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 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-281- 0.53% |
$62.3K - $72.8K
|
52.7K
$11.8M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-281- 3.03% |
$62.3K - $72.8K
|
8.98K
$2.01M
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-283- 0.54% |
$62.7K - $73.3K
|
52.2K
$11.7M
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-283- 2.53% |
$62.7K - $73.3K
|
10.9K
$2.44M
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-285- 0.72% |
$63.2K - $73.8K
|
39.1K
$8.75M
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-285- 4.64% |
$63.2K - $73.8K
|
5.86K
$1.31M
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-287- 3.16% |
$63.6K - $74.3K
|
8.79K
$1.97M
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-289- 0.53% |
$64.1K - $74.9K
|
54.2K
$12.1M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-290- 0.94% |
$64.3K - $75.1K
|
30.6K
$6.85M
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-290- 0.18% |
$64.3K - $75.1K
|
158K
$35.3M
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-293- 2.16% |
$65K - $75.9K
|
13.3K
$2.97M
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-293- 2.7% |
$65K - $75.9K
|
10.6K
$2.37M
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-300- 8.29% |
$66.5K - $77.7K
|
3.32K
$742K
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-300- 42.86% |
$66.5K - $77.7K
|
400
$89.5K
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-301- 0.88% |
$66.7K - $78K
|
33.7K
$7.55M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-302- 0.26% |
$67K - $78.2K
|
114K
$25.5M
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-303- 2.89% |
$67.2K - $78.5K
|
10.2K
$2.28M
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-303- 1.65% |
$67.2K - $78.5K
|
18.1K
$4.04M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-313- 0.3% |
$69.4K - $81.1K
|
105K
$23.5M
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-314- 0.69% |
$69.6K - $81.3K
|
45.3K
$10.1M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-314- 0.26% |
$69.6K - $81.3K
|
122K
$27.3M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-317- 1.31% |
$70.3K - $82.1K
|
23.9K
$5.34M
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-320- 0.51% |
$70.9K - $82.9K
|
63K
$14.1M
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-321- 3.33% |
$71.2K - $83.1K
|
9.32K
$2.08M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-326- 2.61% |
$72.3K - $84.4K
|
12.2K
$2.72M
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-329- 0.7% |
$72.9K - $85.2K
|
47K
$10.5M
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-331- 6.43% |
$73.4K - $85.7K
|
4.82K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-337- 8.22% |
$74.7K - $87.3K
|
3.76K
$842K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-339- 0.72% |
$75.2K - $87.8K
|
46.5K
$10.4M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-339- 8.2% |
$75.2K - $87.8K
|
3.79K
$848K
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-345- 0.49% |
$76.5K - $89.4K
|
70K
$15.7M
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-346- 2.05% |
$76.7K - $89.6K
|
16.5K
$3.7M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-347- 1.73% |
$76.9K - $89.9K
|
19.8K
$4.42M
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-348- 1.26% |
$77.1K - $90.1K
|
27.2K
$6.08M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-351- 0.02% |
$77.8K - $90.9K
|
1.74M
$388M
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-354- 0.32% |
$78.5K - $91.7K
|
111K
$24.9M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-359- 6.1% |
$79.6K - $93K
|
5.53K
$1.24M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-360- 1.25% |
$79.8K - $93.2K
|
28.5K
$6.37M
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-361- 1.53% |
$80K - $93.5K
|
23.3K
$5.2M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-371- 1.77% |
$82.2K - $96.1K
|
20.6K
$4.6M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-377- 1.63% |
$83.6K - $97.7K
|
22.7K
$5.08M
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-377- 5.65% |
$83.6K - $97.7K
|
6.3K
$1.41M
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-379- 2.06% |
$84K - $98.2K
|
18.1K
$4.04M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-383- 0.54% |
$84.9K - $99.2K
|
70.2K
$15.7M
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-395- 0.7% |
$87.6K - $102K
|
55.7K
$12.5M
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-396- 0.77% |
$87.8K - $103K
|
50.8K
$11.4M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-396- 9.53% |
$87.8K - $103K
|
3.76K
$841K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-398- 5.8% |
$88.2K - $103K
|
6.47K
$1.45M
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-398- 10.89% |
$88.2K - $103K
|
3.26K
$729K
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-401- 0.72% |
$88.9K - $104K
|
55.5K
$12.4M
|