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 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.54K- 1.02% |
$342K - $400K
|
150K
$30M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.55K- 4.0% |
$343K - $400K
|
37.1K
$7.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.55K- 0.32% |
$343K - $401K
|
488K
$97.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.55K- 5.86% |
$343K - $401K
|
24.9K
$4.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.55K- 4.54% |
$344K - $402K
|
32.6K
$6.53M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
SELL
|
- |
-1.56K- 3.92% |
$346K - $404K
|
38.3K
$7.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.56K- 4.1% |
$346K - $404K
|
36.5K
$7.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.56K- 6.28% |
$347K - $405K
|
23.4K
$4.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.57K- 1.72% |
$347K - $406K
|
89.5K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.57K- 2.54% |
$348K - $407K
|
60.4K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.58K- 13.94% |
$349K - $408K
|
9.73K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.58K- 3.32% |
$350K - $410K
|
46.1K
$9.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 1.99% |
$351K - $410K
|
78.2K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.59K- 3.76% |
$351K - $411K
|
40.5K
$8.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.59K- 7.35% |
$353K - $412K
|
20K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.6K- 3.16% |
$355K - $414K
|
49K
$9.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.6K- 6.47% |
$355K - $415K
|
23.2K
$4.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 2.72% |
$356K - $415K
|
57.3K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.6K- 1.15% |
$356K - $415K
|
138K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.6K- 3.81% |
$356K - $415K
|
40.5K
$8.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.61K- 1.04% |
$356K - $416K
|
152K
$30.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.61K- 1.98% |
$356K - $416K
|
79.5K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.61K- 4.88% |
$357K - $417K
|
31.4K
$6.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.61K- 4.88% |
$357K - $418K
|
31.5K
$6.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.61K- 6.92% |
$358K - $418K
|
21.7K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.63K- 1.19% |
$362K - $422K
|
135K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.63K- 8.77% |
$362K - $422K
|
17K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.63K- 1.81% |
$362K - $423K
|
88.7K
$17.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.64K- 8.68% |
$364K - $426K
|
17.3K
$3.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.65K- 1.12% |
$365K - $426K
|
145K
$29.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.65K- 3.83% |
$365K - $426K
|
41.3K
$8.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.65K- 1.91% |
$366K - $427K
|
84.8K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.66K- 13.22% |
$367K - $429K
|
10.9K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-1.66K- 2.57% |
$368K - $430K
|
62.8K
$12.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.66K- 3.35% |
$369K - $431K
|
48K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.66K- 3.17% |
$369K - $431K
|
50.9K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.67K- 6.3% |
$370K - $432K
|
24.8K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1.68K- 5.33% |
$372K - $434K
|
29.8K
$5.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.68K- 0.61% |
$372K - $435K
|
273K
$54.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.68K- 4.57% |
$372K - $435K
|
35K
$7.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.68K- 1.68% |
$372K - $435K
|
98.4K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.68K- 7.48% |
$373K - $435K
|
20.8K
$4.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.69K- 3.77% |
$374K - $437K
|
43.1K
$8.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.69K- 1.47% |
$374K - $437K
|
114K
$22.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.7K- 3.89% |
$377K - $440K
|
42K
$8.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.7K- 5.12% |
$378K - $441K
|
31.6K
$6.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.7K- 1.34% |
$378K - $441K
|
125K
$25.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.7K- 0.78% |
$378K - $441K
|
217K
$43.4M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.71K- 2.99% |
$379K - $443K
|
55.4K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.71K- 2.06% |
$379K - $443K
|
81.2K
$16.3M
|