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 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.09% |
$1.11K - $1.3K
|
5.54K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5+ 0.04% |
$1.11K - $1.3K
|
12.3K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
5+ 0.07% |
$1.11K - $1.3K
|
6.95K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.1% |
$1.11K - $1.3K
|
5.24K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4+ 0.07% |
$887 - $1.04K
|
5.55K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
28.6K
$7.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 0.11% |
$887 - $1.04K
|
3.51K
$949K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$887 - $1.04K
|
9.37K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
27.4K
$7.42M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
30.5K
$8.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4+ 0.08% |
$887 - $1.04K
|
4.74K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3+ 0.06% |
$665 - $777
|
5.24K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
3+ 0.07% |
$665 - $777
|
4.42K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$665 - $777
|
3.75K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.09% |
$665 - $777
|
3.31K
$894K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$665 - $777
|
9.83K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3+ 0.05% |
$665 - $777
|
5.66K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3+ 0.01% |
$665 - $777
|
22.9K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$665 - $777
|
3
$811
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3+ 0.05% |
$665 - $777
|
6.64K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3+ 0.08% |
$665 - $777
|
3.67K
$993K
|
|
|
Aug 12, 2025
Q4 2024
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
3+ 0.07% |
$665 - $777
|
4.41K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2+ 0.12% |
$443 - $518
|
1.73K
$468K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.47K
$939K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.09% |
$443 - $518
|
2.25K
$609K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2+ 0.07% |
$443 - $518
|
2.78K
$751K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$443 - $518
|
9.13K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.38K
$914K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$443 - $518
|
5.37K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2+ 0.03% |
$443 - $518
|
6.9K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2+ 0.03% |
$443 - $518
|
7.85K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 0.04% |
$443 - $518
|
4.55K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2+ 0.03% |
$443 - $518
|
7.05K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.58K
$968K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2+ 0.07% |
$443 - $518
|
2.98K
$804K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2+ 0.04% |
$443 - $518
|
4.65K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2+ 0.03% |
$443 - $518
|
7K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.32K
$898K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.61K
$975K
|
|
|
Feb 12, 2025
Q4 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2+ 0.01% |
$443 - $518
|
15.4K
$4.17M
|
|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
2+ 0.03% |
$443 - $518
|
7.1K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$222 - $259
|
4.78K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1+ 0.33% |
$222 - $259
|
307
$83K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
7.85K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.03% |
$222 - $259
|
3.58K
$969K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
7.35K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1+ 0.05% |
$222 - $259
|
2.12K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
10K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
7.2K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$222 - $259
|
4.33K
$1.17M
|