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 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
303+ 1.07% |
$67.2K - $78.5K
|
28.7K
$5.77M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
302+ 2.47% |
$67K - $78.2K
|
12.5K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
300+ 0.1% |
$66.5K - $77.7K
|
304K
$61.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
300+ 1.84% |
$66.5K - $77.7K
|
16.6K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
298+ 0.79% |
$66.1K - $77.2K
|
38.2K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
294+ 1.43% |
$65.2K - $76.2K
|
20.8K
$4.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
291+ 0.86% |
$64.5K - $75.4K
|
34K
$6.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
291+ 0.24% |
$64.5K - $75.4K
|
120K
$24.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
290+ 2.32% |
$64.3K - $75.1K
|
12.8K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
290+ 1.02% |
$64.3K - $75.1K
|
28.8K
$5.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
290+ 0.39% |
$64.3K - $75.1K
|
74.7K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
289+ 1.68% |
$64.1K - $74.9K
|
17.5K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
289+ 0.79% |
$64.1K - $74.9K
|
36.9K
$7.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
288+ 0.07% |
$63.8K - $74.6K
|
395K
$79.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
288+ 0.38% |
$63.8K - $74.6K
|
76.6K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
288+ 0.2% |
$63.8K - $74.6K
|
142K
$28.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
287+ 10.07% |
$63.6K - $74.3K
|
3.14K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
286+ 2.61% |
$63.4K - $74.1K
|
11.3K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
286+ 4.22% |
$63.4K - $74.1K
|
7.06K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
286+ 6.59% |
$63.4K - $74.1K
|
4.63K
$930K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
285+ 3.54% |
$63.2K - $73.8K
|
8.33K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
285+ 0.42% |
$63.2K - $73.8K
|
68.5K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
282+ 0.98% |
$62.5K - $73K
|
29K
$5.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
282+ 6.59% |
$62.5K - $73K
|
4.56K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
276+ 0.81% |
$61.2K - $71.5K
|
34.4K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
276+ 0.36% |
$61.2K - $71.5K
|
76.9K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
275+ 0.88% |
$61K - $71.2K
|
31.5K
$6.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
272+ 1.99% |
$60.3K - $70.5K
|
13.9K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
272+ 0.51% |
$60.3K - $70.5K
|
54.1K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
272+ 1.46% |
$60.3K - $70.5K
|
18.9K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
271+ 3.07% |
$60.1K - $70.2K
|
9.09K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
267+ 0.1% |
$59.2K - $69.2K
|
275K
$55.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
266+ 0.11% |
$59K - $68.9K
|
247K
$49.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
266+ 1.75% |
$59K - $68.9K
|
15.5K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
265+ 0.18% |
$58.7K - $68.6K
|
148K
$29.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
265+ 14.13% |
$58.7K - $68.6K
|
2.14K
$430K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
264+ 1.88% |
$58.5K - $68.4K
|
14.3K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
262+ 1.27% |
$58.1K - $67.9K
|
20.9K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
261+ 9.75% |
$57.9K - $67.6K
|
2.94K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
260+ 0.57% |
$57.6K - $67.3K
|
46K
$9.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
260New |
$57.6K - $67.3K
|
260
$52.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
259+ 0.39% |
$57.4K - $67.1K
|
65.8K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
256+ 2.34% |
$56.8K - $66.3K
|
11.2K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
255+ 1.82% |
$56.5K - $66.1K
|
14.2K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
255+ 7.08% |
$56.5K - $66.1K
|
3.86K
$775K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
254+ 3.46% |
$56.3K - $65.8K
|
7.59K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
253+ 0.59% |
$56.1K - $65.5K
|
43.2K
$8.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
252+ 1.27% |
$55.9K - $65.3K
|
20.1K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
251New |
$55.6K - $65K
|
251
$50.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
250+ 1.15% |
$55.4K - $64.8K
|
22K
$4.42M
|