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 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.07K- 1.3% |
$237K - $277K
|
81K
$21.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.07K- 1.85% |
$237K - $277K
|
56.8K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.07K- 0.96% |
$237K - $277K
|
111K
$29.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.07K- 0.56% |
$238K - $278K
|
191K
$50.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 2.72% |
$239K - $279K
|
38.6K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.08K- 1.74% |
$239K - $279K
|
60.8K
$16M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.08K- 5.22% |
$239K - $279K
|
19.5K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.08K- 0.41% |
$239K - $279K
|
264K
$69.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.08K- 0.87% |
$239K - $279K
|
124K
$32.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 1.87% |
$239K - $280K
|
56.7K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.09K- 5.81% |
$241K - $281K
|
17.6K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-1.09K- 4.27% |
$241K - $282K
|
24.4K
$6.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-1.09K- 1.13% |
$241K - $282K
|
95.2K
$25M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-1.09K- 4.41% |
$242K - $282K
|
23.6K
$6.21M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.09K- 4.48% |
$242K - $283K
|
23.2K
$6.11M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.1K- 4.73% |
$243K - $284K
|
22.1K
$5.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.1K- 6.07% |
$243K - $284K
|
16.9K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-1.1K- 0.74% |
$244K - $285K
|
148K
$38.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.1K- 8.23% |
$244K - $285K
|
12.3K
$3.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.98% |
$244K - $285K
|
35.8K
$9.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.1K- 1.51% |
$245K - $286K
|
71.9K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.1K- 3.24% |
$245K - $286K
|
33K
$8.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.11K- 1.95% |
$245K - $287K
|
55.7K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.12K- 2.86% |
$247K - $289K
|
37.8K
$9.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.12K- 1.44% |
$248K - $289K
|
76.5K
$20.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 1.09% |
$249K - $290K
|
101K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.12K- 5.44% |
$249K - $291K
|
19.5K
$5.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.13K- 14.39% |
$251K - $293K
|
6.73K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.14K- 0.89% |
$252K - $294K
|
127K
$33.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.14K- 2.81% |
$253K - $295K
|
39.5K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.14K- 1.86% |
$253K - $296K
|
60.3K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.14K- 3.03% |
$253K - $296K
|
36.5K
$9.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.14K- 33.13% |
$253K - $296K
|
2.31K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.14K- 21.32% |
$253K - $296K
|
4.22K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.14K- 0.57% |
$254K - $296K
|
201K
$52.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.15K- 1.24% |
$254K - $297K
|
91.2K
$24M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.15K- 2.08% |
$254K - $297K
|
54K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-1.15K- 5.41% |
$254K - $297K
|
20K
$5.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-1.15K- 1.94% |
$254K - $297K
|
57.9K
$15.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.15K- 0.53% |
$255K - $297K
|
216K
$56.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.15K- 5.17% |
$255K - $298K
|
21.1K
$5.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 3.02% |
$255K - $298K
|
37K
$9.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-1.15K- 19.09% |
$255K - $298K
|
4.88K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.15K- 20.3% |
$256K - $299K
|
4.53K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.15K- 1.38% |
$256K - $299K
|
82.3K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.15K- 0.04% |
$256K - $299K
|
3.26M
$856M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.16K- 1.92% |
$257K - $300K
|
59.2K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.16K- 1.85% |
$257K - $301K
|
61.5K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.16K- 2.99% |
$257K - $301K
|
37.6K
$9.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.16K- 0.42% |
$258K - $301K
|
276K
$72.4M
|