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 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.26K- 1.47% |
$719K - $830K
|
285K
$59.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-4.26K- 7.52% |
$720K - $832K
|
52.4K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-4.28K- 65.34% |
$724K - $836K
|
2.27K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.29K- 8.63% |
$725K - $838K
|
45.4K
$9.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-4.29K- 0.95% |
$726K - $838K
|
448K
$94.2M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-4.3K- 15.33% |
$727K - $839K
|
23.8K
$4.99M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-4.31K- 6.21% |
$728K - $840K
|
65K
$13.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.31K- 15.58% |
$729K - $841K
|
23.4K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.31K- 2.97% |
$729K - $842K
|
141K
$29.5M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.34K- 1.32% |
$734K - $848K
|
324K
$68M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.35K- 0.22% |
$735K - $848K
|
1.95M
$409M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 24.98% |
$736K - $850K
|
13.1K
$2.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.36K- 24.19% |
$737K - $851K
|
13.7K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-4.36K- 4.24% |
$737K - $851K
|
98.4K
$20.7M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.36K- 2.62% |
$737K - $852K
|
162K
$34M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-4.37K- 6.4% |
$739K - $853K
|
63.9K
$13.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.37K- 5.86% |
$739K - $853K
|
70.3K
$14.8M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.38K- 0.48% |
$740K - $855K
|
913K
$192M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-4.4K- 19.85% |
$743K - $858K
|
17.8K
$3.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.41K- 8.18% |
$745K - $861K
|
49.5K
$10.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.41K- 3.78% |
$746K - $861K
|
112K
$23.6M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.42K- 4.96% |
$746K - $862K
|
84.7K
$17.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.42K- 10.76% |
$747K - $863K
|
36.7K
$7.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4.42K- 2.1% |
$748K - $863K
|
206K
$43.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4.44K- 3.83% |
$750K - $866K
|
111K
$23.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.44K- 1.7% |
$750K - $867K
|
257K
$53.9M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4.46K- 3.33% |
$754K - $871K
|
130K
$27.2M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.48K- 28.04% |
$757K - $875K
|
11.5K
$2.42M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4.49K- 3.45% |
$759K - $877K
|
126K
$26.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-4.5K- 5.34% |
$761K - $878K
|
79.8K
$16.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.53K- 2.85% |
$766K - $885K
|
155K
$32.5M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.54K- 3.16% |
$768K - $887K
|
139K
$29.3M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4.55K- 2.17% |
$769K - $888K
|
205K
$43.1M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-4.55K- 5.01% |
$769K - $888K
|
86.2K
$18.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.56K- 4.5% |
$770K - $890K
|
96.7K
$20.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.56K- 16.78% |
$770K - $890K
|
22.6K
$4.75M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.56K- 1.94% |
$771K - $891K
|
230K
$48.4M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-4.57K- 6.97% |
$772K - $892K
|
60.9K
$12.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.57K- 29.46% |
$772K - $892K
|
10.9K
$2.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-4.6K- 24.64% |
$778K - $899K
|
14.1K
$2.96M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-4.64K- 19.49% |
$783K - $905K
|
19.1K
$4.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-4.65K- 1.24% |
$786K - $908K
|
369K
$77.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4.66K- 21.61% |
$787K - $909K
|
16.9K
$3.55M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.67K- 2.99% |
$789K - $911K
|
151K
$31.8M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.67K- 0.62% |
$789K - $911K
|
743K
$156M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-4.68K- 10.31% |
$790K - $912K
|
40.6K
$8.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.68K- 21.04% |
$791K - $913K
|
17.6K
$3.69M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-4.69K- 4.41% |
$792K - $915K
|
102K
$21.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.7K- 2.56% |
$793K - $916K
|
179K
$37.6M
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-4.73K- 2.85% |
$799K - $922K
|
161K
$33.8M
|