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 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-3.43K- 2.07% |
$579K - $669K
|
162K
$32.4M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.45K- 26.19% |
$583K - $673K
|
9.72K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-3.45K- 19.18% |
$583K - $673K
|
14.5K
$2.91M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.46K- 22.22% |
$584K - $674K
|
12.1K
$2.42M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-3.48K- 4.25% |
$588K - $679K
|
78.3K
$15.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.48K- 10.45% |
$589K - $680K
|
29.8K
$5.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.5K- 14.68% |
$591K - $682K
|
20.3K
$4.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.5K- 2.03% |
$591K - $683K
|
169K
$33.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.51K- 1.45% |
$593K - $684K
|
238K
$47.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.51K- 1.54% |
$593K - $684K
|
224K
$44.9M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.51K- 0.91% |
$593K - $684K
|
381K
$76.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.51K- 0.43% |
$594K - $685K
|
817K
$164M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-3.52K- 0.71% |
$595K - $687K
|
491K
$98.3M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-3.53K- 3.64% |
$597K - $689K
|
93.6K
$18.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.56K- 3.04% |
$601K - $695K
|
114K
$22.8M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-3.57K- 5.41% |
$603K - $697K
|
62.4K
$12.5M
|
|
|
May 08, 2024
Q1 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-3.57K- 1.38% |
$604K - $698K
|
256K
$51.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.6K- 4.42% |
$608K - $702K
|
77.7K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.6K- 4.56% |
$608K - $702K
|
75.2K
$15.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.6K- 1.86% |
$608K - $703K
|
190K
$38.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-3.61K- 7.49% |
$609K - $704K
|
44.5K
$8.92M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-3.61K- 12.67% |
$610K - $704K
|
24.9K
$4.98M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.63K- 10.23% |
$613K - $708K
|
31.8K
$6.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.63K- 1.08% |
$614K - $709K
|
332K
$66.4M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.64K- 2.7% |
$614K - $710K
|
131K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-3.65K- 7.06% |
$617K - $712K
|
48.1K
$9.62M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.65K- 4.79% |
$617K - $713K
|
72.6K
$14.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.66K- 4.78% |
$619K - $715K
|
73K
$14.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.67K- 1.74% |
$620K - $717K
|
208K
$41.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.68K- 5.13% |
$623K - $719K
|
68.2K
$13.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 2.77% |
$623K - $719K
|
129K
$25.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.69K- 3.88% |
$623K - $720K
|
91.4K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.69K- 5.76% |
$623K - $720K
|
60.4K
$12.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.7K- 0.49% |
$626K - $723K
|
759K
$152M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.72K- 0.41% |
$629K - $727K
|
895K
$179M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.73K- 1.09% |
$631K - $729K
|
340K
$68.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.73K- 20.18% |
$631K - $729K
|
14.8K
$2.96M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-3.74K- 1.82% |
$631K - $729K
|
201K
$40.3M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-3.77K- 0.66% |
$637K - $735K
|
566K
$113M
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-3.78K- 0.95% |
$638K - $737K
|
394K
$78.9M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.78K- 5.63% |
$638K - $737K
|
63.2K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-3.78K- 53.64% |
$639K - $739K
|
3.27K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.79K- 8.13% |
$640K - $739K
|
42.8K
$8.56M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.79K- 5.68% |
$640K - $739K
|
62.8K
$12.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.8K- 72.09% |
$642K - $741K
|
1.47K
$294K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-3.81K- 5.25% |
$643K - $743K
|
68.7K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.81K- 11.62% |
$644K - $744K
|
29K
$5.81M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.81K- 1.13% |
$645K - $744K
|
335K
$67.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.82K- 1.78% |
$645K - $745K
|
210K
$42.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.85K- 9.66% |
$650K - $751K
|
36K
$7.21M
|