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 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.83K- 2.16% |
$626K - $732K
|
128K
$30.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 2.02% |
$628K - $734K
|
137K
$32.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-2.86K- 2.9% |
$634K - $741K
|
95.9K
$22.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.86K- 3.56% |
$635K - $742K
|
77.6K
$18.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.88K- 1.39% |
$638K - $746K
|
204K
$48.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.88K- 0.95% |
$639K - $746K
|
302K
$71.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2.89K- 1.13% |
$640K - $748K
|
253K
$59.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.95K- 1.83% |
$655K - $765K
|
158K
$37.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.96K- 1.04% |
$657K - $767K
|
282K
$66.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-2.98K- 0.99% |
$660K - $771K
|
297K
$70.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-3K- 3.44% |
$664K - $776K
|
84.1K
$19.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3K- 2.54% |
$666K - $778K
|
115K
$27.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-3K- 3.23% |
$666K - $778K
|
89.9K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.03K- 9.99% |
$672K - $786K
|
27.3K
$6.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.05K- 8.78% |
$676K - $790K
|
31.7K
$7.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.06K- 3.07% |
$679K - $794K
|
96.8K
$22.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.08K- 29.61% |
$684K - $799K
|
7.33K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-3.1K- 3.3% |
$686K - $802K
|
90.8K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.1K- 1.97% |
$687K - $803K
|
155K
$36.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-3.11K- 3.51% |
$689K - $805K
|
85.5K
$20.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-3.11K- 8.03% |
$689K - $805K
|
35.6K
$8.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.11K- 2.38% |
$689K - $806K
|
127K
$30.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.13K- 1.74% |
$693K - $810K
|
177K
$41.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.14K- 16.32% |
$696K - $813K
|
16.1K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-3.14K- 4.31% |
$696K - $813K
|
69.7K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.14K- 0.59% |
$696K - $813K
|
525K
$124M
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-3.14K- 1.09% |
$697K - $814K
|
285K
$67.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-3.17K- 8.47% |
$703K - $822K
|
34.3K
$8.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.17K- 2.18% |
$703K - $822K
|
142K
$33.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-3.17K- 1.53% |
$704K - $822K
|
204K
$48.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.18K- 1.31% |
$705K - $824K
|
239K
$56.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-3.19K- 2.34% |
$706K - $825K
|
133K
$31.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-3.21K- 7.18% |
$711K - $831K
|
41.5K
$9.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3.21K- 0.61% |
$712K - $832K
|
525K
$124M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-3.22K- 22.48% |
$713K - $833K
|
11.1K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.22K- 3.58% |
$714K - $834K
|
86.8K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.23K- 0.63% |
$717K - $837K
|
507K
$120M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.3K- 21.85% |
$732K - $855K
|
11.8K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-3.34K- 3.66% |
$740K - $865K
|
88K
$20.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-3.34K- 7.69% |
$741K - $866K
|
40.1K
$9.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-3.36K- 0.8% |
$745K - $871K
|
418K
$98.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-3.37K- 15.7% |
$746K - $872K
|
18.1K
$4.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.38K- 3.59% |
$750K - $876K
|
90.8K
$21.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.39K- 11.82% |
$750K - $877K
|
25.2K
$5.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-3.39KClosed |
$752K - $878K
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-3.41K- 14.26% |
$757K - $884K
|
20.5K
$4.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-3.42K- 5.55% |
$758K - $885K
|
58.1K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.5K- 2.13% |
$775K - $906K
|
161K
$38M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-3.53K- 6.37% |
$782K - $913K
|
51.9K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.53K- 2.9% |
$782K - $913K
|
118K
$27.8M
|