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 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-791- 10.9% |
$175K - $205K
|
6.47K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-791- 2.77% |
$175K - $205K
|
27.8K
$5.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-792- 1.35% |
$176K - $205K
|
58K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-793- 1.66% |
$176K - $205K
|
46.8K
$9.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-793- 3.91% |
$176K - $205K
|
19.5K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-797- 2.51% |
$177K - $206K
|
30.9K
$6.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-798- 0.54% |
$177K - $207K
|
146K
$29.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-799- 29.25% |
$177K - $207K
|
1.93K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-800- 6.92% |
$177K - $207K
|
10.8K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-800- 2.02% |
$177K - $207K
|
38.9K
$7.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-802- 1.06% |
$178K - $208K
|
75.1K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-803- 0.61% |
$178K - $208K
|
131K
$26.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-803- 5.76% |
$178K - $208K
|
13.1K
$2.63M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-803- 1.29% |
$178K - $208K
|
61.4K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-804- 1.49% |
$178K - $208K
|
53.3K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-805- 1.15% |
$178K - $209K
|
69.2K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-807- 4.49% |
$179K - $209K
|
17.2K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-809- 1.3% |
$179K - $210K
|
61.6K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-810- 0.86% |
$180K - $210K
|
93.5K
$18.7M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-811- 13.05% |
$180K - $210K
|
5.4K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-811- 1.62% |
$180K - $210K
|
49.3K
$9.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-812- 2.87% |
$180K - $210K
|
27.5K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-813- 0.79% |
$180K - $211K
|
103K
$20.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-816- 1.67% |
$181K - $211K
|
48K
$9.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-817- 2.5% |
$181K - $212K
|
31.8K
$6.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-820- 1.57% |
$182K - $212K
|
51.3K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-822- 1.91% |
$182K - $213K
|
42.3K
$8.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-826- 1.62% |
$183K - $214K
|
50.2K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-827- 2.07% |
$183K - $214K
|
39K
$7.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-828- 1.41% |
$184K - $214K
|
57.8K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-829- 3.25% |
$184K - $215K
|
24.7K
$4.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-830- 3.36% |
$184K - $215K
|
23.9K
$4.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-830- 1.27% |
$184K - $215K
|
64.3K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-830- 2.4% |
$184K - $215K
|
33.8K
$6.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-831- 1.05% |
$184K - $215K
|
78.3K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-833- 2.34% |
$185K - $216K
|
34.8K
$6.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-833- 1.01% |
$185K - $216K
|
81.5K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-834- 0.61% |
$185K - $216K
|
136K
$27.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-834- 0.48% |
$185K - $216K
|
174K
$34.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-837- 5.12% |
$186K - $217K
|
15.5K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-838- 2.48% |
$186K - $217K
|
33K
$6.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-838- 1.16% |
$186K - $217K
|
71.5K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-840- 0.36% |
$186K - $218K
|
232K
$46.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-841- 3.43% |
$186K - $218K
|
23.7K
$4.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-845- 0.74% |
$187K - $219K
|
113K
$22.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-847- 1.78% |
$188K - $219K
|
46.7K
$9.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-849- 1.39% |
$188K - $220K
|
60.3K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-853- 0.92% |
$189K - $221K
|
91.5K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-854- 3.11% |
$189K - $221K
|
26.6K
$5.33M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-855- 1.55% |
$190K - $221K
|
54.4K
$10.9M
|