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 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.77K- 3.82% |
$1.14M - $1.32M
|
170K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-6.78K- 60.38% |
$1.15M - $1.32M
|
4.45K
$891K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.78K- 3.5% |
$1.15M - $1.32M
|
187K
$37.5M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.79K- 22.7% |
$1.15M - $1.32M
|
23.1K
$4.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.82K- 11.62% |
$1.15M - $1.33M
|
51.9K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.83K- 3.25% |
$1.15M - $1.33M
|
204K
$40.8M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-6.85K- 12.84% |
$1.16M - $1.34M
|
46.5K
$9.31M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.88K- 16.0% |
$1.16M - $1.34M
|
36.1K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.92K- 20.42% |
$1.17M - $1.35M
|
27K
$5.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-6.93K- 6.19% |
$1.17M - $1.35M
|
105K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.94K- 8.51% |
$1.17M - $1.35M
|
74.5K
$14.9M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.95K- 1.34% |
$1.17M - $1.36M
|
511K
$102M
|
|
|
May 10, 2024
Q1 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-6.96K- 3.23% |
$1.18M - $1.36M
|
209K
$41.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-6.97K- 14.46% |
$1.18M - $1.36M
|
41.2K
$8.26M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.97K- 19.73% |
$1.18M - $1.36M
|
28.4K
$5.68M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.04K- 14.05% |
$1.19M - $1.37M
|
43.1K
$8.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-7.04K- 2.71% |
$1.19M - $1.37M
|
253K
$50.6M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.05K- 2.02% |
$1.19M - $1.38M
|
341K
$68.4M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.08K- 4.49% |
$1.2M - $1.38M
|
151K
$30.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.09K- 3.49% |
$1.2M - $1.38M
|
196K
$39.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-7.09K- 3.61% |
$1.2M - $1.38M
|
189K
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-7.09K- 44.5% |
$1.2M - $1.38M
|
8.85K
$1.77M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-7.13K- 2.21% |
$1.2M - $1.39M
|
315K
$63.1M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.16K- 2.29% |
$1.21M - $1.4M
|
305K
$61.2M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.17K- 0.68% |
$1.21M - $1.4M
|
1.05M
$209M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-7.18K- 0.23% |
$1.21M - $1.4M
|
3.08M
$616M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-7.18K- 3.72% |
$1.21M - $1.4M
|
186K
$37.2M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-7.28K- 3.28% |
$1.23M - $1.42M
|
214K
$42.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.29K- 9.24% |
$1.23M - $1.42M
|
71.5K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-7.3K- 6.9% |
$1.23M - $1.42M
|
98.4K
$19.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-7.32K- 36.71% |
$1.24M - $1.43M
|
12.6K
$2.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.32K- 2.06% |
$1.24M - $1.43M
|
348K
$69.7M
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-7.32K- 4.26% |
$1.24M - $1.43M
|
165K
$33M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-7.36K- 17.59% |
$1.24M - $1.44M
|
34.5K
$6.9M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-7.38K- 3.17% |
$1.25M - $1.44M
|
225K
$45.2M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.38K- 1.11% |
$1.25M - $1.44M
|
657K
$132M
|
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-7.41K- 66.74% |
$1.25M - $1.45M
|
3.69K
$739K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-7.44K- 15.96% |
$1.26M - $1.45M
|
39.2K
$7.84M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-7.47K- 79.85% |
$1.26M - $1.46M
|
1.88K
$377K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-7.55K- 79.34% |
$1.28M - $1.47M
|
1.97K
$394K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.55K- 3.18% |
$1.28M - $1.47M
|
230K
$46.1M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-7.6K- 35.4% |
$1.28M - $1.48M
|
13.9K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7.64K- 3.55% |
$1.29M - $1.49M
|
208K
$41.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-7.65K- 7.51% |
$1.29M - $1.49M
|
94.1K
$18.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-7.65K- 3.45% |
$1.29M - $1.49M
|
214K
$42.9M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-7.67K- 8.53% |
$1.3M - $1.5M
|
82.3K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-7.68K- 0.53% |
$1.3M - $1.5M
|
1.44M
$288M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-7.7K- 8.63% |
$1.3M - $1.5M
|
81.5K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-7.7K- 77.78% |
$1.3M - $1.5M
|
2.2K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.72K- 3.59% |
$1.3M - $1.51M
|
207K
$41.4M
|