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
|
Mill Capital Management, LLC
|
SELL
|
- |
-5.44K- 0.93% |
$920K - $1.06M
|
582K
$124M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.44K- 9.71% |
$920K - $1.06M
|
50.6K
$10.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-5.47K- 4.68% |
$924K - $1.07M
|
111K
$23.7M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.47K- 5.13% |
$924K - $1.07M
|
101K
$21.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.48K- 5.34% |
$926K - $1.07M
|
97K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.5K- 12.08% |
$929K - $1.07M
|
40K
$8.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-5.51K- 10.73% |
$932K - $1.08M
|
45.9K
$9.75M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.52K- 4.58% |
$933K - $1.08M
|
115K
$24.5M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-5.53K- 3.46% |
$935K - $1.08M
|
155K
$32.8M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-5.54K- 10.65% |
$935K - $1.08M
|
46.4K
$9.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-5.55K- 1.92% |
$938K - $1.08M
|
283K
$60.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.57K- 0.49% |
$941K - $1.09M
|
1.14M
$242M
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-5.61K- 3.04% |
$948K - $1.09M
|
179K
$37.9M
|
|
|
May 03, 2024
Q1 2024
|
Eos Management, L.P.
|
SELL
|
- |
-5.69K- 6.38% |
$961K - $1.11M
|
83.4K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-5.7K- 48.89% |
$964K - $1.11M
|
5.96K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.71K- 0.34% |
$964K - $1.11M
|
1.65M
$352M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-5.73K- 1.61% |
$968K - $1.12M
|
350K
$74.5M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.73K- 8.89% |
$969K - $1.12M
|
58.8K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5.74K- 11.75% |
$970K - $1.12M
|
43.1K
$9.16M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-5.74K- 34.41% |
$970K - $1.12M
|
10.9K
$2.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.79K- 3.94% |
$979K - $1.13M
|
141K
$30M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-5.79K- 7.0% |
$979K - $1.13M
|
77K
$16.4M
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-5.8K- 7.96% |
$980K - $1.13M
|
67K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.8K- 13.39% |
$980K - $1.13M
|
37.5K
$7.97M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-5.81K- 58.44% |
$981K - $1.13M
|
4.13K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-5.81K- 7.75% |
$982K - $1.13M
|
69.2K
$14.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-5.82K- 6.46% |
$983K - $1.14M
|
84.2K
$17.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.83K- 6.84% |
$984K - $1.14M
|
79.4K
$16.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-5.83K- 10.2% |
$985K - $1.14M
|
51.3K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-5.84K- 11.34% |
$987K - $1.14M
|
45.7K
$9.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5.84K- 4.12% |
$987K - $1.14M
|
136K
$28.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5.85K- 6.18% |
$988K - $1.14M
|
88.7K
$18.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-5.87K- 5.87% |
$992K - $1.15M
|
94.2K
$20M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.87K- 2.62% |
$993K - $1.15M
|
218K
$46.4M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.9K- 0.47% |
$997K - $1.15M
|
1.24M
$264M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-5.91K- 5.78% |
$999K - $1.15M
|
96.4K
$20.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-5.92K- 2.72% |
$1M - $1.16M
|
212K
$45M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-5.93K- 6.39% |
$1M - $1.16M
|
86.9K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.95K- 7.82% |
$1.01M - $1.16M
|
70.1K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.96K- 11.14% |
$1.01M - $1.16M
|
47.6K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.96K- 2.15% |
$1.01M - $1.16M
|
271K
$57.6M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-5.97K- 18.02% |
$1.01M - $1.17M
|
27.2K
$5.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-5.99K- 13.12% |
$1.01M - $1.17M
|
39.7K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-6.07K- 1.89% |
$1.03M - $1.18M
|
314K
$66.8M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-6.12K- 25.79% |
$1.03M - $1.2M
|
17.6K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.15K- 4.07% |
$1.04M - $1.2M
|
145K
$30.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-6.15K- 5.35% |
$1.04M - $1.2M
|
109K
$23.1M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.15K- 5.01% |
$1.04M - $1.2M
|
117K
$24.8M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-6.15K- 21.44% |
$1.04M - $1.2M
|
22.5K
$4.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.18K- 6.16% |
$1.04M - $1.21M
|
94.1K
$20M
|