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
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-9- 0.13% |
$1.52K - $1.76K
|
7.13K
$1.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-10- 0.05% |
$1.69K - $1.95K
|
19.9K
$4.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-10- -0.0% |
$1.69K - $1.95K
|
256K
$54M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.1% |
$1.69K - $1.95K
|
9.78K
$2.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-10- 0.14% |
$1.69K - $1.95K
|
7.19K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 0.03% |
$1.69K - $1.95K
|
30.2K
$6.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11- 0.06% |
$1.86K - $2.15K
|
19.3K
$4.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-11- 0.29% |
$1.86K - $2.15K
|
3.77K
$796K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-11- 0.12% |
$1.86K - $2.15K
|
9.19K
$1.94M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-11- 0.15% |
$1.86K - $2.15K
|
7.35K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-11- 0.08% |
$1.86K - $2.15K
|
14.5K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-11- 0.12% |
$1.86K - $2.15K
|
9.06K
$1.91M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-12- 0.14% |
$2.03K - $2.34K
|
8.35K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-13- 0.05% |
$2.2K - $2.54K
|
25.5K
$5.38M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-13- 0.07% |
$2.2K - $2.54K
|
18.9K
$3.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-14- 0.07% |
$2.37K - $2.73K
|
19.3K
$4.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-15- 0.06% |
$2.54K - $2.93K
|
26.2K
$5.54M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-15- 0.06% |
$2.54K - $2.93K
|
25K
$5.28M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-15- 0.05% |
$2.54K - $2.93K
|
28.5K
$6.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-18- 0.01% |
$3.04K - $3.51K
|
152K
$32.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-18- 0.12% |
$3.04K - $3.51K
|
15.2K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-18- 0.12% |
$3.04K - $3.51K
|
15.5K
$3.26M
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-18- 0.69% |
$3.04K - $3.51K
|
2.58K
$545K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-18- 0.31% |
$3.04K - $3.51K
|
5.82K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-19- 0.39% |
$3.21K - $3.71K
|
4.9K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-19- 0.35% |
$3.21K - $3.71K
|
5.36K
$1.13M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-19- 0.2% |
$3.21K - $3.71K
|
9.35K
$1.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-20- 0.06% |
$3.38K - $3.9K
|
35.9K
$7.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-20- 0.02% |
$3.38K - $3.9K
|
102K
$21.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-20- 0.04% |
$3.38K - $3.9K
|
53.8K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 5.71% |
$3.38K - $3.9K
|
330
$69.7K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-20- 0.09% |
$3.38K - $3.9K
|
23.2K
$4.89M
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-20- 0.15% |
$3.38K - $3.9K
|
13.4K
$2.83M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21- 0.01% |
$3.55K - $4.1K
|
213K
$44.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21- 0.06% |
$3.55K - $4.1K
|
36.1K
$7.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-22- 0.78% |
$3.72K - $4.29K
|
2.81K
$594K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-22- 0.01% |
$3.72K - $4.29K
|
163K
$34.4M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-22- 0.46% |
$3.72K - $4.29K
|
4.79K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-22- 0.17% |
$3.72K - $4.29K
|
13.1K
$2.76M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-23- 0.16% |
$3.89K - $4.49K
|
14.5K
$3.07M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-23- 0.57% |
$3.89K - $4.49K
|
4.03K
$851K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-24- 0.44% |
$4.06K - $4.68K
|
5.48K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-24- 0.43% |
$4.06K - $4.68K
|
5.53K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-24- 0.1% |
$4.06K - $4.68K
|
23.9K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.17% |
$4.06K - $4.68K
|
14.2K
$2.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-25- 0.02% |
$4.23K - $4.88K
|
100K
$21.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-25- 0.03% |
$4.23K - $4.88K
|
72.2K
$15.2M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-25- 0.02% |
$4.23K - $4.88K
|
121K
$25.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-27- 0.21% |
$4.56K - $5.27K
|
13.1K
$2.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-27- 0.71% |
$4.56K - $5.27K
|
3.79K
$800K
|