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 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5.74K- 11.75% |
$970K - $1.12M
|
43.1K
$10.6M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-5.74K- 34.41% |
$970K - $1.12M
|
10.9K
$2.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.79K- 3.94% |
$979K - $1.13M
|
141K
$34.6M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-5.79K- 7.0% |
$979K - $1.13M
|
77K
$18.9M
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-5.8K- 7.96% |
$980K - $1.13M
|
67K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.8K- 13.39% |
$980K - $1.13M
|
37.5K
$9.21M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-5.81K- 58.44% |
$981K - $1.13M
|
4.13K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-5.81K- 7.75% |
$982K - $1.13M
|
69.2K
$17M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-5.82K- 6.46% |
$983K - $1.14M
|
84.2K
$20.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.83K- 6.84% |
$984K - $1.14M
|
79.4K
$19.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-5.83K- 10.2% |
$985K - $1.14M
|
51.3K
$12.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-5.84K- 11.34% |
$987K - $1.14M
|
45.7K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5.84K- 4.12% |
$987K - $1.14M
|
136K
$33.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5.85K- 6.18% |
$988K - $1.14M
|
88.7K
$21.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-5.87K- 5.87% |
$992K - $1.15M
|
94.2K
$23.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.87K- 2.62% |
$993K - $1.15M
|
218K
$53.6M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.9K- 0.47% |
$997K - $1.15M
|
1.24M
$305M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-5.91K- 5.78% |
$999K - $1.15M
|
96.4K
$23.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-5.92K- 2.72% |
$1M - $1.16M
|
212K
$52M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-5.93K- 6.39% |
$1M - $1.16M
|
86.9K
$21.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.95K- 7.82% |
$1.01M - $1.16M
|
70.1K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.96K- 11.14% |
$1.01M - $1.16M
|
47.6K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.96K- 2.15% |
$1.01M - $1.16M
|
271K
$66.6M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-5.97K- 18.02% |
$1.01M - $1.17M
|
27.2K
$6.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-5.99K- 13.12% |
$1.01M - $1.17M
|
39.7K
$9.74M
|
|
|
May 15, 2024
Q1 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-6.07K- 1.89% |
$1.03M - $1.18M
|
314K
$77.2M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-6.12K- 25.79% |
$1.03M - $1.2M
|
17.6K
$4.33M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.15K- 4.07% |
$1.04M - $1.2M
|
145K
$35.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-6.15K- 5.35% |
$1.04M - $1.2M
|
109K
$26.7M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.15K- 5.01% |
$1.04M - $1.2M
|
117K
$28.6M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-6.15K- 21.44% |
$1.04M - $1.2M
|
22.5K
$5.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.18K- 6.16% |
$1.04M - $1.21M
|
94.1K
$23.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.19K- 4.24% |
$1.05M - $1.21M
|
140K
$34.4M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-6.2K- 6.12% |
$1.05M - $1.21M
|
95.1K
$23.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.22K- 1.76% |
$1.05M - $1.21M
|
347K
$85.2M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.22K- 5.02% |
$1.05M - $1.21M
|
118K
$28.9M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.22K- 4.73% |
$1.05M - $1.21M
|
125K
$30.8M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-6.22K- 8.35% |
$1.05M - $1.21M
|
68.3K
$16.8M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6.23K- 9.05% |
$1.05M - $1.22M
|
62.6K
$15.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-6.27K- 22.37% |
$1.06M - $1.22M
|
21.7K
$5.34M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-6.3K- 1.92% |
$1.06M - $1.23M
|
322K
$79.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-6.3K- 2.21% |
$1.06M - $1.23M
|
279K
$68.4M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.39K- 1.84% |
$1.08M - $1.25M
|
341K
$83.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-6.43K- 50.23% |
$1.09M - $1.26M
|
6.37K
$1.57M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-6.44K- 2.21% |
$1.09M - $1.26M
|
285K
$70M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.44K- 9.49% |
$1.09M - $1.26M
|
61.5K
$15.1M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-6.45K- 4.41% |
$1.09M - $1.26M
|
140K
$34.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.46K- 0.9% |
$1.09M - $1.26M
|
714K
$175M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.47K- 4.1% |
$1.09M - $1.26M
|
151K
$37.1M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-6.48K- 2.42% |
$1.09M - $1.26M
|
261K
$64.2M
|