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 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 0.11% |
$887 - $1.04K
|
3.51K
$799K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$887 - $1.04K
|
9.37K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
27.4K
$6.25M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
30.5K
$6.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3+ 0.06% |
$665 - $777
|
5.24K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
3+ 0.07% |
$665 - $777
|
4.42K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$665 - $777
|
3.75K
$853K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.09% |
$665 - $777
|
3.31K
$753K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$665 - $777
|
9.83K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2+ 0.12% |
$443 - $518
|
1.73K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.47K
$790K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.09% |
$443 - $518
|
2.25K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2+ 0.07% |
$443 - $518
|
2.78K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$443 - $518
|
9.13K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.38K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$443 - $518
|
5.37K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2+ 0.03% |
$443 - $518
|
6.9K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2+ 0.03% |
$443 - $518
|
7.85K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 0.04% |
$443 - $518
|
4.55K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2+ 0.03% |
$443 - $518
|
7.05K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.58K
$815K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2+ 0.07% |
$443 - $518
|
2.98K
$677K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2+ 0.04% |
$443 - $518
|
4.65K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2+ 0.03% |
$443 - $518
|
7K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.32K
$756K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$222 - $259
|
4.78K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1+ 0.33% |
$222 - $259
|
307
$69.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
7.85K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.03% |
$222 - $259
|
3.58K
$816K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
7.35K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1+ 0.05% |
$222 - $259
|
2.12K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
10K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
7.2K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$222 - $259
|
4.33K
$986K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$222 - $259
|
5.25K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
8.96K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
14.9K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
6.76K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$222 - $259
|
19.4K
$4.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.0% |
$222 - $259
|
20.2K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
1+ 0.05% |
$222 - $259
|
2.21K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1+ 0.08% |
$222 - $259
|
1.24K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
10.7K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$222 - $259
|
1.24K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1- 0.07% |
$222 - $259
|
1.51K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2- 0.03% |
$443 - $518
|
7.19K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2- 0.02% |
$443 - $518
|
12.1K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-2- 0.01% |
$443 - $518
|
17.6K
$4.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-3- 0.03% |
$665 - $777
|
10K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-3- 0.01% |
$665 - $777
|
27.2K
$6.2M
|