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 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.09K- 44.62% |
$860K - $994K
|
6.32K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.09K- 3.53% |
$861K - $994K
|
139K
$34.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.1K- 3.33% |
$863K - $996K
|
148K
$36.4M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.11K- 14.1% |
$864K - $998K
|
31.2K
$7.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-5.13K- 1.67% |
$866K - $1M
|
301K
$74M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.13K- 5.25% |
$866K - $1M
|
92.5K
$22.7M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.13K- 4.27% |
$866K - $1M
|
115K
$28.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.15K- 2.1% |
$870K - $1M
|
240K
$58.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-5.15K- 6.27% |
$870K - $1M
|
76.9K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-5.15K- 1.85% |
$871K - $1.01M
|
274K
$67.2M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-5.16K- 0.08% |
$872K - $1.01M
|
6.69M
$1.64B
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-5.17K- 15.1% |
$873K - $1.01M
|
29K
$7.13M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5.18K- 0.29% |
$876K - $1.01M
|
1.8M
$442M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-5.19K- 3.83% |
$877K - $1.01M
|
130K
$32M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-5.19K- 1.87% |
$877K - $1.01M
|
272K
$66.7M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-5.2K- 7.58% |
$879K - $1.01M
|
63.4K
$15.6M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.22K- 11.36% |
$882K - $1.02M
|
40.8K
$10M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-5.23K- 24.82% |
$885K - $1.02M
|
15.9K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-5.25K- 17.5% |
$887K - $1.02M
|
24.8K
$6.08M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-5.26K- 22.7% |
$888K - $1.03M
|
17.9K
$4.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-5.26K- 7.45% |
$889K - $1.03M
|
65.3K
$16M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-5.26K- 5.49% |
$889K - $1.03M
|
90.6K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-5.29K- 3.69% |
$894K - $1.03M
|
138K
$33.9M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.32K- 1.33% |
$899K - $1.04M
|
394K
$96.8M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.32K- 1.58% |
$899K - $1.04M
|
332K
$81.4M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-5.33K- 19.76% |
$900K - $1.04M
|
21.6K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.33K- 1.39% |
$900K - $1.04M
|
379K
$93M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.34K- 4.55% |
$902K - $1.04M
|
112K
$27.5M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.35K- 0.97% |
$904K - $1.04M
|
545K
$134M
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-5.35K- 1.52% |
$904K - $1.04M
|
347K
$85.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.4K- 11.55% |
$913K - $1.05M
|
41.4K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-5.43K- 6.38% |
$918K - $1.06M
|
79.6K
$19.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-5.44K- 0.93% |
$920K - $1.06M
|
582K
$143M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.44K- 9.71% |
$920K - $1.06M
|
50.6K
$12.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-5.47K- 4.68% |
$924K - $1.07M
|
111K
$27.3M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.47K- 5.13% |
$924K - $1.07M
|
101K
$24.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.48K- 5.34% |
$926K - $1.07M
|
97K
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.5K- 12.08% |
$929K - $1.07M
|
40K
$9.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-5.51K- 10.73% |
$932K - $1.08M
|
45.9K
$11.3M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.52K- 4.58% |
$933K - $1.08M
|
115K
$28.3M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-5.53K- 3.46% |
$935K - $1.08M
|
155K
$37.9M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-5.54K- 10.65% |
$935K - $1.08M
|
46.4K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-5.55K- 1.92% |
$938K - $1.08M
|
283K
$69.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.57K- 0.49% |
$941K - $1.09M
|
1.14M
$280M
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-5.61K- 3.04% |
$948K - $1.09M
|
179K
$43.8M
|
|
|
May 03, 2024
Q1 2024
|
Eos Management, L.P.
|
SELL
|
- |
-5.69K- 6.38% |
$961K - $1.11M
|
83.4K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-5.7K- 48.89% |
$964K - $1.11M
|
5.96K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.71K- 0.34% |
$964K - $1.11M
|
1.65M
$406M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-5.73K- 1.61% |
$968K - $1.12M
|
350K
$86.1M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.73K- 8.89% |
$969K - $1.12M
|
58.8K
$14.4M
|