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 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.49K- 1.46% |
$553K - $646K
|
169K
$33.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.5K- 8.44% |
$554K - $647K
|
27.1K
$5.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-2.5K- 12.5% |
$554K - $648K
|
17.5K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.5K- 4.08% |
$555K - $648K
|
58.7K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.52K- 2.07% |
$558K - $652K
|
119K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-2.53K- 6.33% |
$562K - $656K
|
37.5K
$7.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.54K- 2.61% |
$563K - $658K
|
94.7K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 0.7% |
$563K - $658K
|
361K
$72.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.54K- 0.61% |
$563K - $658K
|
417K
$83.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.55K- 2.58% |
$565K - $660K
|
96.3K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.55K- 1.9% |
$565K - $661K
|
132K
$26.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-2.57K- 8.53% |
$569K - $665K
|
27.5K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.57K- 4.53% |
$569K - $665K
|
54.1K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.57K- 16.86% |
$569K - $665K
|
12.7K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 0.9% |
$570K - $666K
|
283K
$56.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.58K- 1.45% |
$572K - $668K
|
175K
$35M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 2.25% |
$572K - $668K
|
112K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-2.59K- 17.25% |
$574K - $671K
|
12.4K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.6K- 2.5% |
$576K - $673K
|
101K
$20.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.6K- 9.66% |
$576K - $673K
|
24.3K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.61K- 2.86% |
$579K - $676K
|
88.6K
$17.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.62K- 0.31% |
$581K - $678K
|
839K
$168M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.62K- 4.27% |
$581K - $679K
|
58.7K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-2.62K- 0.72% |
$582K - $680K
|
361K
$72.4M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.63K- 2.77% |
$582K - $680K
|
92.1K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-2.64K- 1.6% |
$584K - $683K
|
163K
$32.6M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.64K- 50.0% |
$586K - $685K
|
2.64K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.65K- 1.91% |
$587K - $685K
|
136K
$27.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.66K- 7.04% |
$590K - $689K
|
35.1K
$7.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.66K- 30.86% |
$590K - $689K
|
5.96K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.67K- 1.94% |
$592K - $692K
|
135K
$27.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.67K- 2.56% |
$592K - $692K
|
101K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-2.67K- 3.69% |
$592K - $692K
|
69.7K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.67K- 4.18% |
$593K - $692K
|
61.3K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.67K- 5.35% |
$593K - $693K
|
47.3K
$9.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.68K- 1.56% |
$594K - $694K
|
169K
$33.9M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-2.68K- 2.71% |
$594K - $694K
|
96.1K
$19.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.69K- 8.69% |
$596K - $697K
|
28.3K
$5.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.69K- 0.49% |
$597K - $698K
|
548K
$110M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.7K- 1.95% |
$599K - $700K
|
136K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-2.71K- 15.55% |
$601K - $703K
|
14.7K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-2.72K- 0.98% |
$603K - $705K
|
274K
$54.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.74K- 1.5% |
$607K - $709K
|
180K
$36.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.75K- 4.41% |
$609K - $711K
|
59.5K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-2.75K- 2.29% |
$610K - $713K
|
117K
$23.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.76K- 3.04% |
$611K - $714K
|
87.9K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.76K- 1.64% |
$612K - $715K
|
165K
$33.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-2.77K- 5.85% |
$613K - $716K
|
44.5K
$8.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.77K- 3.38% |
$615K - $718K
|
79.3K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.78K- 11.23% |
$615K - $719K
|
21.9K
$4.39M
|