Institutional Ownership Apellis Pharmaceuticals, Inc. (APLS)
This table provides information about the institutional ownership of Apellis Pharmaceuticals, Inc. (APLS). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
415
shares
|
$7,594
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
393
shares
|
$7,191
0.0% of portfolio
|
Q1 2025
Reduced 66.55%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
359
shares
|
$6,569
0.0% of portfolio
|
Q1 2025
Reduced 78.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
305
shares
|
$5,581
0.0% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
278
shares
|
$5,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
262
shares
|
$4,794
0.0% of portfolio
|
Q1 2025
Reduced 52.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
237
shares
|
$4,337
0.0% of portfolio
|
Q1 2025
Reduced 79.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
216
shares
|
$3,952
0.0% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
212
shares
|
$3,879
0.0% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
166
shares
|
$3,037
0.0% of portfolio
|
Q1 2025
Reduced 38.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
130
shares
|
$2,379
0.0% of portfolio
|
Q4 2024
Reduced 82.96%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
126
shares
|
$2,305
0.0% of portfolio
|
Q1 2025
Reduced 96.92%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$1,830
0.0% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
100
shares
|
$1,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
97
shares
|
$1,775
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94
shares
|
$1,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
89
shares
|
$1,628
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
63
shares
|
$1,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
58
shares
|
$1,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
57
shares
|
$1,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
53
shares
|
$969
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
51
shares
|
$933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
50
shares
|
$915
0.0% of portfolio
|
Q4 2024
Reduced 99.71%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
49
shares
|
$896
0.0% of portfolio
|
Q4 2024
Reduced 65.73%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
48
shares
|
$878
0.0% of portfolio
|
Q1 2025
Reduced 97.55%
|