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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-650- 4.81% |
$144K - $168K
|
12.9K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-651- 4.56% |
$144K - $169K
|
13.6K
$3.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-655- 17.99% |
$145K - $170K
|
2.99K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-656- 5.22% |
$145K - $170K
|
11.9K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-658- 2.71% |
$146K - $170K
|
23.7K
$5.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-660- 1.68% |
$146K - $171K
|
38.7K
$9.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-662- 1.03% |
$147K - $171K
|
63.9K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-665- 3.35% |
$147K - $172K
|
19.2K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-665- 1.1% |
$147K - $172K
|
59.7K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-665- 0.38% |
$147K - $172K
|
176K
$43.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-666- 0.71% |
$148K - $173K
|
93K
$22.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-667- 1.69% |
$148K - $173K
|
38.9K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-671- 0.98% |
$149K - $174K
|
67.9K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-672- 0.45% |
$149K - $174K
|
149K
$36.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-672- 0.62% |
$149K - $174K
|
107K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-672- 1.07% |
$149K - $174K
|
62K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-673- 0.64% |
$149K - $174K
|
105K
$25.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-674- 14.87% |
$149K - $175K
|
3.86K
$948K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-674- 0.26% |
$149K - $175K
|
256K
$62.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-675- 0.9% |
$150K - $175K
|
74.7K
$18.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-676- 1.28% |
$150K - $175K
|
52.3K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-676- 0.74% |
$150K - $175K
|
90.3K
$22.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-677- 2.29% |
$150K - $175K
|
28.8K
$7.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-677- 0.95% |
$150K - $175K
|
70.9K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-680- 0.96% |
$151K - $176K
|
69.8K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-680- 0.62% |
$151K - $176K
|
109K
$26.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-682- 0.4% |
$151K - $177K
|
169K
$41.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-682- 0.47% |
$151K - $177K
|
143K
$35.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-683- 27.11% |
$151K - $177K
|
1.84K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-687- 1.53% |
$152K - $178K
|
44.2K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-688- 3.23% |
$153K - $178K
|
20.6K
$5.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-690- 1.57% |
$153K - $179K
|
43.2K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-695- 4.4% |
$154K - $180K
|
15.1K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-697- 3.83% |
$155K - $181K
|
17.5K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-700- 0.12% |
$155K - $181K
|
568K
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-702- 0.11% |
$156K - $182K
|
621K
$153M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-703- 1.27% |
$156K - $182K
|
54.5K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-708- 2.14% |
$157K - $183K
|
32.3K
$7.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-709- 0.93% |
$157K - $184K
|
75.9K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-711- 12.35% |
$158K - $184K
|
5.05K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-713- 0.88% |
$158K - $185K
|
80.6K
$19.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-716- 0.78% |
$159K - $185K
|
90.9K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-716- 38.31% |
$159K - $185K
|
1.15K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-717- 3.72% |
$159K - $186K
|
18.6K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-718- 1.48% |
$159K - $186K
|
47.7K
$11.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-722- 7.31% |
$160K - $187K
|
9.16K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-726- 2.7% |
$161K - $188K
|
26.2K
$6.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-727- 3.21% |
$161K - $188K
|
21.9K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-729- 1.98% |
$162K - $189K
|
36.1K
$8.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-731- 1.38% |
$162K - $189K
|
52.3K
$12.8M
|