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 13, 2024
Q1 2024
|
Freemont Management S.A.
|
SELL
|
- |
-33K- 23.62% |
$5.58M - $6.44M
|
107K
$21.4M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-33.5K- 5.1% |
$5.66M - $6.54M
|
623K
$125M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-33.6K- 34.98% |
$5.69M - $6.57M
|
62.6K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-33.7K- 8.28% |
$5.7M - $6.58M
|
374K
$74.9M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-34.3K- 6.15% |
$5.79M - $6.69M
|
523K
$105M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-34.4K- 3.64% |
$5.81M - $6.71M
|
911K
$182M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-34.6K- 45.47% |
$5.85M - $6.76M
|
41.5K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-34.7K- 40.19% |
$5.86M - $6.77M
|
51.6K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-34.8K- 10.45% |
$5.88M - $6.79M
|
298K
$59.7M
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-35K- 1.82% |
$5.92M - $6.83M
|
1.89M
$379M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-35.4K- 4.78% |
$5.98M - $6.91M
|
705K
$141M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-35.9K- 9.0% |
$6.08M - $7.02M
|
364K
$72.8M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-36.3K- 92.8% |
$6.13M - $7.08M
|
2.82K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-36.3K- 22.61% |
$6.13M - $7.08M
|
124K
$24.9M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-36.4K- 5.47% |
$6.16M - $7.11M
|
630K
$126M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-36.5K- 3.04% |
$6.17M - $7.13M
|
1.17M
$234M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-36.9K- 11.51% |
$6.23M - $7.2M
|
284K
$56.8M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-36.9K- 4.23% |
$6.23M - $7.2M
|
836K
$167M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-37.1K- 49.83% |
$6.27M - $7.24M
|
37.3K
$7.48M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37.3K- 4.76% |
$6.3M - $7.27M
|
746K
$149M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-37.3K- 51.12% |
$6.31M - $7.29M
|
35.7K
$7.15M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-37.5K- 36.98% |
$6.33M - $7.31M
|
63.8K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-37.6K- 6.05% |
$6.36M - $7.34M
|
584K
$117M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-37.8K- 2.1% |
$6.38M - $7.37M
|
1.76M
$353M
|
|
|
May 15, 2024
Q1 2024
|
Novo Holdings
Hellerup, G7 |
SELL
|
- |
-38.5K- 17.38% |
$6.51M - $7.51M
|
183K
$36.6M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-38.5K- 8.82% |
$6.51M - $7.52M
|
398K
$79.7M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-39.4K- 10.38% |
$6.66M - $7.7M
|
340K
$68.2M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-39.6K- 15.69% |
$6.69M - $7.72M
|
213K
$42.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-40K- 50.71% |
$6.75M - $7.8M
|
38.8K
$7.78M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-40.1K- 4.87% |
$6.77M - $7.82M
|
782K
$157M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-40.2K- 17.08% |
$6.8M - $7.85M
|
195K
$39.1M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-40.3K- 7.95% |
$6.8M - $7.86M
|
466K
$93.3M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-40.4K- 22.88% |
$6.83M - $7.89M
|
136K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-40.5K- 64.74% |
$6.84M - $7.9M
|
22.1K
$4.42M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-40.7K- 16.36% |
$6.88M - $7.94M
|
208K
$41.7M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-41.1K- 4.33% |
$6.94M - $8.02M
|
907K
$182M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-41.1K- 2.41% |
$6.94M - $8.02M
|
1.66M
$333M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-41.1K- 2.48% |
$6.95M - $8.02M
|
1.62M
$324M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-41.3K- 75.16% |
$6.98M - $8.06M
|
13.6K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-41.6K- 25.6% |
$7.03M - $8.12M
|
121K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-41.8K- 8.03% |
$7.07M - $8.16M
|
479K
$95.9M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-42K- 87.24% |
$7.1M - $8.2M
|
6.14K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-42.5K- 66.85% |
$7.19M - $8.3M
|
21.1K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-42.6K- 67.36% |
$7.2M - $8.32M
|
20.7K
$4.14M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-42.9K- 17.87% |
$7.26M - $8.38M
|
197K
$39.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-43K- 10.68% |
$7.26M - $8.39M
|
360K
$72M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-43.3K- 3.69% |
$7.32M - $8.45M
|
1.13M
$226M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-43.8K- 15.62% |
$7.4M - $8.55M
|
237K
$47.4M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-43.8K- 5.22% |
$7.41M - $8.56M
|
795K
$159M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-44K- 44.59% |
$7.44M - $8.6M
|
54.7K
$11M
|