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 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
53+ 3.77% |
$11.7K - $13.7K
|
1.46K
$358K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
53+ 0.61% |
$11.7K - $13.7K
|
8.72K
$2.14M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
52+ 0.09% |
$11.5K - $13.5K
|
57.4K
$14.1M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
51+ 0.32% |
$11.3K - $13.2K
|
15.9K
$3.91M
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
51+ 0.72% |
$11.3K - $13.2K
|
7.17K
$1.76M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
50+ 0.08% |
$11.1K - $13K
|
65K
$16M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.09% |
$11.1K - $13K
|
58K
$14.2M
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
49New |
$10.9K - $12.7K
|
49
$12K
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
48+ 1.29% |
$10.6K - $12.4K
|
3.78K
$927K
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
48+ 0.28% |
$10.6K - $12.4K
|
16.9K
$4.15M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
48+ 0.29% |
$10.6K - $12.4K
|
16.7K
$4.1M
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
48+ 0.1% |
$10.6K - $12.4K
|
48.9K
$12M
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
47+ 0.04% |
$10.4K - $12.2K
|
111K
$27.2M
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
47+ 0.34% |
$10.4K - $12.2K
|
13.8K
$3.39M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
45+ 0.2% |
$9.98K - $11.7K
|
22.6K
$5.55M
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
44+ 0.5% |
$9.75K - $11.4K
|
8.83K
$2.17M
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
44+ 0.22% |
$9.75K - $11.4K
|
19.8K
$4.86M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
42+ 0.25% |
$9.31K - $10.9K
|
16.9K
$4.16M
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
42+ 0.05% |
$9.31K - $10.9K
|
91.3K
$22.4M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
41+ 1.16% |
$9.09K - $10.6K
|
3.58K
$879K
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
41+ 2.07% |
$9.09K - $10.6K
|
2.02K
$496K
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
41+ 0.51% |
$9.09K - $10.6K
|
8.1K
$1.99M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
41+ 0.48% |
$9.09K - $10.6K
|
8.66K
$2.13M
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
BUY
|
- |
41+ 0.08% |
$9.09K - $10.6K
|
54.6K
$13.4M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
40+ 0.51% |
$8.87K - $10.4K
|
7.94K
$1.95M
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
40+ 0.22% |
$8.87K - $10.4K
|
18.2K
$4.46M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
39+ 0.04% |
$8.65K - $10.1K
|
97.4K
$23.9M
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
39+ 2.29% |
$8.65K - $10.1K
|
1.74K
$427K
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
39+ 0.61% |
$8.65K - $10.1K
|
6.42K
$1.58M
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
38+ 0.14% |
$8.42K - $9.84K
|
26.7K
$6.56M
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
38+ 0.18% |
$8.42K - $9.84K
|
21.6K
$5.32M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
37+ 0.83% |
$8.2K - $9.58K
|
4.5K
$1.1M
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
37+ 0.02% |
$8.2K - $9.58K
|
193K
$47.4M
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
37+ 0.27% |
$8.2K - $9.58K
|
13.6K
$3.33M
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
37+ 0.29% |
$8.2K - $9.58K
|
12.8K
$3.13M
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
37+ 0.24% |
$8.2K - $9.58K
|
15.4K
$3.78M
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
36+ 0.05% |
$7.98K - $9.32K
|
70.4K
$17.3M
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
36+ 0.1% |
$7.98K - $9.32K
|
34.5K
$8.47M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
35+ 0.5% |
$7.76K - $9.07K
|
6.97K
$1.71M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
35+ 0.23% |
$7.76K - $9.07K
|
15.1K
$3.72M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
34+ 0.18% |
$7.54K - $8.81K
|
18.4K
$4.53M
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
33+ 0.1% |
$7.32K - $8.55K
|
31.9K
$7.83M
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
33+ 0.24% |
$7.32K - $8.55K
|
14K
$3.43M
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
32+ 0.19% |
$7.09K - $8.29K
|
17K
$4.17M
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
32+ 0.51% |
$7.09K - $8.29K
|
6.32K
$1.55M
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
31+ 0.64% |
$6.87K - $8.03K
|
4.86K
$1.19M
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
31+ 0.39% |
$6.87K - $8.03K
|
7.97K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
31+ 0.16% |
$6.87K - $8.03K
|
19K
$4.67M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 0.68% |
$6.87K - $8.03K
|
4.61K
$1.13M
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
30+ 0.5% |
$6.65K - $7.77K
|
6.04K
$1.48M
|