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 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.7K- 2.84% |
$456K - $527K
|
92.4K
$19.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-2.7K- 0.89% |
$456K - $527K
|
302K
$64.1M
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-2.71K- 2.66% |
$458K - $529K
|
99.3K
$21.1M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.71K- 0.9% |
$458K - $529K
|
297K
$63.1M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.71K- 2.12% |
$458K - $529K
|
125K
$26.6M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-2.74K- 7.54% |
$463K - $535K
|
33.6K
$7.14M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.76K- 6.48% |
$467K - $539K
|
39.9K
$8.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.77K- 1.44% |
$467K - $540K
|
190K
$40.3M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.78K- 21.29% |
$469K - $542K
|
10.3K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.78K- 3.02% |
$469K - $542K
|
89.3K
$19M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.79K- 5.41% |
$471K - $544K
|
48.7K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-2.81K- 2.84% |
$474K - $547K
|
95.8K
$20.4M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 2.75% |
$474K - $548K
|
99.2K
$21.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.81K- 27.26% |
$474K - $548K
|
7.49K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.82K- 4.46% |
$477K - $551K
|
60.5K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.83K- 8.48% |
$477K - $551K
|
30.5K
$6.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.86K- 24.29% |
$483K - $558K
|
8.92K
$1.89M
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.87K- 1.88% |
$484K - $559K
|
150K
$31.8M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.87K- 1.96% |
$486K - $561K
|
144K
$30.6M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.88K- 1.24% |
$486K - $562K
|
230K
$48.9M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.89K- 13.01% |
$488K - $564K
|
19.3K
$4.1M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2.9K- 2.18% |
$489K - $565K
|
130K
$27.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-2.9K- 18.45% |
$490K - $566K
|
12.8K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 4.63% |
$492K - $568K
|
60K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.91K- 2.01% |
$492K - $568K
|
142K
$30.2M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2.92K- 3.1% |
$493K - $569K
|
91.1K
$19.3M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.92K- 1.41% |
$493K - $569K
|
204K
$43.3M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.93K- 0.85% |
$495K - $572K
|
343K
$73M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.93K- 12.3% |
$495K - $572K
|
20.9K
$4.44M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.93K- 7.95% |
$496K - $572K
|
34K
$7.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.93K- 1.81% |
$496K - $572K
|
159K
$33.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-2.94K- 13.65% |
$497K - $574K
|
18.6K
$3.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.95K- 2.87% |
$499K - $576K
|
99.8K
$21.2M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-2.96K- 2.54% |
$500K - $578K
|
114K
$24.2M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-2.97K- 18.76% |
$501K - $579K
|
12.8K
$2.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.97K- 2.18% |
$502K - $579K
|
133K
$28.4M
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 2.1% |
$503K - $581K
|
139K
$29.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-2.98K- 1.94% |
$504K - $582K
|
150K
$32M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.98K- 6.8% |
$504K - $582K
|
40.9K
$8.68M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.99K- 4.31% |
$505K - $584K
|
66.4K
$14.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3K- 2.55% |
$506K - $585K
|
115K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.04K- 6.29% |
$514K - $593K
|
45.3K
$9.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.04K- 3.51% |
$514K - $594K
|
83.7K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3.07K- 0.76% |
$518K - $598K
|
399K
$84.8M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.08K- 2.73% |
$520K - $600K
|
110K
$23.3M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.08K- 1.73% |
$521K - $601K
|
175K
$37.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.08K- 36.3% |
$521K - $602K
|
5.41K
$1.15M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-3.09K- 2.52% |
$523K - $604K
|
120K
$25.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3.12K- 3.52% |
$527K - $609K
|
85.6K
$18.2M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-3.13K- 4.64% |
$528K - $610K
|
64.2K
$13.6M
|