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 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.89K+ 16.94% |
$1.97M - $2.3M
|
61.4K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
8.87KNew |
$1.97M - $2.3M
|
8.87K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.86KNew |
$1.97M - $2.3M
|
8.86K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.83K+ 24.7% |
$1.96M - $2.29M
|
44.6K
$9.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.81K+ 97.63% |
$1.95M - $2.28M
|
17.8K
$3.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.8K+ 1.87% |
$1.95M - $2.28M
|
480K
$101M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
8.72KNew |
$1.93M - $2.26M
|
8.72K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 1.59% |
$1.93M - $2.26M
|
555K
$117M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.69K+ 1.93% |
$1.93M - $2.25M
|
460K
$96.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.68K+ 11.99% |
$1.92M - $2.25M
|
81.1K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
8.67KNew |
$1.92M - $2.25M
|
8.67K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
8.67KNew |
$1.92M - $2.25M
|
8.67K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.64KNew |
$1.92M - $2.24M
|
8.64K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
8.61KNew |
$1.91M - $2.23M
|
8.61K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
8.6KNew |
$1.91M - $2.23M
|
8.6K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
8.6KNew |
$1.91M - $2.23M
|
8.6K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.59K+ 7.07% |
$1.9M - $2.22M
|
130K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
8.59KNew |
$1.9M - $2.22M
|
8.59K
$1.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.58K+ 67.48% |
$1.9M - $2.22M
|
21.3K
$4.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8.57K+ 17.52% |
$1.9M - $2.22M
|
57.4K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
8.56KNew |
$1.9M - $2.22M
|
8.56K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.54KNew |
$1.89M - $2.21M
|
8.54K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
8.53KNew |
$1.89M - $2.21M
|
8.53K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
8.53KNew |
$1.89M - $2.21M
|
8.53K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.49K+ 6.2% |
$1.88M - $2.2M
|
145K
$30.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.49K+ 47.15% |
$1.88M - $2.2M
|
26.5K
$5.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
8.49KNew |
$1.88M - $2.2M
|
8.49K
$1.78M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
8.45KNew |
$1.87M - $2.19M
|
8.45K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
8.42K+ 34.69% |
$1.87M - $2.18M
|
32.7K
$6.86M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.39KNew |
$1.86M - $2.17M
|
8.39K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.35K+ 2.59% |
$1.85M - $2.16M
|
331K
$69.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8.34K+ 134.25% |
$1.85M - $2.16M
|
14.6K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
8.34KNew |
$1.85M - $2.16M
|
8.34K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
8.33KNew |
$1.85M - $2.16M
|
8.33K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
8.33KNew |
$1.85M - $2.16M
|
8.33K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.3KNew |
$1.84M - $2.15M
|
8.3K
$1.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8.23K+ 17.15% |
$1.82M - $2.13M
|
56.2K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.17KNew |
$1.81M - $2.12M
|
8.17K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.17KNew |
$1.81M - $2.12M
|
8.17K
$1.72M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
8.16KNew |
$1.81M - $2.11M
|
8.16K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.15K+ 62.94% |
$1.81M - $2.11M
|
21.1K
$4.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.13KNew |
$1.8M - $2.11M
|
8.13K
$1.71M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
8.12KNew |
$1.8M - $2.1M
|
8.12K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8.11K+ 42.17% |
$1.8M - $2.1M
|
27.3K
$5.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
8.08KNew |
$1.79M - $2.09M
|
8.08K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.06K+ 1.34% |
$1.79M - $2.09M
|
612K
$128M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
8.06KNew |
$1.79M - $2.09M
|
8.06K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
8.05K+ 92.38% |
$1.78M - $2.09M
|
16.8K
$3.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.02K+ 7.51% |
$1.78M - $2.08M
|
115K
$24.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
7.98KNew |
$1.77M - $2.07M
|
7.98K
$1.67M
|