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 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-357- 2.08% |
$60.3K - $69.7K
|
16.8K
$3.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-357- 0.79% |
$60.3K - $69.7K
|
44.9K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-358- 0.76% |
$60.5K - $69.9K
|
46.5K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-362- 5.23% |
$61.2K - $70.7K
|
6.57K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-362- 2.59% |
$61.2K - $70.7K
|
13.6K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-364- 0.33% |
$61.5K - $71K
|
110K
$26.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-366- 0.82% |
$61.9K - $71.4K
|
44.2K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-367- 2.04% |
$62K - $71.6K
|
17.6K
$4.18M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-367- 0.6% |
$62K - $71.6K
|
60.6K
$14.4M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-368- 4.4% |
$62.2K - $71.8K
|
8K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-368- 1.86% |
$62.2K - $71.8K
|
19.4K
$4.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-369- 1.02% |
$62.4K - $72K
|
35.6K
$8.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-373- 12.83% |
$63K - $72.8K
|
2.54K
$602K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-375- 12.24% |
$63.4K - $73.2K
|
2.69K
$638K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-378- 1.59% |
$63.9K - $73.8K
|
23.4K
$5.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-379- 0.78% |
$64.1K - $74K
|
48.1K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-379- 2.37% |
$64.1K - $74K
|
15.6K
$3.71M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-380- 2.64% |
$64.2K - $74.2K
|
14K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-380- 8.35% |
$64.2K - $74.2K
|
4.17K
$990K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-386- 0.55% |
$65.2K - $75.3K
|
69.3K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-386- 0.68% |
$65.2K - $75.3K
|
56.3K
$13.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-387- 3.81% |
$65.4K - $75.5K
|
9.77K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-388- 0.99% |
$65.6K - $75.7K
|
38.8K
$9.21M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-389- 9.75% |
$65.7K - $75.9K
|
3.6K
$854K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-389- 0.45% |
$65.7K - $75.9K
|
86.5K
$20.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-390- 2.12% |
$65.9K - $76.1K
|
18K
$4.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-392- 0.59% |
$66.2K - $76.5K
|
65.7K
$15.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-392- 1.09% |
$66.2K - $76.5K
|
35.7K
$8.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-394- 2.72% |
$66.6K - $76.9K
|
14.1K
$3.35M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-394- 0.37% |
$66.6K - $76.9K
|
107K
$25.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-395- 0.55% |
$66.8K - $77.1K
|
71.5K
$17M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-397- 1.77% |
$67.1K - $77.5K
|
22K
$5.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-398- 0.72% |
$67.3K - $77.7K
|
54.9K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-398- 7.89% |
$67.3K - $77.7K
|
4.65K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-398- 0.88% |
$67.3K - $77.7K
|
44.8K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-398- 0.75% |
$67.3K - $77.7K
|
52.6K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-399- 0.52% |
$67.4K - $77.9K
|
76.6K
$18.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-400- 2.85% |
$67.6K - $78.1K
|
13.7K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-400- 11.1% |
$67.6K - $78.1K
|
3.2K
$760K
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-401- 14.49% |
$67.8K - $78.3K
|
2.37K
$562K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-402- 1.11% |
$67.9K - $78.5K
|
35.9K
$8.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-402- 5.12% |
$67.9K - $78.5K
|
7.45K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-402- 0.35% |
$67.9K - $78.5K
|
113K
$26.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-403- 11.41% |
$68.1K - $78.7K
|
3.13K
$743K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-403- 2.07% |
$68.1K - $78.7K
|
19.1K
$4.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-407- 10.67% |
$68.8K - $79.4K
|
3.41K
$809K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-408- 2.59% |
$69K - $79.6K
|
15.4K
$3.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-410- 1.26% |
$69.3K - $80K
|
32.2K
$7.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
SELL
|
- |
-410- 1.16% |
$69.3K - $80K
|
35K
$8.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-410- 0.3% |
$69.3K - $80K
|
137K
$32.6M
|