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 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
46K+ 5.42% |
$10.2M - $11.9M
|
893K
$219M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
45.9K+ 12.94% |
$10.2M - $11.9M
|
401K
$98.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45.8K+ 22.41% |
$10.2M - $11.9M
|
250K
$61.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
45.8K+ 30.72% |
$10.2M - $11.9M
|
195K
$47.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
45.5KNew |
$10.1M - $11.8M
|
45.5K
$11.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
44.8KNew |
$9.93M - $11.6M
|
44.8K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 0.86% |
$9.92M - $11.6M
|
5.24M
$1.29B
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
44.7KNew |
$9.92M - $11.6M
|
44.7K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
44.7KNew |
$9.91M - $11.6M
|
44.7K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
44.4K+ 14.87% |
$9.85M - $11.5M
|
343K
$84.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
44.1K+ 54.72% |
$9.78M - $11.4M
|
125K
$30.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
44.1KNew |
$9.78M - $11.4M
|
44.1K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
44.1K+ 39.52% |
$9.78M - $11.4M
|
156K
$38.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
43.4KNew |
$9.61M - $11.2M
|
43.4K
$10.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
43.2KNew |
$9.59M - $11.2M
|
43.2K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.1K+ 4.71% |
$9.56M - $11.2M
|
960K
$236M
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
42.9KNew |
$9.51M - $11.1M
|
42.9K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
42.2KNew |
$9.36M - $10.9M
|
42.2K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
41.9K+ 3.96% |
$9.28M - $10.8M
|
1.1M
$270M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
41.7KNew |
$9.24M - $10.8M
|
41.7K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
41.4KNew |
$9.18M - $10.7M
|
41.4K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
41.1KNew |
$9.12M - $10.7M
|
41.1K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
41KNew |
$9.09M - $10.6M
|
41K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
40.9K+ 2.99% |
$9.08M - $10.6M
|
1.41M
$346M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
40.2K+ 10.53% |
$8.9M - $10.4M
|
422K
$104M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
40.1KNew |
$8.89M - $10.4M
|
40.1K
$9.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
40KNew |
$8.87M - $10.4M
|
40K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$8.87M - $10.4M
|
40K
$9.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
39.9KNew |
$8.85M - $10.3M
|
39.9K
$9.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
39.9K+ 3.4% |
$8.84M - $10.3M
|
1.21M
$298M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
39.7KNew |
$8.8M - $10.3M
|
39.7K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39.7K+ 134.06% |
$8.8M - $10.3M
|
69.3K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
39.6KNew |
$8.79M - $10.3M
|
39.6K
$9.74M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
39.5K+ 17.23% |
$8.76M - $10.2M
|
269K
$66M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
39.4KNew |
$8.74M - $10.2M
|
39.4K
$9.68M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
39.2K+ 12.38% |
$8.69M - $10.2M
|
356K
$87.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
38.8K+ 26.74% |
$8.61M - $10.1M
|
184K
$45.2M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
38.8KNew |
$8.6M - $10.1M
|
38.8K
$9.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
38.7K+ 0.39% |
$8.57M - $10M
|
9.93M
$2.44B
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
38.6KNew |
$8.55M - $9.99M
|
38.6K
$9.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
38.6KNew |
$8.55M - $9.99M
|
38.6K
$9.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38.4KNew |
$8.52M - $9.96M
|
38.4K
$9.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
37.7KNew |
$8.36M - $9.77M
|
37.7K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
37.7KNew |
$8.35M - $9.75M
|
37.7K
$9.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37.2K+ 53.23% |
$8.24M - $9.63M
|
107K
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
37K+ 57.94% |
$8.21M - $9.59M
|
101K
$24.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
36.6K+ 25.93% |
$8.12M - $9.49M
|
178K
$43.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
36.4KNew |
$8.08M - $9.44M
|
36.4K
$8.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
36.2KNew |
$8.02M - $9.37M
|
36.2K
$8.89M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
36KNew |
$7.98M - $9.32M
|
36K
$8.84M
|