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 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-3.53K- 3.64% |
$597K - $689K
|
93.6K
$19.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.56K- 3.04% |
$601K - $695K
|
114K
$24.2M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-3.57K- 5.41% |
$603K - $697K
|
62.4K
$13.3M
|
|
|
May 08, 2024
Q1 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-3.57K- 1.38% |
$604K - $698K
|
256K
$54.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.6K- 4.42% |
$608K - $702K
|
77.7K
$16.5M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.6K- 4.56% |
$608K - $702K
|
75.2K
$16M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.6K- 1.86% |
$608K - $703K
|
190K
$40.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-3.61K- 7.49% |
$609K - $704K
|
44.5K
$9.47M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-3.61K- 12.67% |
$610K - $704K
|
24.9K
$5.28M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.63K- 10.23% |
$613K - $708K
|
31.8K
$6.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.63K- 1.08% |
$614K - $709K
|
332K
$70.5M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.64K- 2.7% |
$614K - $710K
|
131K
$27.8M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-3.65K- 7.06% |
$617K - $712K
|
48.1K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.65K- 4.79% |
$617K - $713K
|
72.6K
$15.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.66K- 4.78% |
$619K - $715K
|
73K
$15.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.67K- 1.74% |
$620K - $717K
|
208K
$44.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.68K- 5.13% |
$623K - $719K
|
68.2K
$14.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 2.77% |
$623K - $719K
|
129K
$27.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.69K- 3.88% |
$623K - $720K
|
91.4K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.69K- 5.76% |
$623K - $720K
|
60.4K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.7K- 0.49% |
$626K - $723K
|
759K
$161M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.72K- 0.41% |
$629K - $727K
|
895K
$190M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.73K- 1.09% |
$631K - $729K
|
340K
$72.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.73K- 20.18% |
$631K - $729K
|
14.8K
$3.14M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-3.74K- 1.82% |
$631K - $729K
|
201K
$42.7M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-3.77K- 0.66% |
$637K - $735K
|
566K
$120M
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-3.78K- 0.95% |
$638K - $737K
|
394K
$83.7M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.78K- 5.63% |
$638K - $737K
|
63.2K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-3.78K- 53.64% |
$639K - $739K
|
3.27K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.79K- 8.13% |
$640K - $739K
|
42.8K
$9.09M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.79K- 5.68% |
$640K - $739K
|
62.8K
$13.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.8K- 72.09% |
$642K - $741K
|
1.47K
$312K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-3.81K- 5.25% |
$643K - $743K
|
68.7K
$14.6M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.81K- 11.62% |
$644K - $744K
|
29K
$6.16M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.81K- 1.13% |
$645K - $744K
|
335K
$71.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.82K- 1.78% |
$645K - $745K
|
210K
$44.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.85K- 9.66% |
$650K - $751K
|
36K
$7.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.86K- 1.34% |
$653K - $754K
|
284K
$60.3M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.86K- 17.81% |
$653K - $754K
|
17.8K
$3.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.88K- 32.63% |
$655K - $756K
|
8K
$1.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.89K- 1.79% |
$658K - $759K
|
213K
$45.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-3.9K- 2.04% |
$659K - $761K
|
187K
$39.7M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.9K- 26.18% |
$659K - $762K
|
11K
$2.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.91K- 6.32% |
$661K - $763K
|
58K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.91K- 1.8% |
$661K - $764K
|
214K
$45.5M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.92K- 3.81% |
$662K - $765K
|
98.8K
$21M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.92K- 3.93% |
$663K - $765K
|
95.8K
$20.4M
|
|
|
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
$19.5M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-3.93K- 4.33% |
$663K - $766K
|
86.8K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3.93K- 2.88% |
$664K - $767K
|
133K
$28.2M
|