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
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-707- 8.31% |
$119K - $138K
|
7.81K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-710- 0.88% |
$120K - $139K
|
79.8K
$19.6M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-710- 0.84% |
$120K - $139K
|
84.3K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-710- 4.1% |
$120K - $139K
|
16.6K
$4.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-712- 0.22% |
$120K - $139K
|
321K
$78.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-713- 29.88% |
$120K - $139K
|
1.67K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-716- 9.47% |
$121K - $140K
|
6.85K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-717- 5.4% |
$121K - $140K
|
12.6K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-717- 1.43% |
$121K - $140K
|
49.4K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-718- 3.92% |
$121K - $140K
|
17.6K
$4.32M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-718- 0.83% |
$121K - $140K
|
86.2K
$21.2M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-721- 1.63% |
$122K - $141K
|
43.6K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-721- 4.25% |
$122K - $141K
|
16.3K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-721- 0.55% |
$122K - $141K
|
129K
$31.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-724- 1.36% |
$122K - $141K
|
52.4K
$12.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-725- 4.7% |
$123K - $142K
|
14.7K
$3.61M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-725- 6.47% |
$123K - $142K
|
10.5K
$2.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-726- 1.74% |
$123K - $142K
|
41.1K
$10.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-727- 22.39% |
$123K - $142K
|
2.52K
$619K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-734- 3.71% |
$124K - $143K
|
19.1K
$4.68M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-734- 5.01% |
$124K - $143K
|
13.9K
$3.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-735- 1.01% |
$124K - $143K
|
72.1K
$17.7M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-735- 1.81% |
$124K - $143K
|
40K
$9.81M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-735- 1.58% |
$124K - $143K
|
45.8K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-738- 0.43% |
$125K - $144K
|
172K
$42.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-741- 24.59% |
$125K - $145K
|
2.27K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-742- 2.81% |
$125K - $145K
|
25.7K
$6.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-744- 0.73% |
$126K - $145K
|
101K
$24.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-745- 0.42% |
$126K - $145K
|
175K
$43.1M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-747- 0.44% |
$126K - $146K
|
167K
$41.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-749- 0.65% |
$127K - $146K
|
115K
$28.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-750- 0.58% |
$127K - $146K
|
129K
$31.8M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-750- 0.65% |
$127K - $146K
|
115K
$28.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-751- 1.28% |
$127K - $147K
|
58.1K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-752- 3.05% |
$127K - $147K
|
23.9K
$5.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-755- 0.57% |
$128K - $147K
|
132K
$32.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-757- 0.18% |
$128K - $148K
|
413K
$101M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-758- 0.87% |
$128K - $148K
|
86.2K
$21.2M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-759- 4.03% |
$128K - $148K
|
18.1K
$4.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-760- 1.35% |
$128K - $148K
|
55.6K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-761- 5.52% |
$129K - $149K
|
13K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-764- 2.37% |
$129K - $149K
|
31.5K
$7.74M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-765- 3.6% |
$129K - $149K
|
20.5K
$5.04M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-767- 4.8% |
$130K - $150K
|
15.2K
$3.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-767- 1.38% |
$130K - $150K
|
54.8K
$13.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-767- 4.84% |
$130K - $150K
|
15.1K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-768- 0.15% |
$130K - $150K
|
514K
$126M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-769- 0.76% |
$130K - $150K
|
101K
$24.8M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-774- 22.34% |
$131K - $151K
|
2.69K
$661K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-775- 8.08% |
$131K - $151K
|
8.81K
$2.16M
|