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 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-745- 0.4% |
$165K - $193K
|
185K
$42.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-746- 5.12% |
$165K - $193K
|
13.8K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-746- 0.36% |
$165K - $193K
|
207K
$47.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-747- 1.02% |
$166K - $193K
|
72.2K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-747- 0.76% |
$166K - $193K
|
98K
$22.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-757- 4.51% |
$168K - $196K
|
16K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-758- 1.95% |
$168K - $196K
|
38.2K
$8.77M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-758- 1.19% |
$168K - $196K
|
63.1K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-759- 8.62% |
$168K - $197K
|
8.05K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-760- 1.52% |
$168K - $197K
|
49.3K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-761- 0.87% |
$169K - $197K
|
86.9K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-764- 1.14% |
$169K - $198K
|
66.5K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-769- 1.82% |
$170K - $199K
|
41.5K
$9.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-770- 0.15% |
$171K - $199K
|
530K
$122M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-775- 1.48% |
$172K - $201K
|
51.4K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-776- 20.26% |
$172K - $201K
|
3.05K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-777- 2.42% |
$172K - $201K
|
31.4K
$7.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-781- 1.33% |
$173K - $202K
|
57.9K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-784- 2.29% |
$174K - $203K
|
33.5K
$7.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-784- 1.33% |
$174K - $203K
|
58K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-785- 12.55% |
$174K - $203K
|
5.47K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-787- 3.26% |
$174K - $204K
|
23.3K
$5.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-791- 10.9% |
$175K - $205K
|
6.47K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-791- 2.77% |
$175K - $205K
|
27.8K
$6.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-792- 1.35% |
$176K - $205K
|
58K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-793- 1.66% |
$176K - $205K
|
46.8K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-793- 3.91% |
$176K - $205K
|
19.5K
$4.48M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-797- 2.51% |
$177K - $206K
|
30.9K
$7.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-798- 0.54% |
$177K - $207K
|
146K
$33.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-799- 29.25% |
$177K - $207K
|
1.93K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-800- 6.92% |
$177K - $207K
|
10.8K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-800- 2.02% |
$177K - $207K
|
38.9K
$8.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-802- 1.06% |
$178K - $208K
|
75.1K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-803- 0.61% |
$178K - $208K
|
131K
$30M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-803- 5.76% |
$178K - $208K
|
13.1K
$3.02M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-803- 1.29% |
$178K - $208K
|
61.4K
$14.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-804- 1.49% |
$178K - $208K
|
53.3K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-805- 1.15% |
$178K - $209K
|
69.2K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-807- 4.49% |
$179K - $209K
|
17.2K
$3.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-809- 1.3% |
$179K - $210K
|
61.6K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-810- 0.86% |
$180K - $210K
|
93.5K
$21.5M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-811- 13.05% |
$180K - $210K
|
5.4K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-811- 1.62% |
$180K - $210K
|
49.3K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-812- 2.87% |
$180K - $210K
|
27.5K
$6.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-813- 0.79% |
$180K - $211K
|
103K
$23.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-816- 1.67% |
$181K - $211K
|
48K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-817- 2.5% |
$181K - $212K
|
31.8K
$7.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-820- 1.57% |
$182K - $212K
|
51.3K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-822- 1.91% |
$182K - $213K
|
42.3K
$9.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-826- 1.62% |
$183K - $214K
|
50.2K
$11.5M
|