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 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.37K+ 0.98% |
$304K - $355K
|
141K
$33.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.37K+ 4.64% |
$304K - $355K
|
30.9K
$7.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 27.49% |
$303K - $354K
|
6.33K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 4.35% |
$302K - $353K
|
32.7K
$7.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.35K+ 0.89% |
$300K - $351K
|
153K
$36.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.35K+ 1.04% |
$300K - $350K
|
131K
$31M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.35K+ 4.13% |
$300K - $350K
|
34.1K
$8.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.35K+ 4.94% |
$299K - $350K
|
28.7K
$6.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.34K+ 1.0% |
$296K - $346K
|
135K
$31.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.33K+ 17.24% |
$294K - $344K
|
9.03K
$2.13M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.32K+ 5.91% |
$294K - $343K
|
23.7K
$5.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.32KNew |
$293K - $343K
|
1.32K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.32K+ 2.67% |
$293K - $342K
|
50.8K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
1.3KNew |
$289K - $338K
|
1.3K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.28K+ 1.12% |
$284K - $332K
|
116K
$27.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.28K+ 6.29% |
$284K - $332K
|
21.6K
$5.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.24K+ 1.36% |
$275K - $321K
|
92.6K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 2.89% |
$273K - $319K
|
43.8K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.21K+ 1.53% |
$267K - $312K
|
80.2K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.2K+ 0.77% |
$266K - $311K
|
158K
$37.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16K+ 7.97% |
$256K - $300K
|
15.7K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.16K+ 2.35% |
$256K - $299K
|
50.3K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.15KNew |
$256K - $299K
|
1.15K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.15K+ 0.28% |
$255K - $297K
|
414K
$97.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 24.46% |
$254K - $297K
|
5.83K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.13K+ 5.17% |
$251K - $294K
|
23.1K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.13K+ 0.76% |
$250K - $292K
|
149K
$35.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 5.54% |
$249K - $291K
|
21.4K
$5.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 0.57% |
$249K - $291K
|
198K
$46.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.12K+ 11.95% |
$247K - $289K
|
10.4K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.1K+ 34.18% |
$244K - $285K
|
4.32K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1KNew |
$244K - $285K
|
1.1K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.1K+ 10.1% |
$243K - $284K
|
12K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.09K+ 2.13% |
$241K - $282K
|
52.1K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.08K+ 9.3% |
$240K - $281K
|
12.7K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.08K+ 1.79% |
$239K - $280K
|
61.5K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.08K+ 1.75% |
$239K - $279K
|
62.7K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.08K+ 7.26% |
$239K - $279K
|
15.9K
$3.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.08K+ 4.38% |
$239K - $279K
|
25.7K
$6.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.06K+ 2.88% |
$236K - $275K
|
37.9K
$8.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1.06KNew |
$234K - $274K
|
1.06K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.05K+ 1.95% |
$233K - $272K
|
54.9K
$13M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 0.95% |
$233K - $272K
|
112K
$26.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$233K - $272K
|
1.05K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.04K+ 2.85% |
$231K - $270K
|
37.7K
$8.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.04K+ 7.69% |
$230K - $269K
|
14.5K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.04K+ 14.27% |
$230K - $268K
|
8.3K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.04K+ 0.54% |
$230K - $268K
|
192K
$45.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.03K+ 4.05% |
$229K - $267K
|
26.5K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.03K+ 3.65% |
$228K - $267K
|
29.2K
$6.9M
|