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
|
Carson Advisory Inc.
|
SELL
|
- |
-1.68K- 7.48% |
$373K - $435K
|
20.8K
$4.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.69K- 3.77% |
$374K - $437K
|
43.1K
$9.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.69K- 1.47% |
$374K - $437K
|
114K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.7K- 3.89% |
$377K - $440K
|
42K
$8.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.7K- 5.12% |
$378K - $441K
|
31.6K
$6.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.7K- 1.34% |
$378K - $441K
|
125K
$26.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.7K- 0.78% |
$378K - $441K
|
217K
$45.5M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.71K- 2.99% |
$379K - $443K
|
55.4K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.71K- 2.06% |
$379K - $443K
|
81.2K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.71K- 1.51% |
$379K - $443K
|
111K
$23.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.71K- 1.08% |
$379K - $443K
|
157K
$32.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.72K- 0.79% |
$381K - $445K
|
215K
$45.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-1.73K- 56.16% |
$384K - $449K
|
1.35K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.74K- 3.99% |
$385K - $450K
|
41.7K
$8.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.74K- 4.25% |
$385K - $450K
|
39.1K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.74K- 6.8% |
$385K - $450K
|
23.8K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.74K- 1.47% |
$386K - $451K
|
117K
$24.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.74K- 4.45% |
$387K - $452K
|
37.4K
$7.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-1.75K- 9.26% |
$388K - $453K
|
17.1K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.75K- 4.13% |
$388K - $453K
|
40.6K
$8.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.75K- 0.95% |
$388K - $453K
|
182K
$38.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.75K- 1.07% |
$389K - $454K
|
162K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.76K- 0.57% |
$390K - $455K
|
305K
$64M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-1.76K- 3.09% |
$390K - $456K
|
55.1K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.76K- 10.54% |
$390K - $456K
|
15K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.76K- 1.0% |
$391K - $457K
|
175K
$36.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.77K- 2.54% |
$393K - $459K
|
68K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.77K- 2.24% |
$393K - $459K
|
77.4K
$16.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 11.34% |
$393K - $460K
|
13.9K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.78K- 2.25% |
$394K - $460K
|
77.3K
$16.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.78K- 2.45% |
$394K - $460K
|
70.7K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.79K- 4.97% |
$396K - $463K
|
34.1K
$7.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.79K- 0.61% |
$397K - $464K
|
292K
$61.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.79K- 8.57% |
$397K - $464K
|
19.1K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.79K- 15.78% |
$397K - $464K
|
9.56K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.79K- 2.92% |
$397K - $464K
|
59.5K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.79K- 14.14% |
$398K - $465K
|
10.9K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.8K- 2.9% |
$398K - $465K
|
60.2K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 8.85% |
$399K - $466K
|
18.5K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.8K- 11.16% |
$399K - $466K
|
14.3K
$3.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.81K- 1.43% |
$400K - $468K
|
125K
$26.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-1.81K- 0.35% |
$400K - $468K
|
512K
$108M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.81K- 3.36% |
$401K - $468K
|
51.9K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.81K- 3.21% |
$401K - $469K
|
54.6K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.81K- 0.77% |
$401K - $469K
|
232K
$48.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.81K- 2.85% |
$401K - $469K
|
61.7K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.81K- 1.53% |
$402K - $470K
|
116K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
SELL
|
- |
-1.82K- 26.2% |
$403K - $470K
|
5.12K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 0.93% |
$403K - $470K
|
193K
$40.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 18.84% |
$403K - $470K
|
7.82K
$1.64M
|