Purchases and Sales Made in Q1 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-101- 0.67% |
$17.1K - $19.7K
|
15K
$2.99M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-102- 0.38% |
$17.2K - $19.9K
|
26.4K
$5.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-103- 3.2% |
$17.4K - $20.1K
|
3.11K
$623K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-103- 1.34% |
$17.4K - $20.1K
|
7.58K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-104- 0.24% |
$17.6K - $20.3K
|
42.5K
$8.5M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-105- 1.25% |
$17.7K - $20.5K
|
8.27K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-106- 0.31% |
$17.9K - $20.7K
|
33.6K
$6.74M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-108- 1.52% |
$18.3K - $21.1K
|
6.98K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-108- 1.96% |
$18.3K - $21.1K
|
5.41K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-109- 1.44% |
$18.4K - $21.3K
|
7.47K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-109- 1.12% |
$18.4K - $21.3K
|
9.66K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-110- 1.53% |
$18.6K - $21.5K
|
7.1K
$1.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-111- 2.31% |
$18.8K - $21.7K
|
4.69K
$939K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-111- 0.43% |
$18.8K - $21.7K
|
25.9K
$5.18M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-112- 11.58% |
$18.9K - $21.9K
|
855
$171K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-112- 0.95% |
$18.9K - $21.9K
|
11.7K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-114- 3.01% |
$19.3K - $22.3K
|
3.67K
$736K
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-115- 4.03% |
$19.4K - $22.4K
|
2.74K
$549K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-115- 0.23% |
$19.4K - $22.4K
|
50.8K
$10.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-116- 2.5% |
$19.6K - $22.6K
|
4.52K
$906K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-116- 0.12% |
$19.6K - $22.6K
|
93.1K
$18.6M
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-116- 0.81% |
$19.6K - $22.6K
|
14.3K
$2.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-117- 0.26% |
$19.8K - $22.8K
|
44.5K
$8.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-117- 0.39% |
$19.8K - $22.8K
|
29.6K
$5.92M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-119- 0.29% |
$20.1K - $23.2K
|
41.5K
$8.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-120- 0.35% |
$20.3K - $23.4K
|
34.5K
$6.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-120- 3.27% |
$20.3K - $23.4K
|
3.55K
$711K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-121- 0.05% |
$20.4K - $23.6K
|
240K
$48.2M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-121- 3.15% |
$20.4K - $23.6K
|
3.72K
$744K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-122- 0.83% |
$20.6K - $23.8K
|
14.5K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-122- 1.37% |
$20.6K - $23.8K
|
8.78K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-123- 1.37% |
$20.8K - $24K
|
8.84K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-123- 0.34% |
$20.8K - $24K
|
36.3K
$7.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-124- 3.42% |
$21K - $24.2K
|
3.5K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-124- 0.11% |
$21K - $24.2K
|
111K
$22.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-125- 58.69% |
$21.1K - $24.4K
|
88
$17.6K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-125- 2.54% |
$21.1K - $24.4K
|
4.8K
$962K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-125- 0.2% |
$21.1K - $24.4K
|
61.3K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-125- 1.12% |
$21.1K - $24.4K
|
11.1K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-125- 0.95% |
$21.1K - $24.4K
|
13K
$2.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-128- 6.4% |
$21.6K - $25K
|
1.87K
$375K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-129- 1.8% |
$21.8K - $25.2K
|
7.03K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-129- 0.63% |
$21.8K - $25.2K
|
20.2K
$4.04M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-130- 0.53% |
$22K - $25.4K
|
24.3K
$4.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-132- 0.37% |
$22.3K - $25.8K
|
35.3K
$7.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-133- 0.16% |
$22.5K - $26K
|
81.5K
$16.3M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-133- 0.36% |
$22.5K - $26K
|
37K
$7.42M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-133- 1.03% |
$22.5K - $26K
|
12.7K
$2.55M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-134- 0.3% |
$22.6K - $26.2K
|
43.9K
$8.8M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-135- 0.23% |
$22.8K - $26.3K
|
58.3K
$11.7M
|