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 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.56K- 0.4% |
$789K - $922K
|
894K
$212M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-3.56K- 4.79% |
$789K - $922K
|
70.8K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-3.57K- 0.89% |
$791K - $925K
|
400K
$94.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.57K- 3.76% |
$792K - $925K
|
91.5K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.58K- 9.03% |
$793K - $927K
|
36K
$8.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-3.6K- 17.61% |
$798K - $932K
|
16.8K
$3.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.61K- 0.54% |
$800K - $935K
|
671K
$159M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.62K- 1.01% |
$802K - $937K
|
353K
$83.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-3.65K- 2.17% |
$810K - $946K
|
164K
$38.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.66K- 1.83% |
$811K - $947K
|
196K
$46.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-3.66K- 81.95% |
$812K - $949K
|
807
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-3.69K- 0.82% |
$817K - $955K
|
445K
$106M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.7K- 6.97% |
$819K - $957K
|
49.3K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.7K- 5.94% |
$820K - $958K
|
58.6K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-3.7K- 13.31% |
$820K - $958K
|
24.1K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.71K- 1.14% |
$822K - $961K
|
323K
$76.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.71K- 1.01% |
$822K - $961K
|
365K
$86.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.72K- 2.34% |
$825K - $964K
|
155K
$36.7M
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-3.74K- 1.28% |
$829K - $968K
|
289K
$68.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-3.75K- 2.82% |
$831K - $971K
|
129K
$30.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.78K- 0.94% |
$837K - $978K
|
397K
$94.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.79K- 16.27% |
$841K - $982K
|
19.5K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.8K- 1.05% |
$841K - $983K
|
358K
$84.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.8K- 2.73% |
$842K - $983K
|
135K
$32.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-3.8K- 12.03% |
$842K - $984K
|
27.8K
$6.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.81K- 4.72% |
$844K - $986K
|
76.8K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.82K- 1.15% |
$847K - $990K
|
330K
$78.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.85K- 47.05% |
$853K - $996K
|
4.33K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.86K- 2.22% |
$856K - $1M
|
170K
$40.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.87K- 1.52% |
$858K - $1M
|
251K
$59.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3.89K- 3.63% |
$863K - $1.01M
|
103K
$24.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.9K- 11.95% |
$864K - $1.01M
|
28.7K
$6.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.9K- 4.85% |
$865K - $1.01M
|
76.5K
$18.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.91K- 2.49% |
$866K - $1.01M
|
153K
$36.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-3.91K- 13.25% |
$866K - $1.01M
|
25.6K
$6.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.92K- 1.85% |
$869K - $1.01M
|
207K
$49.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.92K- 3.32% |
$869K - $1.02M
|
114K
$27.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-3.92K- 1.64% |
$869K - $1.02M
|
235K
$55.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.93K- 3.35% |
$871K - $1.02M
|
113K
$26.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-3.94K- 2.45% |
$872K - $1.02M
|
157K
$37.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-3.95K- 1.02% |
$875K - $1.02M
|
382K
$90.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.95K- 5.84% |
$877K - $1.02M
|
63.8K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.96K- 2.84% |
$877K - $1.02M
|
135K
$32.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4K- 5.75% |
$886K - $1.04M
|
65.5K
$15.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-4.01K- 0.74% |
$890K - $1.04M
|
540K
$128M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-4.03K- 5.67% |
$893K - $1.04M
|
67K
$15.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.03K- 2.89% |
$893K - $1.04M
|
135K
$32.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-4.03K- 3.79% |
$894K - $1.04M
|
102K
$24.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-4.04K- 1.8% |
$895K - $1.05M
|
221K
$52.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.09K- 2.53% |
$906K - $1.06M
|
158K
$37.3M
|