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
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.57K- 16.86% |
$569K - $665K
|
12.7K
$3.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 0.9% |
$570K - $666K
|
283K
$68M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.58K- 1.45% |
$572K - $668K
|
175K
$42M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 2.25% |
$572K - $668K
|
112K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-2.59K- 17.25% |
$574K - $671K
|
12.4K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.6K- 2.5% |
$576K - $673K
|
101K
$24.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.6K- 9.66% |
$576K - $673K
|
24.3K
$5.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.61K- 2.86% |
$579K - $676K
|
88.6K
$21.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.62K- 0.31% |
$581K - $678K
|
839K
$202M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.62K- 4.27% |
$581K - $679K
|
58.7K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-2.62K- 0.72% |
$582K - $680K
|
361K
$86.8M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.63K- 2.77% |
$582K - $680K
|
92.1K
$22.1M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-2.64K- 1.6% |
$584K - $683K
|
163K
$39.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.65K- 1.91% |
$587K - $685K
|
136K
$32.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.66K- 7.04% |
$590K - $689K
|
35.1K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.66K- 30.86% |
$590K - $689K
|
5.96K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.67K- 1.94% |
$592K - $692K
|
135K
$32.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.67K- 2.56% |
$592K - $692K
|
101K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-2.67K- 3.69% |
$592K - $692K
|
69.7K
$16.8M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.67K- 4.18% |
$593K - $692K
|
61.3K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.67K- 5.35% |
$593K - $693K
|
47.3K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.68K- 1.56% |
$594K - $694K
|
169K
$40.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.69K- 8.69% |
$596K - $697K
|
28.3K
$6.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.69K- 0.49% |
$597K - $698K
|
548K
$132M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.7K- 1.95% |
$599K - $700K
|
136K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-2.71K- 15.55% |
$601K - $703K
|
14.7K
$3.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-2.72K- 0.98% |
$603K - $705K
|
274K
$65.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.74K- 1.5% |
$607K - $709K
|
180K
$43.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.75K- 4.41% |
$609K - $711K
|
59.5K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-2.75K- 2.29% |
$610K - $713K
|
117K
$28.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.76K- 3.04% |
$611K - $714K
|
87.9K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.76K- 1.64% |
$612K - $715K
|
165K
$39.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-2.77K- 5.85% |
$613K - $716K
|
44.5K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.77K- 3.38% |
$615K - $718K
|
79.3K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.78K- 11.23% |
$615K - $719K
|
21.9K
$5.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.79K- 2.87% |
$618K - $722K
|
94.5K
$22.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.8K- 0.62% |
$620K - $725K
|
452K
$109M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.81K- 3.37% |
$622K - $727K
|
80.4K
$19.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2.81K- 5.52% |
$622K - $727K
|
48K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.81K- 6.79% |
$622K - $727K
|
38.5K
$9.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.81K- 1.29% |
$623K - $728K
|
215K
$51.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.82K- 0.72% |
$625K - $730K
|
390K
$93.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.83K- 2.16% |
$626K - $732K
|
128K
$30.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.83K- 1.02% |
$627K - $733K
|
274K
$65.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 2.02% |
$628K - $734K
|
137K
$33M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.84K- 1.92% |
$630K - $737K
|
145K
$34.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.85K- 18.16% |
$631K - $737K
|
12.8K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.85K- 1.49% |
$632K - $738K
|
189K
$45.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 1.69% |
$633K - $740K
|
166K
$40M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.86K- 1.32% |
$633K - $740K
|
214K
$51.5M
|