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 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-7.41K- 66.74% |
$1.25M - $1.45M
|
3.69K
$903K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-7.44K- 15.96% |
$1.26M - $1.45M
|
39.2K
$9.58M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-7.47K- 79.85% |
$1.26M - $1.46M
|
1.88K
$461K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-7.55K- 79.34% |
$1.28M - $1.47M
|
1.97K
$481K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.55K- 3.18% |
$1.28M - $1.47M
|
230K
$56.3M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-7.6K- 35.4% |
$1.28M - $1.48M
|
13.9K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7.64K- 3.55% |
$1.29M - $1.49M
|
208K
$50.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-7.65K- 7.51% |
$1.29M - $1.49M
|
94.1K
$23M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-7.65K- 3.45% |
$1.29M - $1.49M
|
214K
$52.4M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-7.67K- 8.53% |
$1.3M - $1.5M
|
82.3K
$20.1M
|
|
|
May 13, 2024
Q1 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-7.68K- 0.53% |
$1.3M - $1.5M
|
1.44M
$351M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-7.7K- 8.63% |
$1.3M - $1.5M
|
81.5K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-7.7K- 77.78% |
$1.3M - $1.5M
|
2.2K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.72K- 3.59% |
$1.3M - $1.51M
|
207K
$50.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-7.73K- 5.64% |
$1.31M - $1.51M
|
129K
$31.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-7.78K- 52.83% |
$1.31M - $1.52M
|
6.95K
$1.7M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-7.8K- 7.97% |
$1.32M - $1.52M
|
90.1K
$22M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-7.85K- 6.57% |
$1.33M - $1.53M
|
112K
$27.3M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-7.89K- 5.04% |
$1.33M - $1.54M
|
149K
$36.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-7.91K- 12.09% |
$1.34M - $1.54M
|
57.5K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-7.91K- 51.01% |
$1.34M - $1.54M
|
7.6K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-7.95K- 76.36% |
$1.34M - $1.55M
|
2.46K
$602K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-7.96K- 2.08% |
$1.35M - $1.55M
|
374K
$91.5M
|
|
|
May 13, 2024
Q1 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-7.98K- 6.58% |
$1.35M - $1.56M
|
113K
$27.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-7.99K- 3.32% |
$1.35M - $1.56M
|
233K
$57M
|
|
|
May 14, 2024
Q1 2024
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-8K- 23.53% |
$1.35M - $1.56M
|
26K
$6.36M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.02K- 16.19% |
$1.35M - $1.56M
|
41.5K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-8.06K- 1.05% |
$1.36M - $1.57M
|
759K
$186M
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-8.06K- 29.46% |
$1.36M - $1.57M
|
19.3K
$4.72M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-8.06K- 5.74% |
$1.36M - $1.57M
|
132K
$32.4M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-8.06K- 10.82% |
$1.36M - $1.57M
|
66.4K
$16.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-8.13K- 76.29% |
$1.37M - $1.59M
|
2.53K
$618K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-8.17K- 8.2% |
$1.38M - $1.59M
|
91.5K
$22.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-8.18K- 8.45% |
$1.38M - $1.6M
|
88.6K
$21.7M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-8.18K- 33.35% |
$1.38M - $1.6M
|
16.4K
$4M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.22K- 10.31% |
$1.39M - $1.6M
|
71.5K
$17.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.23K- 6.58% |
$1.39M - $1.61M
|
117K
$28.6M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-8.23K- 5.11% |
$1.39M - $1.61M
|
153K
$37.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-8.29K- 1.27% |
$1.4M - $1.62M
|
644K
$158M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-8.3K- 3.34% |
$1.4M - $1.62M
|
240K
$58.8M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-8.3K- 3.75% |
$1.4M - $1.62M
|
213K
$52.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.31K- 7.2% |
$1.4M - $1.62M
|
107K
$26.2M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-8.35K- 4.88% |
$1.41M - $1.63M
|
163K
$39.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.36K- 4.46% |
$1.41M - $1.63M
|
179K
$43.8M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8.4K- 5.48% |
$1.42M - $1.64M
|
145K
$35.4M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-8.4K- 0.51% |
$1.42M - $1.64M
|
1.65M
$404M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-8.42K- 6.04% |
$1.42M - $1.64M
|
131K
$32M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.44K- 22.01% |
$1.43M - $1.65M
|
29.9K
$7.31M
|
|
|
Feb 12, 2025
Q1 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-8.44KClosed |
$1.43M - $1.65M
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-8.46K- 28.83% |
$1.43M - $1.65M
|
20.9K
$5.11M
|