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
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.16K- 11.18% |
$478K - $558K
|
17.1K
$3.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.2K- 4.22% |
$488K - $570K
|
49.9K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-2.24K- 11.13% |
$497K - $581K
|
17.9K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.27K- 3.18% |
$504K - $588K
|
69.2K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.28K- 3.46% |
$505K - $590K
|
63.5K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.28K- 2.07% |
$505K - $590K
|
108K
$24.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-2.28K- 0.79% |
$505K - $591K
|
285K
$63.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.28K- 2.09% |
$506K - $591K
|
107K
$24M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-2.3K- 0.39% |
$510K - $596K
|
592K
$132M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.33K- 9.57% |
$517K - $604K
|
22K
$4.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.33K- 2.55% |
$517K - $604K
|
89.1K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.35K- 7.32% |
$521K - $609K
|
29.8K
$6.66M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-2.36K- 9.87% |
$523K - $612K
|
21.5K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.37K- 7.74% |
$525K - $613K
|
28.2K
$6.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.39K- 2.3% |
$529K - $618K
|
101K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.39K- 0.81% |
$529K - $619K
|
291K
$65.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.44K- 12.95% |
$540K - $631K
|
16.4K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.48K- 4.88% |
$550K - $642K
|
48.3K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.48K- 3.12% |
$550K - $642K
|
77.1K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.52K- 2.07% |
$558K - $652K
|
119K
$26.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.54K- 2.61% |
$563K - $658K
|
94.7K
$21.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 0.7% |
$563K - $658K
|
361K
$80.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.55K- 1.9% |
$565K - $661K
|
132K
$29.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 0.9% |
$570K - $666K
|
283K
$63.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.6K- 2.5% |
$576K - $673K
|
101K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.6K- 9.66% |
$576K - $673K
|
24.3K
$5.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.61K- 2.86% |
$579K - $676K
|
88.6K
$19.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.67K- 2.56% |
$592K - $692K
|
101K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.67K- 4.18% |
$593K - $692K
|
61.3K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-2.72K- 0.98% |
$603K - $705K
|
274K
$61.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.76K- 3.04% |
$611K - $714K
|
87.9K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.76K- 1.64% |
$612K - $715K
|
165K
$37M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.77K- 3.38% |
$615K - $718K
|
79.3K
$17.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.81K- 3.37% |
$622K - $727K
|
80.4K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2.81K- 5.52% |
$622K - $727K
|
48K
$10.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.81K- 1.29% |
$623K - $728K
|
215K
$48.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.83K- 2.16% |
$626K - $732K
|
128K
$28.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-2.86K- 2.9% |
$634K - $741K
|
95.9K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.88K- 1.39% |
$638K - $746K
|
204K
$45.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.88K- 0.95% |
$639K - $746K
|
302K
$67.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.96K- 1.04% |
$657K - $767K
|
282K
$63.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-2.98K- 0.99% |
$660K - $771K
|
297K
$66.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3K- 2.54% |
$666K - $778K
|
115K
$25.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.03K- 9.99% |
$672K - $786K
|
27.3K
$6.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.05K- 8.78% |
$676K - $790K
|
31.7K
$7.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.08K- 29.61% |
$684K - $799K
|
7.33K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-3.1K- 3.3% |
$686K - $802K
|
90.8K
$20.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.1K- 1.97% |
$687K - $803K
|
155K
$34.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-3.11K- 3.51% |
$689K - $805K
|
85.5K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.11K- 2.38% |
$689K - $806K
|
127K
$28.5M
|