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 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.38K- 1.04% |
$527K - $615K
|
226K
$51.8M
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.39K- 6.02% |
$529K - $618K
|
37.2K
$8.54M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.39K- 2.3% |
$529K - $618K
|
101K
$23.3M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.39K- 0.81% |
$529K - $619K
|
291K
$66.9M
|
|
Feb 13, 2025
Q4 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-2.39K- 1.91% |
$530K - $620K
|
123K
$28.2M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.4K- 20.87% |
$532K - $622K
|
9.1K
$2.09M
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.4K- 0.77% |
$532K - $622K
|
309K
$71M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.41K- 2.04% |
$535K - $625K
|
116K
$26.6M
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.43K- 0.9% |
$538K - $629K
|
267K
$61.4M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.43K- 2.76% |
$539K - $630K
|
85.7K
$19.7M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.44K- 3.15% |
$540K - $631K
|
74.9K
$17.2M
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 6.25% |
$540K - $631K
|
36.6K
$8.4M
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.44K- 12.95% |
$540K - $631K
|
16.4K
$3.76M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.44K- 1.15% |
$540K - $631K
|
209K
$48.1M
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.45K- 12.32% |
$542K - $634K
|
17.4K
$4M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-2.45K- 3.3% |
$543K - $634K
|
71.7K
$16.5M
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.45K- 4.33% |
$543K - $635K
|
54.1K
$12.4M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.45K- 3.82% |
$544K - $636K
|
61.7K
$14.2M
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 3.76% |
$544K - $636K
|
62.9K
$14.4M
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-2.46K- 42.4% |
$545K - $636K
|
3.34K
$767K
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.48K- 2.73% |
$549K - $641K
|
88.2K
$20.3M
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.48K- 4.88% |
$550K - $642K
|
48.3K
$11.1M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.48K- 3.12% |
$550K - $642K
|
77.1K
$17.7M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.49K- 9.45% |
$552K - $645K
|
23.9K
$5.48M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.49K- 2.61% |
$553K - $646K
|
93.2K
$21.4M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.49K- 1.46% |
$553K - $646K
|
169K
$38.7M
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.5K- 8.44% |
$554K - $647K
|
27.1K
$6.22M
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-2.5K- 12.5% |
$554K - $648K
|
17.5K
$4.02M
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.5K- 4.08% |
$555K - $648K
|
58.7K
$13.5M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.52K- 2.07% |
$558K - $652K
|
119K
$27.3M
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-2.53K- 6.33% |
$562K - $656K
|
37.5K
$8.61M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.54K- 2.61% |
$563K - $658K
|
94.7K
$21.8M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 0.7% |
$563K - $658K
|
361K
$82.9M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.54K- 0.61% |
$563K - $658K
|
417K
$95.7M
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.55K- 2.58% |
$565K - $660K
|
96.3K
$22.1M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.55K- 1.9% |
$565K - $661K
|
132K
$30.3M
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-2.57K- 8.53% |
$569K - $665K
|
27.5K
$6.32M
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.57K- 4.53% |
$569K - $665K
|
54.1K
$12.4M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.57K- 16.86% |
$569K - $665K
|
12.7K
$2.91M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 0.9% |
$570K - $666K
|
283K
$65M
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.58K- 1.45% |
$572K - $668K
|
175K
$40.1M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 2.25% |
$572K - $668K
|
112K
$25.7M
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-2.59K- 17.25% |
$574K - $671K
|
12.4K
$2.85M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.6K- 2.5% |
$576K - $673K
|
101K
$23.2M
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.6K- 9.66% |
$576K - $673K
|
24.3K
$5.58M
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.61K- 2.86% |
$579K - $676K
|
88.6K
$20.3M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.62K- 0.31% |
$581K - $678K
|
839K
$193M
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.62K- 4.27% |
$581K - $679K
|
58.7K
$13.5M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-2.62K- 0.72% |
$582K - $680K
|
361K
$83M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.63K- 2.77% |
$582K - $680K
|
92.1K
$21.2M
|