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 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-604- 8.8% |
$102K - $118K
|
6.26K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-604- 4.54% |
$102K - $118K
|
12.7K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-604- 3.63% |
$102K - $118K
|
16K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-605- 11.37% |
$102K - $118K
|
4.72K
$945K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-607- 1.6% |
$103K - $118K
|
37.2K
$7.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-608- 1.99% |
$103K - $119K
|
30K
$6.01M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-609- 0.2% |
$103K - $119K
|
301K
$60.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-610- 4.21% |
$103K - $119K
|
13.9K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-610- 1.53% |
$103K - $119K
|
39.3K
$7.88M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-610- 3.96% |
$103K - $119K
|
14.8K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-611- 3.15% |
$103K - $119K
|
18.8K
$3.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-615- 1.43% |
$104K - $120K
|
42.5K
$8.51M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-616- 2.09% |
$104K - $120K
|
28.9K
$5.79M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-618- 1.63% |
$104K - $121K
|
37.4K
$7.49M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-619- 1.84% |
$105K - $121K
|
33.1K
$6.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-620- 7.95% |
$105K - $121K
|
7.17K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-625- 2.5% |
$106K - $122K
|
24.4K
$4.88M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-625- 5.57% |
$106K - $122K
|
10.6K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-625- 28.7% |
$106K - $122K
|
1.55K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-627- 3.62% |
$106K - $122K
|
16.7K
$3.34M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-628- 0.92% |
$106K - $123K
|
67.7K
$13.6M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-628- 5.2% |
$106K - $123K
|
11.4K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-629- 7.75% |
$106K - $123K
|
7.49K
$1.5M
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-630- 0.89% |
$106K - $123K
|
69.8K
$14M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-631- 1.35% |
$107K - $123K
|
46.3K
$9.27M
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-631- 22.98% |
$107K - $123K
|
2.12K
$424K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-638- 4.31% |
$108K - $125K
|
14.1K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-638- 1.02% |
$108K - $125K
|
62K
$12.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-639- 2.44% |
$108K - $125K
|
25.6K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-639- 1.13% |
$108K - $125K
|
56K
$11.2M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-640- 2.88% |
$108K - $125K
|
21.6K
$4.32M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-648- 1.73% |
$110K - $126K
|
36.9K
$7.39M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-650- 3.27% |
$110K - $127K
|
19.2K
$3.85M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-650- 1.28% |
$110K - $127K
|
50.2K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-650- 5.61% |
$110K - $127K
|
10.9K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-650- 9.25% |
$110K - $127K
|
6.38K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-654- 0.68% |
$111K - $128K
|
96.1K
$19.3M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-655- 4.53% |
$111K - $128K
|
13.8K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-657- 14.05% |
$111K - $128K
|
4.02K
$805K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-657- 1.34% |
$111K - $128K
|
48.2K
$9.66M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-657- 3.39% |
$111K - $128K
|
18.7K
$3.75M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-658- 0.46% |
$111K - $128K
|
143K
$28.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-659- 1.66% |
$111K - $129K
|
39.1K
$7.82M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-659- 0.65% |
$111K - $129K
|
101K
$20.3M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-660- 4.71% |
$112K - $129K
|
13.4K
$2.68M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-664- 2.3% |
$112K - $130K
|
28.2K
$5.65M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-666- 0.9% |
$113K - $130K
|
73K
$14.6M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-666- 2.47% |
$113K - $130K
|
26.3K
$5.27M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-667- 12.07% |
$113K - $130K
|
4.86K
$974K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-669- 0.53% |
$113K - $131K
|
125K
$25M
|