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 132 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
30
shares
|
$717
0.0% of portfolio
|
Q1 2023
Added 11.11%
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
27
shares
|
$645
0.0% of portfolio
|
Q3 2023
New holding
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
23
shares
|
$549
0.0% of portfolio
|
Q2 2025
New holding
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
23
shares
|
$549
0.0% of portfolio
|
Q2 2025
New holding
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
15
shares
|
$358
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15
shares
|
$358
0.0% of portfolio
|
Q1 2024
Reduced 89.44%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
11
shares
|
$262
0.0% of portfolio
|
Q2 2025
Reduced 99.12%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
10
shares
|
$239
0.0% of portfolio
|
Q2 2025
Reduced 80.39%
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8
shares
|
$191
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6
shares
|
$143
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
5
shares
|
$119
0.0% of portfolio
|
Q4 2024
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$95
0.0% of portfolio
|
Q3 2023
New holding
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$71
0.0% of portfolio
|
Q2 2025
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3
shares
|
$71
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|