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 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-166- 3.69% |
$28.1K - $32.4K
|
4.34K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-166- 7.82% |
$28.1K - $32.4K
|
1.96K
$465K
|
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-168- 2.85% |
$28.4K - $32.8K
|
5.72K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-169- 1.98% |
$28.6K - $33K
|
8.37K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 0.86% |
$28.6K - $33K
|
19.4K
$4.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-170- 0.73% |
$28.7K - $33.2K
|
23K
$5.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-171- 0.76% |
$28.9K - $33.4K
|
22.4K
$5.32M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-173- 1.23% |
$29.2K - $33.8K
|
13.8K
$3.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-176- 1.65% |
$29.7K - $34.4K
|
10.5K
$2.5M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-176- 0.93% |
$29.7K - $34.4K
|
18.8K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-176- 0.47% |
$29.7K - $34.4K
|
37.5K
$8.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-177- 0.52% |
$29.9K - $34.5K
|
33.7K
$8M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-177- 0.17% |
$29.9K - $34.5K
|
106K
$25.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-179- 4.04% |
$30.3K - $34.9K
|
4.25K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-181- 0.37% |
$30.6K - $35.3K
|
48.8K
$11.6M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-181- 0.72% |
$30.6K - $35.3K
|
24.9K
$5.9M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-181- 10.83% |
$30.6K - $35.3K
|
1.49K
$354K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-182- 7.93% |
$30.8K - $35.5K
|
2.11K
$501K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-183- 1.28% |
$30.9K - $35.7K
|
14.1K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-184- 1.03% |
$31.1K - $35.9K
|
17.7K
$4.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-184- 1.7% |
$31.1K - $35.9K
|
10.6K
$2.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-187- 0.52% |
$31.6K - $36.5K
|
35.7K
$8.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-189- 0.27% |
$31.9K - $36.9K
|
69.4K
$16.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-190- 1.23% |
$32.1K - $37.1K
|
15.2K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-190- 1.59% |
$32.1K - $37.1K
|
11.8K
$2.79M
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-191- 4.11% |
$32.3K - $37.3K
|
4.45K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-193- 0.65% |
$32.6K - $37.7K
|
29.5K
$7M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-194- 2.06% |
$32.8K - $37.9K
|
9.24K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-194- 3.09% |
$32.8K - $37.9K
|
6.09K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-195- 0.36% |
$33K - $38.1K
|
54.7K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-196- 1.85% |
$33.1K - $38.3K
|
10.4K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-197- 0.15% |
$33.3K - $38.5K
|
136K
$32.2M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-197- 1.23% |
$33.3K - $38.5K
|
15.8K
$3.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-198- 0.63% |
$33.5K - $38.6K
|
31.4K
$7.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-199- 0.19% |
$33.6K - $38.8K
|
103K
$24.4M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-199- 0.25% |
$33.6K - $38.8K
|
78.3K
$18.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-200- 1.18% |
$33.8K - $39K
|
16.8K
$3.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-200- 2.21% |
$33.8K - $39K
|
8.84K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-200- 0.39% |
$33.8K - $39K
|
51.6K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200- 1.18% |
$33.8K - $39K
|
16.8K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 3.01% |
$33.8K - $39K
|
6.44K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-201- 0.21% |
$34K - $39.2K
|
94.4K
$22.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-202- 1.05% |
$34.1K - $39.4K
|
19.1K
$4.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-203- 1.91% |
$34.3K - $39.6K
|
10.4K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-205- 0.95% |
$34.6K - $40K
|
21.5K
$5.09M
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-206- 7.08% |
$34.8K - $40.2K
|
2.7K
$642K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-207- 0.03% |
$35K - $40.4K
|
672K
$159M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-207- 2.19% |
$35K - $40.4K
|
9.24K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-208- 1.63% |
$35.2K - $40.6K
|
12.5K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-208- 0.36% |
$35.2K - $40.6K
|
56.8K
$13.5M
|