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 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.69K- 3.88% |
$623K - $720K
|
91.4K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.69K- 5.76% |
$623K - $720K
|
60.4K
$14.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.7K- 0.49% |
$626K - $723K
|
759K
$186M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.72K- 0.41% |
$629K - $727K
|
895K
$220M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.73K- 1.09% |
$631K - $729K
|
340K
$83.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.73K- 20.18% |
$631K - $729K
|
14.8K
$3.63M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-3.74K- 1.82% |
$631K - $729K
|
201K
$49.4M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-3.77K- 0.66% |
$637K - $735K
|
566K
$139M
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-3.78K- 0.95% |
$638K - $737K
|
394K
$96.7M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.78K- 5.63% |
$638K - $737K
|
63.2K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-3.78K- 53.64% |
$639K - $739K
|
3.27K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.79K- 8.13% |
$640K - $739K
|
42.8K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.79K- 5.68% |
$640K - $739K
|
62.8K
$15.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.8K- 72.09% |
$642K - $741K
|
1.47K
$361K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-3.81K- 5.25% |
$643K - $743K
|
68.7K
$16.9M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.81K- 11.62% |
$644K - $744K
|
29K
$7.12M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.81K- 1.13% |
$645K - $744K
|
335K
$82.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.82K- 1.78% |
$645K - $745K
|
210K
$51.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.85K- 9.66% |
$650K - $751K
|
36K
$8.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.86K- 1.34% |
$653K - $754K
|
284K
$69.7M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.86K- 17.81% |
$653K - $754K
|
17.8K
$4.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.88K- 32.63% |
$655K - $756K
|
8K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.89K- 1.79% |
$658K - $759K
|
213K
$52.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-3.9K- 2.04% |
$659K - $761K
|
187K
$45.9M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.9K- 26.18% |
$659K - $762K
|
11K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.91K- 6.32% |
$661K - $763K
|
58K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.91K- 1.8% |
$661K - $764K
|
214K
$52.5M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.92K- 3.81% |
$662K - $765K
|
98.8K
$24.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.92K- 3.93% |
$663K - $765K
|
95.8K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.92K- 4.09% |
$663K - $766K
|
91.9K
$22.6M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-3.93K- 4.33% |
$663K - $766K
|
86.8K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3.93K- 2.88% |
$664K - $767K
|
133K
$32.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.93K- 8.16% |
$665K - $768K
|
44.3K
$10.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.94K- 1.44% |
$666K - $769K
|
269K
$66.2M
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-3.96K- 6.6% |
$670K - $773K
|
56K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.98K- 0.89% |
$673K - $778K
|
446K
$109M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-3.99K- 15.2% |
$674K - $779K
|
22.3K
$5.46M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-4.01K- 3.33% |
$677K - $782K
|
116K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.02K- 21.72% |
$679K - $784K
|
14.5K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-4.03K- 6.71% |
$680K - $786K
|
56K
$13.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-4.03K- 6.83% |
$681K - $786K
|
55K
$13.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.03K- 7.68% |
$681K - $787K
|
48.4K
$11.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.03K- 9.49% |
$682K - $787K
|
38.5K
$9.45M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-4.05K- 33.63% |
$685K - $791K
|
8K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.06K- 2.72% |
$685K - $791K
|
145K
$35.6M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.06K- 5.87% |
$686K - $792K
|
65K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-4.06K- 17.44% |
$686K - $793K
|
19.2K
$4.72M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.1K- 3.31% |
$692K - $799K
|
120K
$29.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4.11K- 6.08% |
$694K - $802K
|
63.5K
$15.6M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-4.13K- 7.73% |
$698K - $806K
|
49.3K
$12.1M
|