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 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
472+ 3.18% |
$105K - $122K
|
15.3K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
465+ 2.63% |
$103K - $120K
|
18.1K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
462+ 0.35% |
$102K - $120K
|
134K
$31.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
460+ 22.1% |
$102K - $119K
|
2.54K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
454+ 0.38% |
$101K - $118K
|
119K
$28.2M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
447+ 2.94% |
$99.1K - $116K
|
15.7K
$3.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
445+ 1.04% |
$98.7K - $115K
|
43.4K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
443+ 12.01% |
$98.2K - $115K
|
4.13K
$975K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
443+ 1.11% |
$98.2K - $115K
|
40.4K
$9.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
442+ 7.45% |
$98K - $114K
|
6.37K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
441+ 0.58% |
$97.8K - $114K
|
77K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
433+ 31.72% |
$96K - $112K
|
1.8K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
432+ 4.92% |
$95.8K - $112K
|
9.22K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
430+ 0.3% |
$95.3K - $111K
|
143K
$33.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
428+ 0.2% |
$94.9K - $111K
|
216K
$50.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
427+ 1.25% |
$94.7K - $111K
|
34.7K
$8.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
418+ 3.41% |
$92.7K - $108K
|
12.7K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
418+ 0.89% |
$92.7K - $108K
|
47.3K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
416+ 4.53% |
$92.2K - $108K
|
9.59K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
414+ 0.4% |
$91.8K - $107K
|
105K
$24.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
405+ 39.63% |
$89.8K - $105K
|
1.43K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
404+ 1.54% |
$89.6K - $105K
|
26.6K
$6.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
402+ 5.76% |
$89.1K - $104K
|
7.39K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
400+ 1.11% |
$88.7K - $104K
|
36.4K
$8.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
395+ 2.91% |
$87.6K - $102K
|
14K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
395+ 16.29% |
$87.6K - $102K
|
2.82K
$666K
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
393+ 1.29% |
$87.1K - $102K
|
30.9K
$7.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
393+ 2.57% |
$87.1K - $102K
|
15.7K
$3.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
389+ 3.19% |
$86.2K - $101K
|
12.6K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
389+ 1.16% |
$86.2K - $101K
|
34K
$8.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
388+ 3.17% |
$86K - $100K
|
12.6K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
386+ 2.56% |
$85.6K - $100K
|
15.4K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
383+ 8.99% |
$84.9K - $99.2K
|
4.65K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
381+ 4.43% |
$84.5K - $98.7K
|
8.97K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
377+ 0.7% |
$83.6K - $97.7K
|
54.2K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
373+ 6.48% |
$82.7K - $96.6K
|
6.13K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
371+ 1.21% |
$82.2K - $96.1K
|
30.9K
$7.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
369+ 1.2% |
$81.8K - $95.6K
|
31K
$7.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
366+ 3.81% |
$81.1K - $94.8K
|
9.98K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
366+ 1.81% |
$81.1K - $94.8K
|
20.5K
$4.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
364+ 2.64% |
$80.7K - $94.3K
|
14.1K
$3.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
361+ 0.5% |
$80K - $93.5K
|
72.4K
$17.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
359+ 3.04% |
$79.6K - $93K
|
12.2K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
356+ 0.61% |
$78.9K - $92.2K
|
58.4K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
354+ 7.92% |
$78.5K - $91.7K
|
4.82K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
352+ 5.36% |
$78K - $91.2K
|
6.92K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
351+ 3.37% |
$77.8K - $90.9K
|
10.8K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
346+ 0.96% |
$76.7K - $89.6K
|
36.5K
$8.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
344+ 1.27% |
$76.3K - $89.1K
|
27.4K
$6.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
341+ 0.48% |
$75.6K - $88.3K
|
72K
$17M
|