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 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
14+ 0.12% |
$3.1K - $3.63K
|
11.5K
$2.84M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
13+ 0.07% |
$2.88K - $3.37K
|
17.5K
$4.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Glynn Capital Management LLC
|
BUY
|
- |
13+ 0.07% |
$2.88K - $3.37K
|
19.1K
$4.73M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
13+ 0.11% |
$2.88K - $3.37K
|
12.2K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11+ 0.07% |
$2.44K - $2.85K
|
16.4K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
11+ 0.05% |
$2.44K - $2.85K
|
20.6K
$5.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10+ 0.04% |
$2.22K - $2.59K
|
27.8K
$6.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
10+ 0.27% |
$2.22K - $2.59K
|
3.78K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.13% |
$2.22K - $2.59K
|
8.01K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
10New |
$2.22K - $2.59K
|
10
$2.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
9+ 0.02% |
$2K - $2.33K
|
41.5K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9+ 0.16% |
$2K - $2.33K
|
5.77K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
9+ 0.07% |
$2K - $2.33K
|
12K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8+ 0.11% |
$1.77K - $2.07K
|
7.33K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
8+ 0.38% |
$1.77K - $2.07K
|
2.13K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
8+ 0.03% |
$1.77K - $2.07K
|
27.9K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
8+ 0.03% |
$1.77K - $2.07K
|
27.7K
$6.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
7+ 0.14% |
$1.55K - $1.81K
|
4.99K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
7+ 0.51% |
$1.55K - $1.81K
|
1.38K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
7+ 0.01% |
$1.55K - $1.81K
|
71.4K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
7+ 0.12% |
$1.55K - $1.81K
|
6.07K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
7+ 0.03% |
$1.55K - $1.81K
|
25.4K
$6.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
7+ 0.19% |
$1.55K - $1.81K
|
3.6K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7+ 0.12% |
$1.55K - $1.81K
|
5.65K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6+ 0.16% |
$1.33K - $1.55K
|
3.8K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6+ 0.1% |
$1.33K - $1.55K
|
5.85K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6+ 0.05% |
$1.33K - $1.55K
|
12.7K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
6+ 0.01% |
$1.33K - $1.55K
|
44.5K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$1.33K - $1.55K
|
6.81K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.04% |
$1.33K - $1.55K
|
16.7K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5+ 0.0% |
$1.11K - $1.3K
|
175K
$43.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5+ 0.08% |
$1.11K - $1.3K
|
6.12K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.09% |
$1.11K - $1.3K
|
5.54K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5+ 0.04% |
$1.11K - $1.3K
|
12.3K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
5+ 0.07% |
$1.11K - $1.3K
|
6.95K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.1% |
$1.11K - $1.3K
|
5.24K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4+ 0.07% |
$887 - $1.04K
|
5.55K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
28.6K
$7.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 0.11% |
$887 - $1.04K
|
3.51K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$887 - $1.04K
|
9.37K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
27.4K
$6.78M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
30.5K
$7.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4+ 0.08% |
$887 - $1.04K
|
4.74K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3+ 0.06% |
$665 - $777
|
5.24K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
3+ 0.07% |
$665 - $777
|
4.42K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$665 - $777
|
3.75K
$926K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.09% |
$665 - $777
|
3.31K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$665 - $777
|
9.83K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3+ 0.05% |
$665 - $777
|
5.66K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3+ 0.01% |
$665 - $777
|
22.9K
$5.66M
|