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 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.28KNew |
$2.06M - $2.4M
|
9.28K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
9.21K+ 4.03% |
$2.04M - $2.39M
|
238K
$58.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
9.2KNew |
$2.04M - $2.38M
|
9.2K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
9.18K+ 74.68% |
$2.04M - $2.38M
|
21.5K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
9.17K+ 3.56% |
$2.03M - $2.38M
|
267K
$65.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
9.16K+ 5.72% |
$2.03M - $2.37M
|
169K
$41.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.13KNew |
$2.02M - $2.37M
|
9.13K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.11KNew |
$2.02M - $2.36M
|
9.11K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.11KNew |
$2.02M - $2.36M
|
9.11K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
9.11K+ 4.69% |
$2.02M - $2.36M
|
203K
$49.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.05K+ 20.15% |
$2.01M - $2.34M
|
53.9K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
9.01K+ 14.35% |
$2M - $2.33M
|
71.8K
$17.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9.01K+ 65.23% |
$2M - $2.33M
|
22.8K
$5.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.96K+ 2.69% |
$1.99M - $2.32M
|
342K
$84.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.96KNew |
$1.99M - $2.32M
|
8.96K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.92K+ 2.02% |
$1.98M - $2.31M
|
452K
$111M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
8.9KNew |
$1.97M - $2.3M
|
8.9K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.89K+ 16.94% |
$1.97M - $2.3M
|
61.4K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
8.87KNew |
$1.97M - $2.3M
|
8.87K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.86KNew |
$1.97M - $2.3M
|
8.86K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.83K+ 24.7% |
$1.96M - $2.29M
|
44.6K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.81K+ 97.63% |
$1.95M - $2.28M
|
17.8K
$4.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.8K+ 1.87% |
$1.95M - $2.28M
|
480K
$118M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
8.72KNew |
$1.93M - $2.26M
|
8.72K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 1.59% |
$1.93M - $2.26M
|
555K
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.69K+ 1.93% |
$1.93M - $2.25M
|
460K
$113M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.68K+ 11.99% |
$1.92M - $2.25M
|
81.1K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
8.67KNew |
$1.92M - $2.25M
|
8.67K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
8.67KNew |
$1.92M - $2.25M
|
8.67K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.64KNew |
$1.92M - $2.24M
|
8.64K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
8.61KNew |
$1.91M - $2.23M
|
8.61K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
8.6KNew |
$1.91M - $2.23M
|
8.6K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
8.6KNew |
$1.91M - $2.23M
|
8.6K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.59K+ 7.07% |
$1.9M - $2.22M
|
130K
$31.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
8.59KNew |
$1.9M - $2.22M
|
8.59K
$2.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.58K+ 67.48% |
$1.9M - $2.22M
|
21.3K
$5.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8.57K+ 17.52% |
$1.9M - $2.22M
|
57.4K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
8.56KNew |
$1.9M - $2.22M
|
8.56K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.54KNew |
$1.89M - $2.21M
|
8.54K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
8.53KNew |
$1.89M - $2.21M
|
8.53K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
8.53KNew |
$1.89M - $2.21M
|
8.53K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.49K+ 6.2% |
$1.88M - $2.2M
|
145K
$35.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.49K+ 47.15% |
$1.88M - $2.2M
|
26.5K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
8.49KNew |
$1.88M - $2.2M
|
8.49K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
8.42K+ 34.69% |
$1.87M - $2.18M
|
32.7K
$8.03M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.39KNew |
$1.86M - $2.17M
|
8.39K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.35K+ 2.59% |
$1.85M - $2.16M
|
331K
$81.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8.34K+ 134.25% |
$1.85M - $2.16M
|
14.6K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
8.34KNew |
$1.85M - $2.16M
|
8.34K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
8.33KNew |
$1.85M - $2.16M
|
8.33K
$2.05M
|