $53.6K
|
10.2K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
207+ 0.81% |
$45.9K - $53.6K
|
25.8K
$6.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
205+ 7.36% |
$45.4K - $53.1K
|
2.99K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
205+ 1.71% |
$45.4K - $53.1K
|
12.2K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
204+ 1.95% |
$45.2K - $52.8K
|
10.7K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
203+ 2.54% |
$45K - $52.6K
|
8.2K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
202+ 0.68% |
$44.8K - $52.3K
|
29.9K
$7.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
200+ 13.73% |
$44.3K - $51.8K
|
1.66K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
200+ 3.25% |
$44.3K - $51.8K
|
6.35K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200+ 11.11% |
$44.3K - $51.8K
|
2K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
200+ 5.06% |
$44.3K - $51.8K
|
4.15K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
199+ 0.63% |
$44.1K - $51.5K
|
31.6K
$7.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
199+ 0.84% |
$44.1K - $51.5K
|
24K
$5.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
196+ 0.5% |
$43.5K - $50.8K
|
39.6K
$9.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
196+ 14.38% |
$43.5K - $50.8K
|
1.56K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
196+ 2.2% |
$43.5K - $50.8K
|
9.1K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
195+ 0.43% |
$43.2K - $50.5K
|
45K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
194+ 1.42% |
$43K - $50.2K
|
13.8K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
192+ 1.12% |
$42.6K - $49.7K
|
17.3K
$4.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
192+ 3.32% |
$42.6K - $49.7K
|
5.97K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
190+ 2.84% |
$42.1K - $49.2K
|
6.88K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
189+ 5.99% |
$41.9K - $49K
|
3.34K
$821K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
189+ 1.31% |
$41.9K - $49K
|
14.6K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
187+ 1.88% |
$41.5K - $48.4K
|
10.1K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
186+ 0.74% |
$41.2K - $48.2K
|
25.4K
$6.24M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
182+ 3.25% |
$40.3K - $47.1K
|
5.78K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
180+ 0.2% |
$39.9K - $46.6K
|
92.4K
$22.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
180+ 6.42% |
$39.9K - $46.6K
|
2.98K
$732K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
176+ 2.07% |
$39K - $45.6K
|
8.67K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
176+ 2.03% |
$39K - $45.6K
|
8.85K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
175+ 0.53% |
$38.8K - $45.3K
|
33.5K
$8.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
174+ 2.24% |
$38.6K - $45.1K
|
7.94K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
174+ 0.61% |
$38.6K - $45.1K
|
28.5K
$7.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
173+ 11.06% |
$38.4K - $44.8K
|
1.74K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
172+ 8.11% |
$38.1K - $44.6K
|
2.29K
$563K
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
172+ 2.11% |
$38.1K - $44.6K
|
8.31K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
172+ 3.75% |
$38.1K - $44.6K
|
4.76K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
169+ 1.85% |
$37.5K - $43.8K
|
9.29K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
169+ 0.6% |
$37.5K - $43.8K
|
28.2K
$6.93M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
169+ 0.13% |
$37.5K - $43.8K
|
126K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
169+ 2.51% |
$37.5K - $43.8K
|
6.89K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
168+ 0.5% |
$37.2K - $43.5K
|
33.8K
$8.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
167+ 1.13% |
$37K - $43.3K
|
14.9K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
166+ 0.41% |
$36.8K - $43K
|
40.3K
$9.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
163+ 0.31% |
$36.1K - $42.2K
|
53.4K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
163+ 0.38% |
$36.1K - $42.2K
|
42.7K
$10.5M
|