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 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-8.06K- 29.46% |
$1.36M - $1.57M
|
19.3K
$4.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-8.06K- 5.74% |
$1.36M - $1.57M
|
132K
$28.1M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-8.06K- 10.82% |
$1.36M - $1.57M
|
66.4K
$14.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-8.13K- 76.29% |
$1.37M - $1.59M
|
2.53K
$537K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-8.17K- 8.2% |
$1.38M - $1.59M
|
91.5K
$19.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-8.18K- 8.45% |
$1.38M - $1.6M
|
88.6K
$18.8M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-8.18K- 33.35% |
$1.38M - $1.6M
|
16.4K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.22K- 10.31% |
$1.39M - $1.6M
|
71.5K
$15.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.23K- 6.58% |
$1.39M - $1.61M
|
117K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-8.23K- 5.11% |
$1.39M - $1.61M
|
153K
$32.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-8.29K- 1.27% |
$1.4M - $1.62M
|
644K
$137M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-8.3K- 3.34% |
$1.4M - $1.62M
|
240K
$51.1M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-8.3K- 3.75% |
$1.4M - $1.62M
|
213K
$45.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.31K- 7.2% |
$1.4M - $1.62M
|
107K
$22.7M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-8.35K- 4.88% |
$1.41M - $1.63M
|
163K
$34.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.36K- 4.46% |
$1.41M - $1.63M
|
179K
$38.1M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8.4K- 5.48% |
$1.42M - $1.64M
|
145K
$30.8M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-8.4K- 0.51% |
$1.42M - $1.64M
|
1.65M
$351M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-8.42K- 6.04% |
$1.42M - $1.64M
|
131K
$27.8M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.44K- 22.01% |
$1.43M - $1.65M
|
29.9K
$6.35M
|
|
|
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
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Brooktree Capital Management
|
SELL
|
- |
-8.46K- 32.44% |
$1.43M - $1.65M
|
17.6K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.47K- 0.62% |
$1.43M - $1.65M
|
1.36M
$289M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-8.47K- 8.81% |
$1.43M - $1.65M
|
87.6K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.48K- 3.47% |
$1.43M - $1.65M
|
236K
$50.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.53K- 4.2% |
$1.44M - $1.67M
|
195K
$41.4M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8.63K- 16.43% |
$1.46M - $1.68M
|
43.9K
$9.33M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-8.64K- 24.23% |
$1.46M - $1.69M
|
27K
$5.74M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-8.65K- 5.68% |
$1.46M - $1.69M
|
144K
$30.5M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.66K- 2.6% |
$1.46M - $1.69M
|
325K
$69M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-8.66K- 10.93% |
$1.46M - $1.69M
|
70.6K
$15M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-8.67K- 13.7% |
$1.47M - $1.69M
|
54.6K
$11.6M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-8.71K- 78.91% |
$1.47M - $1.7M
|
2.33K
$495K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.72K- 9.31% |
$1.47M - $1.7M
|
84.9K
$18M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-8.72K- 4.49% |
$1.47M - $1.7M
|
186K
$39.4M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8.72K- 0.4% |
$1.47M - $1.7M
|
2.2M
$467M
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-8.73K- 7.91% |
$1.48M - $1.7M
|
102K
$21.6M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-8.76K- 13.08% |
$1.48M - $1.71M
|
58.3K
$12.4M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-8.77K- 20.13% |
$1.48M - $1.71M
|
34.8K
$7.4M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-8.78K- 1.88% |
$1.48M - $1.71M
|
459K
$97.5M
|
|
|
May 15, 2024
Q1 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-8.8K- 6.35% |
$1.49M - $1.72M
|
130K
$27.6M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-8.8K- 10.86% |
$1.49M - $1.72M
|
72.3K
$15.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.83K- 6.19% |
$1.49M - $1.72M
|
134K
$28.4M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.84K- 5.76% |
$1.49M - $1.73M
|
145K
$30.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-8.84K- 25.7% |
$1.49M - $1.73M
|
25.6K
$5.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-8.85K- 1.81% |
$1.5M - $1.73M
|
481K
$102M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-8.87K- 73.64% |
$1.5M - $1.73M
|
3.18K
$675K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.88K- 4.87% |
$1.5M - $1.73M
|
173K
$36.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-8.96K- 8.12% |
$1.51M - $1.75M
|
101K
$21.5M
|