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 303 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
40
shares
|
$1,175
0.0% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
39
shares
|
$1,146
0.0% of portfolio
|
Q1 2024
Reduced 26.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
39
shares
|
$1,146
0.0% of portfolio
|
Q3 2024
Reduced 72.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
34
shares
|
$999
0.0% of portfolio
|
Q3 2024
Reduced 74.05%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
33
shares
|
$969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$911
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
30
shares
|
$881
0.0% of portfolio
|
Q1 2023
Added 11.11%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
29
shares
|
$852
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
28
shares
|
$822
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
27
shares
|
$793
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24
shares
|
$705
0.0% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
19
shares
|
$558
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15
shares
|
$440
0.0% of portfolio
|
Q1 2024
Reduced 89.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
6
shares
|
$176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4
shares
|
$117
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$117
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3
shares
|
$88
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|