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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.04K- 2.56% |
$231K - $270K
|
39.8K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.05K- 2.1% |
$232K - $271K
|
48.8K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 4.89% |
$232K - $271K
|
20.4K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.05K- 25.04% |
$233K - $272K
|
3.15K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.05K- 0.82% |
$233K - $272K
|
128K
$26.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.05K- 1.22% |
$233K - $273K
|
84.9K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-1.05K- 2.35% |
$233K - $273K
|
43.8K
$9.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.05K- 1.91% |
$233K - $273K
|
54.1K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.06K- 2.44% |
$234K - $274K
|
42.2K
$8.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.06K- 13.54% |
$234K - $274K
|
6.75K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.06K- 0.62% |
$235K - $275K
|
171K
$36M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.17% |
$236K - $275K
|
89.4K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.67% |
$236K - $275K
|
158K
$33.1M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 8.63% |
$237K - $277K
|
11.3K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.07K- 4.89% |
$237K - $277K
|
20.8K
$4.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.07K- 1.3% |
$237K - $277K
|
81K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.07K- 1.85% |
$237K - $277K
|
56.8K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.07K- 0.96% |
$237K - $277K
|
111K
$23.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.07K- 0.56% |
$238K - $278K
|
191K
$40.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 2.72% |
$239K - $279K
|
38.6K
$8.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.08K- 1.74% |
$239K - $279K
|
60.8K
$12.8M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.08K- 5.22% |
$239K - $279K
|
19.5K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.08K- 0.41% |
$239K - $279K
|
264K
$55.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.08K- 0.87% |
$239K - $279K
|
124K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 1.87% |
$239K - $280K
|
56.7K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.09K- 5.81% |
$241K - $281K
|
17.6K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-1.09K- 4.27% |
$241K - $282K
|
24.4K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-1.09K- 1.13% |
$241K - $282K
|
95.2K
$20M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-1.09K- 4.41% |
$242K - $282K
|
23.6K
$4.96M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.09K- 4.48% |
$242K - $283K
|
23.2K
$4.88M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.1K- 4.73% |
$243K - $284K
|
22.1K
$4.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.1K- 6.07% |
$243K - $284K
|
16.9K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-1.1K- 0.74% |
$244K - $285K
|
148K
$31.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.1K- 8.23% |
$244K - $285K
|
12.3K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.98% |
$244K - $285K
|
35.8K
$7.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.1K- 1.51% |
$245K - $286K
|
71.9K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.1K- 3.24% |
$245K - $286K
|
33K
$6.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.11K- 1.95% |
$245K - $287K
|
55.7K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.12K- 2.86% |
$247K - $289K
|
37.8K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.12K- 1.44% |
$248K - $289K
|
76.5K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 1.09% |
$249K - $290K
|
101K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.12K- 5.44% |
$249K - $291K
|
19.5K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.13K- 14.39% |
$251K - $293K
|
6.73K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.14K- 0.89% |
$252K - $294K
|
127K
$26.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.14K- 2.81% |
$253K - $295K
|
39.5K
$8.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.14K- 1.86% |
$253K - $296K
|
60.3K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.14K- 3.03% |
$253K - $296K
|
36.5K
$7.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.14K- 33.13% |
$253K - $296K
|
2.31K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.14K- 21.32% |
$253K - $296K
|
4.22K
$886K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.14K- 0.57% |
$254K - $296K
|
201K
$42.1M
|