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 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.73K- 1.45% |
$293K - $338K
|
118K
$23.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.74K- 17.63% |
$294K - $340K
|
8.14K
$1.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.75K- 0.17% |
$295K - $341K
|
1.02M
$203M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.75K- 3.59% |
$296K - $342K
|
47K
$9.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.75K- 5.58% |
$296K - $342K
|
29.6K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.76K- 3.29% |
$297K - $343K
|
51.6K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.76K- 3.45% |
$297K - $344K
|
49.3K
$9.87M
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.76K- 3.23% |
$298K - $344K
|
52.7K
$10.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1.77K- 7.26% |
$299K - $345K
|
22.6K
$4.52M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.77K- 2.53% |
$299K - $345K
|
68.2K
$13.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.77K- 2.33% |
$299K - $346K
|
74.3K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-1.78K- 23.46% |
$300K - $346K
|
5.79K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.78K- 1.57% |
$300K - $347K
|
111K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.78K- 29.61% |
$301K - $348K
|
4.23K
$848K
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.8K- 1.81% |
$303K - $350K
|
97.3K
$19.5M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.8K- 2.66% |
$304K - $351K
|
65.8K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.8K- 49.27% |
$304K - $351K
|
1.85K
$371K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.8K- 1.18% |
$304K - $352K
|
151K
$30.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.8K- 5.1% |
$305K - $352K
|
33.6K
$6.72M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.8K- 3.54% |
$305K - $352K
|
49.1K
$9.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.81K- 1.72% |
$306K - $354K
|
104K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.82K- 6.67% |
$308K - $355K
|
25.5K
$5.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.83K- 4.7% |
$308K - $356K
|
37K
$7.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.83K- 1.07% |
$309K - $357K
|
170K
$34M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-1.83K- 1.79% |
$309K - $357K
|
100K
$20.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.83K- 1.21% |
$310K - $358K
|
150K
$30M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.83K- 3.23% |
$310K - $358K
|
55K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.84K- 7.68% |
$310K - $359K
|
22.1K
$4.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Grace & White Inc
|
SELL
|
- |
-1.84K- 9.47% |
$311K - $359K
|
17.6K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.84K- 5.42% |
$311K - $359K
|
32.1K
$6.43M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.84K- 2.98% |
$312K - $360K
|
60.1K
$12M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.86K- 1.08% |
$314K - $362K
|
170K
$34.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.86K- 3.71% |
$314K - $363K
|
48.2K
$9.66M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.87K- 3.55% |
$315K - $364K
|
50.7K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
SELL
|
- |
-1.87K- 5.64% |
$315K - $364K
|
31.2K
$6.25M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.87K- 2.51% |
$316K - $364K
|
72.7K
$14.6M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.87K- 8.63% |
$316K - $365K
|
19.8K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.87K- 5.75% |
$316K - $365K
|
30.7K
$6.15M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-1.88K- 5.91% |
$317K - $366K
|
29.9K
$5.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.88K- 1.13% |
$318K - $368K
|
164K
$32.9M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.88K- 4.2% |
$318K - $368K
|
43K
$8.61M
|
|
|
Apr 15, 2025
Q1 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-1.9K- 10.68% |
$320K - $370K
|
15.8K
$3.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.9K- 1.49% |
$321K - $371K
|
126K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-1.9K- 32.25% |
$321K - $371K
|
3.99K
$800K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.91K- 1.82% |
$322K - $372K
|
103K
$20.6M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.91K- 1.55% |
$322K - $372K
|
121K
$24.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.91K- 9.28% |
$323K - $373K
|
18.7K
$3.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 0.92% |
$323K - $374K
|
207K
$41.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-1.92K- 1.55% |
$325K - $375K
|
122K
$24.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-1.92K- 14.85% |
$325K - $375K
|
11K
$2.21M
|