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
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12.9K- 1.74% |
$2.19M - $2.52M
|
729K
$179M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13K- 1.03% |
$2.19M - $2.53M
|
1.25M
$307M
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-13K- 65.12% |
$2.19M - $2.53M
|
6.95K
$1.71M
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-13.1K- 8.98% |
$2.22M - $2.56M
|
133K
$32.7M
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-13.2K- 13.42% |
$2.22M - $2.57M
|
84.9K
$20.8M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-13.2K- 2.15% |
$2.23M - $2.57M
|
600K
$147M
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-13.2K- 1.67% |
$2.23M - $2.58M
|
778K
$191M
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-13.3K- 11.7% |
$2.25M - $2.6M
|
101K
$24.7M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13.3K- 5.41% |
$2.25M - $2.6M
|
233K
$57.3M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.4K- 1.0% |
$2.26M - $2.61M
|
1.32M
$325M
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-13.5K- 3.39% |
$2.27M - $2.63M
|
383K
$94.1M
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-13.5K- 39.63% |
$2.29M - $2.64M
|
20.6K
$5.06M
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13.6K- 11.15% |
$2.29M - $2.65M
|
108K
$26.6M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.6K- 5.35% |
$2.3M - $2.66M
|
241K
$59.1M
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-13.7K- 10.26% |
$2.31M - $2.67M
|
120K
$29.4M
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13.7K- 4.05% |
$2.32M - $2.68M
|
325K
$79.8M
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-13.8K- 3.21% |
$2.33M - $2.69M
|
416K
$102M
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-13.8K- 2.33% |
$2.33M - $2.7M
|
579K
$142M
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-13.8K- 61.79% |
$2.34M - $2.7M
|
8.56K
$2.1M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13.9K- 4.21% |
$2.34M - $2.71M
|
315K
$77.5M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14K- 0.58% |
$2.36M - $2.73M
|
2.39M
$587M
|
|
May 07, 2024
Q1 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-14.1K- 0.36% |
$2.38M - $2.75M
|
3.9M
$958M
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-14.1K- 9.79% |
$2.39M - $2.76M
|
130K
$31.9M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14.2K- 3.96% |
$2.4M - $2.77M
|
344K
$84.5M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-14.2K- 3.21% |
$2.4M - $2.78M
|
429K
$105M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-14.3K- 1.96% |
$2.41M - $2.78M
|
712K
$175M
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-14.3K- 7.96% |
$2.41M - $2.78M
|
165K
$40.5M
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-14.4K- 19.37% |
$2.44M - $2.82M
|
60.1K
$14.8M
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-14.5K- 83.53% |
$2.45M - $2.82M
|
2.85K
$701K
|
|
Apr 19, 2024
Q1 2024
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-14.5K- 8.8% |
$2.45M - $2.82M
|
150K
$36.8M
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-14.5K- 9.55% |
$2.46M - $2.84M
|
138K
$33.8M
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-14.6K- 78.12% |
$2.47M - $2.85M
|
4.09K
$1M
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-14.7K- 11.34% |
$2.49M - $2.88M
|
115K
$28.3M
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-14.8K- 1.19% |
$2.5M - $2.89M
|
1.23M
$302M
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-14.9K- 55.61% |
$2.52M - $2.92M
|
11.9K
$2.93M
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-14.9K- 8.33% |
$2.53M - $2.92M
|
164K
$40.4M
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-15K- 0.47% |
$2.53M - $2.92M
|
3.19M
$782M
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-15K- 42.11% |
$2.53M - $2.92M
|
20.6K
$5.06M
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-15K- 31.25% |
$2.54M - $2.93M
|
33K
$8.1M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 3.73% |
$2.55M - $2.94M
|
389K
$95.5M
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-15.1K- 5.11% |
$2.55M - $2.95M
|
280K
$68.8M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-15.3K- 8.26% |
$2.59M - $2.99M
|
170K
$41.7M
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-15.3K- 63.22% |
$2.59M - $2.99M
|
8.92K
$2.19M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15.3K- 0.97% |
$2.59M - $2.99M
|
1.56M
$383M
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-15.3K- 5.97% |
$2.59M - $2.99M
|
242K
$59.4M
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-15.4K- 16.17% |
$2.6M - $3.01M
|
79.8K
$19.6M
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-15.5K- 9.01% |
$2.61M - $3.02M
|
156K
$38.3M
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-15.5K- 55.74% |
$2.62M - $3.02M
|
12.3K
$3.02M
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-15.5K- 5.21% |
$2.62M - $3.02M
|
282K
$69.2M
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-15.5K- 3.49% |
$2.62M - $3.03M
|
429K
$105M
|