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 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
94.7KNew |
$21M - $24.5M
|
94.7K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
94.5K+ 3.55% |
$20.9M - $24.5M
|
2.76M
$555M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
94.2KNew |
$20.9M - $24.4M
|
94.2K
$19M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
93.9KNew |
$20.8M - $24.3M
|
93.9K
$18.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
93.7K+ 25.37% |
$20.8M - $24.3M
|
463K
$93.3M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
92.6KNew |
$20.5M - $24M
|
92.6K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
92.4K+ 2388.73% |
$20.5M - $23.9M
|
96.2K
$19.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
92K+ 17.91% |
$20.4M - $23.8M
|
606K
$122M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
91.4KNew |
$20.3M - $23.7M
|
91.4K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
91.1K+ 17.21% |
$20.2M - $23.6M
|
621K
$125M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
91K+ 6097.52% |
$20.2M - $23.6M
|
92.5K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
91KNew |
$20.2M - $23.6M
|
91K
$18.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
89.7KNew |
$19.9M - $23.2M
|
89.7K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
89.6KNew |
$19.9M - $23.2M
|
89.6K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
88.8K+ 17.26% |
$19.7M - $23M
|
603K
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
87.6K+ 6.56% |
$19.4M - $22.7M
|
1.42M
$286M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87.6KNew |
$19.4M - $22.7M
|
87.6K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
87.3KNew |
$19.4M - $22.6M
|
87.3K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
87.3K+ 7.84% |
$19.4M - $22.6M
|
1.2M
$242M
|
|
|
Feb 06, 2025
Q4 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
84.6K+ 118.86% |
$18.7M - $21.9M
|
156K
$31.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
84.2K+ 9.71% |
$18.7M - $21.8M
|
952K
$192M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
84.2K+ 12.88% |
$18.7M - $21.8M
|
738K
$149M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
84K+ 12.35% |
$18.6M - $21.8M
|
764K
$154M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
83.4KNew |
$18.5M - $21.6M
|
83.4K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
83.2KNew |
$18.4M - $21.5M
|
83.2K
$16.8M
|
|
|
Mar 13, 2025
Q4 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
83KNew |
$18.4M - $21.5M
|
83K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
81.1K+ 3.59% |
$18M - $21M
|
2.34M
$471M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81.1KNew |
$18M - $21M
|
81.1K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
80.8K+ 14.94% |
$17.9M - $20.9M
|
621K
$125M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
80.7KNew |
$17.9M - $20.9M
|
80.7K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
BUY
|
- |
79.9KNew |
$17.7M - $20.7M
|
79.9K
$16.1M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
79.5KNew |
$17.6M - $20.6M
|
79.5K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
78.6K+ 4.6% |
$17.4M - $20.4M
|
1.79M
$360M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
78.2KNew |
$17.3M - $20.3M
|
78.2K
$15.8M
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
77.8KNew |
$17.2M - $20.2M
|
77.8K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.6K+ 0.67% |
$17.2M - $20.1M
|
11.6M
$2.34B
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
77.2K+ 9.66% |
$17.1M - $20M
|
876K
$176M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
77K+ 91.27% |
$17.1M - $19.9M
|
161K
$32.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
75.4KNew |
$16.7M - $19.5M
|
75.4K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
75.2K+ 10.08% |
$16.7M - $19.5M
|
821K
$165M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
74.7KNew |
$16.6M - $19.4M
|
74.7K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
74.5K+ 7.34% |
$16.5M - $19.3M
|
1.09M
$220M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
74.5K+ 2.25% |
$16.5M - $19.3M
|
3.38M
$681M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
74.4KNew |
$16.5M - $19.3M
|
74.4K
$15M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
73.9KNew |
$16.4M - $19.2M
|
73.9K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Unigestion Holding Sa
|
BUY
|
- |
73.2K+ 36.57% |
$16.2M - $19M
|
273K
$55.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
71.6K+ 2.73% |
$15.9M - $18.5M
|
2.7M
$543M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
71.5K+ 9.91% |
$15.9M - $18.5M
|
793K
$160M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
71.5KNew |
$15.8M - $18.5M
|
71.5K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
71.2K+ 169.8% |
$15.8M - $18.4M
|
113K
$22.8M
|