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 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
115+ 1.66% |
$25.5K - $29.8K
|
7.05K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 0.16% |
$24.8K - $29K
|
71.7K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
112+ 0.19% |
$24.8K - $29K
|
60.4K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
112+ 0.16% |
$24.8K - $29K
|
70.9K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
111+ 2.08% |
$24.6K - $28.8K
|
5.44K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
110+ 3.32% |
$24.4K - $28.5K
|
3.43K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
110+ 0.28% |
$24.4K - $28.5K
|
39.8K
$9.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
110+ 1.58% |
$24.4K - $28.5K
|
7.07K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
109+ 0.59% |
$24.2K - $28.2K
|
18.7K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
108+ 0.09% |
$23.9K - $28K
|
116K
$28.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
106+ 10.01% |
$23.5K - $27.5K
|
1.17K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
106+ 0.41% |
$23.5K - $27.5K
|
25.7K
$6.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
105+ 0.97% |
$23.3K - $27.2K
|
11K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
104+ 1.26% |
$23.1K - $26.9K
|
8.38K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
103+ 0.33% |
$22.8K - $26.7K
|
31.4K
$7.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
103+ 0.65% |
$22.8K - $26.7K
|
16.1K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
103+ 0.96% |
$22.8K - $26.7K
|
10.8K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
103+ 1.32% |
$22.8K - $26.7K
|
7.9K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
102+ 0.92% |
$22.6K - $26.4K
|
11.2K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
102+ 0.8% |
$22.6K - $26.4K
|
12.8K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
102+ 0.47% |
$22.6K - $26.4K
|
21.6K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
102+ 1.76% |
$22.6K - $26.4K
|
5.89K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
101+ 7.19% |
$22.4K - $26.2K
|
1.51K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
101+ 0.19% |
$22.4K - $26.2K
|
53.3K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
101+ 0.28% |
$22.4K - $26.2K
|
36.8K
$9.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
100+ 1.64% |
$22.2K - $25.9K
|
6.21K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 0.33% |
$22.2K - $25.9K
|
30K
$7.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
98+ 4.78% |
$21.7K - $25.4K
|
2.15K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
97+ 0.61% |
$21.5K - $25.1K
|
16.1K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
95+ 0.8% |
$21.1K - $24.6K
|
12K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
95+ 1.09% |
$21.1K - $24.6K
|
8.84K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
95+ 0.38% |
$21.1K - $24.6K
|
25.3K
$6.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
94+ 0.03% |
$20.8K - $24.3K
|
349K
$85.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
94+ 3.13% |
$20.8K - $24.3K
|
3.1K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
94+ 0.61% |
$20.8K - $24.3K
|
15.4K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
94+ 0.17% |
$20.8K - $24.3K
|
55.3K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
93+ 0.2% |
$20.6K - $24.1K
|
46.9K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
93+ 3.28% |
$20.6K - $24.1K
|
2.93K
$718K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
91+ 0.31% |
$20.2K - $23.6K
|
29.7K
$7.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
91+ 2.87% |
$20.2K - $23.6K
|
3.26K
$800K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.13% |
$20.2K - $23.6K
|
68.7K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
91+ 0.66% |
$20.2K - $23.6K
|
13.9K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
90+ 0.25% |
$20K - $23.3K
|
36.4K
$8.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
89+ 0.28% |
$19.7K - $23.1K
|
31.6K
$7.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
87+ 2.97% |
$19.3K - $22.5K
|
3.01K
$740K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
86+ 1.76% |
$19.1K - $22.3K
|
4.97K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
86+ 2.96% |
$19.1K - $22.3K
|
2.99K
$734K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
86+ 0.89% |
$19.1K - $22.3K
|
9.74K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
86+ 0.32% |
$19.1K - $22.3K
|
27.3K
$6.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
83+ 0.07% |
$18.4K - $21.5K
|
125K
$30.8M
|