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 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
145+ 3.83% |
$32.1K - $37.6K
|
3.93K
$878K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
141+ 0.47% |
$31.3K - $36.5K
|
30.1K
$6.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
136+ 1.53% |
$30.1K - $35.2K
|
9K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
135+ 14.52% |
$29.9K - $35K
|
1.07K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
133+ 1.56% |
$29.5K - $34.4K
|
8.67K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
132+ 0.65% |
$29.3K - $34.2K
|
20.6K
$4.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
126+ 0.1% |
$27.9K - $32.6K
|
132K
$29.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.4% |
$27.5K - $32.1K
|
3.77K
$843K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
117+ 0.21% |
$25.9K - $30.3K
|
55.6K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
115+ 0.16% |
$25.5K - $29.8K
|
73K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 0.16% |
$24.8K - $29K
|
71.7K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
111+ 2.08% |
$24.6K - $28.8K
|
5.44K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
110+ 3.32% |
$24.4K - $28.5K
|
3.43K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
110+ 0.28% |
$24.4K - $28.5K
|
39.8K
$8.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
110+ 1.58% |
$24.4K - $28.5K
|
7.07K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
104+ 1.26% |
$23.1K - $26.9K
|
8.38K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
103+ 0.33% |
$22.8K - $26.7K
|
31.4K
$7.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
102+ 0.92% |
$22.6K - $26.4K
|
11.2K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
102+ 0.8% |
$22.6K - $26.4K
|
12.8K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
100+ 1.64% |
$22.2K - $25.9K
|
6.21K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
94+ 0.03% |
$20.8K - $24.3K
|
349K
$78.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
91+ 0.31% |
$20.2K - $23.6K
|
29.7K
$6.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
91+ 2.87% |
$20.2K - $23.6K
|
3.26K
$728K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
86+ 1.76% |
$19.1K - $22.3K
|
4.97K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
86+ 2.96% |
$19.1K - $22.3K
|
2.99K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
83+ 0.07% |
$18.4K - $21.5K
|
125K
$28M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
79+ 0.22% |
$17.5K - $20.5K
|
35.3K
$7.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
78+ 0.15% |
$17.3K - $20.2K
|
53.5K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
77+ 0.31% |
$17.1K - $19.9K
|
25.2K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
74+ 0.49% |
$16.4K - $19.2K
|
15.3K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
73+ 0.9% |
$16.2K - $18.9K
|
8.17K
$1.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71+ 0.9% |
$15.7K - $18.4K
|
7.98K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
70+ 0.46% |
$15.5K - $18.1K
|
15.5K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
67+ 0.9% |
$14.9K - $17.4K
|
7.53K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
64+ 0.25% |
$14.2K - $16.6K
|
25.7K
$5.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
61+ 2.62% |
$13.5K - $15.8K
|
2.39K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
59+ 0.57% |
$13.1K - $15.3K
|
10.5K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
56+ 0.83% |
$12.4K - $14.5K
|
6.81K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
56+ 1.73% |
$12.4K - $14.5K
|
3.29K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
56+ 2.86% |
$12.4K - $14.5K
|
2.01K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
55+ 0.08% |
$12.2K - $14.2K
|
67.5K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53+ 0.47% |
$11.7K - $13.7K
|
11.3K
$2.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
50+ 0.08% |
$11.1K - $13K
|
65K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.09% |
$11.1K - $13K
|
58K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
48+ 1.29% |
$10.6K - $12.4K
|
3.78K
$844K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
45+ 0.2% |
$9.98K - $11.7K
|
22.6K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
44+ 0.5% |
$9.75K - $11.4K
|
8.83K
$1.98M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
41+ 1.16% |
$9.09K - $10.6K
|
3.58K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
41+ 2.07% |
$9.09K - $10.6K
|
2.02K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
40+ 0.51% |
$8.87K - $10.4K
|
7.94K
$1.78M
|