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 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
78+ 0.47% |
$17.3K - $20.2K
|
16.7K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
77+ 0.31% |
$17.1K - $19.9K
|
25.2K
$5.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
77+ 0.56% |
$17.1K - $19.9K
|
13.9K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
77+ 2.31% |
$17.1K - $19.9K
|
3.41K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
77+ 2.31% |
$17.1K - $19.9K
|
3.41K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
77+ 0.11% |
$17.1K - $19.9K
|
70.8K
$14.2M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
77+ 1.42% |
$17.1K - $19.9K
|
5.51K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
76+ 0.38% |
$16.8K - $19.7K
|
20.2K
$4.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
75+ 0.96% |
$16.6K - $19.4K
|
7.89K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
75+ 0.32% |
$16.6K - $19.4K
|
23.2K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
74+ 0.49% |
$16.4K - $19.2K
|
15.3K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
74+ 0.27% |
$16.4K - $19.2K
|
27.1K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
74+ 0.12% |
$16.4K - $19.2K
|
62.8K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
73+ 0.9% |
$16.2K - $18.9K
|
8.17K
$1.64M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71+ 0.9% |
$15.7K - $18.4K
|
7.98K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 0.46% |
$15.5K - $18.1K
|
15.5K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
70+ 9.32% |
$15.5K - $18.1K
|
821
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
69+ 2.42% |
$15.3K - $17.9K
|
2.92K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
67+ 0.9% |
$14.9K - $17.4K
|
7.53K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
66+ 0.17% |
$14.6K - $17.1K
|
39.6K
$7.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
65+ 0.11% |
$14.4K - $16.8K
|
58.4K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
64+ 0.25% |
$14.2K - $16.6K
|
25.7K
$5.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
63+ 0.65% |
$14K - $16.3K
|
9.75K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
62+ 1.65% |
$13.7K - $16.1K
|
3.82K
$768K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
61+ 2.62% |
$13.5K - $15.8K
|
2.39K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
61+ 0.04% |
$13.5K - $15.8K
|
165K
$33.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
60+ 0.54% |
$13.3K - $15.5K
|
11.2K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.06% |
$13.3K - $15.5K
|
5.72K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
60+ 0.74% |
$13.3K - $15.5K
|
8.21K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
60+ 1.43% |
$13.3K - $15.5K
|
4.24K
$853K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
59+ 0.57% |
$13.1K - $15.3K
|
10.5K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
59+ 0.18% |
$13.1K - $15.3K
|
32.4K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
58+ 0.27% |
$12.9K - $15K
|
21.4K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
57+ 0.13% |
$12.6K - $14.8K
|
43.2K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
57+ 0.89% |
$12.6K - $14.8K
|
6.48K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
56+ 0.83% |
$12.4K - $14.5K
|
6.81K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
56+ 1.73% |
$12.4K - $14.5K
|
3.29K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
56+ 2.86% |
$12.4K - $14.5K
|
2.01K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
55+ 0.08% |
$12.2K - $14.2K
|
67.5K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
54+ 0.6% |
$12K - $14K
|
9K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53+ 0.47% |
$11.7K - $13.7K
|
11.3K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
53+ 3.77% |
$11.7K - $13.7K
|
1.46K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
53+ 0.61% |
$11.7K - $13.7K
|
8.72K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
52+ 0.09% |
$11.5K - $13.5K
|
57.4K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
51+ 0.32% |
$11.3K - $13.2K
|
15.9K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
51+ 0.72% |
$11.3K - $13.2K
|
7.17K
$1.44M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
50+ 0.08% |
$11.1K - $13K
|
65K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.09% |
$11.1K - $13K
|
58K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
49New |
$10.9K - $12.7K
|
49
$9.85K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
48+ 1.29% |
$10.6K - $12.4K
|
3.78K
$759K
|