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 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 6.25% |
$540K - $631K
|
36.6K
$8.98M
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.44K- 12.95% |
$540K - $631K
|
16.4K
$4.02M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.44K- 1.15% |
$540K - $631K
|
209K
$51.4M
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.45K- 12.32% |
$542K - $634K
|
17.4K
$4.28M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-2.45K- 3.3% |
$543K - $634K
|
71.7K
$17.6M
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.45K- 4.33% |
$543K - $635K
|
54.1K
$13.3M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.45K- 3.82% |
$544K - $636K
|
61.7K
$15.2M
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 3.76% |
$544K - $636K
|
62.9K
$15.4M
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-2.46K- 42.4% |
$545K - $636K
|
3.34K
$820K
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.48K- 4.88% |
$550K - $642K
|
48.3K
$11.9M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.48K- 3.12% |
$550K - $642K
|
77.1K
$18.9M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.49K- 9.45% |
$552K - $645K
|
23.9K
$5.86M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.49K- 2.61% |
$553K - $646K
|
93.2K
$22.9M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.49K- 1.46% |
$553K - $646K
|
169K
$41.4M
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.5K- 8.44% |
$554K - $647K
|
27.1K
$6.65M
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-2.5K- 12.5% |
$554K - $648K
|
17.5K
$4.3M
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.5K- 4.08% |
$555K - $648K
|
58.7K
$14.4M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.52K- 2.07% |
$558K - $652K
|
119K
$29.2M
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-2.53K- 6.33% |
$562K - $656K
|
37.5K
$9.21M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.54K- 2.61% |
$563K - $658K
|
94.7K
$23.3M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 0.7% |
$563K - $658K
|
361K
$88.7M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.54K- 0.61% |
$563K - $658K
|
417K
$102M
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.55K- 2.58% |
$565K - $660K
|
96.3K
$23.6M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.55K- 1.9% |
$565K - $661K
|
132K
$32.4M
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-2.57K- 8.53% |
$569K - $665K
|
27.5K
$6.75M
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.57K- 4.53% |
$569K - $665K
|
54.1K
$13.3M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.57K- 16.86% |
$569K - $665K
|
12.7K
$3.11M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 0.9% |
$570K - $666K
|
283K
$69.4M
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.58K- 1.45% |
$572K - $668K
|
175K
$42.9M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 2.25% |
$572K - $668K
|
112K
$27.5M
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-2.59K- 17.25% |
$574K - $671K
|
12.4K
$3.05M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.6K- 2.5% |
$576K - $673K
|
101K
$24.9M
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.6K- 9.66% |
$576K - $673K
|
24.3K
$5.97M
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.61K- 2.86% |
$579K - $676K
|
88.6K
$21.7M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.62K- 0.31% |
$581K - $678K
|
839K
$206M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-2.62K- 0.72% |
$582K - $680K
|
361K
$88.7M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.63K- 2.77% |
$582K - $680K
|
92.1K
$22.6M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-2.64K- 1.6% |
$584K - $683K
|
163K
$39.9M
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.65K- 1.91% |
$587K - $685K
|
136K
$33.4M
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.66K- 7.04% |
$590K - $689K
|
35.1K
$8.62M
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.66K- 30.86% |
$590K - $689K
|
5.96K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.67K- 1.94% |
$592K - $692K
|
135K
$33.2M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.67K- 2.56% |
$592K - $692K
|
101K
$24.9M
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-2.67K- 3.69% |
$592K - $692K
|
69.7K
$17.1M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.67K- 4.18% |
$593K - $692K
|
61.3K
$15.1M
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.67K- 5.35% |
$593K - $693K
|
47.3K
$11.6M
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.68K- 1.56% |
$594K - $694K
|
169K
$41.5M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.69K- 8.69% |
$596K - $697K
|
28.3K
$6.94M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.69K- 0.49% |
$597K - $698K
|
548K
$135M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.7K- 1.95% |
$599K - $700K
|
136K
$33.4M
|