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 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
30+ 0.92% |
$6.65K - $7.77K
|
3.28K
$810K
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
30+ 0.1% |
$6.65K - $7.77K
|
31.6K
$7.81M
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
30+ 0.09% |
$6.65K - $7.77K
|
32.6K
$8.05M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
30+ 0.02% |
$6.65K - $7.77K
|
125K
$30.8M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
29+ 0.29% |
$6.43K - $7.51K
|
10.1K
$2.49M
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
28+ 0.65% |
$6.21K - $7.25K
|
4.33K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
28+ 0.16% |
$6.21K - $7.25K
|
17.4K
$4.3M
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
27+ 0.28% |
$5.99K - $6.99K
|
9.84K
$2.43M
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
27+ 0.02% |
$5.99K - $6.99K
|
138K
$34.2M
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
27+ 1.03% |
$5.99K - $6.99K
|
2.65K
$655K
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
27+ 0.34% |
$5.99K - $6.99K
|
7.98K
$1.97M
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
27+ 0.33% |
$5.99K - $6.99K
|
8.17K
$2.02M
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
26+ 0.65% |
$5.76K - $6.73K
|
4.05K
$1M
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
26+ 0.55% |
$5.76K - $6.73K
|
4.78K
$1.18M
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
25+ 0.4% |
$5.54K - $6.48K
|
6.2K
$1.53M
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
25+ 0.41% |
$5.54K - $6.48K
|
6.11K
$1.51M
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
25+ 1.63% |
$5.54K - $6.48K
|
1.56K
$386K
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
25+ 0.17% |
$5.54K - $6.48K
|
14.8K
$3.66M
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
24+ 0.23% |
$5.32K - $6.22K
|
10.6K
$2.62M
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
23+ 0.5% |
$5.1K - $5.96K
|
4.61K
$1.14M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
23+ 0.2% |
$5.1K - $5.96K
|
11.3K
$2.8M
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22+ 2.34% |
$4.88K - $5.7K
|
961
$237K
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
21+ 0.03% |
$4.66K - $5.44K
|
63.4K
$15.7M
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
20+ 1.17% |
$4.43K - $5.18K
|
1.74K
$429K
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
20+ 1.27% |
$4.43K - $5.18K
|
1.6K
$395K
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
20+ 0.38% |
$4.43K - $5.18K
|
5.29K
$1.31M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
19+ 0.11% |
$4.21K - $4.92K
|
16.7K
$4.12M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
19+ 0.05% |
$4.21K - $4.92K
|
40.8K
$10.1M
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
19+ 0.72% |
$4.21K - $4.92K
|
2.65K
$655K
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
19+ 0.26% |
$4.21K - $4.92K
|
7.39K
$1.83M
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.1% |
$3.99K - $4.66K
|
18K
$4.44M
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
18+ 0.26% |
$3.99K - $4.66K
|
7.02K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
18+ 0.13% |
$3.99K - $4.66K
|
14.2K
$3.5M
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
18+ 0.36% |
$3.99K - $4.66K
|
5.05K
$1.25M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
18+ 0.08% |
$3.99K - $4.66K
|
22.3K
$5.51M
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
17+ 0.11% |
$3.77K - $4.4K
|
14.8K
$3.66M
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17+ 0.11% |
$3.77K - $4.4K
|
15.6K
$3.84M
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
16+ 0.01% |
$3.55K - $4.14K
|
172K
$42.6M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
16+ 0.16% |
$3.55K - $4.14K
|
10.1K
$2.5M
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
16+ 0.2% |
$3.55K - $4.14K
|
8.17K
$2.02M
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
16+ 0.09% |
$3.55K - $4.14K
|
17.1K
$4.22M
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
16+ 0.74% |
$3.55K - $4.14K
|
2.17K
$537K
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
16+ 0.23% |
$3.55K - $4.14K
|
7.06K
$1.75M
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
16+ 0.05% |
$3.55K - $4.14K
|
29.3K
$7.23M
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
15+ 0.42% |
$3.33K - $3.89K
|
3.56K
$880K
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
15+ 0.85% |
$3.33K - $3.89K
|
1.79K
$442K
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
14+ 0.12% |
$3.1K - $3.63K
|
11.5K
$2.84M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
13+ 0.07% |
$2.88K - $3.37K
|
17.5K
$4.34M
|
|
Feb 10, 2025
Q4 2024
|
Glynn Capital Management LLC
|
BUY
|
- |
13+ 0.07% |
$2.88K - $3.37K
|
19.1K
$4.73M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11+ 0.07% |
$2.44K - $2.85K
|
16.4K
$4.06M
|