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 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
151+ 0.54% |
$33.5K - $39.1K
|
28.3K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
150+ 0.25% |
$33.3K - $38.9K
|
60.1K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
150+ 4.31% |
$33.3K - $38.9K
|
3.63K
$730K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
149+ 0.43% |
$33K - $38.6K
|
34.7K
$6.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
149+ 0.24% |
$33K - $38.6K
|
63.4K
$12.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
149+ 0.47% |
$33K - $38.6K
|
32.1K
$6.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
148+ 1.02% |
$32.8K - $38.3K
|
14.6K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
145+ 3.83% |
$32.1K - $37.6K
|
3.93K
$789K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
143+ 0.52% |
$31.7K - $37K
|
27.7K
$5.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
143+ 11.33% |
$31.7K - $37K
|
1.41K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
142+ 0.34% |
$31.5K - $36.8K
|
42.4K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
142+ 0.23% |
$31.5K - $36.8K
|
63.1K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
141+ 0.47% |
$31.3K - $36.5K
|
30.1K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
137+ 0.51% |
$30.4K - $35.5K
|
27.2K
$5.46M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
137+ 0.95% |
$30.4K - $35.5K
|
14.5K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
136+ 1.53% |
$30.1K - $35.2K
|
9K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
136+ 0.46% |
$30.1K - $35.2K
|
29.4K
$5.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
135+ 14.52% |
$29.9K - $35K
|
1.07K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
135+ 1.92% |
$29.9K - $35K
|
7.17K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
135+ 2.73% |
$29.9K - $35K
|
5.08K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
135+ 0.6% |
$29.9K - $35K
|
22.8K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
133+ 1.56% |
$29.5K - $34.4K
|
8.67K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
133+ 0.33% |
$29.5K - $34.4K
|
39.8K
$8.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
132+ 0.65% |
$29.3K - $34.2K
|
20.6K
$4.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
132+ 1.28% |
$29.3K - $34.2K
|
10.4K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
132+ 0.23% |
$29.3K - $34.2K
|
56.4K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
131+ 0.54% |
$29K - $33.9K
|
24.6K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
129+ 1.24% |
$28.6K - $33.4K
|
10.6K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
127+ 0.19% |
$28.2K - $32.9K
|
67.1K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
126+ 0.1% |
$27.9K - $32.6K
|
132K
$26.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
126+ 0.41% |
$27.9K - $32.6K
|
30.7K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
126+ 0.84% |
$27.9K - $32.6K
|
15K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
125+ 0.51% |
$27.7K - $32.4K
|
24.8K
$4.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.4% |
$27.5K - $32.1K
|
3.77K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
124+ 0.36% |
$27.5K - $32.1K
|
34.1K
$6.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
124+ 0.88% |
$27.5K - $32.1K
|
14.3K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
122+ 0.4% |
$27K - $31.6K
|
30.7K
$6.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
117+ 0.21% |
$25.9K - $30.3K
|
55.6K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
115+ 0.16% |
$25.5K - $29.8K
|
73K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
115+ 1.66% |
$25.5K - $29.8K
|
7.05K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 0.16% |
$24.8K - $29K
|
71.7K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
112+ 0.19% |
$24.8K - $29K
|
60.4K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
112+ 0.16% |
$24.8K - $29K
|
70.9K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
111+ 2.08% |
$24.6K - $28.8K
|
5.44K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
110+ 3.32% |
$24.4K - $28.5K
|
3.43K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
110+ 0.28% |
$24.4K - $28.5K
|
39.8K
$7.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
110+ 1.58% |
$24.4K - $28.5K
|
7.07K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
109+ 0.59% |
$24.2K - $28.2K
|
18.7K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
108+ 0.09% |
$23.9K - $28K
|
116K
$23.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
106+ 10.01% |
$23.5K - $27.5K
|
1.17K
$234K
|