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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-687- 1.7% |
$116K - $134K
|
39.7K
$8.39M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-688- 2.78% |
$116K - $134K
|
24.1K
$5.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-690- 1.5% |
$117K - $135K
|
45.3K
$9.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-692- 1.76% |
$117K - $135K
|
38.5K
$8.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-693- 1.25% |
$117K - $135K
|
54.6K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-695- 2.16% |
$117K - $136K
|
31.4K
$6.64M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-695- 6.08% |
$117K - $136K
|
10.7K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-695- 6.36% |
$117K - $136K
|
10.2K
$2.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-698- 3.22% |
$118K - $136K
|
21K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-698- 2.61% |
$118K - $136K
|
26K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-698- 0.66% |
$118K - $136K
|
105K
$22.1M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-701- 7.47% |
$118K - $137K
|
8.68K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-702- 8.55% |
$119K - $137K
|
7.51K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-705- 0.3% |
$119K - $138K
|
238K
$50.3M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-707- 3.49% |
$119K - $138K
|
19.6K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-707- 8.31% |
$119K - $138K
|
7.81K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-710- 0.88% |
$120K - $139K
|
79.8K
$16.9M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-710- 0.84% |
$120K - $139K
|
84.3K
$17.8M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-710- 4.1% |
$120K - $139K
|
16.6K
$3.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-712- 0.22% |
$120K - $139K
|
321K
$67.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-713- 29.88% |
$120K - $139K
|
1.67K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-716- 9.47% |
$121K - $140K
|
6.85K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-717- 5.4% |
$121K - $140K
|
12.6K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-717- 1.43% |
$121K - $140K
|
49.4K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-718- 3.92% |
$121K - $140K
|
17.6K
$3.72M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-718- 0.83% |
$121K - $140K
|
86.2K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-721- 1.63% |
$122K - $141K
|
43.6K
$9.21M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-721- 4.25% |
$122K - $141K
|
16.3K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-721- 0.55% |
$122K - $141K
|
129K
$27.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-724- 1.36% |
$122K - $141K
|
52.4K
$11.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-725- 4.7% |
$123K - $142K
|
14.7K
$3.1M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-725- 6.47% |
$123K - $142K
|
10.5K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-726- 1.74% |
$123K - $142K
|
41.1K
$8.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-727- 22.39% |
$123K - $142K
|
2.52K
$532K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-734- 3.71% |
$124K - $143K
|
19.1K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-734- 5.01% |
$124K - $143K
|
13.9K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-735- 1.01% |
$124K - $143K
|
72.1K
$15.2M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-735- 1.81% |
$124K - $143K
|
40K
$8.44M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-735- 1.58% |
$124K - $143K
|
45.8K
$9.68M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-738- 0.43% |
$125K - $144K
|
172K
$36.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-741- 24.59% |
$125K - $145K
|
2.27K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-742- 2.81% |
$125K - $145K
|
25.7K
$5.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-744- 0.73% |
$126K - $145K
|
101K
$21.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-745- 0.42% |
$126K - $145K
|
175K
$37.1M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-747- 0.44% |
$126K - $146K
|
167K
$35.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-749- 0.65% |
$127K - $146K
|
115K
$24.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-750- 0.58% |
$127K - $146K
|
129K
$27.3M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-750- 0.65% |
$127K - $146K
|
115K
$24.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-751- 1.28% |
$127K - $147K
|
58.1K
$12.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-752- 3.05% |
$127K - $147K
|
23.9K
$5.06M
|