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 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-9.33K- 5.7% |
$1.58M - $1.82M
|
154K
$37.9M
|
|
|
May 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-9.37K- 2.57% |
$1.58M - $1.83M
|
355K
$87.1M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-9.4K- 5.14% |
$1.59M - $1.84M
|
174K
$42.6M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-9.41K- 70.81% |
$1.59M - $1.84M
|
3.88K
$952K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-9.45K- 2.57% |
$1.6M - $1.84M
|
358K
$88M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9.48K- 9.48% |
$1.6M - $1.85M
|
90.5K
$22.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.5K- 19.53% |
$1.6M - $1.85M
|
39.1K
$9.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-9.5K- 2.81% |
$1.61M - $1.85M
|
328K
$80.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-9.52K- 10.33% |
$1.61M - $1.86M
|
82.6K
$20.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-9.52K- 50.0% |
$1.61M - $1.86M
|
9.52K
$2.34M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9.55K- 1.6% |
$1.61M - $1.86M
|
588K
$144M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.57K- 2.79% |
$1.62M - $1.87M
|
334K
$82M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-9.61K- 35.96% |
$1.62M - $1.88M
|
17.1K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-9.62K- 6.67% |
$1.63M - $1.88M
|
134K
$33M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-9.64K- 1.62% |
$1.63M - $1.88M
|
585K
$144M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-9.64K- 2.0% |
$1.63M - $1.88M
|
473K
$116M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-9.65K- 1.85% |
$1.63M - $1.88M
|
511K
$125M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.68K- 7.95% |
$1.64M - $1.89M
|
112K
$27.5M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.69K- 13.05% |
$1.64M - $1.89M
|
64.5K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-9.7K- 41.44% |
$1.64M - $1.89M
|
13.7K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-9.7K- 3.98% |
$1.64M - $1.89M
|
234K
$57.5M
|
|
|
May 14, 2024
Q1 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-9.83K- 21.14% |
$1.66M - $1.92M
|
36.7K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-9.86K- 1.7% |
$1.67M - $1.92M
|
569K
$140M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-9.88K- 11.91% |
$1.67M - $1.93M
|
73.1K
$17.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-9.9K- 2.26% |
$1.67M - $1.93M
|
428K
$105M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.91K- 1.0% |
$1.67M - $1.93M
|
978K
$240M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-9.99K- 20.12% |
$1.69M - $1.95M
|
39.7K
$9.74M
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-10K- 1.53% |
$1.7M - $1.96M
|
644K
$158M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.1K- 8.13% |
$1.7M - $1.97M
|
114K
$28M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.1K- 3.31% |
$1.7M - $1.97M
|
295K
$72.4M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10.1K- 44.98% |
$1.71M - $1.97M
|
12.3K
$3.03M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10.1K- 14.5% |
$1.71M - $1.98M
|
59.8K
$14.7M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10.2K- 0.51% |
$1.72M - $1.98M
|
1.96M
$482M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-10.2K- 0.46% |
$1.72M - $1.99M
|
2.2M
$539M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10.2K- 11.69% |
$1.73M - $1.99M
|
77.2K
$19M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-10.2K- 3.6% |
$1.73M - $2M
|
274K
$67.3M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-10.3K- 4.68% |
$1.74M - $2.01M
|
210K
$51.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.3K- 11.95% |
$1.74M - $2.01M
|
75.9K
$18.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10.3K- 12.5% |
$1.74M - $2.01M
|
72.2K
$17.7M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10.3K- 0.52% |
$1.75M - $2.02M
|
1.99M
$488M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.4K- 1.51% |
$1.76M - $2.03M
|
678K
$166M
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-10.5K- 11.16% |
$1.77M - $2.04M
|
83.2K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-10.5K- 15.58% |
$1.77M - $2.05M
|
56.9K
$14M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-10.5K- 15.58% |
$1.77M - $2.05M
|
56.9K
$14M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-10.5K- 9.49% |
$1.77M - $2.05M
|
100K
$24.6M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-10.6K- 35.99% |
$1.78M - $2.06M
|
18.8K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-10.6K- 50.1% |
$1.78M - $2.06M
|
10.5K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-10.6K- 3.66% |
$1.78M - $2.06M
|
278K
$68.3M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-10.6K- 12.7% |
$1.79M - $2.06M
|
72.6K
$17.8M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10.6K- 3.27% |
$1.79M - $2.06M
|
313K
$76.8M
|