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 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-4.14K- 2.26% |
$699K - $808K
|
179K
$44M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.14K- 18.7% |
$700K - $808K
|
18K
$4.43M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-4.15K- 7.53% |
$701K - $810K
|
51K
$12.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.16K- 40.43% |
$702K - $811K
|
6.12K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4.16K- 5.53% |
$703K - $812K
|
71.1K
$17.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.16K- 16.85% |
$703K - $812K
|
20.5K
$5.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.17K- 7.8% |
$704K - $813K
|
49.3K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-4.18K- 3.52% |
$706K - $815K
|
114K
$28.1M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-4.18K- 19.06% |
$706K - $816K
|
17.7K
$4.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-4.18K- 64.56% |
$706K - $816K
|
2.3K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-4.21K- 8.34% |
$712K - $822K
|
46.3K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-4.22K- 4.11% |
$713K - $823K
|
98.4K
$24.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.23K- 1.0% |
$714K - $825K
|
418K
$103M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.24K- 13.71% |
$716K - $827K
|
26.7K
$6.56M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 4.39% |
$718K - $829K
|
92.4K
$22.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-4.25K- 14.69% |
$718K - $829K
|
24.7K
$6.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.25K- 1.14% |
$718K - $830K
|
368K
$90.4M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.26K- 1.47% |
$719K - $830K
|
285K
$70M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-4.26K- 7.52% |
$720K - $832K
|
52.4K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-4.28K- 65.34% |
$724K - $836K
|
2.27K
$558K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.29K- 8.63% |
$725K - $838K
|
45.4K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-4.29K- 0.95% |
$726K - $838K
|
448K
$110M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-4.31K- 6.21% |
$728K - $840K
|
65K
$16M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.31K- 15.58% |
$729K - $841K
|
23.4K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.31K- 2.97% |
$729K - $842K
|
141K
$34.6M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.34K- 1.32% |
$734K - $848K
|
324K
$79.6M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.35K- 0.22% |
$735K - $848K
|
1.95M
$479M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 24.98% |
$736K - $850K
|
13.1K
$3.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.36K- 24.19% |
$737K - $851K
|
13.7K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-4.36K- 4.24% |
$737K - $851K
|
98.4K
$24.2M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.36K- 2.62% |
$737K - $852K
|
162K
$39.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-4.37K- 6.4% |
$739K - $853K
|
63.9K
$15.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.37K- 5.86% |
$739K - $853K
|
70.3K
$17.3M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.38K- 0.48% |
$740K - $855K
|
913K
$224M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-4.4K- 19.85% |
$743K - $858K
|
17.8K
$4.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.41K- 8.18% |
$745K - $861K
|
49.5K
$12.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.41K- 3.78% |
$746K - $861K
|
112K
$27.6M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.42K- 4.96% |
$746K - $862K
|
84.7K
$20.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.42K- 10.76% |
$747K - $863K
|
36.7K
$9.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4.42K- 2.1% |
$748K - $863K
|
206K
$50.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4.44K- 3.83% |
$750K - $866K
|
111K
$27.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.44K- 1.7% |
$750K - $867K
|
257K
$63.1M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4.46K- 3.33% |
$754K - $871K
|
130K
$31.9M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.48K- 28.04% |
$757K - $875K
|
11.5K
$2.83M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4.49K- 3.45% |
$759K - $877K
|
126K
$30.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-4.5K- 5.34% |
$761K - $878K
|
79.8K
$19.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.53K- 2.85% |
$766K - $885K
|
155K
$38M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.54K- 3.16% |
$768K - $887K
|
139K
$34.2M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4.55K- 2.17% |
$769K - $888K
|
205K
$50.4M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-4.55K- 5.01% |
$769K - $888K
|
86.2K
$21.2M
|