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 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.61K- 18.13% |
$272K - $314K
|
7.26K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.61K- 9.27% |
$272K - $314K
|
15.7K
$3.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.61K- 7.24% |
$272K - $314K
|
20.6K
$4.38M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.61K- 0.64% |
$272K - $314K
|
250K
$53.2M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 4.14% |
$273K - $316K
|
37.5K
$7.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.62K- 2.47% |
$274K - $316K
|
64K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.63K- 13.06% |
$275K - $317K
|
10.8K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.63K- 1.55% |
$275K - $318K
|
103K
$21.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.63K- 11.22% |
$275K - $318K
|
12.9K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.63K- 1.71% |
$276K - $319K
|
93.7K
$19.9M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.64K- 3.78% |
$276K - $319K
|
41.7K
$8.85M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.64K- 8.66% |
$277K - $320K
|
17.3K
$3.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.37% |
$278K - $321K
|
35.9K
$7.64M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.64K- 11.56% |
$278K - $321K
|
12.6K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.65K- 0.99% |
$278K - $321K
|
165K
$35.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.66K- 9.09% |
$280K - $324K
|
16.6K
$3.52M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.66K- 3.0% |
$280K - $324K
|
53.7K
$11.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
SELL
|
- |
-1.66K- 6.69% |
$281K - $324K
|
23.2K
$4.92M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-1.66K- 8.62% |
$281K - $325K
|
17.6K
$3.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.67K- 1.64% |
$282K - $326K
|
100K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.67K- 2.7% |
$282K - $326K
|
60.2K
$12.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.67K- 1.82% |
$282K - $326K
|
90K
$19.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 2.31% |
$283K - $327K
|
70.9K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.67K- 0.81% |
$283K - $327K
|
206K
$43.7M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.68K- 7.08% |
$283K - $327K
|
22K
$4.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1.68K- 3.76% |
$284K - $328K
|
43.1K
$9.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.7K- 0.63% |
$287K - $331K
|
267K
$56.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.7K- 2.16% |
$287K - $331K
|
77K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.7K- 5.82% |
$287K - $331K
|
27.5K
$5.84M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
SELL
|
- |
-1.7K- 20.86% |
$288K - $332K
|
6.46K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-1.7K- 12.28% |
$288K - $332K
|
12.2K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.71K- 1.04% |
$288K - $333K
|
162K
$34.4M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.71K- 0.76% |
$289K - $333K
|
223K
$47.5M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.71K- 9.91% |
$289K - $333K
|
15.5K
$3.3M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.72K- 2.29% |
$291K - $336K
|
73.2K
$15.6M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.72K- 2.37% |
$291K - $336K
|
70.8K
$15M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.73K- 0.26% |
$292K - $337K
|
664K
$141M
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.73K- 4.27% |
$292K - $338K
|
38.7K
$8.23M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.73K- 1.45% |
$293K - $338K
|
118K
$25M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.74K- 17.63% |
$294K - $340K
|
8.14K
$1.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.75K- 0.17% |
$295K - $341K
|
1.02M
$216M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.75K- 3.59% |
$296K - $342K
|
47K
$9.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.75K- 5.58% |
$296K - $342K
|
29.6K
$6.29M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.76K- 3.29% |
$297K - $343K
|
51.6K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.76K- 3.45% |
$297K - $344K
|
49.3K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.76K- 3.23% |
$298K - $344K
|
52.7K
$11.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1.77K- 7.26% |
$299K - $345K
|
22.6K
$4.8M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.77K- 2.53% |
$299K - $345K
|
68.2K
$14.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.77K- 2.33% |
$299K - $346K
|
74.3K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-1.78K- 23.46% |
$300K - $346K
|
5.79K
$1.23M
|