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 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.57K- 10.92% |
$434K - $501K
|
20.9K
$4.81M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.57K- 5.63% |
$434K - $501K
|
43.1K
$9.89M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2.58K- 4.29% |
$435K - $503K
|
57.4K
$13.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.59K- 3.61% |
$437K - $505K
|
69K
$15.8M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.59K- 4.88% |
$437K - $505K
|
50.4K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.59K- 1.76% |
$438K - $506K
|
144K
$33.2M
|
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.59K- 7.92% |
$438K - $506K
|
30.1K
$6.92M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.6K- 0.76% |
$439K - $507K
|
341K
$78.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.6K- 2.8% |
$440K - $508K
|
90.2K
$20.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.6K- 7.91% |
$440K - $508K
|
30.3K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.6K- 0.6% |
$440K - $508K
|
433K
$99.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 1.0% |
$440K - $508K
|
258K
$59.2M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.62K- 38.19% |
$443K - $511K
|
4.24K
$974K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.62K- 62.64% |
$443K - $512K
|
1.56K
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.62K- 12.49% |
$443K - $512K
|
18.4K
$4.22M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.62K- 1.86% |
$443K - $512K
|
138K
$31.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 10.25% |
$445K - $514K
|
23.1K
$5.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-2.63K- 6.77% |
$445K - $514K
|
36.3K
$8.33M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.65K- 22.01% |
$447K - $516K
|
9.37K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2.65K- 56.01% |
$448K - $517K
|
2.08K
$478K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.67K- 2.17% |
$451K - $520K
|
120K
$27.6M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.7K- 2.84% |
$456K - $527K
|
92.4K
$21.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-2.7K- 0.89% |
$456K - $527K
|
302K
$69.3M
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-2.71K- 2.66% |
$458K - $529K
|
99.3K
$22.8M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.71K- 0.9% |
$458K - $529K
|
297K
$68.2M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.71K- 2.12% |
$458K - $529K
|
125K
$28.7M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-2.74K- 7.54% |
$463K - $535K
|
33.6K
$7.72M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.76K- 6.48% |
$467K - $539K
|
39.9K
$9.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.77K- 1.44% |
$467K - $540K
|
190K
$43.5M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.78K- 21.29% |
$469K - $542K
|
10.3K
$2.36M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.78K- 3.02% |
$469K - $542K
|
89.3K
$20.5M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.79K- 5.41% |
$471K - $544K
|
48.7K
$11.2M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2.79K- 3.56% |
$472K - $545K
|
75.6K
$17.4M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-2.81K- 2.84% |
$474K - $547K
|
95.8K
$22M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 2.75% |
$474K - $548K
|
99.2K
$22.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.81K- 27.26% |
$474K - $548K
|
7.49K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.82K- 4.46% |
$477K - $551K
|
60.5K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.83K- 8.48% |
$477K - $551K
|
30.5K
$7M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.86K- 24.29% |
$483K - $558K
|
8.92K
$2.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.87K- 1.88% |
$484K - $559K
|
150K
$34.3M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.87K- 1.96% |
$486K - $561K
|
144K
$33M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.88K- 1.24% |
$486K - $562K
|
230K
$52.8M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.89K- 13.01% |
$488K - $564K
|
19.3K
$4.44M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2.9K- 2.18% |
$489K - $565K
|
130K
$29.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-2.9K- 18.45% |
$490K - $566K
|
12.8K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 4.63% |
$492K - $568K
|
60K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.91K- 2.01% |
$492K - $568K
|
142K
$32.6M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2.92K- 3.1% |
$493K - $569K
|
91.1K
$20.9M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.92K- 1.41% |
$493K - $569K
|
204K
$46.7M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.93K- 0.85% |
$495K - $572K
|
343K
$78.9M
|