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
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
27.6KNew |
$6.11M - $7.14M
|
27.6K
$6.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.8K+ 15.77% |
$5.93M - $6.93M
|
196K
$43.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
24.5K+ 73.55% |
$5.44M - $6.36M
|
57.9K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
24.4KNew |
$5.41M - $6.32M
|
24.4K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
24.3K+ 9.04% |
$5.39M - $6.3M
|
293K
$65.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
24.3KNew |
$5.39M - $6.29M
|
24.3K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
23.3K+ 359.72% |
$5.16M - $6.03M
|
29.7K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
23.1KNew |
$5.12M - $5.99M
|
23.1K
$5.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
22.6K+ 4.6% |
$5.01M - $5.85M
|
514K
$115M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.5K+ 6.3% |
$4.77M - $5.57M
|
363K
$81.2M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
21.5KNew |
$4.76M - $5.56M
|
21.5K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
21.4KNew |
$4.75M - $5.55M
|
21.4K
$4.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
21.1K+ 9.21% |
$4.69M - $5.48M
|
251K
$56.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
20.9K+ 11.02% |
$4.64M - $5.42M
|
211K
$47.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19.9K+ 0.46% |
$4.41M - $5.15M
|
4.36M
$974M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
19.3K+ 7.58% |
$4.27M - $4.99M
|
274K
$61.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
19.1K+ 16.36% |
$4.24M - $4.95M
|
136K
$30.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
18.5K+ 11.66% |
$4.1M - $4.79M
|
177K
$39.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
18.4KNew |
$4.08M - $4.77M
|
18.4K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
18.3KNew |
$4.07M - $4.75M
|
18.3K
$4.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
18.3KNew |
$4.06M - $4.75M
|
18.3K
$4.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
17.7K+ 57.91% |
$3.93M - $4.59M
|
48.4K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
17.4K+ 28.65% |
$3.85M - $4.5M
|
78.1K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
16.7KNew |
$3.69M - $4.31M
|
16.7K
$3.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
16K+ 13.27% |
$3.56M - $4.15M
|
137K
$30.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
15.8K+ 21.31% |
$3.49M - $4.08M
|
89.7K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15.4K+ 2.74% |
$3.41M - $3.98M
|
576K
$129M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
15.3K+ 9.92% |
$3.39M - $3.96M
|
170K
$37.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
15.2KNew |
$3.38M - $3.94M
|
15.2K
$3.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14.1K+ 2.76% |
$3.13M - $3.66M
|
524K
$117M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
13.9K+ 11.82% |
$3.09M - $3.61M
|
132K
$29.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
13.8K+ 2.13% |
$3.07M - $3.59M
|
664K
$148M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 3.13% |
$3.06M - $3.57M
|
455K
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.8K+ 7.53% |
$2.85M - $3.33M
|
183K
$41M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.8K+ 27.07% |
$2.83M - $3.31M
|
59.9K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
12.7KNew |
$2.82M - $3.3M
|
12.7K
$2.85M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
12.6K+ 6.99% |
$2.79M - $3.25M
|
192K
$43M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.5K+ 4.47% |
$2.76M - $3.23M
|
291K
$65.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.3K+ 1.71% |
$2.74M - $3.2M
|
734K
$164M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12K+ 247.17% |
$2.66M - $3.11M
|
16.9K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11.9K+ 26.3% |
$2.63M - $3.07M
|
57K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
11.7K+ 3.19% |
$2.59M - $3.03M
|
379K
$84.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.3K+ 49.25% |
$2.5M - $2.92M
|
34.1K
$7.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
11.2KNew |
$2.49M - $2.91M
|
11.2K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10.9K+ 36.66% |
$2.42M - $2.83M
|
40.7K
$9.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
10.8K+ 99.01% |
$2.39M - $2.79M
|
21.7K
$4.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.5KNew |
$2.32M - $2.71M
|
10.5K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10.1K+ 19.42% |
$2.24M - $2.61M
|
62K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
10.1KNew |
$2.24M - $2.61M
|
10.1K
$2.26M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.79KNew |
$2.17M - $2.54M
|
9.79K
$2.19M
|