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 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
28.8KNew |
$6.38M - $7.46M
|
28.8K
$6.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
28.4K+ 5.36% |
$6.3M - $7.36M
|
558K
$132M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
28.4K+ 5.89% |
$6.3M - $7.36M
|
511K
$121M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.3K+ 3.36% |
$6.27M - $7.33M
|
870K
$205M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
28K+ 14.95% |
$6.2M - $7.25M
|
215K
$50.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
27.9K+ 3.79% |
$6.2M - $7.24M
|
766K
$181M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
27.8KNew |
$6.16M - $7.2M
|
27.8K
$6.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
27.7K+ 18.77% |
$6.15M - $7.18M
|
175K
$41.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
27.6KNew |
$6.13M - $7.16M
|
27.6K
$6.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.6K+ 5.03% |
$6.12M - $7.15M
|
577K
$136M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
27.6KNew |
$6.11M - $7.14M
|
27.6K
$6.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
27.1K+ 14.85% |
$6.02M - $7.03M
|
210K
$49.5M
|
|
|
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
$46.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
25.9KNew |
$5.73M - $6.7M
|
25.9K
$6.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
25.7K+ 16.05% |
$5.69M - $6.65M
|
186K
$43.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
25.6KNew |
$5.67M - $6.62M
|
25.6K
$6.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
25.1KNew |
$5.56M - $6.49M
|
25.1K
$5.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
24.8KNew |
$5.49M - $6.42M
|
24.8K
$5.85M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
24.6K+ 67.73% |
$5.46M - $6.38M
|
61K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
24.5K+ 73.55% |
$5.44M - $6.36M
|
57.9K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
24.4KNew |
$5.41M - $6.32M
|
24.4K
$5.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
24.3K+ 9.04% |
$5.39M - $6.3M
|
293K
$69.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
24.3KNew |
$5.39M - $6.29M
|
24.3K
$5.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
24.1KNew |
$5.33M - $6.23M
|
24.1K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23.6K+ 134.49% |
$5.24M - $6.12M
|
41.2K
$9.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
23.4K+ 15.03% |
$5.19M - $6.06M
|
179K
$42.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
23.4KNew |
$5.18M - $6.05M
|
23.4K
$5.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
23.3K+ 359.72% |
$5.16M - $6.03M
|
29.7K
$7.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23.2K+ 11.92% |
$5.14M - $6M
|
218K
$51.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
23.1KNew |
$5.12M - $5.99M
|
23.1K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
22.7K+ 214.31% |
$5.03M - $5.88M
|
33.3K
$7.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
22.6K+ 4.6% |
$5.01M - $5.85M
|
514K
$121M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
22.6K+ 13.61% |
$5M - $5.84M
|
188K
$44.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
22KNew |
$4.89M - $5.71M
|
22K
$5.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.8K+ 5.53% |
$4.83M - $5.64M
|
416K
$98.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
21.6KNew |
$4.78M - $5.58M
|
21.6K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.5K+ 6.3% |
$4.77M - $5.57M
|
363K
$85.7M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
21.5KNew |
$4.76M - $5.56M
|
21.5K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
21.4KNew |
$4.75M - $5.55M
|
21.4K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
21.1K+ 9.21% |
$4.69M - $5.48M
|
251K
$59.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
20.9K+ 11.02% |
$4.64M - $5.42M
|
211K
$49.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
20.9KNew |
$4.64M - $5.42M
|
20.9K
$4.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
20.4K+ 20.39% |
$4.53M - $5.29M
|
121K
$28.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.4K+ 25.65% |
$4.52M - $5.28M
|
99.9K
$23.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20.3K+ 70.82% |
$4.49M - $5.25M
|
48.9K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
20.1KNew |
$4.45M - $5.2M
|
20.1K
$4.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19.9K+ 0.46% |
$4.41M - $5.15M
|
4.36M
$1.03B
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
19.9K+ 24.96% |
$4.4M - $5.14M
|
99.4K
$23.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
19.7KNew |
$4.38M - $5.11M
|
19.7K
$4.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
19.4KNew |
$4.3M - $5.02M
|
19.4K
$4.57M
|