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 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
95+ 0.38% |
$21.1K - $24.6K
|
25.3K
$6.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
94+ 0.03% |
$20.8K - $24.3K
|
349K
$94.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
94+ 3.13% |
$20.8K - $24.3K
|
3.1K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
94+ 0.61% |
$20.8K - $24.3K
|
15.4K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
94+ 0.17% |
$20.8K - $24.3K
|
55.3K
$14.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
93+ 0.2% |
$20.6K - $24.1K
|
46.9K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
93+ 3.28% |
$20.6K - $24.1K
|
2.93K
$791K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
91+ 0.31% |
$20.2K - $23.6K
|
29.7K
$8.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
91+ 2.87% |
$20.2K - $23.6K
|
3.26K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.13% |
$20.2K - $23.6K
|
68.7K
$18.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
91+ 0.66% |
$20.2K - $23.6K
|
13.9K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
90+ 0.25% |
$20K - $23.3K
|
36.4K
$9.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
89+ 0.28% |
$19.7K - $23.1K
|
31.6K
$8.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
87+ 2.97% |
$19.3K - $22.5K
|
3.01K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
86+ 1.76% |
$19.1K - $22.3K
|
4.97K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
86+ 2.96% |
$19.1K - $22.3K
|
2.99K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
86+ 0.89% |
$19.1K - $22.3K
|
9.74K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
86+ 0.32% |
$19.1K - $22.3K
|
27.3K
$7.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
83+ 0.07% |
$18.4K - $21.5K
|
125K
$33.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
82+ 0.05% |
$18.2K - $21.2K
|
152K
$41.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
82+ 1.6% |
$18.2K - $21.2K
|
5.22K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
81+ 0.45% |
$18K - $21K
|
18.1K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
81+ 1.42% |
$18K - $21K
|
5.79K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
BUY
|
- |
80+ 0.13% |
$17.7K - $20.7K
|
61.6K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
79+ 0.22% |
$17.5K - $20.5K
|
35.3K
$9.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
79+ 2.38% |
$17.5K - $20.5K
|
3.4K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
79+ 0.28% |
$17.5K - $20.5K
|
28K
$7.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
78+ 0.15% |
$17.3K - $20.2K
|
53.5K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
78+ 0.4% |
$17.3K - $20.2K
|
19.8K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
78+ 0.47% |
$17.3K - $20.2K
|
16.7K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
77+ 0.31% |
$17.1K - $19.9K
|
25.2K
$6.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
77+ 0.56% |
$17.1K - $19.9K
|
13.9K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
77+ 2.31% |
$17.1K - $19.9K
|
3.41K
$921K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
77+ 2.31% |
$17.1K - $19.9K
|
3.41K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
77+ 0.11% |
$17.1K - $19.9K
|
70.8K
$19.1M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
77+ 1.42% |
$17.1K - $19.9K
|
5.51K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
76+ 0.38% |
$16.8K - $19.7K
|
20.2K
$5.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
75+ 0.96% |
$16.6K - $19.4K
|
7.89K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
75+ 0.32% |
$16.6K - $19.4K
|
23.2K
$6.26M
|
|
|
Aug 14, 2025
Q4 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
75+ 4.84% |
$16.6K - $19.4K
|
1.62K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
74+ 0.49% |
$16.4K - $19.2K
|
15.3K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
74+ 0.27% |
$16.4K - $19.2K
|
27.1K
$7.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
74+ 0.12% |
$16.4K - $19.2K
|
62.8K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
73+ 0.9% |
$16.2K - $18.9K
|
8.17K
$2.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71+ 0.9% |
$15.7K - $18.4K
|
7.98K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 0.46% |
$15.5K - $18.1K
|
15.5K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
70+ 9.32% |
$15.5K - $18.1K
|
821
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
69+ 2.42% |
$15.3K - $17.9K
|
2.92K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
67+ 0.9% |
$14.9K - $17.4K
|
7.53K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
66+ 0.17% |
$14.6K - $17.1K
|
39.6K
$10.7M
|