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
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.04K- 2.15% |
$175K - $202K
|
47.1K
$9.96M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.04K- 1.5% |
$175K - $202K
|
68.1K
$14.4M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.04K- 5.1% |
$176K - $203K
|
19.4K
$4.09M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-1.04K- 0.22% |
$176K - $203K
|
482K
$102M
|
|
|
Apr 29, 2024
Q1 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-1.04K- 2.32% |
$176K - $203K
|
43.9K
$9.26M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 2.53% |
$176K - $203K
|
40.1K
$8.47M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.04K- 34.79% |
$176K - $204K
|
1.96K
$413K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.05K- 2.03% |
$177K - $205K
|
50.8K
$10.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.05K- 1.66% |
$177K - $205K
|
62.4K
$13.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.05K- 2.13% |
$178K - $206K
|
48.4K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.06K- 1.55% |
$179K - $207K
|
67.3K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.06K- 0.38% |
$180K - $208K
|
277K
$58.5M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.07K- 1.63% |
$180K - $208K
|
64.2K
$13.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.07K- 18.36% |
$181K - $209K
|
4.76K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.07K- 4.47% |
$181K - $209K
|
22.9K
$4.83M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.07K- 3.31% |
$181K - $209K
|
31.3K
$6.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-1.08K- 0.84% |
$182K - $210K
|
127K
$26.8M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.08K- 2.05% |
$182K - $210K
|
51.4K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 0.6% |
$182K - $211K
|
180K
$38M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 4.17% |
$183K - $212K
|
25K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.09K- 2.77% |
$184K - $212K
|
38.1K
$8.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.09K- 2.77% |
$184K - $212K
|
38.2K
$8.06M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 5.75% |
$184K - $213K
|
17.8K
$3.77M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.1K- 8.0% |
$185K - $214K
|
12.6K
$2.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.1K- 2.72% |
$185K - $214K
|
39.2K
$8.27M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.11K- 3.19% |
$187K - $216K
|
33.6K
$7.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.11K- 5.27% |
$187K - $216K
|
19.9K
$4.21M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.11K- 6.17% |
$188K - $217K
|
16.9K
$3.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.11K- 11.15% |
$188K - $217K
|
8.86K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.11K- 0.98% |
$188K - $217K
|
112K
$23.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.11K- 3.25% |
$188K - $217K
|
33.1K
$6.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.12K- 7.07% |
$189K - $219K
|
14.7K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-1.12K- 2.66% |
$189K - $219K
|
41K
$8.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.12K- 3.15% |
$189K - $219K
|
34.5K
$7.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.12K- 3.68% |
$189K - $219K
|
29.3K
$6.2M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 16.51% |
$190K - $220K
|
5.69K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 1.92% |
$190K - $220K
|
57.4K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.13K- 1.16% |
$191K - $220K
|
95.9K
$20.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.13K- 2.17% |
$191K - $221K
|
51K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.13K- 2.2% |
$191K - $221K
|
50.3K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.14K- 2.13% |
$192K - $222K
|
52.3K
$11M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.14K- 3.47% |
$192K - $222K
|
31.7K
$6.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.14K- 2.67% |
$192K - $222K
|
41.4K
$8.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.14K- 0.76% |
$193K - $223K
|
150K
$31.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.14K- 7.83% |
$193K - $223K
|
13.4K
$2.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.14K- 6.25% |
$193K - $223K
|
17.1K
$3.61M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.14K- 0.7% |
$193K - $223K
|
162K
$34.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.72% |
$194K - $224K
|
18.9K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.15K- 2.66% |
$194K - $224K
|
41.9K
$8.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 24.45% |
$194K - $224K
|
3.55K
$751K
|