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 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-200- 14.45% |
$44.3K - $51.8K
|
1.18K
$279K
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-200- 12.86% |
$44.3K - $51.8K
|
1.36K
$320K
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-200- 0.44% |
$44.3K - $51.8K
|
45.2K
$10.7M
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.86% |
$44.3K - $51.8K
|
23.1K
$5.46M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-201- 0.53% |
$44.6K - $52.1K
|
37.7K
$8.9M
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-201- 0.63% |
$44.6K - $52.1K
|
32K
$7.54M
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-203- 0.99% |
$45K - $52.6K
|
20.2K
$4.77M
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-203- 4.12% |
$45K - $52.6K
|
4.72K
$1.11M
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-203- 1.78% |
$45K - $52.6K
|
11.2K
$2.65M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-204- 0.92% |
$45.2K - $52.8K
|
22K
$5.2M
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-207- 0.47% |
$45.9K - $53.6K
|
43.7K
$10.3M
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-209- 0.04% |
$46.3K - $54.1K
|
466K
$110M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-209- 1.27% |
$46.3K - $54.1K
|
16.3K
$3.84M
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-209- 1.17% |
$46.3K - $54.1K
|
17.7K
$4.17M
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-210- 1.64% |
$46.6K - $54.4K
|
12.6K
$2.97M
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-210- 3.61% |
$46.6K - $54.4K
|
5.61K
$1.32M
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-211- 6.92% |
$46.8K - $54.7K
|
2.84K
$670K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-212- 0.24% |
$47K - $54.9K
|
89.1K
$21M
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-212- 0.66% |
$47K - $54.9K
|
32K
$7.55M
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-213- 0.69% |
$47.2K - $55.2K
|
30.6K
$7.21M
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-214- 0.07% |
$47.4K - $55.4K
|
305K
$72M
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-214- 1.14% |
$47.4K - $55.4K
|
18.5K
$4.37M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-216- 0.49% |
$47.9K - $55.9K
|
43.6K
$10.3M
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-218- 0.33% |
$48.3K - $56.5K
|
65.9K
$15.5M
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-219- 1.15% |
$48.6K - $56.7K
|
18.8K
$4.44M
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-219- 0.4% |
$48.6K - $56.7K
|
54.9K
$13M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-219- 1.74% |
$48.6K - $56.7K
|
12.4K
$2.92M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-219- 0.36% |
$48.6K - $56.7K
|
61.3K
$14.5M
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-220- 1.06% |
$48.8K - $57K
|
20.5K
$4.84M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-220- 0.39% |
$48.8K - $57K
|
56.8K
$13.4M
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-222- 13.47% |
$49.2K - $57.5K
|
1.43K
$337K
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-222- 0.54% |
$49.2K - $57.5K
|
41K
$9.67M
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-225- 1.26% |
$49.9K - $58.3K
|
17.6K
$4.15M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-228- 0.44% |
$50.5K - $59.1K
|
51.5K
$12.1M
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-229- 5.65% |
$50.8K - $59.3K
|
3.82K
$902K
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-230- 1.39% |
$51K - $59.6K
|
16.3K
$3.84M
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-231- 7.2% |
$51.2K - $59.8K
|
2.98K
$702K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-232- 0.31% |
$51.4K - $60.1K
|
75.4K
$17.8M
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-232- 2.09% |
$51.4K - $60.1K
|
10.8K
$2.56M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-238- 0.95% |
$52.8K - $61.6K
|
24.9K
$5.87M
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-240- 0.84% |
$53.2K - $62.2K
|
28.4K
$6.7M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-244- 0.15% |
$54.1K - $63.2K
|
161K
$38M
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-244- 1.93% |
$54.1K - $63.2K
|
12.4K
$2.92M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-245- 1.04% |
$54.3K - $63.5K
|
23.4K
$5.52M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-246- 2.76% |
$54.5K - $63.7K
|
8.67K
$2.05M
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-247- 0.53% |
$54.8K - $64K
|
46.7K
$11M
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-247- 0.85% |
$54.8K - $64K
|
28.9K
$6.82M
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-248- 2.92% |
$55K - $64.2K
|
8.26K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-254- 0.33% |
$56.3K - $65.8K
|
76K
$17.9M
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-256- 3.86% |
$56.8K - $66.3K
|
6.37K
$1.5M
|