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 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.43K- 6.98% |
$241K - $279K
|
19K
$3.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.43K- 2.49% |
$241K - $279K
|
55.9K
$11.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.43K- 4.23% |
$242K - $279K
|
32.4K
$6.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.44K- 2.39% |
$243K - $280K
|
58.7K
$11.8M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.44K- 8.35% |
$243K - $280K
|
15.8K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.44K- 0.88% |
$243K - $281K
|
162K
$32.5M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.44K- 16.87% |
$243K - $281K
|
7.09K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.44K- 0.4% |
$243K - $281K
|
363K
$72.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 5.11% |
$244K - $282K
|
26.8K
$5.37M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.45K- 9.06% |
$244K - $282K
|
14.5K
$2.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.45K- 1.1% |
$245K - $283K
|
130K
$26M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.45K- 4.39% |
$245K - $283K
|
31.6K
$6.32M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.45K- 2.33% |
$245K - $283K
|
60.7K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.45K- 1.15% |
$245K - $283K
|
124K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.45K- 1.94% |
$246K - $284K
|
73.3K
$14.7M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.46K- 1.57% |
$246K - $284K
|
91.4K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.46K- 2.62% |
$247K - $285K
|
54.2K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.46K- 2.62% |
$247K - $285K
|
54.3K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-1.46K- 0.67% |
$247K - $286K
|
217K
$43.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.46K- 6.97% |
$247K - $286K
|
19.5K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 2.93% |
$249K - $287K
|
48.7K
$9.75M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.47K- 0.93% |
$249K - $288K
|
157K
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.47K- 1.96% |
$249K - $288K
|
73.7K
$14.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.48K- 3.24% |
$250K - $289K
|
44.2K
$8.86M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.49K- 1.01% |
$251K - $290K
|
146K
$29.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-1.5K- 14.15% |
$254K - $293K
|
9.1K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.5K- 21.07% |
$254K - $293K
|
5.62K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.5K- 0.24% |
$254K - $293K
|
619K
$124M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.51K- 5.5% |
$256K - $295K
|
26K
$5.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.53K- 30.57% |
$258K - $298K
|
3.47K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.53K- 3.46% |
$259K - $299K
|
42.7K
$8.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.53K- 2.17% |
$259K - $299K
|
69.1K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.54K- 48.12% |
$259K - $300K
|
1.66K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.54K- 1.01% |
$260K - $300K
|
150K
$30.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 6.65% |
$260K - $301K
|
21.6K
$4.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.55K- 10.56% |
$261K - $302K
|
13.1K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 1.68% |
$262K - $302K
|
90.8K
$18.2M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 13.01% |
$263K - $303K
|
10.4K
$2.08M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.56K- 9.09% |
$263K - $304K
|
15.6K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.56K- 1.58% |
$263K - $304K
|
96.8K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.56K- 1.22% |
$263K - $304K
|
127K
$25.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.56K- 2.64% |
$264K - $304K
|
57.6K
$11.5M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.56K- 2.34% |
$264K - $304K
|
65.1K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-1.56K- 40.94% |
$264K - $305K
|
2.26K
$452K
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.57K- 3.15% |
$264K - $305K
|
48.2K
$9.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.57K- 1.44% |
$265K - $306K
|
107K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-1.57K- 1.8% |
$266K - $307K
|
86K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-1.57K- 37.29% |
$266K - $307K
|
2.65K
$530K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.57K- 5.41% |
$266K - $307K
|
27.5K
$5.51M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.57K- 1.16% |
$266K - $307K
|
135K
$27M
|