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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-1.15K- 0.64% |
$195K - $225K
|
179K
$38.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.16K- 2.11% |
$196K - $226K
|
53.9K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.17K- 5.21% |
$197K - $228K
|
21.3K
$4.52M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.17K- 3.26% |
$197K - $228K
|
34.7K
$7.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.17K- 17.07% |
$198K - $228K
|
5.68K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.17K- 0.81% |
$198K - $228K
|
144K
$30.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.17K- 0.34% |
$198K - $229K
|
343K
$72.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.18K- 1.23% |
$199K - $230K
|
94.8K
$20.1M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.18K- 0.23% |
$199K - $230K
|
519K
$110M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-1.19K- 1.84% |
$200K - $231K
|
63.2K
$13.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1.19K- 1.12% |
$201K - $232K
|
105K
$22.3M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-1.19K- 9.03% |
$201K - $232K
|
12K
$2.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.19K- 0.26% |
$202K - $233K
|
462K
$98.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.2K- 1.59% |
$202K - $233K
|
74.2K
$15.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.2K- 30.4% |
$203K - $234K
|
2.75K
$584K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.2K- 2.39% |
$203K - $234K
|
49.1K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.2K- 6.76% |
$203K - $235K
|
16.6K
$3.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.21K- 1.84% |
$204K - $235K
|
64.2K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.21K- 0.63% |
$204K - $235K
|
189K
$40.2M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.21K- 3.16% |
$204K - $236K
|
37.1K
$7.88M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.21K- 0.71% |
$204K - $236K
|
170K
$36.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.22K- 1.86% |
$206K - $238K
|
64.3K
$13.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.22K- 1.68% |
$206K - $238K
|
71.3K
$15.2M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.22K- 2.0% |
$206K - $238K
|
59.9K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.22K- 20.59% |
$206K - $238K
|
4.71K
$1M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.22K- 3.08% |
$206K - $238K
|
38.4K
$8.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 3.28% |
$207K - $239K
|
36.2K
$7.69M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.23K- 3.65% |
$208K - $240K
|
32.4K
$6.88M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.23K- 18.56% |
$208K - $241K
|
5.41K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.24K- 1.49% |
$209K - $242K
|
81.6K
$17.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.24K- 2.83% |
$210K - $242K
|
42.7K
$9.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.24K- 1.15% |
$210K - $243K
|
107K
$22.7M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.25K- 4.14% |
$210K - $243K
|
28.9K
$6.13M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.25K- 1.65% |
$211K - $243K
|
74.3K
$15.8M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.25K- 0.3% |
$211K - $243K
|
420K
$89.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.25K- 4.73% |
$212K - $245K
|
25.3K
$5.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-1.26K- 6.98% |
$212K - $245K
|
16.7K
$3.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.26K- 4.0% |
$212K - $245K
|
30.1K
$6.41M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1.26KClosed |
$213K - $246K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.27K- 1.18% |
$215K - $248K
|
107K
$22.7M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.27K- 1.03% |
$215K - $248K
|
123K
$26.1M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-1.27K- 3.03% |
$215K - $248K
|
40.8K
$8.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-1.28K- 45.78% |
$216K - $250K
|
1.52K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 1.58% |
$216K - $250K
|
79.9K
$17M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.29K- 0.98% |
$217K - $251K
|
130K
$27.7M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.29K- 3.97% |
$218K - $252K
|
31.2K
$6.64M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.29K- 14.41% |
$219K - $252K
|
7.68K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.3K- 14.02% |
$220K - $254K
|
7.97K
$1.69M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-1.3K- 3.37% |
$220K - $254K
|
37.4K
$7.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.31K- 2.89% |
$221K - $255K
|
43.9K
$9.33M
|