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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-150- 3.62% |
$25.4K - $29.3K
|
3.99K
$980K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-151- 2.19% |
$25.5K - $29.5K
|
6.74K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-152- 2.95% |
$25.7K - $29.7K
|
5K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-152- 0.16% |
$25.7K - $29.7K
|
96.9K
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-154- 1.51% |
$26K - $30.1K
|
10K
$2.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-157- 0.62% |
$26.5K - $30.6K
|
25.2K
$6.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-157- 0.36% |
$26.5K - $30.6K
|
42.9K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-158- 1.75% |
$26.7K - $30.8K
|
8.89K
$2.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-159- 0.27% |
$26.9K - $31K
|
59K
$14.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-159- 0.21% |
$26.9K - $31K
|
75.5K
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-159- 3.21% |
$26.9K - $31K
|
4.79K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-160- 2.64% |
$27K - $31.2K
|
5.89K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-160- 0.77% |
$27K - $31.2K
|
20.6K
$5.05M
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-160- 0.18% |
$27K - $31.2K
|
86.4K
$21.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-161- 0.56% |
$27.2K - $31.4K
|
28.5K
$6.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-162- 0.3% |
$27.4K - $31.6K
|
54.3K
$13.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-163- 1.73% |
$27.5K - $31.8K
|
9.28K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-163- 2.48% |
$27.5K - $31.8K
|
6.41K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-164- 1.32% |
$27.7K - $32K
|
12.3K
$3.02M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-164- 1.02% |
$27.7K - $32K
|
15.9K
$3.89M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-165- 1.19% |
$27.9K - $32.2K
|
13.6K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-165- 0.16% |
$27.9K - $32.2K
|
99.9K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-165- 0.45% |
$27.9K - $32.2K
|
36.3K
$8.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-166- 3.69% |
$28.1K - $32.4K
|
4.34K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-166- 7.82% |
$28.1K - $32.4K
|
1.96K
$481K
|
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-168- 2.85% |
$28.4K - $32.8K
|
5.72K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-169- 1.98% |
$28.6K - $33K
|
8.37K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 0.86% |
$28.6K - $33K
|
19.4K
$4.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-170- 0.73% |
$28.7K - $33.2K
|
23K
$5.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-171- 0.76% |
$28.9K - $33.4K
|
22.4K
$5.5M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-171- 0.92% |
$28.9K - $33.4K
|
18.4K
$4.51M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-173- 1.23% |
$29.2K - $33.8K
|
13.8K
$3.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-176- 1.65% |
$29.7K - $34.4K
|
10.5K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-176- 0.93% |
$29.7K - $34.4K
|
18.8K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-176- 0.47% |
$29.7K - $34.4K
|
37.5K
$9.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-177- 0.52% |
$29.9K - $34.5K
|
33.7K
$8.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-177- 0.17% |
$29.9K - $34.5K
|
106K
$26.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-179- 4.04% |
$30.3K - $34.9K
|
4.25K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-181- 0.37% |
$30.6K - $35.3K
|
48.8K
$12M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-181- 0.72% |
$30.6K - $35.3K
|
24.9K
$6.1M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-181- 10.83% |
$30.6K - $35.3K
|
1.49K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-182- 7.93% |
$30.8K - $35.5K
|
2.11K
$519K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-183- 1.28% |
$30.9K - $35.7K
|
14.1K
$3.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-184- 1.03% |
$31.1K - $35.9K
|
17.7K
$4.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-184- 1.7% |
$31.1K - $35.9K
|
10.6K
$2.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-187- 0.52% |
$31.6K - $36.5K
|
35.7K
$8.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-189- 0.27% |
$31.9K - $36.9K
|
69.4K
$17.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-190- 1.23% |
$32.1K - $37.1K
|
15.2K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-190- 1.59% |
$32.1K - $37.1K
|
11.8K
$2.89M
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-191- 4.11% |
$32.3K - $37.3K
|
4.45K
$1.09M
|