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
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.85K- 8.39% |
$819K - $946K
|
52.9K
$11.2M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.85K- 20.67% |
$820K - $947K
|
18.6K
$3.96M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.85K- 0.89% |
$820K - $947K
|
539K
$115M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-4.86K- 1.55% |
$821K - $948K
|
308K
$65.5M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.87K- 22.51% |
$822K - $950K
|
16.7K
$3.56M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.87K- 2.53% |
$823K - $950K
|
188K
$39.9M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-4.89K- 12.69% |
$826K - $954K
|
33.6K
$7.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-4.9K- 7.92% |
$828K - $956K
|
57K
$12.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.91K- 7.64% |
$829K - $958K
|
59.3K
$12.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.91K- 3.43% |
$830K - $959K
|
138K
$29.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-4.96K- 54.72% |
$839K - $969K
|
4.11K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-4.98K- 3.43% |
$842K - $972K
|
140K
$29.8M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.99K- 0.34% |
$843K - $973K
|
1.48M
$314M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-5K- 19.23% |
$845K - $976K
|
21K
$4.46M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-5K- 16.07% |
$846K - $977K
|
26.1K
$5.56M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.03K- 1.98% |
$851K - $982K
|
250K
$53M
|
|
|
May 09, 2024
Q1 2024
|
Oakmont Corp
|
SELL
|
- |
-5.05K- 1.82% |
$853K - $986K
|
273K
$58M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-5.09K- 5.97% |
$860K - $993K
|
80.1K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.09K- 44.62% |
$860K - $994K
|
6.32K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.09K- 3.53% |
$861K - $994K
|
139K
$29.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.1K- 3.33% |
$863K - $996K
|
148K
$31.5M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.11K- 14.1% |
$864K - $998K
|
31.2K
$6.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-5.13K- 1.67% |
$866K - $1M
|
301K
$64M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.13K- 5.25% |
$866K - $1M
|
92.5K
$19.7M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.13K- 4.27% |
$866K - $1M
|
115K
$24.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.15K- 2.1% |
$870K - $1M
|
240K
$51M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-5.15K- 6.27% |
$870K - $1M
|
76.9K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-5.15K- 1.85% |
$871K - $1.01M
|
274K
$58.2M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-5.16K- 0.08% |
$872K - $1.01M
|
6.69M
$1.42B
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-5.17K- 15.1% |
$873K - $1.01M
|
29K
$6.17M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5.18K- 0.29% |
$876K - $1.01M
|
1.8M
$383M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-5.19K- 3.83% |
$877K - $1.01M
|
130K
$27.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-5.19K- 1.87% |
$877K - $1.01M
|
272K
$57.7M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-5.2K- 7.58% |
$879K - $1.01M
|
63.4K
$13.5M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.22K- 11.36% |
$882K - $1.02M
|
40.8K
$8.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-5.23K- 24.82% |
$885K - $1.02M
|
15.9K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-5.25K- 17.5% |
$887K - $1.02M
|
24.8K
$5.26M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-5.26K- 22.7% |
$888K - $1.03M
|
17.9K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-5.26K- 7.45% |
$889K - $1.03M
|
65.3K
$13.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-5.26K- 5.49% |
$889K - $1.03M
|
90.6K
$19.3M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-5.29K- 3.69% |
$894K - $1.03M
|
138K
$29.3M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.32K- 1.33% |
$899K - $1.04M
|
394K
$83.8M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.32K- 1.58% |
$899K - $1.04M
|
332K
$70.5M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-5.33K- 19.76% |
$900K - $1.04M
|
21.6K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.33K- 1.39% |
$900K - $1.04M
|
379K
$80.5M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.34K- 4.55% |
$902K - $1.04M
|
112K
$23.8M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.35K- 0.97% |
$904K - $1.04M
|
545K
$116M
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-5.35K- 1.52% |
$904K - $1.04M
|
347K
$73.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.4K- 11.55% |
$913K - $1.05M
|
41.4K
$8.79M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-5.43K- 6.38% |
$918K - $1.06M
|
79.6K
$16.9M
|