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
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-8- 0.23% |
$1.77K - $2.07K
|
3.51K
$948K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-8- 0.1% |
$1.77K - $2.07K
|
7.69K
$2.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-9- 0.03% |
$2K - $2.33K
|
25.9K
$7.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-9- 0.31% |
$2K - $2.33K
|
2.88K
$779K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-9- 0.02% |
$2K - $2.33K
|
38.6K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-9- 0.21% |
$2K - $2.33K
|
4.2K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-10- 0.02% |
$2.22K - $2.59K
|
49.5K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-10- 0.09% |
$2.22K - $2.59K
|
10.8K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-10- 0.11% |
$2.22K - $2.59K
|
9.04K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-10- 0.35% |
$2.22K - $2.59K
|
2.86K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-11- 0.37% |
$2.44K - $2.85K
|
2.96K
$799K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-12- 0.94% |
$2.66K - $3.11K
|
1.27K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-12- 0.08% |
$2.66K - $3.11K
|
15.6K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-13- 0.09% |
$2.88K - $3.37K
|
15K
$4.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-13- 0.3% |
$2.88K - $3.37K
|
4.36K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-13- 0.1% |
$2.88K - $3.37K
|
12.9K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-13- 0.18% |
$2.88K - $3.37K
|
7.29K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.03% |
$2.88K - $3.37K
|
47.6K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-14- 0.02% |
$3.1K - $3.63K
|
68.6K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-14- 0.96% |
$3.1K - $3.63K
|
1.45K
$391K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-14- 0.17% |
$3.1K - $3.63K
|
8.28K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.41% |
$3.33K - $3.89K
|
3.66K
$991K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.1% |
$3.33K - $3.89K
|
15.7K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-15- 0.12% |
$3.33K - $3.89K
|
13K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-15- 0.1% |
$3.33K - $3.89K
|
15K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-15- 0.06% |
$3.33K - $3.89K
|
23.9K
$6.47M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-16- 0.08% |
$3.55K - $4.14K
|
20.9K
$5.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-16- 0.77% |
$3.55K - $4.14K
|
2.07K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-16- 0.11% |
$3.55K - $4.14K
|
15.2K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-17- 6.46% |
$3.77K - $4.4K
|
246
$66.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-18- 0.13% |
$3.99K - $4.66K
|
13.7K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-18- 1.69% |
$3.99K - $4.66K
|
1.05K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-19- 0.06% |
$4.21K - $4.92K
|
32K
$8.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-19- 0.07% |
$4.21K - $4.92K
|
27.3K
$7.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 1.17% |
$4.43K - $5.18K
|
1.69K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-20- 0.97% |
$4.43K - $5.18K
|
2.05K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-21- 0.06% |
$4.66K - $5.44K
|
38.1K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-22- 2.37% |
$4.88K - $5.7K
|
908
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-22- 0.39% |
$4.88K - $5.7K
|
5.58K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22- 1.52% |
$4.88K - $5.7K
|
1.42K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-22- 1.02% |
$4.88K - $5.7K
|
2.13K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-23- 0.52% |
$5.1K - $5.96K
|
4.44K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-24- 0.11% |
$5.32K - $6.22K
|
22.8K
$6.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-24- 0.09% |
$5.32K - $6.22K
|
27.5K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-24- 0.31% |
$5.32K - $6.22K
|
7.83K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-24- 0.08% |
$5.32K - $6.22K
|
30.1K
$8.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-25- 0.61% |
$5.54K - $6.48K
|
4.09K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-25- 0.24% |
$5.54K - $6.48K
|
10.3K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-25- 0.41% |
$5.54K - $6.48K
|
6.08K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-25- 0.52% |
$5.54K - $6.48K
|
4.8K
$1.3M
|