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 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.93K- 12.3% |
$495K - $572K
|
20.9K
$4.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.93K- 7.95% |
$496K - $572K
|
34K
$7.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.93K- 1.81% |
$496K - $572K
|
159K
$36.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-2.94K- 13.65% |
$497K - $574K
|
18.6K
$4.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.95K- 2.87% |
$499K - $576K
|
99.8K
$22.9M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-2.96K- 2.54% |
$500K - $578K
|
114K
$26.1M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-2.97K- 18.76% |
$501K - $579K
|
12.8K
$2.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.97K- 2.18% |
$502K - $579K
|
133K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 2.1% |
$503K - $581K
|
139K
$31.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-2.98K- 1.94% |
$504K - $582K
|
150K
$34.5M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.98K- 6.8% |
$504K - $582K
|
40.9K
$9.38M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.99K- 4.31% |
$505K - $584K
|
66.4K
$15.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3K- 2.55% |
$506K - $585K
|
115K
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.04K- 6.29% |
$514K - $593K
|
45.3K
$10.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.04K- 3.51% |
$514K - $594K
|
83.7K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3.07K- 0.76% |
$518K - $598K
|
399K
$91.6M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.08K- 2.73% |
$520K - $600K
|
110K
$25.2M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.08K- 1.73% |
$521K - $601K
|
175K
$40.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.08K- 36.3% |
$521K - $602K
|
5.41K
$1.24M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-3.09K- 2.52% |
$523K - $604K
|
120K
$27.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3.12K- 3.52% |
$527K - $609K
|
85.6K
$19.6M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-3.13K- 4.64% |
$528K - $610K
|
64.2K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-3.13K- 23.02% |
$528K - $610K
|
10.5K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-3.13K- 1.65% |
$528K - $610K
|
186K
$42.8M
|
|
|
May 03, 2024
Q1 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-3.14K- 4.57% |
$530K - $612K
|
65.5K
$15M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-3.15K- 5.36% |
$533K - $616K
|
55.6K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-3.15K- 2.76% |
$533K - $616K
|
111K
$25.5M
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-3.18K- 7.94% |
$537K - $620K
|
36.8K
$8.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3.19K- 1.63% |
$539K - $623K
|
193K
$44.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.2K- 29.21% |
$541K - $625K
|
7.76K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-3.21K- 14.68% |
$542K - $626K
|
18.6K
$4.28M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.21K- 6.43% |
$542K - $627K
|
46.7K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.22K- 3.24% |
$544K - $628K
|
96K
$22.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.22K- 1.52% |
$545K - $629K
|
209K
$48M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.23K- 29.53% |
$546K - $630K
|
7.71K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.25K- 0.74% |
$548K - $633K
|
438K
$101M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.25K- 4.05% |
$549K - $634K
|
77K
$17.7M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3.26K- 1.8% |
$550K - $635K
|
178K
$40.9M
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-3.26K- 1.33% |
$550K - $636K
|
241K
$55.3M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-3.29K- 12.49% |
$557K - $643K
|
23.1K
$5.3M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.29K- 2.2% |
$557K - $643K
|
146K
$33.6M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 4.13% |
$558K - $644K
|
76.6K
$17.6M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-3.31K- 7.13% |
$559K - $646K
|
43.1K
$9.91M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.32K- 0.73% |
$561K - $648K
|
449K
$103M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.33K- 2.47% |
$563K - $650K
|
132K
$30.2M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.33K- 10.44% |
$563K - $651K
|
28.6K
$6.57M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3.34K- 1.71% |
$564K - $651K
|
192K
$44.1M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-3.34K- 2.07% |
$565K - $652K
|
158K
$36.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.34K- 3.9% |
$565K - $652K
|
82.4K
$18.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-3.36K- 1.5% |
$567K - $655K
|
220K
$50.4M
|