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
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-80- 26.94% |
$13.5K - $15.6K
|
217
$45.8K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-81- 1.04% |
$13.7K - $15.8K
|
7.71K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-82- 0.12% |
$13.9K - $16K
|
66.7K
$14.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-82- 0.43% |
$13.9K - $16K
|
18.9K
$3.99M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-82- 1.12% |
$13.9K - $16K
|
7.23K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-82- 0.12% |
$13.9K - $16K
|
69.3K
$14.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-83- 0.68% |
$14K - $16.2K
|
12.1K
$2.55M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-84- 0.23% |
$14.2K - $16.4K
|
37.2K
$7.86M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-84- 0.66% |
$14.2K - $16.4K
|
12.6K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-84- 0.56% |
$14.2K - $16.4K
|
14.9K
$3.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 0.05% |
$14.4K - $16.6K
|
166K
$35.1M
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-85- 0.19% |
$14.4K - $16.6K
|
45.2K
$9.55M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-87- 0.17% |
$14.7K - $17K
|
51.8K
$10.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-88- 0.12% |
$14.9K - $17.2K
|
73K
$15.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-89- 0.09% |
$15K - $17.4K
|
99.5K
$21M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-89- 0.02% |
$15K - $17.4K
|
359K
$75.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-91- 0.58% |
$15.4K - $17.8K
|
15.6K
$3.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-91- 2.32% |
$15.4K - $17.8K
|
3.83K
$809K
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-92- 0.27% |
$15.5K - $18K
|
33.8K
$7.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.18% |
$15.7K - $18.2K
|
53K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-93- 0.17% |
$15.7K - $18.2K
|
55K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-94- 0.5% |
$15.9K - $18.3K
|
18.8K
$3.97M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-94- 0.14% |
$15.9K - $18.3K
|
65.7K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-94- 0.7% |
$15.9K - $18.3K
|
13.3K
$2.8M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-95- 0.5% |
$16.1K - $18.5K
|
19.1K
$4.03M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-96- 0.54% |
$16.2K - $18.7K
|
17.7K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-96- 1.14% |
$16.2K - $18.7K
|
8.35K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-97- 0.16% |
$16.4K - $18.9K
|
61.1K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-98- 0.26% |
$16.6K - $19.1K
|
38.2K
$8.06M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.8% |
$16.9K - $19.5K
|
3.48K
$734K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-100- 0.38% |
$16.9K - $19.5K
|
26.3K
$5.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-100- 1.32% |
$16.9K - $19.5K
|
7.5K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-100- 1.18% |
$16.9K - $19.5K
|
8.36K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-100- 1.85% |
$16.9K - $19.5K
|
5.29K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-100- 1.13% |
$16.9K - $19.5K
|
8.74K
$1.85M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-100- 0.27% |
$16.9K - $19.5K
|
36.3K
$7.68M
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-100- 0.41% |
$16.9K - $19.5K
|
24.4K
$5.14M
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-100- 2.39% |
$16.9K - $19.5K
|
4.08K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-100- 11.38% |
$16.9K - $19.5K
|
779
$165K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-101- 0.67% |
$17.1K - $19.7K
|
15K
$3.16M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-102- 0.38% |
$17.2K - $19.9K
|
26.4K
$5.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-103- 3.2% |
$17.4K - $20.1K
|
3.11K
$657K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-103- 1.34% |
$17.4K - $20.1K
|
7.58K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-104- 0.24% |
$17.6K - $20.3K
|
42.5K
$8.97M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-105- 1.25% |
$17.7K - $20.5K
|
8.27K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-106- 0.31% |
$17.9K - $20.7K
|
33.6K
$7.1M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-108- 1.52% |
$18.3K - $21.1K
|
6.98K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-108- 1.96% |
$18.3K - $21.1K
|
5.41K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-109- 1.44% |
$18.4K - $21.3K
|
7.47K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-109- 1.12% |
$18.4K - $21.3K
|
9.66K
$2.04M
|