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 10, 2024
Q1 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-426- 8.91% |
$72K - $83.1K
|
4.36K
$920K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-426- 1.14% |
$72K - $83.1K
|
37.1K
$7.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-426- 0.12% |
$72K - $83.1K
|
347K
$73.3M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-426- 4.09% |
$72K - $83.1K
|
9.99K
$2.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-427- 4.2% |
$72.2K - $83.3K
|
9.75K
$2.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-427- 2.15% |
$72.2K - $83.3K
|
19.5K
$4.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-432- 3.34% |
$73K - $84.3K
|
12.5K
$2.64M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-432- 4.4% |
$73K - $84.3K
|
9.39K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-433- 6.67% |
$73.2K - $84.5K
|
6.06K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-434- 1.64% |
$73.3K - $84.7K
|
26.1K
$5.51M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-435- 10.31% |
$73.5K - $84.9K
|
3.78K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-436- 3.37% |
$73.7K - $85.1K
|
12.5K
$2.64M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-437- 6.15% |
$73.9K - $85.3K
|
6.67K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-438- 1.63% |
$74K - $85.5K
|
26.5K
$5.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-438- 0.98% |
$74K - $85.5K
|
44.3K
$9.36M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-440- 0.52% |
$74.4K - $85.9K
|
83.4K
$17.6M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-441- 2.6% |
$74.5K - $86.1K
|
16.5K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-441- 3.12% |
$74.5K - $86.1K
|
13.7K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-444- 1.64% |
$75K - $86.7K
|
26.6K
$5.62M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-445- 0.69% |
$75.2K - $86.9K
|
63.9K
$13.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-446- 3.7% |
$75.4K - $87.1K
|
11.6K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-446- 1.81% |
$75.4K - $87.1K
|
24.1K
$5.1M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-446- 2.54% |
$75.4K - $87.1K
|
17.1K
$3.61M
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-446- 2.67% |
$75.4K - $87.1K
|
16.3K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-446- 1.48% |
$75.4K - $87.1K
|
29.6K
$6.26M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-446- 0.72% |
$75.4K - $87.1K
|
61.6K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-450- 2.6% |
$76.1K - $87.8K
|
16.9K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-450- 0.26% |
$76.1K - $87.8K
|
172K
$36.4M
|
|
|
Feb 21, 2025
Q1 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-450- 9.91% |
$76.1K - $87.8K
|
4.09K
$864K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-453- 1.98% |
$76.6K - $88.4K
|
22.4K
$4.73M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-455- 0.1% |
$76.9K - $88.8K
|
446K
$94.3M
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-456- 1.57% |
$77.1K - $89K
|
28.5K
$6.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-456- 0.81% |
$77.1K - $89K
|
55.5K
$11.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-459- 0.84% |
$77.6K - $89.6K
|
54.3K
$11.5M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-459- 1.65% |
$77.6K - $89.6K
|
27.3K
$5.77M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-459- 4.67% |
$77.6K - $89.6K
|
9.37K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-460- 4.83% |
$77.7K - $89.8K
|
9.06K
$1.91M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-460- 3.37% |
$77.7K - $89.8K
|
13.2K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-462- 8.7% |
$78.1K - $90.2K
|
4.85K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-466- 3.27% |
$78.8K - $91K
|
13.8K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-466- 4.7% |
$78.8K - $91K
|
9.45K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-467- 0.85% |
$78.9K - $91.1K
|
54.7K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-468- 0.69% |
$79.1K - $91.3K
|
67.8K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-468- 1.83% |
$79.1K - $91.3K
|
25.2K
$5.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-469- 1.41% |
$79.3K - $91.5K
|
32.9K
$6.94M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-470- 1.04% |
$79.4K - $91.7K
|
44.8K
$9.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-471- 4.2% |
$79.6K - $91.9K
|
10.8K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-472- 1.94% |
$79.8K - $92.1K
|
23.9K
$5.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-473- 1.72% |
$79.9K - $92.3K
|
27K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-476- 27.59% |
$80.4K - $92.9K
|
1.25K
$264K
|