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 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.86K- 1.34% |
$653K - $754K
|
284K
$56.8M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.86K- 17.81% |
$653K - $754K
|
17.8K
$3.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.88K- 32.63% |
$655K - $756K
|
8K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.89K- 1.79% |
$658K - $759K
|
213K
$42.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-3.9K- 2.04% |
$659K - $761K
|
187K
$37.4M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.9K- 26.18% |
$659K - $762K
|
11K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.91K- 6.32% |
$661K - $763K
|
58K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.91K- 1.8% |
$661K - $764K
|
214K
$42.9M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.92K- 3.81% |
$662K - $765K
|
98.8K
$19.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.92K- 3.93% |
$663K - $765K
|
95.8K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.92K- 4.09% |
$663K - $766K
|
91.9K
$18.4M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-3.93K- 4.33% |
$663K - $766K
|
86.8K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3.93K- 2.88% |
$664K - $767K
|
133K
$26.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.93K- 8.16% |
$665K - $768K
|
44.3K
$8.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.94K- 1.44% |
$666K - $769K
|
269K
$54M
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-3.96K- 6.6% |
$670K - $773K
|
56K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.98K- 0.89% |
$673K - $778K
|
446K
$89.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-3.99K- 15.2% |
$674K - $779K
|
22.3K
$4.46M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-4.01K- 3.33% |
$677K - $782K
|
116K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.02K- 21.72% |
$679K - $784K
|
14.5K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-4.03K- 6.71% |
$680K - $786K
|
56K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-4.03K- 6.83% |
$681K - $786K
|
55K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.03K- 7.68% |
$681K - $787K
|
48.4K
$9.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.03K- 9.49% |
$682K - $787K
|
38.5K
$7.71M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-4.05K- 33.63% |
$685K - $791K
|
8K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.06K- 2.72% |
$685K - $791K
|
145K
$29.1M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.06K- 5.87% |
$686K - $792K
|
65K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-4.06K- 17.44% |
$686K - $793K
|
19.2K
$3.85M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.1K- 3.31% |
$692K - $799K
|
120K
$24M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4.11K- 6.08% |
$694K - $802K
|
63.5K
$12.7M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-4.13K- 7.73% |
$698K - $806K
|
49.3K
$9.87M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.14K- 2.4% |
$699K - $807K
|
168K
$33.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-4.14K- 2.26% |
$699K - $808K
|
179K
$35.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.14K- 18.7% |
$700K - $808K
|
18K
$3.61M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-4.15K- 7.53% |
$701K - $810K
|
51K
$10.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.16K- 40.43% |
$702K - $811K
|
6.12K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4.16K- 5.53% |
$703K - $812K
|
71.1K
$14.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.16K- 16.85% |
$703K - $812K
|
20.5K
$4.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.17K- 7.8% |
$704K - $813K
|
49.3K
$9.87M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-4.18K- 3.52% |
$706K - $815K
|
114K
$22.9M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-4.18K- 19.06% |
$706K - $816K
|
17.7K
$3.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-4.18K- 64.56% |
$706K - $816K
|
2.3K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-4.21K- 8.34% |
$712K - $822K
|
46.3K
$9.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-4.22K- 4.11% |
$713K - $823K
|
98.4K
$19.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.23K- 1.0% |
$714K - $825K
|
418K
$83.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.24K- 13.71% |
$716K - $827K
|
26.7K
$5.34M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 4.39% |
$718K - $829K
|
92.4K
$18.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-4.25K- 14.69% |
$718K - $829K
|
24.7K
$4.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.25K- 1.14% |
$718K - $830K
|
368K
$73.6M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.26K- 1.47% |
$719K - $830K
|
285K
$57.1M
|