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
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.37K+ 4.64% |
$304K - $355K
|
30.9K
$7.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.37K+ 2.99% |
$303K - $354K
|
47.1K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 27.49% |
$303K - $354K
|
6.33K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.36K+ 1.02% |
$302K - $353K
|
134K
$33M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 4.35% |
$302K - $353K
|
32.7K
$8.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.35K+ 0.89% |
$300K - $351K
|
153K
$37.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.35K+ 1.04% |
$300K - $350K
|
131K
$32.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.35K+ 4.13% |
$300K - $350K
|
34.1K
$8.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.35K+ 4.94% |
$299K - $350K
|
28.7K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.35K+ 6.78% |
$298K - $349K
|
21.2K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.34K+ 1.91% |
$298K - $348K
|
71.6K
$17.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.34K+ 1.0% |
$296K - $346K
|
135K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.34K+ 6.85% |
$296K - $346K
|
20.8K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
1.33K+ 3.62% |
$295K - $344K
|
38.1K
$9.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.33K+ 17.24% |
$294K - $344K
|
9.03K
$2.22M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.32K+ 5.91% |
$294K - $343K
|
23.7K
$5.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.32KNew |
$293K - $343K
|
1.32K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.32K+ 2.67% |
$293K - $342K
|
50.8K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.31K+ 19.07% |
$290K - $338K
|
8.16K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
1.3KNew |
$289K - $338K
|
1.3K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.3K+ 3.94% |
$288K - $337K
|
34.3K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.3K+ 2.31% |
$288K - $336K
|
57.5K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.3K+ 5.31% |
$287K - $335K
|
25.7K
$6.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.29K+ 2.51% |
$287K - $335K
|
52.9K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.28K+ 1.12% |
$284K - $332K
|
116K
$28.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.28K+ 3.21% |
$284K - $332K
|
41.3K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.28K+ 6.29% |
$284K - $332K
|
21.6K
$5.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.28K+ 0.83% |
$283K - $331K
|
155K
$38.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.27K+ 22.44% |
$281K - $328K
|
6.91K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.26KNew |
$280K - $327K
|
1.26K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.25K+ 0.35% |
$277K - $323K
|
361K
$88.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.25K+ 23.16% |
$277K - $323K
|
6.64K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.25KNew |
$276K - $323K
|
1.25K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.24K+ 1.36% |
$275K - $321K
|
92.6K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.24K+ 12.17% |
$274K - $321K
|
11.4K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 2.89% |
$273K - $319K
|
43.8K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.22K+ 9.74% |
$271K - $316K
|
13.8K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.22K+ 12.43% |
$270K - $315K
|
11K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.21K+ 12.94% |
$268K - $314K
|
10.6K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.21K+ 1.53% |
$267K - $312K
|
80.2K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.2K+ 0.77% |
$266K - $311K
|
158K
$38.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.2K+ 3.18% |
$265K - $310K
|
38.8K
$9.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 1.23% |
$263K - $307K
|
97.6K
$24M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.18K+ 2.96% |
$261K - $305K
|
41K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.17KNew |
$258K - $302K
|
1.17K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16K+ 7.97% |
$256K - $300K
|
15.7K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.16K+ 5.72% |
$256K - $300K
|
21.4K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.16K+ 2.35% |
$256K - $299K
|
50.3K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.16KNew |
$256K - $299K
|
1.16K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.15KNew |
$256K - $299K
|
1.15K
$283K
|