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 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.97K- 19.73% |
$1.18M - $1.36M
|
28.4K
$6.03M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.04K- 14.05% |
$1.19M - $1.37M
|
43.1K
$9.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-7.04K- 2.71% |
$1.19M - $1.37M
|
253K
$53.7M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.05K- 2.02% |
$1.19M - $1.38M
|
341K
$72.5M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.08K- 4.49% |
$1.2M - $1.38M
|
151K
$32M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.09K- 3.49% |
$1.2M - $1.38M
|
196K
$41.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-7.09K- 3.61% |
$1.2M - $1.38M
|
189K
$40.2M
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-7.09K- 44.5% |
$1.2M - $1.38M
|
8.85K
$1.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-7.13K- 2.21% |
$1.2M - $1.39M
|
315K
$66.9M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.16K- 2.29% |
$1.21M - $1.4M
|
305K
$64.9M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.17K- 0.68% |
$1.21M - $1.4M
|
1.05M
$222M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-7.18K- 0.23% |
$1.21M - $1.4M
|
3.08M
$654M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-7.18K- 3.72% |
$1.21M - $1.4M
|
186K
$39.5M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-7.28K- 3.28% |
$1.23M - $1.42M
|
214K
$45.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.29K- 9.24% |
$1.23M - $1.42M
|
71.5K
$15.2M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-7.3K- 6.9% |
$1.23M - $1.42M
|
98.4K
$20.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-7.32K- 36.71% |
$1.24M - $1.43M
|
12.6K
$2.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.32K- 2.06% |
$1.24M - $1.43M
|
348K
$74M
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-7.32K- 4.26% |
$1.24M - $1.43M
|
165K
$35M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-7.36K- 17.59% |
$1.24M - $1.44M
|
34.5K
$7.32M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-7.38K- 3.17% |
$1.25M - $1.44M
|
225K
$47.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.38K- 1.11% |
$1.25M - $1.44M
|
657K
$140M
|
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-7.41K- 66.74% |
$1.25M - $1.45M
|
3.69K
$784K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-7.44K- 15.96% |
$1.26M - $1.45M
|
39.2K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-7.47K- 79.85% |
$1.26M - $1.46M
|
1.88K
$400K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-7.55K- 79.34% |
$1.28M - $1.47M
|
1.97K
$418K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.55K- 3.18% |
$1.28M - $1.47M
|
230K
$48.9M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-7.6K- 35.4% |
$1.28M - $1.48M
|
13.9K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7.64K- 3.55% |
$1.29M - $1.49M
|
208K
$44.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-7.65K- 7.51% |
$1.29M - $1.49M
|
94.1K
$20M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-7.65K- 3.45% |
$1.29M - $1.49M
|
214K
$45.5M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-7.67K- 8.53% |
$1.3M - $1.5M
|
82.3K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-7.68K- 0.53% |
$1.3M - $1.5M
|
1.44M
$305M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-7.7K- 8.63% |
$1.3M - $1.5M
|
81.5K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-7.7K- 77.78% |
$1.3M - $1.5M
|
2.2K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.72K- 3.59% |
$1.3M - $1.51M
|
207K
$44M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-7.73K- 5.64% |
$1.31M - $1.51M
|
129K
$27.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-7.78K- 52.83% |
$1.31M - $1.52M
|
6.95K
$1.48M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-7.8K- 7.97% |
$1.32M - $1.52M
|
90.1K
$19.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-7.85K- 6.57% |
$1.33M - $1.53M
|
112K
$23.7M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-7.89K- 5.04% |
$1.33M - $1.54M
|
149K
$31.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-7.91K- 12.09% |
$1.34M - $1.54M
|
57.5K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-7.91K- 51.01% |
$1.34M - $1.54M
|
7.6K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-7.95K- 76.36% |
$1.34M - $1.55M
|
2.46K
$523K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-7.96K- 2.08% |
$1.35M - $1.55M
|
374K
$79.5M
|
|
|
May 13, 2024
Q1 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-7.98K- 6.58% |
$1.35M - $1.56M
|
113K
$24.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-7.99K- 3.32% |
$1.35M - $1.56M
|
233K
$49.5M
|
|
|
May 14, 2024
Q1 2024
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-8K- 23.53% |
$1.35M - $1.56M
|
26K
$5.53M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.02K- 16.19% |
$1.35M - $1.56M
|
41.5K
$8.82M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-8.06K- 1.05% |
$1.36M - $1.57M
|
759K
$161M
|