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 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 5.71% |
$3.38K - $3.9K
|
330
$77.5K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-20- 0.09% |
$3.38K - $3.9K
|
23.2K
$5.44M
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-20- 0.15% |
$3.38K - $3.9K
|
13.4K
$3.15M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21- 0.01% |
$3.55K - $4.1K
|
213K
$50M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21- 0.06% |
$3.55K - $4.1K
|
36.1K
$8.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-22- 0.78% |
$3.72K - $4.29K
|
2.81K
$661K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-22- 0.01% |
$3.72K - $4.29K
|
163K
$38.2M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-22- 0.46% |
$3.72K - $4.29K
|
4.79K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-22- 0.17% |
$3.72K - $4.29K
|
13.1K
$3.07M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-23- 0.16% |
$3.89K - $4.49K
|
14.5K
$3.41M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-23- 0.57% |
$3.89K - $4.49K
|
4.03K
$947K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-24- 0.44% |
$4.06K - $4.68K
|
5.48K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-24- 0.43% |
$4.06K - $4.68K
|
5.53K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-24- 0.1% |
$4.06K - $4.68K
|
23.9K
$5.62M
|
|
|
May 15, 2024
Q1 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.17% |
$4.06K - $4.68K
|
14.2K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-25- 0.02% |
$4.23K - $4.88K
|
100K
$23.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-25- 0.03% |
$4.23K - $4.88K
|
72.2K
$17M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-25- 0.02% |
$4.23K - $4.88K
|
121K
$28.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-27- 0.21% |
$4.56K - $5.27K
|
13.1K
$3.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-27- 0.71% |
$4.56K - $5.27K
|
3.79K
$889K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-27- 0.09% |
$4.56K - $5.27K
|
29K
$6.81M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-27- 0.63% |
$4.56K - $5.27K
|
4.28K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-27- 0.08% |
$4.56K - $5.27K
|
34.6K
$8.12M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.38% |
$4.56K - $5.27K
|
7.02K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-28- 0.08% |
$4.73K - $5.47K
|
35.6K
$8.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-28- 0.28% |
$4.73K - $5.47K
|
9.92K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-28- 0.17% |
$4.73K - $5.47K
|
16.3K
$3.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-29- 0.18% |
$4.9K - $5.66K
|
16.4K
$3.85M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-30- 0.15% |
$5.07K - $5.86K
|
19.8K
$4.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-30- -0.0% |
$5.07K - $5.86K
|
678K
$159M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-30- 0.05% |
$5.07K - $5.86K
|
62.1K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.74% |
$5.07K - $5.86K
|
4.04K
$950K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-31- 0.05% |
$5.24K - $6.05K
|
67K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-31- 1.25% |
$5.24K - $6.05K
|
2.46K
$577K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-31- 0.93% |
$5.24K - $6.05K
|
3.31K
$777K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-32- 1.29% |
$5.41K - $6.25K
|
2.45K
$574K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-32- 1.11% |
$5.41K - $6.25K
|
2.85K
$669K
|
|
|
Apr 26, 2024
Q1 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-32- 0.01% |
$5.41K - $6.25K
|
384K
$90.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-32- 1.6% |
$5.41K - $6.25K
|
1.97K
$462K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-34- 0.11% |
$5.75K - $6.64K
|
29.8K
$7M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-35- 1.6% |
$5.92K - $6.83K
|
2.16K
$507K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-36- 0.34% |
$6.08K - $7.03K
|
10.4K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-36- 0.18% |
$6.08K - $7.03K
|
19.5K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-37- 0.15% |
$6.25K - $7.22K
|
23.9K
$5.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.34% |
$6.42K - $7.42K
|
11K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-38- 0.06% |
$6.42K - $7.42K
|
65.9K
$15.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-39- 0.73% |
$6.59K - $7.61K
|
5.33K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-39- 0.03% |
$6.59K - $7.61K
|
154K
$36.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-39- 0.1% |
$6.59K - $7.61K
|
39.9K
$9.37M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.17% |
$6.59K - $7.61K
|
22.7K
$5.33M
|