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
|
Ht Partners LLC
|
SELL
|
- |
-404- 3.91% |
$89.6K - $105K
|
9.94K
$2.22M
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-404- 0.48% |
$89.6K - $105K
|
82.9K
$18.6M
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-408- 1.2% |
$90.4K - $106K
|
33.6K
$7.53M
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-410- 0.76% |
$90.9K - $106K
|
53.8K
$12M
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-410- 2.03% |
$90.9K - $106K
|
19.8K
$4.42M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-411- 2.95% |
$91.1K - $106K
|
13.5K
$3.03M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-413- 2.69% |
$91.6K - $107K
|
15K
$3.35M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-415- 0.98% |
$92K - $107K
|
41.7K
$9.34M
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-416- 2.05% |
$92.2K - $108K
|
19.9K
$4.45M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-420- 7.75% |
$93.1K - $109K
|
5K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-423- 0.83% |
$93.8K - $110K
|
50.3K
$11.2M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-423- 0.04% |
$93.8K - $110K
|
1.16M
$260M
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-425- 1.26% |
$94.2K - $110K
|
33.4K
$7.47M
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-425- 4.49% |
$94.2K - $110K
|
9.04K
$2.02M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-428- 3.55% |
$94.9K - $111K
|
11.6K
$2.6M
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-433- 8.63% |
$96K - $112K
|
4.58K
$1.03M
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-438- 0.71% |
$97.1K - $113K
|
61K
$13.7M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-440- 1.96% |
$97.5K - $114K
|
22K
$4.93M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-442- 0.63% |
$98K - $114K
|
69.8K
$15.6M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-444- 0.17% |
$98.4K - $115K
|
254K
$56.8M
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-445- 1.17% |
$98.7K - $115K
|
37.6K
$8.42M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-449- 1.34% |
$99.5K - $116K
|
33.1K
$7.4M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-456- 1.24% |
$101K - $118K
|
36.2K
$8.09M
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-463- 0.63% |
$103K - $120K
|
72.6K
$16.2M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-467- 22.97% |
$104K - $121K
|
1.57K
$350K
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-468- 1.61% |
$104K - $121K
|
28.6K
$6.4M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-471- 6.13% |
$104K - $122K
|
7.21K
$1.61M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-471- 1.49% |
$104K - $122K
|
31.1K
$6.96M
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-472- 3.19% |
$105K - $122K
|
14.3K
$3.2M
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-476- 3.75% |
$106K - $123K
|
12.2K
$2.74M
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-478- 18.23% |
$106K - $124K
|
2.14K
$480K
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-481- 0.83% |
$107K - $125K
|
57.3K
$12.8M
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-484- 0.37% |
$107K - $125K
|
130K
$29.2M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-484- 0.52% |
$107K - $125K
|
93K
$20.8M
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-486- 5.43% |
$108K - $126K
|
8.46K
$1.89M
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-499- 4.87% |
$111K - $129K
|
9.74K
$2.18M
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-503- 0.68% |
$112K - $130K
|
73K
$16.3M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-506- 3.48% |
$112K - $131K
|
14K
$3.14M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-517- 0.72% |
$115K - $134K
|
71.2K
$15.9M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-521- 1.05% |
$116K - $135K
|
49.2K
$11M
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-528- 1.45% |
$117K - $137K
|
35.8K
$8.01M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-530- 2.08% |
$117K - $137K
|
25K
$5.59M
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-536- 1.2% |
$119K - $139K
|
44.3K
$9.9M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-547- 0.55% |
$121K - $142K
|
99.4K
$22.2M
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-549- 6.5% |
$122K - $142K
|
7.9K
$1.77M
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-550- 6.51% |
$122K - $142K
|
7.9K
$1.77M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-563- 0.66% |
$125K - $146K
|
84.6K
$18.9M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-563- 0.71% |
$125K - $146K
|
78.5K
$17.6M
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-567- 1.31% |
$126K - $147K
|
42.8K
$9.58M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-571- 1.29% |
$127K - $148K
|
43.6K
$9.75M
|