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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
13.8K+ 2.13% |
$3.07M - $3.59M
|
664K
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
13.8KNew |
$3.07M - $3.58M
|
13.8K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
13.8KNew |
$3.06M - $3.58M
|
13.8K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.8K+ 0.02% |
$3.06M - $3.57M
|
65.9M
$16.2B
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 3.13% |
$3.06M - $3.57M
|
455K
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
13.7K+ 7.45% |
$3.05M - $3.56M
|
198K
$48.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
13.7K+ 119.61% |
$3.04M - $3.55M
|
25.2K
$6.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
13.7KNew |
$3.04M - $3.55M
|
13.7K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.7K+ 1.35% |
$3.03M - $3.54M
|
1.02M
$252M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.6K+ 80.0% |
$3.01M - $3.52M
|
30.6K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
13.6KNew |
$3.01M - $3.51M
|
13.6K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.5K+ 5.62% |
$3M - $3.51M
|
255K
$62.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
13.5KNew |
$2.99M - $3.49M
|
13.5K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
13.5KNew |
$2.98M - $3.49M
|
13.5K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
13.2KNew |
$2.92M - $3.41M
|
13.2K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
13.2K+ 22.99% |
$2.92M - $3.41M
|
70.4K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
13KNew |
$2.89M - $3.38M
|
13K
$3.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
13K+ 1.15% |
$2.89M - $3.38M
|
1.14M
$281M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
13KNew |
$2.89M - $3.37M
|
13K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
12.9K+ 17.64% |
$2.86M - $3.35M
|
86.1K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.8K+ 7.53% |
$2.85M - $3.33M
|
183K
$45M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.8K+ 27.07% |
$2.83M - $3.31M
|
59.9K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
12.8K+ 175.64% |
$2.83M - $3.31M
|
20K
$4.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
12.7KNew |
$2.82M - $3.3M
|
12.7K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
12.7K+ 28.19% |
$2.82M - $3.29M
|
57.8K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.7K+ 26.85% |
$2.81M - $3.28M
|
59.9K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
12.6KNew |
$2.79M - $3.26M
|
12.6K
$3.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
12.6K+ 6.99% |
$2.79M - $3.25M
|
192K
$47.2M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
12.5KNew |
$2.78M - $3.25M
|
12.5K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
12.5KNew |
$2.77M - $3.24M
|
12.5K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
12.5KNew |
$2.77M - $3.24M
|
12.5K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.5K+ 26.69% |
$2.77M - $3.24M
|
59.3K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
New Gen Asset Management LTD
|
BUY
|
- |
12.5KNew |
$2.77M - $3.24M
|
12.5K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.5K+ 4.47% |
$2.76M - $3.23M
|
291K
$71.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12.5K+ 16.42% |
$2.76M - $3.23M
|
88.4K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.5K+ 19.9% |
$2.76M - $3.23M
|
75K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.3K+ 1.71% |
$2.74M - $3.2M
|
734K
$180M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
12.3K+ 15.79% |
$2.74M - $3.2M
|
90.6K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
12.2K+ 218.78% |
$2.71M - $3.17M
|
17.8K
$4.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
12.2K+ 35.03% |
$2.71M - $3.16M
|
47.1K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
12.2K+ 9.82% |
$2.71M - $3.16M
|
137K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.2K+ 1.51% |
$2.7M - $3.15M
|
816K
$200M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
12.1KNew |
$2.69M - $3.15M
|
12.1K
$2.98M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 144.75% |
$2.69M - $3.15M
|
20.5K
$5.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1KNew |
$2.68M - $3.13M
|
12.1K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
12KNew |
$2.67M - $3.12M
|
12K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12K+ 247.17% |
$2.66M - $3.11M
|
16.9K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
12KNew |
$2.65M - $3.1M
|
12K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
12K+ 3.4% |
$2.65M - $3.1M
|
363K
$89.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 2.21% |
$2.64M - $3.09M
|
552K
$135M
|