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 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.71K- 1.14% |
$822K - $961K
|
323K
$73.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.72K- 2.34% |
$825K - $964K
|
155K
$35.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-3.75K- 2.82% |
$831K - $971K
|
129K
$29.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.78K- 0.94% |
$837K - $978K
|
397K
$90.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.79K- 16.27% |
$841K - $982K
|
19.5K
$4.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.8K- 1.05% |
$841K - $983K
|
358K
$81.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.8K- 2.73% |
$842K - $983K
|
135K
$30.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-3.8K- 12.03% |
$842K - $984K
|
27.8K
$6.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.81K- 4.72% |
$844K - $986K
|
76.8K
$17.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.85K- 47.05% |
$853K - $996K
|
4.33K
$985K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.86K- 2.22% |
$856K - $1M
|
170K
$38.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.87K- 1.52% |
$858K - $1M
|
251K
$57.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3.89K- 3.63% |
$863K - $1.01M
|
103K
$23.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.9K- 11.95% |
$864K - $1.01M
|
28.7K
$6.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.9K- 4.85% |
$865K - $1.01M
|
76.5K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.91K- 2.49% |
$866K - $1.01M
|
153K
$34.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-3.91K- 13.25% |
$866K - $1.01M
|
25.6K
$5.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.92K- 1.85% |
$869K - $1.01M
|
207K
$47.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.92K- 3.32% |
$869K - $1.02M
|
114K
$26M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-3.92K- 1.64% |
$869K - $1.02M
|
235K
$53.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.93K- 3.35% |
$871K - $1.02M
|
113K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-3.95K- 1.02% |
$875K - $1.02M
|
382K
$86.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.95K- 5.84% |
$877K - $1.02M
|
63.8K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.96K- 2.84% |
$877K - $1.02M
|
135K
$30.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4K- 5.75% |
$886K - $1.04M
|
65.5K
$14.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-4.01K- 0.74% |
$890K - $1.04M
|
540K
$123M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-4.03K- 5.67% |
$893K - $1.04M
|
67K
$15.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.03K- 2.89% |
$893K - $1.04M
|
135K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-4.03K- 3.79% |
$894K - $1.04M
|
102K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-4.04K- 1.8% |
$895K - $1.05M
|
221K
$50.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.09K- 2.53% |
$906K - $1.06M
|
158K
$35.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4.1K- 27.0% |
$910K - $1.06M
|
11.1K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4.12K- 2.9% |
$914K - $1.07M
|
138K
$31.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-4.15K- 7.86% |
$919K - $1.07M
|
48.6K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-4.19K- 4.38% |
$929K - $1.09M
|
91.5K
$20.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.2K- 1.26% |
$931K - $1.09M
|
329K
$75M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.2K- 32.42% |
$932K - $1.09M
|
8.76K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-4.21K- 10.14% |
$933K - $1.09M
|
37.3K
$8.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.21K- 17.13% |
$933K - $1.09M
|
20.4K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.23K- 3.49% |
$937K - $1.1M
|
117K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.23K- 6.68% |
$939K - $1.1M
|
59.1K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.25K- 2.67% |
$943K - $1.1M
|
155K
$35.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.27K- 1.29% |
$946K - $1.11M
|
327K
$74.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.28K- 16.94% |
$949K - $1.11M
|
21K
$4.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-4.29K- 1.61% |
$952K - $1.11M
|
263K
$59.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-4.33K- 33.73% |
$960K - $1.12M
|
8.51K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.33K- 19.76% |
$961K - $1.12M
|
17.6K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-4.34K- 2.65% |
$961K - $1.12M
|
159K
$36.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.36K- 2.34% |
$967K - $1.13M
|
182K
$41.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-4.38K- 3.92% |
$970K - $1.13M
|
107K
$24.4M
|