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
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
833+ 3.42% |
$185K - $216K
|
25.2K
$5.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
830+ 0.74% |
$184K - $215K
|
113K
$25.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
820+ 1.72% |
$182K - $212K
|
48.6K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
819+ 2.0% |
$182K - $212K
|
41.9K
$9.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
812New |
$180K - $210K
|
812
$182K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
811New |
$180K - $210K
|
811
$181K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
794+ 1.02% |
$176K - $206K
|
78.5K
$17.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
786+ 0.66% |
$174K - $204K
|
119K
$26.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
783+ 3.18% |
$174K - $203K
|
25.4K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
769+ 2.83% |
$170K - $199K
|
28K
$6.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
761+ 2.78% |
$169K - $197K
|
28.1K
$6.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
750+ 25.35% |
$166K - $194K
|
3.71K
$830K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
748+ 23.27% |
$166K - $194K
|
3.96K
$886K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
745+ 6.0% |
$165K - $193K
|
13.2K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
741+ 34.23% |
$164K - $192K
|
2.91K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
734+ 1.31% |
$163K - $190K
|
56.9K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
727+ 3.07% |
$161K - $188K
|
24.4K
$5.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
711+ 0.7% |
$158K - $184K
|
102K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
704+ 29.37% |
$156K - $182K
|
3.1K
$694K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
701+ 2.82% |
$155K - $182K
|
25.6K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
686+ 1.87% |
$152K - $178K
|
37.3K
$8.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
676+ 0.65% |
$150K - $175K
|
105K
$23.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
670+ 2.56% |
$149K - $174K
|
26.8K
$6M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
669+ 9.17% |
$148K - $173K
|
7.97K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
669+ 1.31% |
$148K - $173K
|
51.6K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
656+ 1.63% |
$145K - $170K
|
40.8K
$9.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
654+ 4.14% |
$145K - $169K
|
16.4K
$3.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
652+ 0.19% |
$145K - $169K
|
353K
$78.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
651+ 4.77% |
$144K - $169K
|
14.3K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
647+ 4.08% |
$143K - $168K
|
16.5K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
646+ 9.93% |
$143K - $167K
|
7.15K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
634+ 7.18% |
$141K - $164K
|
9.46K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
633+ 1.2% |
$140K - $164K
|
53.5K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
628+ 5.54% |
$139K - $163K
|
12K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
621+ 0.33% |
$138K - $161K
|
186K
$41.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
613+ 2.33% |
$136K - $159K
|
26.9K
$6.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
603+ 3.65% |
$134K - $156K
|
17.1K
$3.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
600+ 1.01% |
$133K - $155K
|
59.8K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
596+ 5.37% |
$132K - $154K
|
11.7K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
594+ 11.35% |
$132K - $154K
|
5.83K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
592+ 4.93% |
$131K - $153K
|
12.6K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
592+ 8.84% |
$131K - $153K
|
7.29K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
583+ 65.36% |
$129K - $151K
|
1.48K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
580+ 3.31% |
$129K - $150K
|
18.1K
$4.05M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
578+ 2.07% |
$128K - $150K
|
28.6K
$6.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
568+ 0.62% |
$126K - $147K
|
92.8K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
566+ 12.01% |
$125K - $147K
|
5.28K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
557+ 0.44% |
$123K - $144K
|
127K
$28.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
553+ 3.07% |
$123K - $143K
|
18.6K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
552+ 3.75% |
$122K - $143K
|
15.3K
$3.42M
|