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 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-7.73K- 5.64% |
$1.31M - $1.51M
|
129K
$25.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-7.78K- 52.83% |
$1.31M - $1.52M
|
6.95K
$1.39M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-7.8K- 7.97% |
$1.32M - $1.52M
|
90.1K
$18M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-7.85K- 6.57% |
$1.33M - $1.53M
|
112K
$22.4M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-7.89K- 5.04% |
$1.33M - $1.54M
|
149K
$29.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-7.91K- 12.09% |
$1.34M - $1.54M
|
57.5K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-7.91K- 51.01% |
$1.34M - $1.54M
|
7.6K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-7.95K- 76.36% |
$1.34M - $1.55M
|
2.46K
$493K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-7.96K- 2.08% |
$1.35M - $1.55M
|
374K
$75M
|
|
|
May 13, 2024
Q1 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-7.98K- 6.58% |
$1.35M - $1.56M
|
113K
$22.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-7.99K- 3.32% |
$1.35M - $1.56M
|
233K
$46.7M
|
|
|
May 14, 2024
Q1 2024
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-8K- 23.53% |
$1.35M - $1.56M
|
26K
$5.21M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.02K- 16.19% |
$1.35M - $1.56M
|
41.5K
$8.31M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-8.06K- 1.05% |
$1.36M - $1.57M
|
759K
$152M
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-8.06K- 29.46% |
$1.36M - $1.57M
|
19.3K
$3.87M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-8.06K- 5.74% |
$1.36M - $1.57M
|
132K
$26.5M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-8.06K- 10.82% |
$1.36M - $1.57M
|
66.4K
$13.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-8.13K- 76.29% |
$1.37M - $1.59M
|
2.53K
$506K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-8.17K- 8.2% |
$1.38M - $1.59M
|
91.5K
$18.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-8.18K- 8.45% |
$1.38M - $1.6M
|
88.6K
$17.8M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-8.18K- 33.35% |
$1.38M - $1.6M
|
16.4K
$3.28M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.22K- 10.31% |
$1.39M - $1.6M
|
71.5K
$14.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.23K- 6.58% |
$1.39M - $1.61M
|
117K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-8.23K- 5.11% |
$1.39M - $1.61M
|
153K
$30.6M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-8.29K- 1.27% |
$1.4M - $1.62M
|
644K
$129M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-8.3K- 3.34% |
$1.4M - $1.62M
|
240K
$48.1M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-8.3K- 3.75% |
$1.4M - $1.62M
|
213K
$42.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.31K- 7.2% |
$1.4M - $1.62M
|
107K
$21.4M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-8.35K- 4.88% |
$1.41M - $1.63M
|
163K
$32.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.36K- 4.46% |
$1.41M - $1.63M
|
179K
$35.9M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8.4K- 5.48% |
$1.42M - $1.64M
|
145K
$29M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-8.4K- 0.51% |
$1.42M - $1.64M
|
1.65M
$331M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-8.42K- 6.04% |
$1.42M - $1.64M
|
131K
$26.2M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.44K- 22.01% |
$1.43M - $1.65M
|
29.9K
$5.99M
|
|
|
Feb 12, 2025
Q1 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-8.44KClosed |
$1.43M - $1.65M
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-8.46K- 28.83% |
$1.43M - $1.65M
|
20.9K
$4.18M
|
|
|
May 06, 2024
Q1 2024
|
Brooktree Capital Management
|
SELL
|
- |
-8.46K- 32.44% |
$1.43M - $1.65M
|
17.6K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.47K- 0.62% |
$1.43M - $1.65M
|
1.36M
$272M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-8.47K- 8.81% |
$1.43M - $1.65M
|
87.6K
$17.6M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.48K- 3.47% |
$1.43M - $1.65M
|
236K
$47.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.53K- 4.2% |
$1.44M - $1.67M
|
195K
$39M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8.63K- 16.43% |
$1.46M - $1.68M
|
43.9K
$8.79M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-8.64K- 24.23% |
$1.46M - $1.69M
|
27K
$5.41M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-8.65K- 5.68% |
$1.46M - $1.69M
|
144K
$28.8M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.66K- 2.6% |
$1.46M - $1.69M
|
325K
$65M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-8.66K- 10.93% |
$1.46M - $1.69M
|
70.6K
$14.1M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-8.67K- 13.7% |
$1.47M - $1.69M
|
54.6K
$10.9M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-8.71K- 78.91% |
$1.47M - $1.7M
|
2.33K
$466K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.72K- 9.31% |
$1.47M - $1.7M
|
84.9K
$17M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-8.72K- 4.49% |
$1.47M - $1.7M
|
186K
$37.2M
|