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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.19K- 1.79% |
$370K - $427K
|
120K
$25.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-2.19K- 1.7% |
$371K - $428K
|
127K
$27M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.2K- 3.32% |
$371K - $429K
|
64.1K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.2K- 6.44% |
$372K - $430K
|
32K
$6.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.2K- 9.44% |
$372K - $430K
|
21.1K
$4.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.21K- 2.73% |
$374K - $432K
|
78.8K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-2.23K- 11.95% |
$376K - $434K
|
16.4K
$3.48M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 7.21% |
$376K - $434K
|
28.6K
$6.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.23K- 9.56% |
$376K - $435K
|
21.1K
$4.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.23K- 1.03% |
$377K - $435K
|
213K
$45.3M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 11.66% |
$378K - $436K
|
16.9K
$3.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-2.24K- 4.31% |
$379K - $437K
|
49.7K
$10.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.24K- 0.87% |
$379K - $437K
|
254K
$54M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.25K- 0.92% |
$380K - $438K
|
241K
$51.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.25K- 9.9% |
$380K - $438K
|
20.4K
$4.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.26K- 8.17% |
$382K - $441K
|
25.4K
$5.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.26K- 2.33% |
$382K - $442K
|
94.7K
$20.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.26K- 10.48% |
$382K - $442K
|
19.3K
$4.11M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.26K- 0.82% |
$382K - $442K
|
273K
$58.1M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.26K- 1.24% |
$383K - $442K
|
180K
$38.2M
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 3.45% |
$384K - $443K
|
63.6K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-2.27K- 5.49% |
$384K - $443K
|
39.1K
$8.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.29K- 2.73% |
$386K - $446K
|
81.5K
$17.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.29K- 1.75% |
$387K - $447K
|
129K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.3K- 9.92% |
$388K - $449K
|
20.9K
$4.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.3K- 5.02% |
$389K - $449K
|
43.5K
$9.25M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.3K- 3.57% |
$389K - $449K
|
62.2K
$13.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-2.3K- 6.74% |
$389K - $450K
|
31.9K
$6.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-2.32K- 6.61% |
$392K - $453K
|
32.8K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-2.32K- 6.17% |
$392K - $453K
|
35.3K
$7.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.33K- 2.15% |
$393K - $454K
|
106K
$22.5M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.33K- 17.82% |
$393K - $454K
|
10.7K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Saybrook Capital
|
SELL
|
- |
-2.33K- 1.23% |
$394K - $455K
|
188K
$39.9M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.34K- 15.07% |
$395K - $456K
|
13.2K
$2.8M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.34K- 5.06% |
$395K - $456K
|
43.9K
$9.32M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.34K- 1.12% |
$396K - $457K
|
207K
$43.9M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2.35K- 6.43% |
$397K - $459K
|
34.2K
$7.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.35K- 6.46% |
$397K - $459K
|
34K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-2.35K- 2.52% |
$397K - $459K
|
91.1K
$19.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.36K- 12.0% |
$399K - $460K
|
17.3K
$3.67M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.36K- 2.79% |
$399K - $461K
|
82.4K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 2.86% |
$399K - $461K
|
80.1K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.36K- 6.87% |
$399K - $461K
|
32K
$6.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.37K- 4.99% |
$400K - $462K
|
45K
$9.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.38K- 5.2% |
$402K - $464K
|
43.3K
$9.2M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.38K- 3.0% |
$402K - $465K
|
77.1K
$16.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.38K- 0.17% |
$403K - $465K
|
1.43M
$303M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-2.38K- 5.39% |
$403K - $465K
|
41.8K
$8.88M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.39K- 6.93% |
$404K - $467K
|
32.1K
$6.83M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.4K- 1.47% |
$405K - $467K
|
160K
$34.1M
|