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 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-258- 4.86% |
$57.2K - $66.8K
|
5.05K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-258- 0.79% |
$57.2K - $66.8K
|
32.6K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-258- 8.15% |
$57.2K - $66.8K
|
2.91K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-258- 11.75% |
$57.2K - $66.8K
|
1.94K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-259- 1.43% |
$57.4K - $67.1K
|
17.9K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-260- 0.16% |
$57.6K - $67.3K
|
164K
$38.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-261- 0.9% |
$57.9K - $67.6K
|
28.8K
$6.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-261- 1.26% |
$57.9K - $67.6K
|
20.5K
$4.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-262- 1.02% |
$58.1K - $67.9K
|
25.5K
$6.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-263- 4.54% |
$58.3K - $68.1K
|
5.53K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-263- 2.23% |
$58.3K - $68.1K
|
11.5K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-263- 0.58% |
$58.3K - $68.1K
|
45.1K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-264- 5.44% |
$58.5K - $68.4K
|
4.59K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-265- 1.52% |
$58.7K - $68.6K
|
17.2K
$4.07M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-267- 1.54% |
$59.2K - $69.2K
|
17.1K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-268- 14.46% |
$59.4K - $69.4K
|
1.59K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-268- 7.51% |
$59.4K - $69.4K
|
3.3K
$782K
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-270- 3.59% |
$59.9K - $69.9K
|
7.25K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-271- 0.35% |
$60.1K - $70.2K
|
77.8K
$18.4M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-272- 6.75% |
$60.3K - $70.5K
|
3.76K
$890K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-275- 1.91% |
$61K - $71.2K
|
14.1K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-277- 1.47% |
$61.4K - $71.7K
|
18.6K
$4.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-280- 3.02% |
$62.1K - $72.5K
|
8.99K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-280- 1.62% |
$62.1K - $72.5K
|
17K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-281- 0.53% |
$62.3K - $72.8K
|
52.7K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-281- 3.03% |
$62.3K - $72.8K
|
8.98K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-281- 2.7% |
$62.3K - $72.8K
|
10.1K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-282- 6.61% |
$62.5K - $73K
|
3.98K
$943K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-283- 0.54% |
$62.7K - $73.3K
|
52.2K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-283- 2.53% |
$62.7K - $73.3K
|
10.9K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-283- 1.62% |
$62.7K - $73.3K
|
17.2K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-284- 3.03% |
$63K - $73.6K
|
9.09K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-285- 0.72% |
$63.2K - $73.8K
|
39.1K
$9.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-285- 4.64% |
$63.2K - $73.8K
|
5.86K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-285- 2.85% |
$63.2K - $73.8K
|
9.71K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-287- 3.16% |
$63.6K - $74.3K
|
8.79K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-287- 0.91% |
$63.6K - $74.3K
|
31.2K
$7.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-287- 1.43% |
$63.6K - $74.3K
|
19.7K
$4.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-287- 0.15% |
$63.6K - $74.3K
|
197K
$46.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-287- 2.0% |
$63.6K - $74.3K
|
14.1K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-289- 0.53% |
$64.1K - $74.9K
|
54.2K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-289- 1.32% |
$64.1K - $74.9K
|
21.6K
$5.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-290- 0.94% |
$64.3K - $75.1K
|
30.6K
$7.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-290- 0.18% |
$64.3K - $75.1K
|
158K
$37.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-293- 2.16% |
$65K - $75.9K
|
13.3K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-293- 2.7% |
$65K - $75.9K
|
10.6K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-293- 1.3% |
$65K - $75.9K
|
22.2K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-293- 1.16% |
$65K - $75.9K
|
24.9K
$5.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-294- 0.19% |
$65.2K - $76.2K
|
152K
$36.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-294- 0.52% |
$65.2K - $76.2K
|
56K
$13.3M
|