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
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-656- 5.22% |
$145K - $170K
|
11.9K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-658- 2.71% |
$146K - $170K
|
23.7K
$5.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-660- 1.68% |
$146K - $171K
|
38.7K
$9.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-662- 1.03% |
$147K - $171K
|
63.9K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-665- 3.35% |
$147K - $172K
|
19.2K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-665- 1.1% |
$147K - $172K
|
59.7K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-665- 0.38% |
$147K - $172K
|
176K
$41.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-666- 0.71% |
$148K - $173K
|
93K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-667- 1.69% |
$148K - $173K
|
38.9K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-671- 0.98% |
$149K - $174K
|
67.9K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-672- 0.45% |
$149K - $174K
|
149K
$35.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-672- 0.62% |
$149K - $174K
|
107K
$25.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-673- 0.64% |
$149K - $174K
|
105K
$24.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-674- 14.87% |
$149K - $175K
|
3.86K
$914K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-674- 0.26% |
$149K - $175K
|
256K
$60.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-675- 0.9% |
$150K - $175K
|
74.7K
$17.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-676- 1.28% |
$150K - $175K
|
52.3K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-676- 0.74% |
$150K - $175K
|
90.3K
$21.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-677- 2.29% |
$150K - $175K
|
28.8K
$6.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-677- 0.95% |
$150K - $175K
|
70.9K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-680- 0.96% |
$151K - $176K
|
69.8K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-680- 0.62% |
$151K - $176K
|
109K
$25.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-682- 0.4% |
$151K - $177K
|
169K
$40.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-683- 27.11% |
$151K - $177K
|
1.84K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-687- 1.53% |
$152K - $178K
|
44.2K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-688- 3.23% |
$153K - $178K
|
20.6K
$4.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-690- 1.57% |
$153K - $179K
|
43.2K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-697- 3.83% |
$155K - $181K
|
17.5K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-700- 0.12% |
$155K - $181K
|
568K
$135M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-703- 1.27% |
$156K - $182K
|
54.5K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-708- 2.14% |
$157K - $183K
|
32.3K
$7.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-709- 0.93% |
$157K - $184K
|
75.9K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-711- 12.35% |
$158K - $184K
|
5.05K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-713- 0.88% |
$158K - $185K
|
80.6K
$19.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-716- 0.78% |
$159K - $185K
|
90.9K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-716- 38.31% |
$159K - $185K
|
1.15K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-717- 3.72% |
$159K - $186K
|
18.6K
$4.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-718- 1.48% |
$159K - $186K
|
47.7K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-727- 3.21% |
$161K - $188K
|
21.9K
$5.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-731- 1.38% |
$162K - $189K
|
52.3K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-731- 1.23% |
$162K - $189K
|
58.7K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-734- 2.16% |
$163K - $190K
|
33.2K
$7.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-736- 2.64% |
$163K - $191K
|
27.1K
$6.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-737- 1.46% |
$163K - $191K
|
49.7K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-738- 0.85% |
$164K - $191K
|
85.7K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-740- 0.82% |
$164K - $192K
|
90K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-740- 1.5% |
$164K - $192K
|
48.6K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-741- 1.25% |
$164K - $192K
|
58.8K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-743- 1.09% |
$165K - $192K
|
67.2K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-743- 5.46% |
$165K - $192K
|
12.9K
$3.05M
|