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 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-4.37K- 6.4% |
$739K - $853K
|
63.9K
$13.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.37K- 5.86% |
$739K - $853K
|
70.3K
$14.9M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.38K- 0.48% |
$740K - $855K
|
913K
$194M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-4.4K- 19.85% |
$743K - $858K
|
17.8K
$3.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.41K- 8.18% |
$745K - $861K
|
49.5K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.41K- 3.78% |
$746K - $861K
|
112K
$23.9M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.42K- 4.96% |
$746K - $862K
|
84.7K
$18M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.42K- 10.76% |
$747K - $863K
|
36.7K
$7.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4.42K- 2.1% |
$748K - $863K
|
206K
$43.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4.44K- 3.83% |
$750K - $866K
|
111K
$23.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.44K- 1.7% |
$750K - $867K
|
257K
$54.6M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4.46K- 3.33% |
$754K - $871K
|
130K
$27.6M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.48K- 28.04% |
$757K - $875K
|
11.5K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4.49K- 3.45% |
$759K - $877K
|
126K
$26.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-4.5K- 5.34% |
$761K - $878K
|
79.8K
$17M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.53K- 2.85% |
$766K - $885K
|
155K
$32.9M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.54K- 3.16% |
$768K - $887K
|
139K
$29.6M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4.55K- 2.17% |
$769K - $888K
|
205K
$43.6M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-4.55K- 5.01% |
$769K - $888K
|
86.2K
$18.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.56K- 4.5% |
$770K - $890K
|
96.7K
$20.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.56K- 16.78% |
$770K - $890K
|
22.6K
$4.8M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.56K- 1.94% |
$771K - $891K
|
230K
$49M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-4.57K- 6.97% |
$772K - $892K
|
60.9K
$13M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.57K- 29.46% |
$772K - $892K
|
10.9K
$2.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-4.6K- 24.64% |
$778K - $899K
|
14.1K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-4.64K- 19.49% |
$783K - $905K
|
19.1K
$4.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-4.65K- 1.24% |
$786K - $908K
|
369K
$78.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4.66K- 21.61% |
$787K - $909K
|
16.9K
$3.59M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.67K- 2.99% |
$789K - $911K
|
151K
$32.2M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.67K- 0.62% |
$789K - $911K
|
743K
$158M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-4.68K- 10.31% |
$790K - $912K
|
40.6K
$8.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.68K- 21.04% |
$791K - $913K
|
17.6K
$3.73M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-4.69K- 4.41% |
$792K - $915K
|
102K
$21.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.7K- 2.56% |
$793K - $916K
|
179K
$38.1M
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-4.73K- 2.85% |
$799K - $922K
|
161K
$34.2M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.76K- 6.92% |
$804K - $929K
|
64K
$13.6M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.76K- 3.26% |
$804K - $929K
|
141K
$30M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.76K- 1.51% |
$804K - $929K
|
311K
$66M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
SELL
|
- |
-4.76K- 7.01% |
$805K - $929K
|
63.1K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-4.77K- 3.27% |
$806K - $931K
|
141K
$30M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-4.77K- 15.0% |
$806K - $931K
|
27K
$5.74M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4.8K- 45.16% |
$810K - $936K
|
5.82K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-4.8K- 8.63% |
$811K - $936K
|
50.8K
$10.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-4.81K- 1.62% |
$813K - $938K
|
293K
$62.2M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.81K- 2.87% |
$813K - $939K
|
163K
$34.6M
|
|
|
May 07, 2024
Q1 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-4.82K- 30.92% |
$815K - $941K
|
10.8K
$2.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.84K- 8.22% |
$817K - $944K
|
54K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-4.84K- 15.11% |
$817K - $944K
|
27.2K
$5.78M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4.84K- 28.4% |
$818K - $945K
|
12.2K
$2.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.85K- 6.81% |
$819K - $946K
|
66.3K
$14.1M
|