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 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.19K- 4.24% |
$1.05M - $1.21M
|
140K
$29.7M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-6.2K- 6.12% |
$1.05M - $1.21M
|
95.1K
$20.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.22K- 1.76% |
$1.05M - $1.21M
|
347K
$73.7M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.22K- 5.02% |
$1.05M - $1.21M
|
118K
$25M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.22K- 4.73% |
$1.05M - $1.21M
|
125K
$26.6M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-6.22K- 8.35% |
$1.05M - $1.21M
|
68.3K
$14.5M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6.23K- 9.05% |
$1.05M - $1.22M
|
62.6K
$13.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-6.27K- 22.37% |
$1.06M - $1.22M
|
21.7K
$4.62M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-6.3K- 1.92% |
$1.06M - $1.23M
|
322K
$68.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-6.3K- 2.21% |
$1.06M - $1.23M
|
279K
$59.2M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.39K- 1.84% |
$1.08M - $1.25M
|
341K
$72.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-6.43K- 50.23% |
$1.09M - $1.26M
|
6.37K
$1.35M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-6.44K- 2.21% |
$1.09M - $1.26M
|
285K
$60.6M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.44K- 9.49% |
$1.09M - $1.26M
|
61.5K
$13.1M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-6.45K- 4.41% |
$1.09M - $1.26M
|
140K
$29.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.46K- 0.9% |
$1.09M - $1.26M
|
714K
$152M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.47K- 4.1% |
$1.09M - $1.26M
|
151K
$32.1M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-6.48K- 2.42% |
$1.09M - $1.26M
|
261K
$55.5M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-6.5K- 0.24% |
$1.1M - $1.27M
|
2.66M
$565M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6.54K- 90.76% |
$1.11M - $1.28M
|
666
$142K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.55K- 1.95% |
$1.11M - $1.28M
|
329K
$70M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-6.57K- 6.85% |
$1.11M - $1.28M
|
89.3K
$19M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-6.58K- 8.75% |
$1.11M - $1.28M
|
68.6K
$14.6M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.58K- 3.39% |
$1.11M - $1.28M
|
188K
$39.9M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-6.6K- 12.95% |
$1.11M - $1.29M
|
44.4K
$9.42M
|
|
|
May 14, 2024
Q1 2024
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-6.61K- 7.37% |
$1.12M - $1.29M
|
83.1K
$17.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.61K- 4.23% |
$1.12M - $1.29M
|
150K
$31.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-6.61K- 52.28% |
$1.12M - $1.29M
|
6.04K
$1.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-6.61K- 17.4% |
$1.12M - $1.29M
|
31.4K
$6.67M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.62K- 1.68% |
$1.12M - $1.29M
|
388K
$82.4M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-6.62K- 3.31% |
$1.12M - $1.29M
|
193K
$41.1M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.62K- 0.59% |
$1.12M - $1.29M
|
1.11M
$236M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.63K- 12.47% |
$1.12M - $1.29M
|
46.5K
$9.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-6.7K- 0.26% |
$1.13M - $1.31M
|
2.55M
$543M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.71K- 1.74% |
$1.13M - $1.31M
|
380K
$80.8M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.75K- 2.13% |
$1.14M - $1.32M
|
311K
$66M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.77K- 3.82% |
$1.14M - $1.32M
|
170K
$36.2M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-6.78K- 60.38% |
$1.15M - $1.32M
|
4.45K
$945K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.78K- 3.5% |
$1.15M - $1.32M
|
187K
$39.7M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.79K- 22.7% |
$1.15M - $1.32M
|
23.1K
$4.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.82K- 11.62% |
$1.15M - $1.33M
|
51.9K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.83K- 3.25% |
$1.15M - $1.33M
|
204K
$43.2M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-6.85K- 12.84% |
$1.16M - $1.34M
|
46.5K
$9.88M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.88K- 16.0% |
$1.16M - $1.34M
|
36.1K
$7.68M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.92K- 20.42% |
$1.17M - $1.35M
|
27K
$5.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-6.93K- 6.19% |
$1.17M - $1.35M
|
105K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.94K- 8.51% |
$1.17M - $1.35M
|
74.5K
$15.8M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.95K- 1.34% |
$1.17M - $1.36M
|
511K
$109M
|
|
|
May 10, 2024
Q1 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-6.96K- 3.23% |
$1.18M - $1.36M
|
209K
$44.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-6.97K- 14.46% |
$1.18M - $1.36M
|
41.2K
$8.76M
|