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 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-40- 0.57% |
$6.76K - $7.81K
|
6.96K
$1.64M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-41- 1.01% |
$6.93K - $8K
|
4K
$941K
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-41- 0.57% |
$6.93K - $8K
|
7.2K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-45- 0.21% |
$7.61K - $8.78K
|
21.5K
$5.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-46- 0.35% |
$7.77K - $8.98K
|
13K
$3.05M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-47- 0.03% |
$7.94K - $9.17K
|
141K
$33.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
SELL
|
- |
-48- 0.35% |
$8.11K - $9.37K
|
13.8K
$3.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-49- 0.48% |
$8.28K - $9.56K
|
10.2K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-49- 0.42% |
$8.28K - $9.56K
|
11.5K
$2.7M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-49- 0.38% |
$8.28K - $9.56K
|
12.7K
$2.98M
|
|
|
Apr 01, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-50- 0.01% |
$8.45K - $9.76K
|
558K
$131M
|
|
|
May 08, 2024
Q1 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-50- 0.01% |
$8.45K - $9.76K
|
514K
$121M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-51- 0.43% |
$8.62K - $9.95K
|
11.7K
$2.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-52- 0.3% |
$8.79K - $10.1K
|
17.3K
$4.07M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-53- 0.15% |
$8.96K - $10.3K
|
35.4K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-53- 0.12% |
$8.96K - $10.3K
|
44.7K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-54- 0.21% |
$9.13K - $10.5K
|
25.8K
$6.06M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-54- 0.13% |
$9.13K - $10.5K
|
40.6K
$9.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-55- 0.8% |
$9.3K - $10.7K
|
6.79K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-55- 0.15% |
$9.3K - $10.7K
|
37.8K
$8.87M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-56- 2.03% |
$9.46K - $10.9K
|
2.7K
$634K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-57- 0.03% |
$9.63K - $11.1K
|
198K
$46.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-58- 0.93% |
$9.8K - $11.3K
|
6.16K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-59- 1.01% |
$9.97K - $11.5K
|
5.79K
$1.36M
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-59- 2.18% |
$9.97K - $11.5K
|
2.65K
$622K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-60- 0.39% |
$10.1K - $11.7K
|
15.2K
$3.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.26% |
$10.1K - $11.7K
|
23.2K
$5.44M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-60- 0.27% |
$10.1K - $11.7K
|
22.3K
$5.25M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-61- 0.52% |
$10.3K - $11.9K
|
11.8K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-62- 0.22% |
$10.5K - $12.1K
|
28.7K
$6.73M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-63- 0.23% |
$10.6K - $12.3K
|
26.9K
$6.33M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-63- 0.25% |
$10.6K - $12.3K
|
24.8K
$5.82M
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-65- 0.03% |
$11K - $12.7K
|
213K
$49.9M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-65- 0.24% |
$11K - $12.7K
|
26.5K
$6.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-66- 0.12% |
$11.2K - $12.9K
|
56.9K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-66- 0.58% |
$11.2K - $12.9K
|
11.4K
$2.67M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-66- 0.85% |
$11.2K - $12.9K
|
7.7K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-66- 1.06% |
$11.2K - $12.9K
|
6.15K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.17% |
$11.2K - $12.9K
|
38.5K
$9.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-67- 0.3% |
$11.3K - $13.1K
|
22.5K
$5.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-67- 0.31% |
$11.3K - $13.1K
|
21.3K
$4.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-67- 0.63% |
$11.3K - $13.1K
|
10.6K
$2.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-68- 0.11% |
$11.5K - $13.3K
|
59.7K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-69- 0.6% |
$11.7K - $13.5K
|
11.5K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-70- 0.62% |
$11.8K - $13.7K
|
11.3K
$2.66M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-70- 0.27% |
$11.8K - $13.7K
|
25.8K
$6.05M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-70- 0.43% |
$11.8K - $13.7K
|
16.1K
$3.79M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-70- 0.36% |
$11.8K - $13.7K
|
19.5K
$4.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-71- 0.14% |
$12K - $13.9K
|
50.1K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-71- 1.33% |
$12K - $13.9K
|
5.25K
$1.23M
|