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 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.57K- 6.17% |
$266K - $307K
|
23.9K
$4.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.58K- 2.37% |
$267K - $308K
|
65.1K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.58K- 2.74% |
$267K - $308K
|
56.1K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.58K- 1.95% |
$267K - $308K
|
79.6K
$15.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.59K- 1.73% |
$269K - $311K
|
90.3K
$18.1M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-1.59K- 8.12% |
$269K - $311K
|
18K
$3.61M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.6K- 8.66% |
$270K - $311K
|
16.8K
$3.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 6.05% |
$270K - $312K
|
24.8K
$4.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.6K- 0.53% |
$271K - $313K
|
303K
$60.7M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.61K- 1.15% |
$271K - $313K
|
138K
$27.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.61K- 20.81% |
$271K - $313K
|
6.11K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.61K- 7.83% |
$272K - $314K
|
18.9K
$3.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.61K- 18.13% |
$272K - $314K
|
7.26K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.61K- 9.27% |
$272K - $314K
|
15.7K
$3.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.61K- 7.24% |
$272K - $314K
|
20.6K
$4.13M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.61K- 0.64% |
$272K - $314K
|
250K
$50.1M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 4.14% |
$273K - $316K
|
37.5K
$7.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.62K- 2.47% |
$274K - $316K
|
64K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.63K- 13.06% |
$275K - $317K
|
10.8K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.63K- 1.55% |
$275K - $318K
|
103K
$20.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.63K- 11.22% |
$275K - $318K
|
12.9K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.63K- 1.71% |
$276K - $319K
|
93.7K
$18.8M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.64K- 3.78% |
$276K - $319K
|
41.7K
$8.35M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.64K- 8.66% |
$277K - $320K
|
17.3K
$3.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.37% |
$278K - $321K
|
35.9K
$7.2M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.64K- 11.56% |
$278K - $321K
|
12.6K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.65K- 0.99% |
$278K - $321K
|
165K
$33.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.66K- 9.09% |
$280K - $324K
|
16.6K
$3.32M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.66K- 3.0% |
$280K - $324K
|
53.7K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
SELL
|
- |
-1.66K- 6.69% |
$281K - $324K
|
23.2K
$4.64M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-1.66K- 8.62% |
$281K - $325K
|
17.6K
$3.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.67K- 1.64% |
$282K - $326K
|
100K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.67K- 2.7% |
$282K - $326K
|
60.2K
$12.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.67K- 1.82% |
$282K - $326K
|
90K
$18M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 2.31% |
$283K - $327K
|
70.9K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.67K- 0.81% |
$283K - $327K
|
206K
$41.2M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.68K- 7.08% |
$283K - $327K
|
22K
$4.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1.68K- 3.76% |
$284K - $328K
|
43.1K
$8.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.7K- 0.63% |
$287K - $331K
|
267K
$53.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.7K- 2.16% |
$287K - $331K
|
77K
$15.4M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.7K- 5.82% |
$287K - $331K
|
27.5K
$5.51M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
SELL
|
- |
-1.7K- 20.86% |
$288K - $332K
|
6.46K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-1.7K- 12.28% |
$288K - $332K
|
12.2K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.71K- 1.04% |
$288K - $333K
|
162K
$32.4M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.71K- 0.76% |
$289K - $333K
|
223K
$44.7M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.71K- 9.91% |
$289K - $333K
|
15.5K
$3.11M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.72K- 2.29% |
$291K - $336K
|
73.2K
$14.7M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.72K- 2.37% |
$291K - $336K
|
70.8K
$14.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.73K- 0.26% |
$292K - $337K
|
664K
$133M
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.73K- 4.27% |
$292K - $338K
|
38.7K
$7.76M
|