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 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-755- 0.57% |
$128K - $147K
|
132K
$27.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-757- 0.18% |
$128K - $148K
|
413K
$87.3M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-758- 0.87% |
$128K - $148K
|
86.2K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-759- 4.03% |
$128K - $148K
|
18.1K
$3.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-760- 1.35% |
$128K - $148K
|
55.6K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-761- 5.52% |
$129K - $149K
|
13K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-764- 2.37% |
$129K - $149K
|
31.5K
$6.66M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-765- 3.6% |
$129K - $149K
|
20.5K
$4.33M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-767- 4.8% |
$130K - $150K
|
15.2K
$3.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-767- 1.38% |
$130K - $150K
|
54.8K
$11.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-767- 4.84% |
$130K - $150K
|
15.1K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-768- 0.15% |
$130K - $150K
|
514K
$109M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-769- 0.76% |
$130K - $150K
|
101K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-774- 22.34% |
$131K - $151K
|
2.69K
$568K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-775- 8.08% |
$131K - $151K
|
8.81K
$1.86M
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-776- 17.84% |
$131K - $151K
|
3.57K
$755K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-780- 1.89% |
$132K - $152K
|
40.5K
$8.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-785- 13.68% |
$133K - $153K
|
4.96K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-786- 35.29% |
$133K - $153K
|
1.44K
$304K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-788- 5.77% |
$133K - $154K
|
12.9K
$2.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-790- 18.73% |
$134K - $154K
|
3.43K
$724K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-791- 1.47% |
$134K - $154K
|
52.9K
$11.2M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-793- 0.71% |
$134K - $155K
|
110K
$23.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-795- 3.35% |
$134K - $155K
|
22.9K
$4.84M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-798- 3.55% |
$135K - $156K
|
21.7K
$4.57M
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-798- 0.82% |
$135K - $156K
|
96.5K
$20.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-800- 0.81% |
$135K - $156K
|
97.9K
$20.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-800- 13.92% |
$135K - $156K
|
4.95K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-801- 0.48% |
$135K - $156K
|
166K
$35.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-805- 2.17% |
$136K - $157K
|
36.4K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-805- 3.63% |
$136K - $157K
|
21.3K
$4.51M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
SELL
|
- |
-806- 0.99% |
$136K - $157K
|
81K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-806- 2.72% |
$136K - $157K
|
28.9K
$6.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-807- 3.73% |
$136K - $158K
|
20.8K
$4.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-809- 8.71% |
$137K - $158K
|
8.48K
$1.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-810- 0.56% |
$137K - $158K
|
145K
$30.5M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-810- 1.3% |
$137K - $158K
|
61.7K
$13M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-811- 3.77% |
$137K - $158K
|
20.7K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-811- 5.83% |
$137K - $158K
|
13.1K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-812- 0.35% |
$137K - $158K
|
229K
$48.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-814- 2.69% |
$138K - $159K
|
29.4K
$6.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-815- 8.84% |
$138K - $159K
|
8.4K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-819- 2.77% |
$138K - $160K
|
28.8K
$6.08M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-822- 6.19% |
$139K - $160K
|
12.5K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-825- 9.23% |
$139K - $161K
|
8.12K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-825- 3.01% |
$139K - $161K
|
26.6K
$5.62M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-825- 0.29% |
$139K - $161K
|
283K
$59.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-827- 15.29% |
$140K - $161K
|
4.58K
$967K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-829- 23.16% |
$140K - $162K
|
2.75K
$581K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-836- 14.72% |
$141K - $163K
|
4.85K
$1.02M
|