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 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-1.08K- 0.84% |
$182K - $210K
|
127K
$31.1M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.08K- 2.05% |
$182K - $210K
|
51.4K
$12.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 0.6% |
$182K - $211K
|
180K
$44.1M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 4.17% |
$183K - $212K
|
25K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.09K- 2.77% |
$184K - $212K
|
38.1K
$9.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.09K- 2.77% |
$184K - $212K
|
38.2K
$9.37M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 5.75% |
$184K - $213K
|
17.8K
$4.38M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.1K- 8.0% |
$185K - $214K
|
12.6K
$3.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.1K- 2.72% |
$185K - $214K
|
39.2K
$9.62M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.11K- 3.19% |
$187K - $216K
|
33.6K
$8.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.11K- 5.27% |
$187K - $216K
|
19.9K
$4.89M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.11K- 6.17% |
$188K - $217K
|
16.9K
$4.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.11K- 11.15% |
$188K - $217K
|
8.86K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.11K- 0.98% |
$188K - $217K
|
112K
$27.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.11K- 3.25% |
$188K - $217K
|
33.1K
$8.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.12K- 7.07% |
$189K - $219K
|
14.7K
$3.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-1.12K- 2.66% |
$189K - $219K
|
41K
$10.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.12K- 3.15% |
$189K - $219K
|
34.5K
$8.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.12K- 3.68% |
$189K - $219K
|
29.3K
$7.2M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 16.51% |
$190K - $220K
|
5.69K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 1.92% |
$190K - $220K
|
57.4K
$14.1M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.13K- 1.16% |
$191K - $220K
|
95.9K
$23.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.13K- 2.17% |
$191K - $221K
|
51K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.13K- 2.2% |
$191K - $221K
|
50.3K
$12.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.14K- 2.13% |
$192K - $222K
|
52.3K
$12.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.14K- 3.47% |
$192K - $222K
|
31.7K
$7.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.14K- 2.67% |
$192K - $222K
|
41.4K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.14K- 0.76% |
$193K - $223K
|
150K
$36.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.14K- 7.83% |
$193K - $223K
|
13.4K
$3.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.14K- 6.25% |
$193K - $223K
|
17.1K
$4.2M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.14K- 0.7% |
$193K - $223K
|
162K
$39.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.72% |
$194K - $224K
|
18.9K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.15K- 2.66% |
$194K - $224K
|
41.9K
$10.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 24.45% |
$194K - $224K
|
3.55K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-1.15K- 0.64% |
$195K - $225K
|
179K
$44M
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.16K- 2.11% |
$196K - $226K
|
53.9K
$13.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.17K- 5.21% |
$197K - $228K
|
21.3K
$5.22M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.17K- 3.26% |
$197K - $228K
|
34.7K
$8.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.17K- 17.07% |
$198K - $228K
|
5.68K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.17K- 0.81% |
$198K - $228K
|
144K
$35.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.17K- 0.34% |
$198K - $229K
|
343K
$84.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.18K- 1.23% |
$199K - $230K
|
94.8K
$23.3M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.18K- 0.23% |
$199K - $230K
|
519K
$128M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-1.19K- 1.84% |
$200K - $231K
|
63.2K
$15.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1.19K- 1.12% |
$201K - $232K
|
105K
$25.7M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-1.19K- 9.03% |
$201K - $232K
|
12K
$2.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.19K- 0.26% |
$202K - $233K
|
462K
$113M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.2K- 1.59% |
$202K - $233K
|
74.2K
$18.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.2K- 30.4% |
$203K - $234K
|
2.75K
$675K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.2K- 2.39% |
$203K - $234K
|
49.1K
$12M
|