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 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-800- 6.92% |
$177K - $207K
|
10.8K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-803- 0.61% |
$178K - $208K
|
131K
$29.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-805- 1.15% |
$178K - $209K
|
69.2K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-807- 4.49% |
$179K - $209K
|
17.2K
$3.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-809- 1.3% |
$179K - $210K
|
61.6K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-810- 0.86% |
$180K - $210K
|
93.5K
$20.9M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-811- 13.05% |
$180K - $210K
|
5.4K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-816- 1.67% |
$181K - $211K
|
48K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-820- 1.57% |
$182K - $212K
|
51.3K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-827- 2.07% |
$183K - $214K
|
39K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-833- 2.34% |
$185K - $216K
|
34.8K
$7.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-834- 0.61% |
$185K - $216K
|
136K
$30.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-834- 0.48% |
$185K - $216K
|
174K
$38.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-838- 2.48% |
$186K - $217K
|
33K
$7.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-838- 1.16% |
$186K - $217K
|
71.5K
$16M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-847- 1.78% |
$188K - $219K
|
46.7K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-855- 1.55% |
$190K - $221K
|
54.4K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-860- 0.79% |
$191K - $223K
|
108K
$24.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-866- 1.75% |
$192K - $224K
|
48.5K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-871- 2.45% |
$193K - $226K
|
34.7K
$7.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-871- 1.18% |
$193K - $226K
|
72.8K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-875- 0.58% |
$194K - $227K
|
149K
$33.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-877- 2.13% |
$194K - $227K
|
40.3K
$9.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-885- 1.2% |
$196K - $229K
|
72.7K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-890- 1.31% |
$197K - $231K
|
67.1K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-893- 7.12% |
$198K - $231K
|
11.6K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-897- 1.36% |
$199K - $232K
|
65K
$14.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-902- 0.64% |
$200K - $234K
|
140K
$31.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-903- 2.6% |
$200K - $234K
|
33.8K
$7.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-904- 1.07% |
$200K - $234K
|
83.7K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-907- 2.9% |
$201K - $235K
|
30.4K
$6.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-913- 2.54% |
$202K - $236K
|
35.1K
$7.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-957- 1.36% |
$212K - $248K
|
69.2K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-977- 2.73% |
$217K - $253K
|
34.8K
$7.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-983- 0.81% |
$218K - $255K
|
121K
$27M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-983- 1.46% |
$218K - $255K
|
66.5K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-987- 3.01% |
$219K - $256K
|
31.8K
$7.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1K- 0.46% |
$222K - $259K
|
214K
$47.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1K- 0.98% |
$222K - $260K
|
101K
$22.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.02K- 3.2% |
$226K - $264K
|
30.9K
$6.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.03K- 1.1% |
$227K - $265K
|
92.2K
$20.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.03K- 1.65% |
$229K - $268K
|
61.5K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.04K- 6.25% |
$229K - $268K
|
15.5K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.17% |
$236K - $275K
|
89.4K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.67% |
$236K - $275K
|
158K
$35.2M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 8.63% |
$237K - $277K
|
11.3K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.07K- 0.96% |
$237K - $277K
|
111K
$24.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.08K- 0.41% |
$239K - $279K
|
264K
$59M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.1K- 4.73% |
$243K - $284K
|
22.1K
$4.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.98% |
$244K - $285K
|
35.8K
$8.02M
|