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 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-4.55K- 5.01% |
$769K - $888K
|
86.2K
$21.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.56K- 4.5% |
$770K - $890K
|
96.7K
$23.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.56K- 16.78% |
$770K - $890K
|
22.6K
$5.55M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.56K- 1.94% |
$771K - $891K
|
230K
$56.6M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-4.57K- 6.97% |
$772K - $892K
|
60.9K
$15M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.57K- 29.46% |
$772K - $892K
|
10.9K
$2.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-4.6K- 24.64% |
$778K - $899K
|
14.1K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-4.64K- 19.49% |
$783K - $905K
|
19.1K
$4.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-4.65K- 1.24% |
$786K - $908K
|
369K
$90.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4.66K- 21.61% |
$787K - $909K
|
16.9K
$4.15M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.67K- 2.99% |
$789K - $911K
|
151K
$37.2M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.67K- 0.62% |
$789K - $911K
|
743K
$182M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-4.68K- 10.31% |
$790K - $912K
|
40.6K
$9.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.68K- 21.04% |
$791K - $913K
|
17.6K
$4.31M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-4.69K- 4.41% |
$792K - $915K
|
102K
$24.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.7K- 2.56% |
$793K - $916K
|
179K
$44M
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-4.73K- 2.85% |
$799K - $922K
|
161K
$39.6M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.76K- 6.92% |
$804K - $929K
|
64K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.76K- 3.26% |
$804K - $929K
|
141K
$34.7M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.76K- 1.51% |
$804K - $929K
|
311K
$76.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
SELL
|
- |
-4.76K- 7.01% |
$805K - $929K
|
63.1K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-4.77K- 3.27% |
$806K - $931K
|
141K
$34.6M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-4.77K- 15.0% |
$806K - $931K
|
27K
$6.64M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4.8K- 45.16% |
$810K - $936K
|
5.82K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-4.8K- 8.63% |
$811K - $936K
|
50.8K
$12.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-4.81K- 1.62% |
$813K - $938K
|
293K
$71.9M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.81K- 2.87% |
$813K - $939K
|
163K
$40M
|
|
|
May 07, 2024
Q1 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-4.82K- 30.92% |
$815K - $941K
|
10.8K
$2.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.84K- 8.22% |
$817K - $944K
|
54K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-4.84K- 15.11% |
$817K - $944K
|
27.2K
$6.67M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4.84K- 28.4% |
$818K - $945K
|
12.2K
$3M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.85K- 6.81% |
$819K - $946K
|
66.3K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.85K- 8.39% |
$819K - $946K
|
52.9K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.85K- 20.67% |
$820K - $947K
|
18.6K
$4.57M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.85K- 0.89% |
$820K - $947K
|
539K
$132M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-4.86K- 1.55% |
$821K - $948K
|
308K
$75.7M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.87K- 22.51% |
$822K - $950K
|
16.7K
$4.11M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.87K- 2.53% |
$823K - $950K
|
188K
$46.1M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-4.89K- 12.69% |
$826K - $954K
|
33.6K
$8.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-4.9K- 7.92% |
$828K - $956K
|
57K
$14M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.91K- 7.64% |
$829K - $958K
|
59.3K
$14.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.91K- 3.43% |
$830K - $959K
|
138K
$34M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-4.96K- 54.72% |
$839K - $969K
|
4.11K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-4.98K- 3.43% |
$842K - $972K
|
140K
$34.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.99K- 0.34% |
$843K - $973K
|
1.48M
$363M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-5K- 19.23% |
$845K - $976K
|
21K
$5.16M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-5K- 16.07% |
$846K - $977K
|
26.1K
$6.42M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.03K- 1.98% |
$851K - $982K
|
250K
$61.3M
|
|
|
May 09, 2024
Q1 2024
|
Oakmont Corp
|
SELL
|
- |
-5.05K- 1.82% |
$853K - $986K
|
273K
$67.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-5.09K- 5.97% |
$860K - $993K
|
80.1K
$19.7M
|