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 24, 2024
Q1 2024
|
Grace & White Inc
|
SELL
|
- |
-1.84K- 9.47% |
$311K - $359K
|
17.6K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.84K- 5.42% |
$311K - $359K
|
32.1K
$7.88M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.84K- 2.98% |
$312K - $360K
|
60.1K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.86K- 1.08% |
$314K - $362K
|
170K
$41.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.86K- 3.71% |
$314K - $363K
|
48.2K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.87K- 3.55% |
$315K - $364K
|
50.7K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
SELL
|
- |
-1.87K- 5.64% |
$315K - $364K
|
31.2K
$7.66M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.87K- 2.51% |
$316K - $364K
|
72.7K
$17.8M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.87K- 8.63% |
$316K - $365K
|
19.8K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.87K- 5.75% |
$316K - $365K
|
30.7K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-1.88K- 5.91% |
$317K - $366K
|
29.9K
$7.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.88K- 1.13% |
$318K - $368K
|
164K
$40.4M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.88K- 4.2% |
$318K - $368K
|
43K
$10.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.9K- 1.49% |
$321K - $371K
|
126K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-1.9K- 32.25% |
$321K - $371K
|
3.99K
$980K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.91K- 1.82% |
$322K - $372K
|
103K
$25.3M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.91K- 1.55% |
$322K - $372K
|
121K
$29.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.91K- 9.28% |
$323K - $373K
|
18.7K
$4.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 0.92% |
$323K - $374K
|
207K
$50.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-1.92K- 1.55% |
$325K - $375K
|
122K
$30M
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-1.92K- 14.85% |
$325K - $375K
|
11K
$2.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.93K- 4.04% |
$326K - $376K
|
45.8K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.93K- 3.32% |
$327K - $377K
|
56.3K
$13.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.94K- 1.93% |
$328K - $378K
|
98.7K
$24.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.95K- 1.5% |
$329K - $380K
|
128K
$31.4M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.95K- 4.32% |
$330K - $381K
|
43.2K
$10.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.97K- 5.5% |
$333K - $385K
|
33.9K
$8.32M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1.97K- 1.63% |
$333K - $385K
|
119K
$29.1M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.97K- 29.11% |
$333K - $385K
|
4.8K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.98K- 6.06% |
$335K - $387K
|
30.8K
$7.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.99K- 11.76% |
$336K - $388K
|
14.9K
$3.67M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-2K- 4.0% |
$338K - $390K
|
48K
$11.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2K- 2.73% |
$338K - $390K
|
71.3K
$17.5M
|
|
|
May 08, 2024
Q1 2024
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-2K- 5.5% |
$338K - $390K
|
34.4K
$8.43M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-2K- 7.08% |
$338K - $390K
|
26.2K
$6.44M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.01K- 3.9% |
$339K - $392K
|
49.5K
$12.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.01K- 2.68% |
$340K - $392K
|
73K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-2.01K- 2.21% |
$340K - $392K
|
89.1K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 4.77% |
$340K - $393K
|
40.2K
$9.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.01K- 3.44% |
$340K - $393K
|
56.5K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.02K- 9.58% |
$341K - $394K
|
19.1K
$4.68M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.03K- 3.92% |
$342K - $395K
|
49.6K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-2.03K- 3.68% |
$343K - $396K
|
53K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.03K- 2.65% |
$343K - $396K
|
74.5K
$18.3M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-2.04K- 2.07% |
$345K - $399K
|
96.4K
$23.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.04K- 5.89% |
$345K - $399K
|
32.6K
$8.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.04K- 4.47% |
$345K - $399K
|
43.7K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.05K- 8.35% |
$346K - $399K
|
22.5K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.05K- 3.49% |
$346K - $399K
|
56.6K
$13.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.05K- 1.29% |
$346K - $400K
|
156K
$38.3M
|