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 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.03K+ 0.4% |
$1.34M - $1.56M
|
1.52M
$358M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6K+ 9.54% |
$1.33M - $1.56M
|
68.9K
$16.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6K+ 117.42% |
$1.33M - $1.55M
|
11.1K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.98K+ 7.27% |
$1.32M - $1.55M
|
88.2K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.94K+ 5.92% |
$1.32M - $1.54M
|
106K
$25.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.93KNew |
$1.31M - $1.54M
|
5.93K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.92K+ 16.52% |
$1.31M - $1.53M
|
41.7K
$9.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.86K+ 38.55% |
$1.3M - $1.52M
|
21.1K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.84K+ 52.14% |
$1.29M - $1.51M
|
17K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.83K+ 1.33% |
$1.29M - $1.51M
|
445K
$105M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.69K+ 7.37% |
$1.26M - $1.47M
|
82.9K
$19.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.63K+ 4.69% |
$1.25M - $1.46M
|
126K
$29.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.58K+ 23.28% |
$1.24M - $1.45M
|
29.6K
$6.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
5.56KNew |
$1.23M - $1.44M
|
5.56K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.51K+ 4.47% |
$1.22M - $1.43M
|
129K
$30.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.44K+ 3.65% |
$1.21M - $1.41M
|
155K
$36.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.44KNew |
$1.21M - $1.41M
|
5.44K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5.42KNew |
$1.2M - $1.4M
|
5.42K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.41K+ 4.76% |
$1.2M - $1.4M
|
119K
$28.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.24KNew |
$1.16M - $1.36M
|
5.24K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.21K+ 42.27% |
$1.16M - $1.35M
|
17.5K
$4.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.18K+ 15.27% |
$1.15M - $1.34M
|
39.1K
$9.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.09K+ 3.08% |
$1.13M - $1.32M
|
170K
$40.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
5.07KNew |
$1.12M - $1.31M
|
5.07K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
5.05K+ 8.44% |
$1.12M - $1.31M
|
64.8K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.04K+ 1.41% |
$1.12M - $1.31M
|
362K
$85.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
5KNew |
$1.11M - $1.3M
|
5K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.97KNew |
$1.1M - $1.29M
|
4.97K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.92K+ 54.21% |
$1.09M - $1.27M
|
14K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.91KNew |
$1.09M - $1.27M
|
4.91K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
4.91K+ 0.11% |
$1.09M - $1.27M
|
4.31M
$1.02B
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.87KNew |
$1.08M - $1.26M
|
4.87K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.84K+ 16.19% |
$1.07M - $1.25M
|
34.8K
$8.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.8KNew |
$1.06M - $1.24M
|
4.8K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 35.21% |
$1.06M - $1.24M
|
18.4K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.66K+ 11.43% |
$1.03M - $1.21M
|
45.4K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.66K+ 2.36% |
$1.03M - $1.21M
|
202K
$47.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
4.57K+ 1.87% |
$1.01M - $1.18M
|
249K
$58.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
4.57K+ 8.83% |
$1.01M - $1.18M
|
56.3K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
4.56K+ 4.05% |
$1.01M - $1.18M
|
117K
$27.7M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.51K+ 18.08% |
$1M - $1.17M
|
29.5K
$6.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.5K+ 7.91% |
$997K - $1.16M
|
61.3K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.47K+ 9.85% |
$992K - $1.16M
|
49.9K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.47K+ 37.42% |
$990K - $1.16M
|
16.4K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.45K+ 6.5% |
$986K - $1.15M
|
72.9K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
4.33K+ 2.86% |
$960K - $1.12M
|
156K
$36.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.32K+ 25.17% |
$957K - $1.12M
|
21.5K
$5.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
4.31KNew |
$956K - $1.12M
|
4.31K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
4.27K+ 40.8% |
$947K - $1.11M
|
14.7K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.26KNew |
$945K - $1.1M
|
4.26K
$1.01M
|