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 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-811- 5.83% |
$137K - $158K
|
13.1K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-812- 0.35% |
$137K - $158K
|
229K
$45.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-814- 2.69% |
$138K - $159K
|
29.4K
$5.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-815- 8.84% |
$138K - $159K
|
8.4K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-819- 2.77% |
$138K - $160K
|
28.8K
$5.76M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-822- 6.19% |
$139K - $160K
|
12.5K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-825- 9.23% |
$139K - $161K
|
8.12K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-825- 3.01% |
$139K - $161K
|
26.6K
$5.33M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-825- 0.29% |
$139K - $161K
|
283K
$56.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-827- 15.29% |
$140K - $161K
|
4.58K
$917K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-829- 23.16% |
$140K - $162K
|
2.75K
$551K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-836- 14.72% |
$141K - $163K
|
4.85K
$970K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-838- 17.41% |
$142K - $164K
|
3.98K
$796K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-838- 4.61% |
$142K - $164K
|
17.4K
$3.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-839- 0.38% |
$142K - $164K
|
221K
$44.2M
|
|
|
May 15, 2024
Q1 2024
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-858- 4.54% |
$145K - $167K
|
18K
$3.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-858- 0.51% |
$145K - $167K
|
168K
$33.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-859- 1.01% |
$145K - $168K
|
83.9K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-860- 1.13% |
$145K - $168K
|
75.4K
$15.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-864- 0.2% |
$146K - $169K
|
425K
$85.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-869- 2.38% |
$147K - $170K
|
35.6K
$7.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-876- 3.37% |
$148K - $171K
|
25.1K
$5.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-877- 1.27% |
$148K - $171K
|
68.4K
$13.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-878- 0.87% |
$148K - $171K
|
99.7K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-881- 1.4% |
$149K - $172K
|
62K
$12.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-885- 4.08% |
$150K - $173K
|
20.8K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-886- 14.23% |
$150K - $173K
|
5.34K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-886- 7.36% |
$150K - $173K
|
11.1K
$2.23M
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-888- 0.34% |
$150K - $173K
|
259K
$51.9M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-889- 1.02% |
$150K - $174K
|
85.9K
$17.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-891- 4.41% |
$151K - $174K
|
19.3K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-894- 2.81% |
$151K - $174K
|
31K
$6.2M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-894- 0.24% |
$151K - $174K
|
374K
$74.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-895- 0.93% |
$151K - $175K
|
94.9K
$19M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-895- 1.67% |
$151K - $175K
|
52.8K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-896- 17.28% |
$151K - $175K
|
4.29K
$859K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-896- 1.41% |
$151K - $175K
|
62.6K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-897- 0.38% |
$152K - $175K
|
234K
$47M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-900- 8.04% |
$152K - $176K
|
10.3K
$2.06M
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-900- 0.73% |
$152K - $176K
|
122K
$24.5M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-900- 23.68% |
$152K - $176K
|
2.9K
$581K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-901- 0.67% |
$152K - $176K
|
134K
$26.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-901- 6.07% |
$152K - $176K
|
13.9K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-902- 0.28% |
$152K - $176K
|
324K
$65M
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-904- 7.05% |
$153K - $176K
|
11.9K
$2.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-908- 2.71% |
$153K - $177K
|
32.6K
$6.53M
|
|
|
May 08, 2024
Q1 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-909- 5.84% |
$154K - $177K
|
14.7K
$2.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-910- 1.89% |
$154K - $178K
|
47.1K
$9.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-921- 2.92% |
$156K - $180K
|
30.6K
$6.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-922- 2.61% |
$156K - $180K
|
34.4K
$6.88M
|