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
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.98K- 48.38% |
$883K - $1.03M
|
4.25K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4K- 5.75% |
$886K - $1.04M
|
65.5K
$16M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-4.01K- 0.74% |
$890K - $1.04M
|
540K
$132M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-4.03K- 5.67% |
$893K - $1.04M
|
67K
$16.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.03K- 2.89% |
$893K - $1.04M
|
135K
$33.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-4.03K- 3.79% |
$894K - $1.04M
|
102K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-4.04K- 1.8% |
$895K - $1.05M
|
221K
$53.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.09K- 2.53% |
$906K - $1.06M
|
158K
$38.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4.1K- 27.0% |
$910K - $1.06M
|
11.1K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.11K- 2.28% |
$910K - $1.06M
|
176K
$43M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4.12K- 2.9% |
$914K - $1.07M
|
138K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-4.13K- 4.07% |
$915K - $1.07M
|
97.3K
$23.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-4.15K- 7.86% |
$919K - $1.07M
|
48.6K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-4.19K- 4.38% |
$929K - $1.09M
|
91.5K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-4.2K- 3.6% |
$930K - $1.09M
|
112K
$27.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.2K- 1.26% |
$931K - $1.09M
|
329K
$80.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.2K- 32.42% |
$932K - $1.09M
|
8.76K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-4.21K- 10.14% |
$933K - $1.09M
|
37.3K
$9.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.21K- 17.13% |
$933K - $1.09M
|
20.4K
$4.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.23K- 3.49% |
$937K - $1.1M
|
117K
$28.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.23K- 6.68% |
$939K - $1.1M
|
59.1K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.25K- 2.67% |
$943K - $1.1M
|
155K
$37.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.27K- 1.29% |
$946K - $1.11M
|
327K
$79.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.28K- 22.96% |
$948K - $1.11M
|
14.3K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.28K- 16.94% |
$949K - $1.11M
|
21K
$5.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-4.29K- 1.61% |
$952K - $1.11M
|
263K
$64.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-4.3K- 2.88% |
$953K - $1.11M
|
145K
$35.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-4.33K- 33.73% |
$960K - $1.12M
|
8.51K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.33K- 19.76% |
$961K - $1.12M
|
17.6K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-4.34K- 2.65% |
$961K - $1.12M
|
159K
$39M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-4.34K- 14.88% |
$963K - $1.12M
|
24.8K
$6.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.36K- 2.34% |
$967K - $1.13M
|
182K
$44.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-4.38K- 3.92% |
$970K - $1.13M
|
107K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.4K- 33.61% |
$975K - $1.14M
|
8.69K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4.4K- 2.14% |
$976K - $1.14M
|
201K
$49.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.41K- 1.45% |
$977K - $1.14M
|
300K
$73.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.43K- 8.79% |
$981K - $1.15M
|
45.9K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-4.43K- 2.56% |
$982K - $1.15M
|
168K
$41.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-4.45K- 2.1% |
$986K - $1.15M
|
208K
$50.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-4.49K- 6.72% |
$996K - $1.16M
|
62.4K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.5K- 5.03% |
$998K - $1.17M
|
85.1K
$20.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.51K- 1.22% |
$1M - $1.17M
|
366K
$89.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.53K- 10.27% |
$1M - $1.17M
|
39.6K
$9.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-4.54K- 5.14% |
$1.01M - $1.18M
|
83.8K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.54K- 13.53% |
$1.01M - $1.18M
|
29K
$7.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-4.55K- 3.11% |
$1.01M - $1.18M
|
142K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.55K- 1.23% |
$1.01M - $1.18M
|
365K
$89.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.56K- 2.84% |
$1.01M - $1.18M
|
156K
$38.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.56K- 25.42% |
$1.01M - $1.18M
|
13.4K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.56K- 2.36% |
$1.01M - $1.18M
|
189K
$46.2M
|