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
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-556- 3.19% |
$123K - $144K
|
16.9K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-558- 0.91% |
$124K - $145K
|
60.5K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-559- 8.08% |
$124K - $145K
|
6.36K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-560- 2.63% |
$124K - $145K
|
20.7K
$4.16M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-561- 1.66% |
$124K - $145K
|
33.3K
$6.67M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-562- 5.24% |
$125K - $146K
|
10.2K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-563- 0.66% |
$125K - $146K
|
84.6K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-563- 0.71% |
$125K - $146K
|
78.5K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-567- 1.31% |
$126K - $147K
|
42.8K
$8.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-571- 1.29% |
$127K - $148K
|
43.6K
$8.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-574- 2.64% |
$127K - $149K
|
21.2K
$4.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-574- 1.83% |
$127K - $149K
|
30.8K
$6.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-575- 1.36% |
$127K - $149K
|
41.6K
$8.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-578- 4.05% |
$128K - $150K
|
13.7K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-578- 0.55% |
$128K - $150K
|
104K
$20.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-579- 1.0% |
$128K - $150K
|
57.5K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-580- 1.1% |
$129K - $150K
|
52.1K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-582- 1.46% |
$129K - $151K
|
39.4K
$7.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-582- 2.8% |
$129K - $151K
|
20.2K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-582- 0.7% |
$129K - $151K
|
82.8K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-583- 25.23% |
$129K - $151K
|
1.73K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-583- 0.14% |
$129K - $151K
|
423K
$84.7M
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-583- 0.94% |
$129K - $151K
|
61.8K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-584- 2.49% |
$129K - $151K
|
22.9K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-587- 0.65% |
$130K - $152K
|
89.8K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-589- 2.0% |
$131K - $153K
|
28.8K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-590- 0.56% |
$131K - $153K
|
105K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-590- 2.82% |
$131K - $153K
|
20.3K
$4.07M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-590- 0.7% |
$131K - $153K
|
83.4K
$16.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-591- 1.2% |
$131K - $153K
|
48.6K
$9.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-592- 1.87% |
$131K - $153K
|
31.1K
$6.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-593- 0.59% |
$131K - $154K
|
99.3K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-593- 1.88% |
$131K - $154K
|
30.9K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-594- 2.16% |
$132K - $154K
|
26.9K
$5.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-594- 1.41% |
$132K - $154K
|
41.6K
$8.34M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-595- 1.49% |
$132K - $154K
|
39.3K
$7.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-596- 0.63% |
$132K - $154K
|
93.5K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-597- 4.7% |
$132K - $155K
|
12.1K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-598- 0.59% |
$133K - $155K
|
99.9K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-599- 2.3% |
$133K - $155K
|
25.5K
$5.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-600- 9.58% |
$133K - $155K
|
5.67K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-600- 0.22% |
$133K - $155K
|
276K
$55.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-601- 3.1% |
$133K - $156K
|
18.8K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-601- 1.22% |
$133K - $156K
|
48.5K
$9.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-602- 1.7% |
$133K - $156K
|
34.8K
$6.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-602- 0.87% |
$133K - $156K
|
68.5K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-607- 5.58% |
$135K - $157K
|
10.3K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-608- 7.28% |
$135K - $157K
|
7.74K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-611- 5.65% |
$135K - $158K
|
10.2K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-617- 0.91% |
$137K - $160K
|
67K
$13.4M
|