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 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.13K+ 5.55% |
$693K - $810K
|
59.4K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.11K+ 40.48% |
$689K - $805K
|
10.8K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
3.1K+ 12.95% |
$688K - $804K
|
27.1K
$6.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.09K+ 0.5% |
$684K - $800K
|
619K
$146M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.06K+ 22.77% |
$678K - $792K
|
16.5K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.04K+ 1.49% |
$673K - $787K
|
207K
$48.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.03K+ 0.51% |
$672K - $785K
|
592K
$140M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.03K+ 4.09% |
$671K - $784K
|
77K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.99K+ 0.73% |
$663K - $774K
|
411K
$96.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.96K+ 26.88% |
$657K - $768K
|
14K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.96K+ 1.72% |
$656K - $767K
|
175K
$41.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.95KNew |
$654K - $765K
|
2.95K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.94K+ 8.56% |
$652K - $762K
|
37.3K
$8.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.85K+ 6.4% |
$631K - $737K
|
47.3K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.84K+ 4.93% |
$629K - $735K
|
60.4K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.82K+ 3.64% |
$625K - $730K
|
80.2K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.8K+ 2.21% |
$621K - $726K
|
130K
$30.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.79K+ 7.31% |
$619K - $724K
|
41K
$9.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.78K+ 2.21% |
$615K - $719K
|
128K
$30.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.76K+ 4.35% |
$612K - $715K
|
66.3K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.73K+ 2.98% |
$606K - $708K
|
94.5K
$22.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.73K+ 7.37% |
$605K - $707K
|
39.8K
$9.39M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.71K+ 5.28% |
$602K - $703K
|
54.1K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 1.73% |
$600K - $701K
|
159K
$37.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 4.2% |
$597K - $698K
|
66.9K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
2.68KNew |
$594K - $694K
|
2.68K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.66K+ 1.54% |
$590K - $690K
|
176K
$41.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2.65K+ 10.74% |
$587K - $686K
|
27.3K
$6.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.65K+ 12.92% |
$587K - $685K
|
23.1K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.62K+ 3.38% |
$581K - $679K
|
80.3K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 1.44% |
$579K - $676K
|
184K
$43.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.61K+ 19.83% |
$578K - $676K
|
15.8K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.58K+ 3.7% |
$572K - $669K
|
72.4K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 3.81% |
$571K - $667K
|
70.2K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.57K+ 6.22% |
$570K - $665K
|
43.8K
$10.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.56K+ 8.42% |
$568K - $663K
|
33K
$7.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.55K+ 1.02% |
$564K - $659K
|
252K
$59.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.52K+ 3.45% |
$559K - $653K
|
75.7K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.51K+ 4.02% |
$557K - $651K
|
65K
$15.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.5K+ 9.85% |
$553K - $647K
|
27.8K
$6.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.48K+ 16.46% |
$550K - $643K
|
17.6K
$4.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.47K+ 2.21% |
$546K - $638K
|
114K
$26.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.45K+ 3.72% |
$544K - $635K
|
68.5K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.43K+ 1.94% |
$539K - $629K
|
128K
$30.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.43K+ 8.68% |
$538K - $628K
|
30.4K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 5.03% |
$537K - $627K
|
50.6K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.42K+ 3.88% |
$536K - $627K
|
64.8K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.42K+ 2.02% |
$536K - $626K
|
122K
$28.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.41K+ 4.78% |
$535K - $625K
|
52.9K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.4K+ 2.49% |
$533K - $622K
|
99K
$23.4M
|