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 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.29K- 2.2% |
$557K - $643K
|
146K
$36M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 4.13% |
$558K - $644K
|
76.6K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-3.31K- 7.13% |
$559K - $646K
|
43.1K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.32K- 0.73% |
$561K - $648K
|
449K
$110M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.33K- 2.47% |
$563K - $650K
|
132K
$32.3M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.33K- 10.44% |
$563K - $651K
|
28.6K
$7.02M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3.34K- 1.71% |
$564K - $651K
|
192K
$47.2M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-3.34K- 2.07% |
$565K - $652K
|
158K
$38.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.34K- 3.9% |
$565K - $652K
|
82.4K
$20.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-3.36K- 1.5% |
$567K - $655K
|
220K
$53.9M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.36K- 2.35% |
$567K - $655K
|
140K
$34.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.36K- 38.33% |
$568K - $656K
|
5.41K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-3.36K- 66.95% |
$569K - $657K
|
1.66K
$408K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.37K- 10.31% |
$569K - $658K
|
29.3K
$7.2M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.38K- 33.22% |
$571K - $659K
|
6.79K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-3.4K- 15.88% |
$574K - $663K
|
18K
$4.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-3.41K- 36.51% |
$576K - $665K
|
5.93K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-3.41K- 1.57% |
$576K - $666K
|
214K
$52.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.42K- 1.44% |
$577K - $667K
|
234K
$57.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-3.43K- 2.07% |
$579K - $669K
|
162K
$39.8M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.45K- 26.19% |
$583K - $673K
|
9.72K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-3.45K- 19.18% |
$583K - $673K
|
14.5K
$3.57M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.46K- 22.22% |
$584K - $674K
|
12.1K
$2.97M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-3.48K- 4.25% |
$588K - $679K
|
78.3K
$19.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.48K- 10.45% |
$589K - $680K
|
29.8K
$7.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.5K- 14.68% |
$591K - $682K
|
20.3K
$4.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.5K- 2.03% |
$591K - $683K
|
169K
$41.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.51K- 1.45% |
$593K - $684K
|
238K
$58.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.51K- 1.54% |
$593K - $684K
|
224K
$55M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.51K- 0.91% |
$593K - $684K
|
381K
$93.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.51K- 0.43% |
$594K - $685K
|
817K
$201M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-3.52K- 0.71% |
$595K - $687K
|
491K
$121M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-3.53K- 3.64% |
$597K - $689K
|
93.6K
$23M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.56K- 3.04% |
$601K - $695K
|
114K
$27.9M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-3.57K- 5.41% |
$603K - $697K
|
62.4K
$15.3M
|
|
|
May 08, 2024
Q1 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-3.57K- 1.38% |
$604K - $698K
|
256K
$62.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.6K- 4.42% |
$608K - $702K
|
77.7K
$19.1M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.6K- 4.56% |
$608K - $702K
|
75.2K
$18.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.6K- 1.86% |
$608K - $703K
|
190K
$46.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-3.61K- 7.49% |
$609K - $704K
|
44.5K
$10.9M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-3.61K- 12.67% |
$610K - $704K
|
24.9K
$6.11M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.63K- 10.23% |
$613K - $708K
|
31.8K
$7.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.63K- 1.08% |
$614K - $709K
|
332K
$81.4M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.64K- 2.7% |
$614K - $710K
|
131K
$32.2M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-3.65K- 7.06% |
$617K - $712K
|
48.1K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.65K- 4.79% |
$617K - $713K
|
72.6K
$17.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.66K- 4.78% |
$619K - $715K
|
73K
$17.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.67K- 1.74% |
$620K - $717K
|
208K
$51M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.68K- 5.13% |
$623K - $719K
|
68.2K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 2.77% |
$623K - $719K
|
129K
$31.8M
|