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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-232- 3.27% |
$51.4K - $60.1K
|
6.86K
$1.57M
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-234- 1.13% |
$51.9K - $60.6K
|
20.5K
$4.71M
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-234- 0.94% |
$51.9K - $60.6K
|
24.6K
$5.65M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-235- 3.68% |
$52.1K - $60.9K
|
6.15K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-235- 1.21% |
$52.1K - $60.9K
|
19.1K
$4.39M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-238- 0.95% |
$52.8K - $61.6K
|
24.9K
$5.71M
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-239- 9.21% |
$53K - $61.9K
|
2.36K
$541K
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-240- 0.84% |
$53.2K - $62.2K
|
28.4K
$6.52M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-244- 0.15% |
$54.1K - $63.2K
|
161K
$37M
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-244- 1.93% |
$54.1K - $63.2K
|
12.4K
$2.84M
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-244- 2.1% |
$54.1K - $63.2K
|
11.4K
$2.62M
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-244- 1.41% |
$54.1K - $63.2K
|
17.1K
$3.92M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-245- 1.04% |
$54.3K - $63.5K
|
23.4K
$5.37M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-246- 2.76% |
$54.5K - $63.7K
|
8.67K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-246- 0.72% |
$54.5K - $63.7K
|
34K
$7.82M
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-247- 0.53% |
$54.8K - $64K
|
46.7K
$10.7M
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-247- 0.85% |
$54.8K - $64K
|
28.9K
$6.63M
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-248- 2.92% |
$55K - $64.2K
|
8.26K
$1.9M
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-248- 4.55% |
$55K - $64.2K
|
5.2K
$1.19M
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-248- 0.51% |
$55K - $64.2K
|
48.2K
$11.1M
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-250- 11.88% |
$55.4K - $64.8K
|
1.86K
$426K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-254- 0.33% |
$56.3K - $65.8K
|
76K
$17.5M
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-254- 0.98% |
$56.3K - $65.8K
|
25.8K
$5.92M
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-256- 3.86% |
$56.8K - $66.3K
|
6.37K
$1.46M
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-257- 0.2% |
$57K - $66.6K
|
129K
$29.5M
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-258- 4.86% |
$57.2K - $66.8K
|
5.05K
$1.16M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-258- 0.79% |
$57.2K - $66.8K
|
32.6K
$7.48M
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-258- 8.15% |
$57.2K - $66.8K
|
2.91K
$668K
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-258- 11.75% |
$57.2K - $66.8K
|
1.94K
$445K
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-259- 1.43% |
$57.4K - $67.1K
|
17.9K
$4.11M
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-260- 0.16% |
$57.6K - $67.3K
|
164K
$37.8M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-261- 0.9% |
$57.9K - $67.6K
|
28.8K
$6.62M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-261- 1.26% |
$57.9K - $67.6K
|
20.5K
$4.71M
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-262- 1.02% |
$58.1K - $67.9K
|
25.5K
$5.87M
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-263- 4.54% |
$58.3K - $68.1K
|
5.53K
$1.27M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-263- 2.23% |
$58.3K - $68.1K
|
11.5K
$2.65M
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-263- 0.58% |
$58.3K - $68.1K
|
45.1K
$10.4M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-264- 5.44% |
$58.5K - $68.4K
|
4.59K
$1.05M
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-264- 2.46% |
$58.5K - $68.4K
|
10.5K
$2.4M
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-265- 1.52% |
$58.7K - $68.6K
|
17.2K
$3.95M
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-267- 1.54% |
$59.2K - $69.2K
|
17.1K
$3.92M
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-268- 14.46% |
$59.4K - $69.4K
|
1.59K
$364K
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-268- 7.51% |
$59.4K - $69.4K
|
3.3K
$758K
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-270- 3.59% |
$59.9K - $69.9K
|
7.25K
$1.67M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-271- 0.35% |
$60.1K - $70.2K
|
77.8K
$17.9M
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-271- 11.06% |
$60.1K - $70.2K
|
2.18K
$501K
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-272- 6.75% |
$60.3K - $70.5K
|
3.76K
$863K
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-273- 0.28% |
$60.5K - $70.7K
|
98.9K
$22.7M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-275- 1.91% |
$61K - $71.2K
|
14.1K
$3.24M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-277- 1.47% |
$61.4K - $71.7K
|
18.6K
$4.26M
|