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 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-804- 1.49% |
$178K - $208K
|
53.3K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-805- 1.15% |
$178K - $209K
|
69.2K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-807- 4.49% |
$179K - $209K
|
17.2K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-809- 1.3% |
$179K - $210K
|
61.6K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-810- 0.86% |
$180K - $210K
|
93.5K
$23M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-811- 13.05% |
$180K - $210K
|
5.4K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-811- 1.62% |
$180K - $210K
|
49.3K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-812- 2.87% |
$180K - $210K
|
27.5K
$6.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-813- 0.79% |
$180K - $211K
|
103K
$25.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-816- 1.67% |
$181K - $211K
|
48K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-817- 2.5% |
$181K - $212K
|
31.8K
$7.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-820- 1.57% |
$182K - $212K
|
51.3K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-822- 1.91% |
$182K - $213K
|
42.3K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-826- 1.62% |
$183K - $214K
|
50.2K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-827- 2.07% |
$183K - $214K
|
39K
$9.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-828- 1.41% |
$184K - $214K
|
57.8K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-829- 3.25% |
$184K - $215K
|
24.7K
$6.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-830- 3.36% |
$184K - $215K
|
23.9K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-830- 1.27% |
$184K - $215K
|
64.3K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-830- 2.4% |
$184K - $215K
|
33.8K
$8.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-831- 1.05% |
$184K - $215K
|
78.3K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-833- 2.34% |
$185K - $216K
|
34.8K
$8.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-833- 1.01% |
$185K - $216K
|
81.5K
$20M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-834- 0.61% |
$185K - $216K
|
136K
$33.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-834- 0.48% |
$185K - $216K
|
174K
$42.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-837- 5.12% |
$186K - $217K
|
15.5K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-838- 2.48% |
$186K - $217K
|
33K
$8.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-838- 1.16% |
$186K - $217K
|
71.5K
$17.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-840- 0.36% |
$186K - $218K
|
232K
$57M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-841- 3.43% |
$186K - $218K
|
23.7K
$5.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-845- 0.74% |
$187K - $219K
|
113K
$27.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-847- 1.78% |
$188K - $219K
|
46.7K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-849- 1.39% |
$188K - $220K
|
60.3K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-853- 0.92% |
$189K - $221K
|
91.5K
$22.5M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-854- 3.11% |
$189K - $221K
|
26.6K
$6.54M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-855- 1.55% |
$190K - $221K
|
54.4K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-855- 2.09% |
$190K - $221K
|
40K
$9.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-858- 4.39% |
$190K - $222K
|
18.7K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-859- 1.41% |
$190K - $222K
|
60.2K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-860- 0.79% |
$191K - $223K
|
108K
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-860- 3.89% |
$191K - $223K
|
21.2K
$5.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-866- 1.75% |
$192K - $224K
|
48.5K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-867- 2.35% |
$192K - $225K
|
36K
$8.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-871- 2.45% |
$193K - $226K
|
34.7K
$8.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-871- 1.18% |
$193K - $226K
|
72.8K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-871- 1.27% |
$193K - $226K
|
67.6K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-874- 3.99% |
$194K - $226K
|
21K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-875- 0.58% |
$194K - $227K
|
149K
$36.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-876- 1.07% |
$194K - $227K
|
81.1K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-877- 2.13% |
$194K - $227K
|
40.3K
$9.91M
|