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 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-211- 2.18% |
$35.7K - $41.2K
|
9.48K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-213- 1.45% |
$36K - $41.6K
|
14.5K
$2.9M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-214- 1.28% |
$36.2K - $41.8K
|
16.5K
$3.3M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-215- 1.38% |
$36.3K - $42K
|
15.4K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-217- 0.56% |
$36.7K - $42.4K
|
38.4K
$7.7M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-217- 0.22% |
$36.7K - $42.4K
|
99.1K
$19.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-219- 9.35% |
$37K - $42.7K
|
2.12K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-220- 0.22% |
$37.2K - $42.9K
|
98.1K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Valueworks LLC
New York, NY |
SELL
|
- |
-220- 0.97% |
$37.2K - $42.9K
|
22.4K
$4.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-221- 3.26% |
$37.3K - $43.1K
|
6.56K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-221- -0.0% |
$37.3K - $43.1K
|
11.3M
$2.26B
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-222- 0.34% |
$37.5K - $43.3K
|
64.4K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-223- 2.16% |
$37.7K - $43.5K
|
10.1K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-223- 1.92% |
$37.7K - $43.5K
|
11.4K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-224- 0.85% |
$37.9K - $43.7K
|
26.3K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-224- 1.25% |
$37.9K - $43.7K
|
17.7K
$3.55M
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-225- 1.72% |
$38K - $43.9K
|
12.8K
$2.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-227- 0.63% |
$38.4K - $44.3K
|
35.9K
$7.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-227- 0.37% |
$38.4K - $44.3K
|
60.7K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-227- 5.89% |
$38.4K - $44.3K
|
3.62K
$726K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-227- 1.06% |
$38.4K - $44.3K
|
21.1K
$4.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-229- 0.27% |
$38.7K - $44.7K
|
84.6K
$17M
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-230- 0.1% |
$38.9K - $44.9K
|
239K
$47.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-231- 0.46% |
$39K - $45.1K
|
49.9K
$10M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-232- 1.64% |
$39.2K - $45.3K
|
13.9K
$2.78M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-232- 6.02% |
$39.2K - $45.3K
|
3.62K
$726K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-233- 0.18% |
$39.4K - $45.5K
|
128K
$25.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-233- 2.85% |
$39.4K - $45.5K
|
7.95K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-233- 1.14% |
$39.4K - $45.5K
|
20.2K
$4.04M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-233- 2.04% |
$39.4K - $45.5K
|
11.2K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-234- 7.85% |
$39.5K - $45.7K
|
2.75K
$550K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-234- 1.16% |
$39.5K - $45.7K
|
19.9K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-235- 1.03% |
$39.7K - $45.9K
|
22.5K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-237- 0.86% |
$40.1K - $46.3K
|
27.2K
$5.45M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-239- 3.55% |
$40.4K - $46.6K
|
6.5K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-240- 1.45% |
$40.6K - $46.8K
|
16.3K
$3.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-242- 10.1% |
$40.9K - $47.2K
|
2.15K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-243- 2.03% |
$41.1K - $47.4K
|
11.7K
$2.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-245- 1.36% |
$41.4K - $47.8K
|
17.8K
$3.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-245- 4.34% |
$41.4K - $47.8K
|
5.41K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-248- 0.04% |
$41.9K - $48.4K
|
686K
$138M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-248- 0.6% |
$41.9K - $48.4K
|
41.1K
$8.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-249- 0.43% |
$42.1K - $48.6K
|
58.3K
$11.7M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-249- 0.2% |
$42.1K - $48.6K
|
125K
$25M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-250- 7.39% |
$42.3K - $48.8K
|
3.13K
$627K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-250- 0.15% |
$42.3K - $48.8K
|
170K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-250- 2.98% |
$42.3K - $48.8K
|
8.15K
$1.63M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-250- 1.65% |
$42.3K - $48.8K
|
14.9K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-252- 7.06% |
$42.6K - $49.2K
|
3.32K
$664K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-254- 2.31% |
$42.9K - $49.6K
|
10.7K
$2.15M
|