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 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-520- 2.82% |
$87.9K - $101K
|
17.9K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-524- 1.88% |
$88.6K - $102K
|
27.3K
$5.74M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-525- 0.77% |
$88.7K - $102K
|
67.2K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-528- 2.45% |
$89.2K - $103K
|
21K
$4.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-530- 1.43% |
$89.6K - $103K
|
36.7K
$7.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-530- 3.37% |
$89.6K - $103K
|
15.2K
$3.19M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-531- 3.79% |
$89.7K - $104K
|
13.5K
$2.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-532- 26.73% |
$89.9K - $104K
|
1.46K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-534- 1.71% |
$90.2K - $104K
|
30.8K
$6.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-535- 0.84% |
$90.4K - $104K
|
63.1K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-535- 23.03% |
$90.4K - $104K
|
1.79K
$376K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-541- 8.24% |
$91.4K - $106K
|
6.03K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-544- 3.35% |
$91.9K - $106K
|
15.7K
$3.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-546- 0.79% |
$92.3K - $107K
|
68.2K
$14.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-548- 2.94% |
$92.6K - $107K
|
18.1K
$3.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-550- 2.92% |
$93K - $107K
|
18.3K
$3.84M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-552- 7.18% |
$93.3K - $108K
|
7.14K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-553- 5.31% |
$93.5K - $108K
|
9.86K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-553- 6.74% |
$93.5K - $108K
|
7.66K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-554- 0.27% |
$93.6K - $108K
|
206K
$43.3M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-556- 5.67% |
$94K - $109K
|
9.26K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-558- 5.08% |
$94.3K - $109K
|
10.4K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-559- 11.06% |
$94.5K - $109K
|
4.5K
$944K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-564- 1.56% |
$95.3K - $110K
|
35.6K
$7.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-564- 12.12% |
$95.3K - $110K
|
4.09K
$859K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-565- 0.66% |
$95.5K - $110K
|
85.3K
$17.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-566- 3.22% |
$95.7K - $110K
|
17K
$3.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-567- 0.38% |
$95.8K - $111K
|
150K
$31.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-567- 0.29% |
$95.8K - $111K
|
196K
$41.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-569- 2.44% |
$96.2K - $111K
|
22.7K
$4.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-570- 4.85% |
$96.3K - $111K
|
11.2K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-570- 12.51% |
$96.3K - $111K
|
3.99K
$837K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-572- 8.58% |
$96.7K - $112K
|
6.1K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-574- 0.62% |
$97K - $112K
|
92.4K
$19.4M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-574- 3.27% |
$97K - $112K
|
17K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-577- 0.36% |
$97.5K - $113K
|
158K
$33.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-578- 1.66% |
$97.7K - $113K
|
34.2K
$7.19M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-579- 0.4% |
$97.9K - $113K
|
143K
$30.1M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-581- 1.83% |
$98.2K - $113K
|
31.2K
$6.55M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-581- 1.81% |
$98.2K - $113K
|
31.6K
$6.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-585- 3.93% |
$98.9K - $114K
|
14.3K
$3M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-585- 1.84% |
$98.9K - $114K
|
31.2K
$6.56M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-585- 11.79% |
$98.9K - $114K
|
4.38K
$919K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-586- 2.25% |
$99K - $114K
|
25.5K
$5.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-587- 0.97% |
$99.2K - $115K
|
60.2K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-587- 2.42% |
$99.2K - $115K
|
23.6K
$4.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-590- 3.07% |
$99.7K - $115K
|
18.6K
$3.91M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-594- 0.63% |
$100K - $116K
|
94K
$19.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-600- 10.51% |
$101K - $117K
|
5.11K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-600- 8.58% |
$101K - $117K
|
6.39K
$1.34M
|