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
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.05K- 8.33% |
$346K - $400K
|
22.5K
$5.54M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.06K- 3.66% |
$348K - $402K
|
54.3K
$13.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.07K- 3.91% |
$349K - $403K
|
50.9K
$12.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.07K- 2.7% |
$349K - $404K
|
74.7K
$18.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.08K- 17.2% |
$352K - $407K
|
10K
$2.46M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.08K- 0.37% |
$352K - $407K
|
563K
$138M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-2.08K- 1.14% |
$352K - $407K
|
181K
$44.4M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 2.95% |
$352K - $407K
|
68.6K
$16.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-2.09K- 3.3% |
$354K - $409K
|
61.4K
$15.1M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.1K- 0.37% |
$354K - $409K
|
557K
$137M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.1K- 5.37% |
$355K - $410K
|
37K
$9.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-2.11K- 42.99% |
$356K - $412K
|
2.8K
$687K
|
|
|
May 16, 2024
Q1 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-2.11K- 1.17% |
$357K - $412K
|
178K
$43.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.11K- 28.39% |
$357K - $413K
|
5.33K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-2.12K- 2.53% |
$359K - $414K
|
81.7K
$20.1M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.13K- 0.44% |
$360K - $416K
|
482K
$118M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-2.13K- 6.78% |
$360K - $416K
|
29.3K
$7.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-2.14K- 7.54% |
$361K - $417K
|
26.2K
$6.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-2.14K- 5.44% |
$362K - $418K
|
37.2K
$9.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.14K- 6.04% |
$362K - $418K
|
33.4K
$8.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-2.15K- 58.83% |
$363K - $419K
|
1.5K
$369K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-2.15K- 18.68% |
$363K - $419K
|
9.35K
$2.3M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.15K- 0.44% |
$363K - $419K
|
483K
$119M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 2.31% |
$363K - $419K
|
90.9K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.15K- 0.47% |
$364K - $420K
|
461K
$113M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.16K- 9.89% |
$364K - $421K
|
19.6K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2.16K- 5.25% |
$364K - $421K
|
38.9K
$9.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-2.16K- 5.17% |
$366K - $422K
|
39.7K
$9.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.18K- 1.59% |
$368K - $425K
|
135K
$33.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-2.18K- 0.34% |
$369K - $426K
|
643K
$158M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.19K- 1.87% |
$369K - $426K
|
115K
$28.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.19K- 1.15% |
$370K - $427K
|
188K
$46.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.19K- 2.08% |
$370K - $427K
|
103K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.19K- 1.79% |
$370K - $427K
|
120K
$29.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-2.19K- 1.7% |
$371K - $428K
|
127K
$31.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.2K- 3.32% |
$371K - $429K
|
64.1K
$15.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.2K- 6.44% |
$372K - $430K
|
32K
$7.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.2K- 9.44% |
$372K - $430K
|
21.1K
$5.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.21K- 2.73% |
$374K - $432K
|
78.8K
$19.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-2.23K- 11.95% |
$376K - $434K
|
16.4K
$4.03M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 7.21% |
$376K - $434K
|
28.6K
$7.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.23K- 9.56% |
$376K - $435K
|
21.1K
$5.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.23K- 1.03% |
$377K - $435K
|
213K
$52.4M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 11.66% |
$378K - $436K
|
16.9K
$4.16M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-2.24K- 4.31% |
$379K - $437K
|
49.7K
$12.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.24K- 0.87% |
$379K - $437K
|
254K
$62.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.25K- 0.92% |
$380K - $438K
|
241K
$59.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.25K- 9.9% |
$380K - $438K
|
20.4K
$5.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.26K- 8.17% |
$382K - $441K
|
25.4K
$6.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.26K- 2.33% |
$382K - $442K
|
94.7K
$23.3M
|